Senior Salesforce Architect – Financial Services Cloud & AI

Digital Insurance LLC

United States

On-site

USD 110,000 - 140,000

Full time

8 days ago

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Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Expense reimbursement

Job summary

OneDigital is seeking a dynamic Salesforce specialist to lead our wealth management design and development using Financial Services Cloud. You will work with multiple business teams, agile teams, and collaborate with product owners to design intuitive interfaces and scalable solutions.

The role requires 3–5 years in Salesforce, AI experience, and a proactive, collaborative mindset. We offer competitive compensation, health and retirement benefits, and strong learning opportunities.

Qualifications

3–5 years of experience in the Salesforce ecosystem with Financial Services Cloud experience required.
AI experience is required.
Consulting experience is preferred.
Salesforce certifications are a plus.
Salesforce Shield, Conga, Docusign, Own Backup, Calendly and Copado are a plus.
Development skills: Lightning Web Component, Apex, OmniStudio.

Responsibilities

Be a subject matter expert in Financial Services Cloud, Sales Cloud, Service Cloud, and Experience Cloud.
Gather and analyze business requirements for system changes and enhancements.
Lead a project team to develop robust and comprehensive Salesforce solutions.
Work as part of a design team to coordinate tool suite technology development and determine project scope and limitations.
Collaborate with product owners and business stakeholders to understand business processes and identify opportunities for improvement.
Design, implement, and maintain solutions on the Salesforce platform, including custom objects, custom metadata, fields, complex flows, action plans, and reports.