DX Foundation ยท 1 month ago
Salesforce Solutions Architect (Financial Services Cloud)- USA (Remote)
United States
Full-time
Remote
Senior Level
5+ years expDX Foundation is a Salesforce consulting firm focused on enhancing customer relationships through innovative digital experiences. They are seeking a skilled Salesforce Solutions Architect to lead the design and delivery of Salesforce implementations in the financial services industry, facilitating workshops, gathering requirements, and ensuring high standards in solution delivery.
Management Consulting
No H1B
Responsibilities
Lead discovery workshops to understand customer needs, identify user personas, and gather detailed requirements and user stories
Assess our clients' current architecture and design solutions that meet their needs
Develop solution designs and communicate them to stakeholders, highlighting their value to secure approval
Ensure user stories are well-defined and conduct quality reviews to maintain high standards
Create proofs of concept (POCs) and demos to showcase design ideas to clients, incorporating best practice recommendations. Gather client feedback and refine designs to align with their needs
Provide technical guidance to the team and ensure standards are met or exceeded
Assess and make recommendations on processes, designs, operations, and testing
Assess the project's technical complexity and ensure the appropriate resources are allocated to meet its requirements
Participate in design and code reviews
Analyze and mitigates bugs and issues
Provide release planning, DevOps governance and deployment plans
Conduct unit, integration, and performance testing and work closely with users for user acceptance testing
Write technical specifications (for custom development, system integration, etc.) jointly with the technical team members
Document build plans and delegate work to team members
Qualification
Required
Over 5 years of consulting experience with expertise in enterprise applications for financial services
3+ years developing custom Salesforce applications with advanced skills in Apex, Lightning, SOQL, Flow, and other Salesforce tools
Proven ability to lead client requirements gathering and solution design sessions
Extensive experience with Salesforce products such as Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Financial Services Cloud (FSC)
Skilled in integrating third-party solutions or implementing nCino applications
Proficient in deploying web and enterprise systems using REST, APIs, SQL, JavaScript, and HTML, with a strong understanding of Agile methodologies, testing, and release processes
Applicants must have authorization to work in the United States without current or future visa sponsorship
Preferred
Proven experience thriving in a collaborative, high-energy, and fast-paced team environment
A service-oriented mindset with a natural drive to deliver exceptional customer satisfaction and results
A passion for discovering, learning, and implementing new technologies
Strong knowledge of the financial services industry, including regulations, compliance requirements, best practices, and effective configuration and customization to meet business needs
Demonstrated ability to mentor, train, and guide team members, fostering growth and development within the team
Benefits
Access to medical, dental, and vision insurance through Cigna with the majority of the employee cost covered by the employer
Employer funding to HSA accounts and FSA access
Access to a 401(k) through Vanguard with a guaranteed employer contribution
Flexible vacation policy that allows you to manage your schedule and rest and recharge when you need to
11 holidays with flexibility based on what is important for you and those you love
Family-friendly benefits, extended parental leave for when you need to spend critical time with new family members, employer-paid short-term and long-term disability, employer-paid life insurance, and access to additional life insurance, hospital coverage, accidental coverage, discounted mental health support, and more
Support on individual development through certifications, continued learning, conferences, and more
Company
DX Foundation
At DX Foundation, we are architects of transformative digital experiences, partnering with ambitious organizations to unlock the full potential of Salesforce, Snowflake, AWS, & Databricks and drive measurable business impact.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase