Salesforce Solution Architect - Financial Services

SilverlineCRM
Omaha, NE Full Time
POSTED ON 3/9/2024 CLOSED ON 5/23/2024

Job Posting for Salesforce Solution Architect - Financial Services at SilverlineCRM

Silverline Company Overview:
As part of Mphasis, Silverline tailors digital transformation solutions to meet your specific needs by leveraging insights acquired through 10 years in the business. We’ve completed thousands of Salesforce engagements informed by real-world expertise gained across Media and Entertainment, Financial Services and Healthcare industries. From strategic planning and implementation to managed services, we guide clients through every phase of their journey, enabling continuous value with the Salesforce platform. We also offer CalendarAnything, a popular scheduling application on the AppExchange, as well as industry-proven accelerators.

 

Silverline Value Proposition:
Silverline employees are a diverse group of global professionals who are passionate about creating rewarding experiences for our teams, our clients, and the world we live in. Silverline's culture of collaboration, inclusion, and career growth plays a vital role in our success. Come be a part of our team and join the fun!

 

Position Overview:

The Solution Architect is tasked with working as a key member of our project team to ensure smooth and efficient implementation and integration between technical and functional system requirements, providing consultative advice to customers regarding financial & insurance industries best practices and process methodologies, as well as creating a solution that best meets our client’s needs. 

 

As a Solution Architect (SA) in our Financial Practice we are looking for a consultant with experience implementing a wide array of Salesforce Products from Sales & Service Cloud to the more specialized Financial Services Cloud (FSC) as well as implementing add-ons such as the nCino managed package solution in conjunction with the multiple Salesforce products.  In this role, you will have the opportunity to make a significant impact that directly impacts Silverline’s clients.

 

Primary Responsibilities:

  • As a key contributor on a project team, the Solution Architect guides customers through the design and implementation of Salesforce solutions
  • Engage customer stakeholders to understand desired business outcomes and define success criteria
  • Articulate to customer stakeholders the value of recommended solutions and approach
  • Lead discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements; synthesize requirements to create clear and comprehensive user stories and solution design documentation
  • Perform fit-gap analysis between Salesforce and nCino functionality and client requirements
  • Explain nCino’s Gold Standard feature solutions and work with the customer to best build processes around standard functionality when possible
  • Manage deployments of both metadata and record-based configuration components
  • Design elegant, innovative Salesforce solutions involving: configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
  • Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
  • Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
  • Develop training curriculum and deliver training sessions to the solution’s end users
  • Work with a Silverline Project Manager to manage a project to scope, budget and timeline expectations

 

Role Requirements:

  • 5 years client-facing consulting experience within the Salesforce ecosystem
  • 3 years experience as a Salesforce Solution Architecture role
  • 3 years implementing Sales & Service Cloud as well as other SF & CRM platforms including relational databases
  • 2 years implementing Financial Services Cloud (FSC). Experience implementing nCino solutions is a big plus
  • Industry expertise in Insurance & Financial Services (Banking, Wealth, Capital Markets..etc)
  • Proficient writing skills for producing functional specifications documentation
  • Outstanding communication skills, with both the internal team and clients
  • Experienced with learning and leveraging cloud-based technologies
  • Comfortable with a fast-paced, high performance environment
  • Self-starter, ambitious, flexible, team player
  • FSC Accreditation preferred
  • nCino Commercial 201, 301 and/or nCino Retail 201, 301 certifications are preferred
  • Experience with release management tools such as Gearset, Copado or AutoRabit a plus
  • BA/BS degree or equivalent work experience. MBA is a plus

 

Minimum Requirements:

  • Demonstrated functional and technical knowledge implementing Salesforce Solutions
    • Salesforce product expertise including but not limited to; Sales Cloud, Service Cloud, Marketing Cloud (Pardot or experience on other marketing automation platforms is a plus), Health Cloud, Financial Services Cloud, nCino…etc.
  • Specific knowledge or experience in Financial Services is preferred
  • Experience working as a trusted advisor in consultative client engagements
  • Experience working with large teams within a structured project methodology framework
  • Understanding of and experience with user centered design concepts
  • Having earned or willing to obtain Salesforce certifications upon request
  • Additional Salesforce or industry related certifications is also a plus such as, but not limited to; Pardot, Vlocity, MuleSoft and other 3rd party applications

 

 

EEO & Pay transparency Statement: Silverline provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Compensation for this role is expected to range from USD $120,000 - $165,000 in base salary plus performance-based bonus. Actual compensation offered will be determined by, and commensurate with, candidate experience as evaluated during the interview process.

 

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