Salesforce Solution Consultant-Financial Services Cloud

OffpremTechnology; United States; Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Remote first culture

Unlimited PTO

4% 401k match

Medical, dental and vision insurance

Company paid STD, LTD and life保险

11 paid holidays

Volunteer program

Flexible start dates

Job summary

Offprem Technology is seeking a Salesforce Solution Architect to lead discovery, design and delivery across multiple Salesforce clouds. You will translate complex requirements into scalable configurations and guide cross-functional teams to successful project completion.

The role emphasizes client-facing delivery, mentoring colleagues, and contributing to technical standards. Prior Salesforce experience and certifications are required, with a remote-friendly, results-driven culture.

Qualifications

• Bachelor’s degree or equivalent experience.
• Salesforce Platform Administrator certification.
• Run discovery sessions and translate requirements to scalable configurations.
• Deliver fixed-scope or rapid Salesforce implementations using best practices.
• Hands-on experience with Sales Cloud and/or Service Cloud; focus on Sales, FS and Experience Clouds.
• Experience with Digital Lending/origination is a strong plus.
• Agile delivery experience in consulting environments.
• 1+ year client-facing roles such as Solution Architect, Technical Lead, or Senior Consultant.
• Strong Salesforce architecture, configuration, automation (Flows) and integration knowledge.
• Ability to manage multiple projects with tight timelines.
• Excellent communication and ability to present to stakeholders.

Responsibilities

• Lead solution discovery and technical design across Salesforce clouds.
• Translate business requirements into scalable Salesforce solutions.
• Guide discovery sessions and align stakeholders through projects.
• Deliver fixed-scope or rapid implementation projects.
• Work with internal and external clients as part of a project team.
• Mentor team members and contribute to standards and best practices.
• Demonstrate passion for Salesforce solutions and team collaboration.

Skills

Solution design

Client facing

Salesforce architecture

Agile delivery

Communication skills

Multi-project management

Education

Bachelor's degree or equivalent

Salesforce Platform Administrator certification

Tools

Sales Cloud

Service Cloud

Salesforce Flows

Data model

Integrations

Job description

What You’ll Do

• Lead solution discovery and technical design across multiple Salesforce clouds and implementations
• Translate complex business requirements into scalable, maintainable Salesforce solutions
• Guide discovery, lead design sessions, and facilitate stakeholder alignment through successful completion of projects
• Deliver fixed-scope or rapid implementation projects.
• Work as part of a project team alongside both internal and external clients
• Mentor internal team members and contribute to the technical standards and best practices
• Demonstrate genuine passion for Salesforce solutions and fostering team collaboration

Requirements

• Bachelor’s Degree or equivalent experience

• Salesforce Certified Platform Administrator certification

• Ability to run discovery sessions, document requirements, and translate them into scalable configurations

• Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices

• Hands-on experience implementing Sales Cloud and/or Service Cloud. Strong emphasis on Sales, Financial Services and Experience Clouds

• Experience with Digital Lending/ Origination is a strong plus

• Experience with agile delivery models and consulting environments

• 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant

• Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices

• Ability to manage multiple projects simultaneously

• Excellent communication skills and ability to present technical concepts to business stakeholders

• Ability to work across disciplines and adapt to unfamiliar technologies or business processes

• 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment

• Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals)

• Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices

• Comfort managing multiple concurrent projects with tight timelines

Certifications:

1-3 of the following Salesforce Certifications:

• Salesforce Certified Platform Administrator
• Salesforce Certified Platform Administrator II
• Salesforce Certified Business Analyst
• Salesforce Certified Platform App Builder
• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified Service Cloud Consultant
• Sales Force Financial Services Cloud Consultant

Company Benefits and Perks

• Remote first culture - yes we have an office, but we don’t force you to come in!
• Unlimited PTO
• 4% 401k match
• Medical, dental and vision insurance from day one!
• Company paid STD, LTD and life insurance
• 11 paid holidays, including the day after the Superbowl!
• Volunteer Program, including volunteer time off and matching donations
• Tuesday start dates for new hires, because who wants to start on a Monday?
• Bonus or commission eligible, depending upon your role

Authenticity & Verification Notice
As a client facing organization we value integrity and authenticity throughout our hiring process.
Candidates may be asked to validate technical knowledge, experience, education, and certifications through structured assessment and credential verification prior to hire.

*Offprem Technology provides equal employment opportunities to all employees and applicants for employment without regard to race, color, gender, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, or protected veteran status.