Salesforce Solutions Architect (Financial Services Cloud)- Mexico (Remote)

DX Foundation; Mexico; Hybrid; MXN 900,000 - 1,500,000; Full time

Benefits offered by this job

Private medical insurance (MetLife)

Life insurance (MetLife)

Christmas bonus

Salary savings plan (8%)

Flexible vacation policy

Parental leave

Certifications & conferences

Job summary

DX Foundation is hiring a senior Salesforce consultant to architect digital journeys and lead advisory-driven implementations for financial services clients in Mexico. You will design solutions, gather requirements, and drive best-practice adoption across multiple Salesforce clouds, including FSC and nCino integrations.

You will mentor teammates, participate in design reviews, and ensure high-quality, scalable deployments with strong DevOps governance and testing practices.

Qualifications

• 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.
• Authorized to work in Mexico.

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 mitigate 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.

Skills

Salesforce Apex

Lightning

SOQL

Flow

REST

APIs

JavaScript

SQL

nCino

Architecture

Client engagement

Mentoring

Tools

Salesforce

nCino

Job description

At DX Foundation, we are not just Salesforce consultants – we are architects of the digital future. Our mission is to empower businesses to unlock the full potential of their customer relationships through innovative digital experiences.

As a cross‑cloud Salesforce partner, we focus on crafting a digital journey that enhances customer, user, and IT experiences. We lead with advisory services, ingraining best practices and strategic thinking into every implementation. Our core expertise lies in integrating strategic advisory, best practices, and tailored strategies into every Salesforce implementation, ensuring that our solutions are technically sound and enrich the customer and user journey.

What You Will Do

• 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 mitigate 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.

Your Knowledge, Skills, And Abilities

• 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.
• Authorized to work in Mexico.

What Would Make You An Outstanding Candidate

• 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.

Why join the DX Foundation team?

We are committed to creating an inclusive environment for our team. If you have a special need that requires accommodation, please let your recruiter know.

We Currently Offer The Following Benefits

• Access to private medical insurance through MetLife.
• Life insurance policy through MetLife.
• 30‑day Christmas bonus and a monthly technology stipend.
• Contribution of 8% of the employee's salary to a savings fund.
• Flexible vacation policy that allows you to manage your schedule and rest and recharge when you need to.
• Family‑friendly benefits, extended parental leave, and employer‑paid short‑term and long‑term disability.
• Support for individual development through certifications, continued learning, conferences, and more.

We value a diverse workforce and a culture of inclusivity and belonging. All employment decisions shall be made without regard to age, race, creed, color, religion, gender, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. DX Foundation is an Equal Opportunity Employer.