SFI Functional Architect - Salesforce

iO Associates; City Of London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A global digital consulting leader based in London is seeking an experienced SFI Functional Architect for a 12-month hybrid contract. The role involves leading CRM discovery sessions, designing Salesforce solutions, and collaborating with cross-functional teams. Ideal candidates have strong hands-on experience with Salesforce Industries in the Insurance sector and a solid background in digital transformation. This position requires Salesforce certification and Omni Studio skills.

Qualifications

• Strong hands-on experience with Salesforce Industries in the Insurance sector.
• 5+ years as a Business Analyst/Consultant in CRM or digital transformation.
• Hands-on experience with Omni Studio.

Responsibilities

• Lead requirement workshops and solution demos.
• Identify process gaps and develop Salesforce solution designs.
• Build and present Salesforce prototypes to stakeholders.

Skills

Salesforce Industries (Vlocity/SFI)

Insurance domain knowledge

Salesforce configuration

Custom development

Omni Studio skills

Data Raptors

Flex Cards

Omni Scripts

Integration Procedures

Education

Salesforce Industries certification

CPQ or SFI CPQ certification

Job description

SFI Functional Architect - Salesforce

London | Hybrid working

12 months CONTRACT | Inside IR35

iO Associates has partnered with a global leader in digital consulting and is seeking an experienced SFI Functional Architect to lead CRM discovery sessions, analyse business processes, and design future-state Salesforce solutions. You'll translate complex requirements into clear user stories, build prototypes, create process diagrams, and guide cross-functional teams through implementation.

Key Responsibilities

• Lead requirement workshops, discovery sessions, and solution demos.
• Identify process gaps, reengineer workflows, and develop Salesforce solution designs.
• Break down business needs into technical components and user stories.
• Build and present Salesforce prototypes to business and technical stakeholders.
• Support UAT planning and collaborate with UX, Change Management, and development teams.
• Work across Salesforce Industries Cloud (Insurance, Financial Services, Health Cloud preferred).

Requirements

• Strong hands-on experience with Salesforce Industries (Vlocity/SFI) in the Insurance sector.
• Insurance domain background required.
• 5+ years as a Business Analyst/Consultant in CRM or digital transformation.
• Hands-on Salesforce configuration and custom development experience.
• Must have hands-on Omni Studio skills (Data Raptors, Flex Cards, Omni Scripts, Integration Procedures, Rating Engine)
• Knowledge of Product Admin, Quoting, Policy Admin, FNOL, Claims, and Enrolment.
• Salesforce Industries certification required; CPQ or SFI CPQ preferred.

If you're passionate about building impactful Salesforce solutions and ready to take on a strategic consulting role, we'd love to connect.