Solution Architect (FINS)

Coastal Cloud LLC; Northern (KY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Remote flexible work

Office locations: FL, GA, VA, KY

401K with Company Match

Medical, Vision, Dental

Job summary

Coastal Cloud LLC is a leading Salesforce-focused consultancy seeking a Financial Services Solution Architect to own the overall design of technical solutions and guide best-practice choices based on client needs.

You will drive discovery sessions, translate findings into technical requirements, and produce supported solution designs while collaborating with Coastal Cloud teams and clients for successful deployments of Salesforce and other SaaS apps.

Qualifications

• 4-6 years of advanced Salesforce Platform Business Analysis and exposure to Project Scoping.
• 2+ years experience as a Senior Consultant (or equivalent seniority).
• Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred.
• Experience with SDLC, Agile or Hybrid delivery.
• Must have full-time permanent US work authorization.
• Experience with Financial Services Cloud preferred.

Responsibilities

• Design a solution leveraging Salesforce products, features, and best practices with custom components to meet customer needs.
• Deliver architecture diagrams and technical documentation (data models, high-level architecture, integration architecture).
• Oversee overall solution design, build tasks, estimation of effort, and reporting/UAT oversight.
• Collaborate with Delivery leadership and Account Executives to scope proposals and ensure client satisfaction.
• Partner with Project Managers to foster a collaborative environment across delivery and client teams.

Skills

Salesforce Platform

Business Analysis

Project Scoping

Client-facing

SDLC

Agile/Hybrid

Sales Cloud

Education

Bachelor’s Degree

FS Cloud Certification

Tools

Salesforce CRM

Conga

DocuSign

AccountingSeed

AppExchange

Job description

We are looking for aFinancial Services Solution Architectto help us support our continued growth. The Solution Architect is responsible for owning the overall design of the technical solution as well as recommending best practice solutions based on client needs. They provide technical guidance to the development of Salesforce.com and other SaaS applications to support business and product strategies. A Solution Architect facilitates discovery sessions to understand client processes and challenges and translates findings into technical requirements supported by a documented solution design. They provide thoughtful leadership and communication to project and client team members in order to build the foundation as a trusted partner.

Responsibilities

• Responsible for designing a solution to leverage Salesforce products, features, and best practices extended with custom components to meet customer needs
• Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.)
• Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and UAT.
• Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc), and general AppExchange products and when it is appropriate to use each in relation to customer requirements.
• DemonstratestheabilitytoperformSalesforce.comadministration/configuration/datamigrationdutiesasneeded
• Works effectively individually and with Coastal Cloud team members and client members toward customer satisfaction and success
• Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals
• Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams.
• Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal Cloud team members for technical and professional growth
• Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications

Required Skills, Education and Experience

• Prior experience working within Financial Services as an employee or supporting them as a client in a techno-functional capacity.
• 4-6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping
• 2+ years experience as a Senior Consultant (or equivalent seniority)
• DemonstratestrongcompetenciesaroundthecoreSalesforce.complatform
• Applied knowledge of Salesforce and the Sales, Services, and Marketing functions
• Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred
• AdditionalSalesforce.com cloudknowledgespecifictoindustry/verticals preferred
• Previous experience with software development life cycle (SLDC), Agile or Hybrid preferred
• Ability to create entity relationship and object relationship diagrams to demonstrate design concepts and tools
• Excellent organizational skills and ability to handle multiple tasks simultaneously
• Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders
• Ability to develop practical solutions and methodologies on the Salesforce platform
• Must have full-time permanent US work authorization
• Note – Determination of Senior will be based upon the candidates’ previous relevant experience and depth of skills, and will be determined through our skills interview process.

Additional Requirements

• Bachelor’s Degree preferred, or equivalent experience
• Experience with Financial Services Cloud, and Financial Services Cloud Accredited Professional preferred
• Travel, as required by client or project milestones
• Demonstrates a basic level of knowledge of common enterprise systems CRM or ERP

Why Coastal, and what we offer:

• Flexible working hours with an emphasis on a life-work balance (in that order!)
• Remote flexible work; plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations
• Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage
• Competitive quarterly bonus opportunities
• Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses
• A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more
• Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
• Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance
• Opportunities for accelerated growth, networking, and career guidance and support
• Trust, transparency and respect across all levels of the company

Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.