Salesforce Solutions Architect (Financial Services Cloud) – USA (Remote)

DX Foundation; United States; On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA + FSA

401(k) with employer contribution

Flexible vacation policy

11 holidays with flexibility

Family-friendly benefits and life/dis/

Certification & learning support

Job summary

DX Foundation is seeking a Salesforce Solutions Architect (Financial Services Cloud) to lead architecture, requirements gathering, and delivery of complex client projects. You will mentor teammates, collaborate with stakeholders, and ensure alignment on technical specs for successful outcomes.

The role emphasizes discovery workshops, PoCs, release planning, and DevOps governance within a financial services context. Strong Salesforce product experience is essential.

Qualifications

• 5+ years consulting experience in financial services.
• 3+ years developing Salesforce applications with Apex, Lightning, SOQL, Flow.
• Led client requirements gathering and solution design sessions.
• Extensive experience with Salesforce Sales/Service/Marketing/Experience Cloud and FSC.
• Skilled at integrating third-party solutions and nCino applications.
• Proficient in REST, APIs, SQL, JavaScript and HTML; Agile practices.
• Authorized to work in the United States without current or future visa sponsorship.

Responsibilities

• Lead discovery workshops to gather detailed requirements and user stories.
• Assess current architecture and design scalable Salesforce solutions.
• Develop solution designs and present value to obtain approvals.
• Ensure user stories are well-defined and subjected to quality reviews.
• Create proofs of concept and demos for client buy-in.
• Gather feedback and refine designs to client needs.
• Provide technical guidance and enforce coding standards.
• Advise on processes, designs, operations, and testing.
• Plan releases and provide DevOps governance and deployment plans.
• Conduct unit/integration/performance testing with users during UAT.
• Write technical specs for custom development and system integration.
• Document build plans and delegate work to team members.

Skills

Apex

Lightning

SOQL

Flow

REST APIs

JavaScript

SQL

HTML

Experience Cloud

Tools

Sales Cloud

Service Cloud

Experience Cloud

nCino

Job description

About Us: At DX Foundation, where we're not just Salesforce consultants - we're 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 with a focus, our focus isn't just on technology - it's 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. At DXF, we specialize in elevating the Salesforce experience for businesses of all sizes. Our core expertise lies in integrating strategic advisory, best practices, and tailored strategies into every Salesforce implementation. By focusing on the overall digital experience, we ensure that the solutions we provide are not just technically sound but also enhance the customer and user journey.

We are seeking a skilled Salesforce Solutions Architect (Financial Services Cloud) with a proven history of designing and delivering complex, client-facing projects, particularly in the financial services industry. This role involves leading solution design, architecture, and delivery of Salesforce implementations. Key responsibilities include facilitating discovery workshops, gathering requirements, crafting solution designs, developing proof-of-concepts, conducting quality reviews, and providing release planning and DevOps governance. The architect will also mentor team members, collaborate with stakeholders, and ensure alignment on technical specifications for successful project outcomes.

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 mitigates 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
• Applicants must have authorization to work in the United States without current or future visa sponsorship

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 medical, dental, and vision insurance through Cigna with the majority of the employee cost covered by the employer
• Employer funding to HSA accounts and FSA access
• Access to a 401(k) through Vanguard with a guaranteed employer contribution
• Flexible vacation policy that allows you to manage your schedule and rest and recharge when you need to
• 11 holidays with flexibility based on what is important for you and those you love
• Family-friendly benefits, extended parental leave for when you need to spend critical time with new family members, employer-paid short-term and long-term disability, employer-paid life insurance, and access to additional life insurance, hospital coverage, accidental coverage, discounted mental health support, and more
• Support on 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.

Salary: $140 - $180