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Solution Architect - Financial Services

We are looking for a Financial Services Solution Architect to help us support our continued growth. The Solution Architect is responsible for owning the overall design of the technical solution as well as recommending best practice solutions based on client needs. They provide technical guidance to the development of and other SaaS applications to support business and product strategies. A Solution Architect facilitates discovery sessions to understand client processes and challenges and translates findings into technical requirements supported by a documented solution design. They provide thoughtful leadership and communication to project and client team members in order to build the foundation as a trusted partner.
Work that matters. Life that fits. Looking for a role where you can live anywhere you want while delivering meaningful client work? You’re in the right place. We’re looking for tech-savvy folks who know Salesforce inside and out and believe outstanding customer experience is table stakes. Join our team of talented, certified Salesforce consultants and industry experts and develop life-changing skills

Work Environment

Flexible Work Options Volunteer Time Off Computer Allowance Team Building Activities Virtual Socials

Great Benefits

Medical & dental insurance Flexible spending accounts 401(k) plan with company match Short-term & long-term disability Life & AD&D insurance Paid holidays Responsible Time Off (RTO)


  • Responsible for designing a solution to leverage Salesforce products, features, and best practices extended with custom components to meet customer needs
  • Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.)
  • Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and UAT.
  • Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc), and general AppExchange products and when it is appropriate to use each in relation to customer requirements.
  • Demonstrates¬†the¬†ability¬†to¬†perform¬†¬†administration/configuration/data¬†migration¬†duties¬†as¬†needed
  • Works effectively individually and with Coastal Cloud team members and client members toward customer satisfaction and success
  • Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals
  • Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams.
  • Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal Cloud team members for technical and professional growth
  • Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications

Required Skills, Education and Experience

  • Prior experience working within Financial Services as an employee or supporting them as a client in a techno-functional capacity.
  • 4-6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping
  • 2+ years experience as a Senior Consultant (or equivalent seniority)
  • Demonstrate¬†strong¬†competencies¬†around¬†the¬†core¬†¬†platform
  • Applied knowledge of Salesforce and the Sales, Services, and Marketing functions
  • Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred
  • Additional¬† cloud¬†knowledge¬†specific¬†to¬†industry/verticals preferred
    • (Nonprofit¬†Cloud,¬†Education¬†Cloud,¬†Marketing¬†Cloud,¬†Community¬†Cloud,¬†CPQ,¬†Field¬†Service,¬†etc.)
  • Previous experience with software development life cycle (SLDC), Agile or Hybrid preferred
  • Ability to create entity relationship and object relationship diagrams to demonstrate design concepts and tools
  • Excellent organizational skills and ability to handle multiple tasks simultaneously
  • Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders
  • Ability to develop practical solutions and methodologies on the Salesforce platform
  • Must have full-time permanent US work authorization
  • Note ‚Äď Determination of Senior will be based upon the candidates‚Äô previous relevant experience and depth of skills, and will be determined through our skills interview process.

Additional Requirements

  • Bachelor‚Äôs Degree preferred, or equivalent experience
  • Experience with Financial Services Cloud, and Financial Services Cloud Accredited Professional preferred
  • Travel, as required by client or project milestones
  • Demonstrates a basic level of knowledge of common enterprise systems CRM or ERP

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