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SoftServe
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Senior Salesforce Solution Architect

SoftServeUnited Kingdom
Work model
Hybrid
Experience
3+ years
Employment
Full Time
Compensation
Not disclosed
Technology signal
3 tags

Technology context

3

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CloudKYCSalesforce

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Role description

ABOUT THE ROLE

As a Salesforce Solution Architect, you will shape technical solutions for SoftServe's banking and insurance clients, combining Salesforce expertise with a strong understanding of financial services. You will partner with clients, sales teams, and Salesforce stakeholders to turn business needs into viable solutions, strengthen client relationships, and drive growth of our Financial Services practice.

RESPONSIBILITIES

  • Lead client discovery workshops and technical discussions to translate banking and insurance needs into scoped Salesforce solutions.
  • Design solution architectures, data models, and integration approaches across core Salesforce clouds and Financial Services Cloud.
  • Partner with sales teams, Salesforce Account Executives, and ecosystem partners to qualify opportunities, shape solutions, and drive co-selling.
  • Develop technical estimates, work breakdown structures, staffing plans, timelines, assumptions, and risk assessments for proposals and SOWs.
  • Create and present demos, proof-of-concepts, sales enablement materials, and industry points of view to accelerate sales opportunities.
  • Evaluate FSI platforms and ISVs, including nCino, and account for their integration requirements in solution design and estimation.
  • Support RFP/RFI responses, competitive positioning, and smooth handover of scoped engagements to delivery teams.
  • Mentor colleagues and build reusable architectures and accelerators while tracking Salesforce product developments and FSI trends.

REQUIREMENTS

  • 8+ years of Salesforce ecosystem experience, including 3+ years in pre-sales, solution architecture, or technical consulting.
  • Strong expertise in Sales, Service, Experience, and Revenue Cloud, with working knowledge of Financial Services Cloud, Data 360, and Agentforce.
  • Solid understanding of banking or insurance processes, including lending, wealth management, underwriting, and claims, plus relevant FSI platforms and ISVs.
  • Practical knowledge of Salesforce data models, Flow, Apex, APIs, MuleSoft, and enterprise integration patterns.
  • Proven experience scoping and estimating complex engagements using WBS, effort estimates, delivery timelines, and risk assessments.
  • Understanding of FSI regulatory and data privacy requirements, including KYC/AML, GDPR, and data residency.
  • Strong client-facing, presentation, facilitation, and stakeholder-management skills, with experience in discovery workshops, proposals, and co-selling with Salesforce Account Executives.
  • Ability to create sales enablement materials, mentor colleagues, and lead cross-functional pursuit teams.
  • Salesforce Administrator certification or progress toward it, plus two relevant cloud certifications or progress toward them.