[Hiring] Salesforce Lead/ Solution Architect @American IT Systems

Role Description

We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain. This role blends:

• Deep banking domain expertise
• Strong Salesforce FSC solutioning
• Ability to independently drive requirements and client priorities
• Experience leading global (onshore–offshore) delivery teams

Key Responsibilities

• Client Engagement & Advisory
  • Act as a trusted advisor to business and technology stakeholders
  • Lead discovery workshops, design sessions, and roadmap discussions
  • Translate business goals into platform-aligned transformation strategies
  • Help define and prioritize client initiatives, KPIs, and success metrics
• Requirements & Solution Leadership
  • Independently drive end-to-end requirement gathering (business, functional, process)
  • Define to-be operating models and customer journeys across banking domains
  • Design scalable solutions leveraging:
    • Financial Services Cloud
    • Service Cloud
    • Salesforce Data Cloud
  • Ensure alignment across process, data model, integrations, and user experience
• Banking Domain Expertise
  • Apply strong knowledge of:
    • Retail & commercial banking
    • Wealth management & client servicing
    • Lending lifecycle (origination to servicing)
    • KYC, onboarding, and compliance workflows
  • Leverage FSC capabilities for:
    • Customer 360 & householding
    • Relationship management
    • Financial accounts & interactions
    • Regulatory and servicing processes
• Delivery Leadership (Onsite–Offshore Model)
  • Lead distributed teams (onshore + offshore pods) across design and delivery
  • Drive backlog prioritization, sprint planning, and execution governance
  • Ensure delivery aligns with business outcomes, timelines, and quality standards
  • Mentor and guide architects, developers, and analysts
• Stakeholder & Program Governance
  • Engage with senior client stakeholders to align priorities and trade-offs
  • Provide program-level oversight, risk management, and escalation handling
  • Track and communicate value realization and ROI
• Transformation & Innovation
  • Drive adoption of AI/Agentforce-led service models
  • Identify opportunities for automation, productivity gains, and CX improvement
  • Contribute to building reusable assets, accelerators, and industry solutions

Qualifications

• 10–15+ years of experience in Salesforce and digital transformation programs
• 5+ years of hands-on experience with:
  • Financial Services Cloud
  • Strong experience in banking / financial services domain
• Proven ability to:
  • Lead client workshops independently
  • Drive requirements end-to-end without supervision
  • Manage global delivery teams

Preferred Qualifications

• Salesforce certifications (FSC, Service Cloud Consultant)
• Experience with API-led integrations (e.g., MuleSoft)
• Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
• Experience in large-scale transformation programs ($5M+ deals)

Key Skills

• Client-facing communication & executive presence
• Requirements elicitation & process design
• Banking domain expertise
• Salesforce FSC solutioning
• Agile delivery leadership
• Stakeholder management & prioritization

Success Profile (What "Good" Looks Like)

• Independently leads discovery → solution → delivery alignment
• Converts ambiguity into structured requirements and roadmap
• Aligns business priorities with Salesforce platform capabilities
• Drives offshore teams with clarity, accountability, and outcomes
• Acts as the bridge between business, technology, and delivery

One-Line Pitch (for hiring / slide)

"A client-facing Financial Services Cloud leader who combines deep banking expertise with Salesforce FSC capabilities to drive end-to-end transformation and measurable business outcomes."