Senior Salesforce Solution Architect - Presales exp - Horizontal

FormativGroup; United States; Remote; USD 140,000 - 210,000; Full time

Job summary

FormativGroup seeks a Senior Solution Architect to lead techno-functional Salesforce transformations for financial services clients. You will partner with Account Executives, SMEs, and Delivery teams to shape opportunities, translate business needs into practical Salesforce designs, and guide complex engagements from discovery to solution deployment.

You bring 7+ years of experience, strong consultative and communications skills, and live Salesforce Architect-level certs, with a focus on

Qualifications

• 7+ years in techno-functional Salesforce solution architecture and pre-sales engineering in enterprise consulting.
• Proven success supporting enterprise Salesforce transformation initiatives.
• Strong understanding of Salesforce platform capabilities (Sales Cloud, Service Cloud, Experience Cloud, Data Cloud).
• Ability to translate business needs into practical Salesforce designs and tradeoffs.
• Excellent facilitation, presentation, and executive engagement skills.

Responsibilities

• Qualify opportunities with Account Executives and shape technical strategy.
• Lead discovery sessions to map current-state processes and desired outcomes.
• Translate objectives with Industry SMEs into Salesforce solution approaches.
• Design scalable solutions leveraging Salesforce products and modern integrations.
• Develop compelling demos, prototypes, and executive-ready presentations.

Skills

Salesforce architecture

Pre-Sales Engineering

Executive engagement

Consultative selling

Business analysis

Tools

Salesforce Sales Cloud

Salesforce Service Cloud

Salesforce Experience Cloud

Salesforce Data Cloud

Integration patterns

Job description

Are you a consultative Salesforce expert who can turn complex financial-services challenges into compelling, practical solutions? FormativGroup is adding a Senior Solution Architect to the growing team!

The Senior Solution Architect is a senior individual contributor that is a Techno-functional Salesforce Certified Architect who partners with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. This role bridges business process and technology by understanding how clients operate today, identifying opportunities for improvement, and designing practical Salesforce solutions that create measurable business value. The ideal candidate combines strong consultative skills with deep Salesforce expertise and exercises sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability.

Key Responsibilities

• Partner with Account Executives throughout the sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution.
• Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes.
• Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches.
• Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business and technical tradeoffs.
• Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
• Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific business scenarios.
• Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.
• Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations.
• Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices.
• Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral.
• Capture insights from customer engagements to help improve offerings, sales plays, and solution assets.
• Maintain current Salesforce certifications and continuously expand expertise in Salesforce AI capabilities and emerging platform technologies.

Qualifications

• 7+ years in Techno-Functional Salesforce Solution Architecture and Pre-Sales Engineering, enterprise consulting, in a customer facing role.
• Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits.
• Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
• Ability to analyze business processes and translate requirements into practical solution designs.
• Outstanding facilitation, presentation, communication, and executive engagement skills.
• Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
• Valid, live Salesforce Architect-level certifications required; AI and Data Cloud certifications are a plus.

Success Profile

• Consultative and business-process oriented
• Balances business value with technical excellence
• Exercises sound judgment and avoids unnecessary complexity
• Excellent communicator with executive presence
• Collaborative, curious, and team-oriented
• Thrives in a fast-paced, entrepreneurial consulting environment

Compensation

The Salesforce Solutions Architect will receive a competitive compensation package commensurate with experience, including base salary, variable incentive compensation, and benefits.

Location and Work Authorization

• This is a remote role with potential periodic client travel. Candidates located in the United States is required
• Applicants must be authorized to work for any employer in the United States. FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.
• Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.