Solutions Lead

Howden Group Services Limited; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Howden is seeking a Solution Lead for the US Market to design end-to-end business and technology solutions across Sales, Service, Operations, Marketing, and Client Management. You will bridge business strategy with technical execution as the senior solution design authority for Salesforce and related platforms.

This role requires 8+ years in architecture, deep Salesforce expertise, and strong collaboration with product, engineering, and vendors to deliver scalable, adoption-focused solutions

Qualifications

• Bachelor’s degree in information systems, Computer Science, Business, Engineering, or related field.
• 8+ years in solution architecture, business architecture, CRM platforms, enterprise technology delivery, or related roles.
• Deep Salesforce experience, including Financial Services Cloud, Service Cloud, platform automation, reporting, integrations, data models, and AI-enabled capabilities.
• Experience integrating Salesforce with agency management systems, document platforms, marketing technologies, telephony, and operational applications.
• Strong understanding of APIs, middleware, event-based architectures, workflow orchestration, data modeling, master data management, governance, and enterprise information architecture.
• Proven ability to lead workshops, requirements analysis, design sessions, agile planning, backlog refinement, and stakeholder alignment.
• Excellent written, verbal, presentation, and executive communication skills.

Responsibilities

• Lead solution workshops and evaluate design tradeoffs balancing value, UX, scalability, and complexity.
• Serve as lead designer for Salesforce Financial Services Cloud, including data models, processes, automation, reporting and roadmap evolution.
• Design capabilities to improve prospecting, acquisition, servicing, retention, pipeline management, collaboration, and colleague productivity.
• Build solutions and APIs; configure Salesforce environment to fit business processes across groups.
• Define integration strategies across Salesforce, EPIC, document platforms, SharePoint, and AI platforms.
• Establish data ownership, synchronization, APIs, and workflow orchestration standards.
• Collaborate with product managers, architects, developers, QA, operations, and vendors through discovery to post-launch optimization.

Skills

Solution architecture

CRM platforms

Salesforce

Executive communication

Education

Bachelor’s degree in information systems, CS, business or engineering

Tools

Salesforce Financial Services Cloud

Applied EPIC

SharePoint

Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like‑minded people driving change at Howden.

Solution Lead, US Market – Client & Colleague Platforms

Location: United States (Remote)

Reports to: Head of CX & CRM / Technology Leadership

Employment Type: Full-time, Exempt

About Howden

Howden is a global, employee‑owned insurance group built on entrepreneurial spirit, collaboration, and a people‑first culture. With 20,000 colleagues across 100+ countries, we empower talented specialists to make a meaningful difference for clients, colleagues, and the business.

Role Overview

The Solution Lead designs and governs end-to-end business and technology solutions that support Howden’s client and colleague journeys across Sales, Service, Operations, Marketing, and Client Management. The role acts as the senior solution design authority for Salesforce and the broader platform ecosystem, including Applied EPIC, Document Management, SharePoint, AI native platforms, Zywave MiEdge, client and colleague portals, and future enterprise applications. This person bridges business strategy and technical execution by partnering with business leaders, product managers, architects, engineering teams, vendors, and operations stakeholders to define scalable designs, future‑state experiences, integration patterns, data standards, and adoption‑focused solutions.

What Success Looks Like

Connected solution designs that unify Salesforce and core business platforms into seamless client and colleague experiences.

Improved productivity, adoption, and data quality through intuitive workflows, automation, and integrated experiences.

Clear solution architecture, process, integration, and data documentation adopted by delivery teams.

Consistent enterprise standards for integrations, data exchange, workflow orchestration, and user experience.

Strong business, product, architecture, and engineering partnership leading to measurable delivery outcomes.

Key Responsibilities

• Solution Design & Build, Salesforce Leadership & Journey Enablement Design end-to-end business and technology solutions across Howden’s strategic platforms, translating objectives, journey maps, and product requirements into scalable designs.
• Lead solution workshops, evaluate design tradeoffs, and recommend approaches that balance business value, user experience, scalability, and implementation complexity.
• Serve as lead solution designer for Salesforce Financial Services Cloud, including data models, business processes, automation, reporting, user experience, and platform roadmap evolution.
• Design capabilities that improve prospecting, acquisition, servicing, retention, pipeline management, collaboration, and colleague productivity.
• Build solutions, APIs, configure Salesforce environment to suit business process across all groups.
• Enterprise Integration, Data & Ecosystem Design Define integration solutions across Salesforce, Applied EPIC, document platforms, SharePoint, Zywave MiEdge, AI native platforms, portals, and future enterprise applications.
• Establish system interactions, data ownership, synchronization strategies, APIs, event‑driven patterns, and workflow orchestration standards.
• Define logical data models, data quality standards, governance expectations, and consistent management of accounts, prospects, clients, policies, opportunities, activities, documents, and relationships.
• Partner with architecture, engineering, analytics, and data teams to ensure secure, scalable, maintainable solutions that support reporting, insights, AI, and operational decision‑making.
• Vendor Evaluation, Delivery Partnership & Governance Evaluate new technologies, vendor solutions, proof‑of‑concepts, and capability assessments against business objectives, integration needs, operational impacts, and enterprise standards.
• Collaborate with Product Managers, Business Analysts, Architects, Developers, QA, Operations, and vendors throughout discovery, design, build, testing, release, and post‑launch optimization.
• Review requirements, user stories, process designs, technical specifications, and delivered solutions to ensure alignment to business outcomes and experience goals.
• Establish reusable design standards, reference architectures, solution playbooks, governance artifacts, and documentation for processes, integrations, data flows, and solution decisions.
• Work collaboratively with global engineering teams to ensure continuous delivery is aligned with the design principles.

Qualifications

Minimum Qualifications

• Bachelor’s degree in information systems, Computer Science, Business, Engineering, or related field.
• 8+ years in solution architecture, business architecture, CRM platforms, enterprise technology delivery, or related roles.
• Deep Salesforce experience, including Financial Services Cloud, Service Cloud, platform automation, reporting, integrations, data models, and AI‑enabled capabilities.
• Experience integrating Salesforce with agency management systems, document platforms, marketing technologies, telephony, and operational applications.
• Strong understanding of APIs, middleware, event‑based architectures, workflow orchestration, data modeling, master data management, governance, and enterprise information architecture.
• Proven ability to lead workshops, requirements analysis, design sessions, agile planning, backlog refinement, and stakeholder alignment.
• Excellent written, verbal, presentation, and executive communication skills.

Preferred Qualifications

• Salesforce certifications such as Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Application Architect, or System Architect.
• Experience with Applied EPIC, insurance brokerage platforms, enterprise architecture frameworks, modern integration platforms, AI‑enabled workflows, automation, or intelligent document processing.
• Experience in Insurance Brokerage, Employee Benefits, Property & Casualty, Private Client, or Financial Services.

What do we offer in return?

A career that you define.

At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us: Our successes have all come from someone brave enough to try something new. We support each other in the small everyday moments and the bigger challenges. We are determined to make a positive difference at work and beyond.

Reasonable adjustments

We’re committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we’re a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth‑equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that’s embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.