Salesforce Architect

Role Overview

We are seeking a highly experienced Salesforce Solutions Architect to serve as a strategic and hands-on partner in maximizing the effectiveness of our Salesforce platform. This role is responsible for evaluating the current Salesforce implementation, identifying opportunities to improve how the platform supports sales and service operations, and ensuring Salesforce is implemented and extended in a scalable, best-practice-driven manner.

The architect will work closely with Salesforce Administrators and business stakeholders to understand how Salesforce is being used day-to-day, identify gaps or inefficiencies in platform utilization, and translate those insights into well-architected solutions. This role balances platform enablement and business partnership with strong architectural governance and implementation discipline, ensuring improvements enhance business outcomes without introducing unnecessary complexity or technical debt.

Key Responsibilities

Platform Enablement & Business Partnership

• Partner closely with Salesforce Administrators and business stakeholders to understand how Salesforce currently supports sales and service workflows.

• Evaluate platform usage, user adoption, and workflow execution to identify opportunities for improvement in efficiency, usability, and effectiveness.

• Recommend platform enhancements that better enable sales and service teams while remaining aligned with Salesforce best practices and architectural standards.

• Act as a trusted advisor by connecting platform design decisions to operational outcomes, ensuring Salesforce capabilities are used intentionally and appropriately.

Salesforce Org Assessment & Architecture

• Conduct a comprehensive assessment of the existing Salesforce org, including:

  • Data model, standard and custom objects

  • Automation (Flows, legacy Process Builder and workflows)

  • Security model, profiles, permission sets, and sharing

  • Integrations, APIs, and data flows

  • Technical debt, scalability risks, and performance concerns

• Identify architectural anti-patterns and areas where the platform has been over- or under-customized.

• Document findings and present clear, actionable recommendations.

Roadmap, Standards & Governance

• Develop a prioritized roadmap that balances near-term business enablement with long-term platform health.

• Define and document Salesforce standards and guardrails, including:

  • Naming conventions and configuration guidelines

  • Automation and integration patterns

  • Data quality and lifecycle management practices

  • Sandbox strategy, deployment, and release management

• Establish governance practices that enable innovation while preventing future technical debt.

Implementation & Delivery

• Lead and execute the implementation of new Salesforce modules and capabilities (e.g., Sales Cloud, Service Cloud, custom solutions).

• Refactor or redesign existing configurations and automation to improve scalability, maintainability, and alignment with standards.

• Design and implement integrations with external systems using APIs or middleware where appropriate.

• Ensure changes are properly tested, deployed, and documented.

Collaboration & Knowledge Transfer

• Collaborate with internal teams and external partners to ensure consistent architectural alignment.

• Mentor and support Salesforce Administrators by reinforcing best practices and architectural principles.

• Produce clear documentation to support long-term ownership, maintainability, and operational continuity.

Required Qualifications

• 8–15+ years of Salesforce experience, including significant responsibility for solution design and architecture.

• Demonstrated experience evaluating existing Salesforce implementations and driving platform improvements.

• Strong hands-on expertise with:

  • Salesforce configuration and customization

  • Declarative automation (Flows)

  • Data modeling and security architecture

  • Integrations (REST/SOAP APIs, middleware, external systems)

• Proven ability to balance business needs with technical discipline and platform standards.

• Strong communication skills, with the ability to explain technical decisions in business terms.

Preferred Qualifications

• Salesforce certifications such as:

  • Salesforce Certified Application Architect

  • Salesforce Certified System Architect

  • Salesforce Certified Technical Architect (CTA) or progress toward CTA

• Experience with CI/CD, Salesforce DX, and structured release management.

• Experience working in environments with complex sales or service operations.

• Prior consulting or advisory experience performing org assessments and roadmap development.