Principal Architect Senior Director - FINS/ Insurance

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Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Salesforce Professional Services helps customers transform and build what’s next for business - with technology. We seek experienced strategic architect leaders with shown success who can lead our customers to transform business, operations, and technology to drive business outcomes in the Financial Services and Health and Life Sciences Industry. As  trusted advisors, these architects will cultivate and oversee executive customer relationships and delivery of transformative programs with our most strategic customers, partners, and business delivery leaders.  They will be responsible for overseeing adoption and consumption of our technology, building and leading customer relationships, CSAT, and service delivery, in concert with account leadership. The ideal candidates will bring a diverse IT and/or Management Consulting background and knowledge of industry trends, using this credibility as strategic advisors to our customers, partners, and internal teams across Salesforce.

Candidates will have deep Salesforce, cross cloud technology expertise and the ability to craft innovative, forward-looking strategies demonstrating that technology to realize business results in the context of a customer's broader enterprise architecture strategy.  In this role, the architect will be the voice of the customer to shape and implement a strategy to build mind-share and broad adoption of Salesforce technologies within the Financial Services and Health and Life Sciences Industry. Critical to the role is the ability to think strategically about business, product, and technical challenges as you drive customers’ efficiencies, cost savings, and quick innovation available on the Salesforce platform.  

Support GTM Partners 

• Actively participate in the pursuit process in support of Services Sellers for our large scale deals, working cross-functionally within Salesforce to ensure we are selling what we can technically deliver as aligned with the customer’s objectives; work with teams to deliver the pitch, define scope/team and contribute to pricing and contractual arrangements. 

• Support ground-breaking changes needed to achieve the customers' objectives, informed by deep industry and product expertise.

• Ensure the technical architecture is optimized to achieve the most elegant client solution; balance business requirements with technical capabilities to deliver the optimal business outcomes.

• Work hand in hand with internal teams (Sales, Success, Technology and Products, TMP and Support) to develop and lead strategy and drive customer adoption initiatives.

Foster Delivery Excellence

• Accountable for supervising the solution and technical architecture of our most sophisticated/large customers.

  • Serving in a billable capacity as a lead architect along during discovery and development

  • Identify and mitigate architectural risks associated with projects

  • Lead the architecture and design of complex Salesforce projects for clients within the Financial Services and Health and Life Sciences industry

  • Provide architectural guidance and support to project teams, including developers, administrators, and business partners

  • Advise customers on the overall enterprise architecture, where Salesforce fits in and assist in developing overall architectural strategy

  • Develop roadmaps and provide strategic guidance to clients to ensure alignment between business objectives and technical solutions

  • Conduct in-depth analysis of requirements and assess the feasibility of various solutions

  • Anticipates, mitigates, and runs risk to Salesforce and the customer.

• Assigned in a billable capacity, contributing to an overall Principal Architect team utilization target of 50%

Internal Growth & Operational Excellence

• Optimally lead, inspire, coach, and develop other Salesforce Professional Services team members engaged in the Services delivery through active mentorship.

• Develop and strengthen others’ consulting skills, industry knowledge, product knowledge, competency skills, and leadership capabilities.

• Ensure compliance with industry regulations and standards

• Keep up-to-date with the latest Salesforce developments and trends, and bring innovative ideas to the table to help clients stay ahead of the curve

• Participate in the continued development of internal processes, artifacts and methodologies to support service delivery to our most strategic customers. Ensure adherence to tried and tested approved methodologies

• Collaborate across teams (Regulated ProServ, Sales, Success and Product) to build and drive Regulate solution POVs.

• Support the product teams across clouds within Salesforce as they build industry specific solutions for the Regulated vertical, ensuring our product understands the needs of our largest enterprise customers as they innovate 

• Build an architecture community across our Regulated ProServ team to collaborate on standard methodologies and learn from others delivering large scale programs within the Regulated vertical  

• Drive the enablement goals of the architecture community to align to the needs of our customers to ensure we are able to sell and deliver leading with our cross cloud platform expertise within the Regulated vertical

Requirements

• 10+ years experience leading enterprise-level technology transformation programs with Fortune 500 companies (preferably Salesforce enabled transformations)

• 10+ years of relevant consulting experience in professional services

• 10+ years of experience leading, managing, coaching, and developing staff

• 8+ years of experience with Cloud and cloud based technologies (not limited to Salesforce platform but ideally Financial Services Cloud or Health Cloud)

• 5+ years of experience with the Financial Services or Healthcare and Life Sciences industry

• 8+ years of experience with data architecture

• 8+ years in System to System integration, distributed architectures, event driven architecture  using common ESB platforms like Mulesoft

• Bachelor's degree or equivalent experience

• Salesforce Certified Technical Architect Achievement, desired, or on path to CTA

• Experience working with customers to understand and solve their most pressing business challenges

• Knowledge of the concepts, practices, procedures, and deliverables associated with system development, implementation, and operational readiness.

• Knowledge of solution acumen to work with teams to develop comprehensive operational plans and address technical issues

• Significant experience leading C-suite relationships at customers with a focus on technology and architecture leaders

• A standout colleague with experience working on pursuit teams and participating in the proposal development process

• Executive-level communication and presentation skills, written and oral 

• Travel up to 80% 

• Significant experience in understanding security, compliance and building scalable and high availability application architectures

• Knowledge of concepts in the areas of DevOps,Observability 

• Significant experience in helping with strategic roadmap planning with customer executives

• Knowledge of Design Thinking and human centered change processes

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three innovative ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes’s “World’s Most Innovative Company” five years in a row and one of Fortune’s “100 Best Companies to Work For” eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world.

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