Salesforce Architect (CPQ)

Insight Global; United States; On-site; USD 140,000 - 190,000; Full time

Job summary

Insight Global is seeking a highly skilled Salesforce Architect to shape client success across multiple financial services engagements. You will write user stories, oversee testing, and partner with the Product Owner to ensure alignment and delivery excellence.

The ideal candidate has expert-level Salesforce knowledge, hands-on CPQ or Revenue Cloud experience, and proven leadership in presales, architecture and cross-functional teams. AI-enabled workflows welcome.

Qualifications

• 5 years of professional experience as a Salesforce Architect.
• Two project implementations leveraging Salesforce full capabilities (Discover, Design, Implement, Optimize).
• CPQ or Revenue Cloud Certification
• Ability to elicit requirements and communicate with non-technical stakeholders.
• Demonstrated ability to leverage AI tools to boost productivity and workflows.

Responsibilities

• Write user stories and oversee testing efforts.
• Build strong client and Product Owner relationships to ensure alignment and delivery excellence.
• Demonstrate expert Salesforce knowledge with hands-on capability across multiple Clouds.
• Lead presales activities, architecture discussions, and cross-functional collaboration.
• Mentor delivery teams and drive technology architecture across projects.
• Collaborate with offshore teams to resolve dependencies, issues, and risks.

Skills

Salesforce Architect

Presales

Team leadership

Requirements elicitation

AI tooling

Tools

CPQ / Revenue Cloud Certification

Job description

• 5 years of professional experience as a Salesforce Architect
• At least two project implementations that exploit the full capabilities (discover, design, implement and optimize) of the Salesforce platforms.
• CPQ or Revenue Cloud Certification
• Ability to elicit requirements and communicate clearly with non-technical individuals, development teams, and other ancillary project members
• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution.

Job Description

A Solutions Architect plays a highly hands-on role in shaping client success. This individual is deeply involved in writing user stories, overseeing testing efforts, and building strong relationships with both the client and the Product Owner to ensure alignment and delivery excellence.

The ideal candidate is expected to have expert-level knowledge of Salesforce, with proficiency in two or more Clouds, including hands-on experience with CPQ or Revenue Cloud. While a programming background is not required, the Solutions Architect must demonstrate strong capabilities in client presales and presentations, team leadership, and strategic thought leadership. This role demands a blend of technical acumen, business insight, and interpersonal skills to drive impactful solutions in the financial services domain.

You will collaborate with some of the best talent in the industry to create and implement innovative high-quality solutions, participate in Sales and various pursuits focused on our clients' business needs. You will also contribute to a variety of roles in thought leadership, mentorship, systems analysis, architecture, design, configuration, testing, debugging, and documentation. You will challenge your leading-edge solutions, consultative and business skills through the diversity of work in multiple industry domains.

This role is considered part of the Business Unit Senior Leadership team and may mentor delivery team members.

Own and aggressively drive forward specific areas of technology architecture. Provide architectural solutions/designs to project execution teams for implementation.

Provide architectural assessments, strategies, and roadmaps for the Salesforce domain.

Write Stories and operate as a BA when necessary.

Lead projects within architecture. Work with Product Owner/Business Analysts to understand functional requirements and interact with other cross-functional teams to architect, design, develop, test, and release features.

Project and solution estimation and team structure definition.

Develop Proof-of-Concept projects to validate new architectures and solutions.

Support multiple Agile Scrum teams with planning, scoping and creation of technical solutions for the new product capabilities, through to continuous delivery to production.

Liaise with offshore team and clients for resolving technical dependencies, issues, and risks.

Mentor and provide architectural guidance to multiple teams building innovative applications.

Drive common vision, practices and capabilities across teams.

Engage with business stakeholders to understand required capabilities, integrating business knowledge with technical solutions.

Engage with Technical Architects and technical staff to determine the most appropriate technical strategy and designs to meet business needs.

Demonstrate broad solutions technical leadership, impacting significant technical direction, exerting influence outside of the immediate team and driving change.