Salesforce Solutions Architect with Financial Services Cloud en Perficient, Inc.
Perficient, Inc. · Costa Mesa, Estados Unidos De América · Hybrid
- Senior
- Oficina en Costa Mesa
Salesforce Financial Services Solution Architect – Hybrid | Irvine, CA
Perficient is actively seeking a seasoned Salesforce Financial Services Solution Architect to join our rapidly expanding Salesforce practice. This strategic role is based in Irvine, California and follows a hybrid work model, offering a blend of on-site collaboration and remote flexibility.
As a Solution Architect, you’ll bring deep expertise in Salesforce Financial Services Cloud, along with proficiency in at least one additional Salesforce Cloud (e.g., Sales, Service, Experience). Your role will be pivotal in designing and delivering scalable, high-impact solutions tailored to the unique needs of financial services clients.
What You’ll Do:
- Architect end-to-end Salesforce solutions that address complex business challenges in the financial services sector.
- Lead client engagements, providing strategic guidance and translating business requirements into technical solutions.
- Define scope, estimate work effort, and lead Proof of Concept initiatives.
- Integrate Salesforce with third-party platforms and legacy systems to create seamless, data-driven experiences.
- Collaborate with cross-functional teams to deliver innovative, AI-powered solutions that drive measurable outcomes.
- Support sales pursuits and contribute to client presentations, proposals, and solutioning.
- Mentor delivery teams and contribute to thought leadership across the Salesforce ecosystem.
Why Perficient?
Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world’s most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible - while building a career filled with growth, balance, and purpose.
Our Salesforce + MuleSoft team helps global brands create connected, data-driven experiences that drive enterprise-wide transformation. As a Salesforce Partner and trusted MuleSoft advisor, we deliver strategic guidance, industry accelerators, and AI-powered solutions across healthcare, financial services, manufacturing, and more—unlocking the full potential of the Salesforce ecosystem.
Responsibilities
- Own and aggressively drive forward specific areas of technology architecture. Provide architectural solutions/designs to project execution teams for implementation.
- Provide architectural assessments, strategies, and roadmaps for one or more technology domains.
- Lead projects within architecture. Work with Product Owner/Business Analysts to understand functional requirements and interact with other cross-functional teams to architect, design, develop, test, and release features.
- Project and solution estimation and team structure definition.
- Develop Proof-of-Concept projects to validate new architectures and solutions.
- Support multiple Agile Scrum teams with planning, scoping and creation of technical solutions for the new product capabilities, through to continuous delivery to production.
- Liaise with offshore team and clients for resolving technical dependencies, issues, and risks.
- Mentor and provide architectural guidance to multiple teams building innovative applications.
- Drive common vision, practices and capabilities across teams.
- Engage with business stakeholders to understand required capabilities, integrating business knowledge with technical solutions.
- Engage with Technical Architects and technical staff to determine the most appropriate technical strategy and designs to meet business needs.
- Demonstrate broad solutions technical leadership, impacting significant technical direction, exerting influence outside of the immediate team and driving change.
Qualifications
Qualifications:
- Minimum 5 years of professional experience with Salesforce.
- At least 2 full-cycle Salesforce project implementations (discover, design, implement, optimize) – required.
- Minimum 3 years of experience in a professional services company, consulting firm, or agency.
- Strong background in the Financial Services industry—including banking, insurance, wealth management, or related domains.
- Experience with Salesforce Financial Services Cloud; Financial Services Cloud Certification is a plus.
- Solid understanding of delivery methodologies and ability to lead teams through solution implementation aligned with architectural design.
- Proven experience in project and solution estimation, and defining team structures.
- Fluent in current architecture trends with a forward-looking perspective on market and technical evolution.
- Demonstrated ability to define new architectures and independently lead projects from an architectural standpoint.
- Successful track record managing complex and/or large consulting engagements.
- Skilled in authoring, editing, and presenting technical documentation.
- Ability to elicit requirements and communicate effectively with both technical and non-technical stakeholders.
- Strong written and verbal communication skills.
- Passion for mentoring and developing junior team members.
- Experience managing multiple concurrent projects.
- Proficient in leveraging AI technologies to drive innovation, support strategic initiatives, and enable data-driven decision-making.
- Deep understanding of AI capabilities, limitations, and ethical considerations.
- Excellent analytical and problem-solving skills.
- Self-motivated and able to work independently.
- Bachelor’s degree or equivalent experience.
Preferred Skills and Education:
- Master’s degree in Computer Science or a related field.
- Leadership and team management experience, with strategic planning and oversight capabilities.
- Experience leading customer workshops and educating clients on emerging technology trends and best practices.
- Proven leadership in delivering solutions within defined timeframes.
- Experience working with globally distributed teams, including offshore team management.
The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $92,118 to $202,730. Please note that the salary range posted reflects the base salary only and does not include benefits or any variable compensation programs. Information regarding the benefits available for this position are in our benefits overview.
Applications will be accepted until the position is filled or the posting is removed.
WHO WE ARE
Perficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our clients exceed customers’ expectations, outpace competition, and grow their business. With unparalleled strategy, creative, and technology capabilities, our colleagues bring big thinking and innovative ideas, along with a practical approach to help our clients – the world’s largest enterprises and biggest brands succeed.
WHAT WE BELIEVE
At Perficient, we promise to challenge, champion, and celebrate our people. You will experience a unique and collaborative culture that values every voice. Join our team, and you’ll become part of something truly special.
We believe in developing a workforce that is as diverse and inclusive as the clients we work with. We’re committed to actively listening, learning, and acting to further advance our organization, our communities, and our future leaders… and we’re not done yet.
Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.
Disability Accommodations:
Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.
Disclaimer: The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.
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