Salesforce Solution Architect/Banking

Xede Consulting Group; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking company as a Salesforce Financial Services Solution Architect, where your expertise will help shape innovative solutions in the financial services sector. This role is pivotal in aligning Salesforce capabilities with business objectives, ensuring clients achieve measurable outcomes. You'll work collaboratively with stakeholders to design and implement strategies that enhance client engagement and drive business value. If you are passionate about technology and its potential to transform businesses, this is your chance to make a significant impact in a dynamic environment that values innovation and collaboration.

Qualifications

• 3+ years in Salesforce with a focus on Financial Services Cloud.
• Expertise in business analysis and process optimization.

Responsibilities

• Lead Salesforce implementations and collaborate with stakeholders.
• Design solutions that optimize business processes and drive value.

Skills

Salesforce Administration

Business Analysis

Process Optimization

Agile/Scrum Methodologies

Client Engagement

Consultative Leadership

Education

3+ years of experience in Salesforce

Background in Financial Services

Tools

Salesforce Financial Services Cloud

AppExchange

Job description

Harness Your Salesforce Expertise to Transform Financial Services at Xede Consulting Group

Are you a strategic Salesforce professional passionate about aligning technology with business goals in financial services? Xede Consulting Group seeks a Salesforce Financial Services Solution Architect (SA) to lead impactful Salesforce implementations. This role is about designing holistic strategies that deliver exceptional client outcomes while driving measurable business value.

Your deep understanding of Salesforce solutions, including Financial Services Cloud, coupled with a focus on business processes and client engagement, will position you as a trusted advisor in the financial services industry.

Key Responsibilities

• Stakeholder Collaboration: Use your Salesforce expertise to work closely with key business stakeholders, translating their strategies and goals into Salesforce-driven solutions through effective engagement, documentation, and leadership.
• Strategic Requirements Management: Lead discovery sessions to create actionable user story backlogs, ensuring alignment between client objectives and Salesforce capabilities.
• Holistic Solution Design: Craft Salesforce implementation plans that emphasize business process optimization, focusing on native capabilities and reducing complexity.
• Business Value Focus: Collaborate with clients to prioritize user stories that maximize business outcomes while managing risks.
• Consultative Leadership: Guide clients through Salesforce design decisions with clear, strategic insights, enabling them to leverage Salesforce as a tool for growth and innovation.
• Adoption and Enablement: Develop training plans and enablement strategies to ensure clients successfully integrate and maximize the value of Salesforce solutions.
• Client Partnership: Act as a bridge between business needs and technology solutions, working closely with the project team to manage client expectations and ensure successful outcomes.
• Salesforce Expertise in Sales Support: Provide strategic input during sales activities, enhancing go-to-market strategies with your business-focused Salesforce insights.
• Business-Centric Salesforce Expertise: Proven ability to design and deliver Salesforce solutions tailored to business needs, particularly within Financial Services Cloud.
• Strategic Mindset: Focused on aligning Salesforce capabilities with business goals, ensuring clients realize long-term value.
• Agile Leadership: Strong understanding of Agile/Scrum methodologies to guide successful, iterative Salesforce project delivery.
• Clear Communication: Ability to translate Salesforce solutions into understandable, actionable business strategies for stakeholders at all levels.
• Collaborative Leadership: Skilled at leading diverse teams and fostering client relationships as a trusted advisor.

Education & Experience

• 3+ years of experience in Salesforce administration or consulting, with expertise in Financial Services Cloud.
• Extensive background in business analysis, process optimization, and financial services, especially banking.
• Proven ability to manage requirements, develop user stories, and create actionable roadmaps.
• Hands-on experience with AppExchange integrations and data migration.

Travel Requirements

• Ability to travel to client sites as needed for workshops and solution delivery.

At Xede Consulting Group, the role of Solution Architect focuses on translating business objectives into Salesforce solutions that drive measurable value. As a Salesforce Financial Services Solution Architect, you’ll help clients unlock the full potential of Salesforce while shaping their digital transformation journey.

We’re committed to:

• Empowering our teams with opportunities to lead strategic initiatives that drive real business results.
• Creating a culture where collaboration, innovation, and learning thrive.
• Delivering lasting value to clients through expertise, empathy, and integrity.

Ready to Lead Strategic Salesforce Solutions in Financial Services?

Join Xede Consulting Group and redefine what’s possible for financial services clients. Apply today to make an impact where business strategy and Salesforce innovation meet!

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Consulting

Industries: IT Services and IT Consulting