Solution Architect

Roles & Responsibilities

• Thought leadership role in Financial Services Industry. Deliver & support business process innovation workshops.
• Leads business process redesign, roadmap planning, and identifying touch points in multi-cloud implementations.
• Assess customers business requirements, co-create the future vision for success and map to Salesforces solutions
• Give input to customers target architecture, phasing, roadmap and transition architecture
• Provide domain expertise and guidance to define solution for the customers on the salesforce 360 platform
• Work with the client to build out their CRM strategy and roadmap, enabling both quick wins and longer-term strategic goals, leveraging Salesforce Platform and supporting technology
• Comfortable working with complex business requirements, design, and help configure the desired solution.
• Collaborate with Technical Architects, Project teams and implementation partners to determine the solution details and value of the proposed architecture
• Review and provide guidance on design and infrastructure blueprints, as well as proactively identify and communicate potential issues or risks
• Stay up to date with the latest updates and trends in the industry and Salesforces solutions as well as competitive solutions
• 12 years CRM experience with a minimum of 3 years on Financial Services domain of Banking, Mortgage and Lending
• Must have worked on Loan Origination and Mortgage. Additional functional and solution knowledge of Collections, Payments, Lending.
• CRM / Salesforce solution experience is a plus
• Proven ability to design and optimize business processes and to integrate business processes across disparate systems.
• Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
• Solid verbal, written, presentation and interpersonal skills
• Ability to collaborate as part of a team to solve business and technical problems