Salesforce Architect - Functional - Banking

Rothstein Recruitment; Greater London; Sur place; GBP 90 000 - 130 000; Plein temps

Résumé du poste

Rothstein Recruitment is recruiting a Salesforce Functional Architect for a leading UK bank to own end-to-end functional design across FSC, OmniStudio and Experience Cloud, translating complex regulatory requirements into scalable platform designs.

You will lead workshops, define processes, data models and drive agile delivery with Business Analysts and Product Owners, ensuring Salesforce best practices and regulatory alignment.

Qualifications

• Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant.
• Strong hands-on experience with Salesforce Financial Services Cloud.
• Experience with Salesforce OmniStudio / Salesforce Industries (OmniScripts, FlexCards, DataRaptors, Integration Procedures).
• Deep understanding of FSC data model (Financial Accounts, Contacts, Households, Relationship Groups and Referrals).
• Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management.
• Experience in agile delivery with Azure DevOps or Jira; workshop facilitation and senior stakeholder engagement.

Responsabilités

• Own and evolve the Salesforce functional architecture blueprint.
• Translate business requirements into end-to-end functional designs.
• Define business processes, user journeys, data models and platform behaviours.
• Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation.
• Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud.
• Partner with Business Analysts to improve user stories, acceptance criteria and traceability.
• Work with Product Owners to support prioritisation and delivery decisions.
• Collaborate with Technical Architects to ensure functional designs are technically viable.
• Lead workshops with senior business, technology, risk and compliance stakeholders.
• Maintain functional design artefacts and ensure alignment with Salesforce best practice.
• Support agile delivery through backlog refinement, sprint planning and story readiness.

Description du poste

Salesforce Architect - Functional - Banking

A leading UK bank is seeking an experienced Salesforce Functional Architect to support a major digital transformation programme.

You will own the end-to-end functional design of Salesforce solutions across Financial Services Cloud, OmniStudio and Experience Cloud, translating complex business and regulatory requirements into scalable, secure and user-focused platform designs.

Key Responsibilities

• Own and evolve the Salesforce functional architecture blueprint
• Translate business requirements into end-to-end functional designs
• Define business processes, user journeys, data models and platform behaviours
• Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation
• Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud
• Partner with Business Analysts to improve user stories, acceptance criteria and traceability
• Work with Product Owners to support prioritisation and delivery decisions
• Collaborate with Technical Architects to ensure functional designs are technically viable
• Lead workshops with senior business, technology, risk and compliance stakeholders
• Maintain functional design artefacts and ensure alignment with Salesforce best practice
• Support agile delivery through backlog refinement, sprint planning and story readiness
• Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant
• Strong hands-on experience with Salesforce Financial Services Cloud
• Detailed understanding of the FSC data model, including Financial Accounts, Contacts, Households, Relationship Groups and Referrals
• Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management
• Practical experience with Salesforce OmniStudio / Salesforce Industries, including:
• OmniScripts
• FlexCards
• DataRaptors
• Integration Procedures
• Strong Salesforce Lightning, Flows, security model and configuration experience
• Experience delivering Salesforce solutions within banking or regulated financial services
• Strong requirements engineering, process mapping and functional design capability
• Experience writing and validating user stories and acceptance criteria
• Confident workshop facilitation and senior stakeholder engagement skills
• Experience working in agile teams using Azure DevOps or Jira

Highly Desirable

• Knowledge of SAML, OIDC and customer authentication patterns
• Understanding of Salesforce DevOps and release management
• Experience contributing to a Salesforce Centre of Excellence or Community of Practice
• End-to-end financial services customer onboarding experience
• Wealth or asset management Salesforce implementation experience

Preferred Certifications

• Salesforce Service Cloud Consultant

Salesforce Functional Architect Architecture OmniStudio FSC Financial Services Cloud Experience Cloud Solution Architect Senior Salesforce Functional Consultant Bank Banking Finance Financial Services