Mphasis · 1 hour ago
Salesforce Solution Architect - Financial Services
North Carolina, United States
Full-time
Onsite
Senior Level
5+ years expMphasis is a company focused on providing consulting services, and they are seeking a Salesforce Solution Architect to ensure smooth implementation and integration of Salesforce solutions for clients in the financial services sector. The role involves guiding customers through the design process, managing project deployments, and developing training for end users.
Artificial Intelligence (AI)BlockchainCyber SecurityInformation TechnologyIT Management
Responsibilities
As a key contributor on a project team, the Solution Architect guides customers through the design and implementation of Salesforce solutions
Engage customer stakeholders to understand desired business outcomes and define success criteria
Articulate to customer stakeholders the value of recommended solutions and approach
Lead discovery and requirements refinement sessions to uncover customers business, functional, and technological requirements synthesize requirements to create clear and comprehensive user stories and solution design documentation
Perform fit gap analysis for Salesforce functionality and client requirements
Explain Gold Standard feature solutions and work with the customer to best build processes around standard functionality when possible
Manage deployments of both metadata and record based configuration components
Design elegant, innovative Salesforce solutions involving configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
Iterate on solutions through a Build or Test or Review cycle with customer Product Owner
Develop training curriculum and deliver training sessions to the solutions end users
Work with a Silverline Project Manager to manage a project to scope, budget and timeline expectations
Qualification
Required
5 years client-facing consulting experience within the Salesforce ecosystem
3 years experience as a Salesforce Solution Architecture role
3 years implementing Sales and Service Cloud as well as other SF and CRM platforms including relational databases
Industry expertise in Financial Services Banking, Wealth, Capital Markets, Insurance, Healthcare, Media plus others
Proficient writing skills for producing functional specifications documentation
Outstanding communication skills, with both the internal team and clients
Experienced with learning and leveraging cloud based technologies
Comfortable with a fast paced, high performance environment
Self-starter, ambitious, flexible, team player
Salesforce Certifications required
BA or BS degree or equivalent work experience. MBA is a plus
Preferred
Experience with release management tools such as Gearset, Copado or AutoRabit a plus
Salesforce product expertise including but not limited to Sales Cloud, Service Cloud, Marketing Cloud Pardot or experience on other marketing automation platforms is a plus, Health Cloud, Financial Services Cloud, nCino
Experience working as a trusted advisor in consultative client engagements
Experience working with large teams within a structured project methodology framework
Understanding of and experience with user centered design concepts
Having earned or willing to obtain Salesforce certifications upon request
Additional Salesforce or industry related certifications is also a plus such as, but not limited to Pardot, Vlocity, MuleSoft and other 3rd party applications
Company
Mphasis
Mphasis is an IT services company that offers blockchain, cyber security, product engineering, DevOps, and other services. It is a sub-organization of Blackstone Group.
10001+ employees
H1B Sponsorship
Mphasis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1685)
2024 (1453)
2023 (1350)
2022 (1639)
2021 (1415)
2020 (1251)
Funding
Current Stage
Public CompanyTotal Funding
$68.92MKey Investors
Blackstone Group
2020-04-02Post Ipo Equity· $68.92M
2016-04-05Acquired
2004-06-04IPO
Leadership Team
Nitin Rakesh
Chief Executive Officer and Managing Director
Aravind Viswanathan
CFO
Recent News
2025-12-27
2025-12-26
Company data provided by crunchbase