SFI Functional Architect - Salesforce

IO Associates; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading digital consulting firm is seeking an experienced SFI Functional Architect to join their team in London. This role focuses on leading CRM discovery sessions, analysing business processes, and designing Salesforce solutions. The ideal candidate should have strong experience in the Insurance sector and possess Salesforce Industries certification. This position offers hybrid working and a contract of 12 months.

Qualifications

• Strong hands-on experience with Salesforce Industries, particularly in the Insurance sector.
• 5 years of experience as a Business Analyst or Consultant in CRM or digital transformation.
• Must have hands-on Omni Studio skills, including Data Raptors and Flex Cards.

Responsibilities

• Lead requirement workshops and solution demos.
• Identify process gaps and develop Salesforce solution designs.
• Support UAT planning and collaborate with UX and development teams.

Skills

Salesforce Industries experience

Business Analysis

CRM transformation

Omni Studio skills

Education

Salesforce Industries certification

Tools

Salesforce

Vlocity

Job description

SFI Functional Architect

Ensure you read the information regarding this opportunity thoroughly before making an application.

• 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.