Senior Salesforce Solutions Architect – Financial Services

Plative; Oregon; Hybrid; USD 140,000 - 210,000; Full time

Job summary

Plative is seeking a Solution Lead to join the deal team and own the solution side of complex financial services engagements. You’ll run discovery with COOs and heads of advisory, map conversations to the FSC data model in real time, and build demos tailored to each firm.

You’ll write levels of effort and SOWs, advise on build vs. buy for integrations, carry 10–15 pursuits, and co-sell with Salesforce teams.

Qualifications

• FSC domain fluency and understanding of data models.
• Proven ability to write statements of work with delivery in mind.
• Strong discovery and stakeholder interview skills without decks.
• Experience with Salesforce integration and APIs.
• Ability to translate regulatory requirements into design decisions.

Responsibilities

• Join scoping calls and run the solution side with a Client Partner.
• Run discovery with COOs, heads of advisory, and ops leads.
• Build demos tailored to each firm and reuse assets across teams.
• Write levels of effort and statements of work for delivery.
• Recommend build versus buy for integrations and carry 10–15 pursuits.
• Co-sell with Salesforce AEs and SEs.
• Guide data-readiness discussions before AI opportunities and ensure clean handoffs to delivery.

Skills

Discovery & discovery calls

SOW writing

Solution mapping

Salesforce integration

Building demos

Co-selling with Salesforce

Job description

Plative is seeking a Solution Lead to join the deal team and own the solution side of complex financial services engagements. You’ll run discovery with COOs and heads of advisory, map conversations to the FSC data model in real time, and build demos tailored to each firm.

You’ll write levels of effort and SOWs, advise on build vs. buy for integrations, carry 10–15 pursuits, and co-sell with Salesforce teams.