Salesforce Architect

Core Competencies:

• Expert-level ability to design scalable data models, complex sharing/visibility patterns, and multi-system integration strategies.
• Deep understanding of the Salesforce "Order of Execution," CI/CD pipelines, and environment management.
• Ability to translate C-suite revenue goals into technical workflows that reduce friction and improve data velocity.

Technical Skills:

• Act as the final reviewer for all system changes, ensuring every Flow, Apex trigger, and integration adheres to enterprise-grade design patterns.
• Demonstrate 8–10 years of experience resolving complex problems where "Out-of-the-Box" functionality meets its limits.
• Navigate the complexities of integrating Salesforce with internal systems, ERPs (NetSuite), and CLM tools (Ironclad).

Complexity and Impact of Work:

• Independently drive the bi-weekly sprint cycle, moving from a "support" mindset to a "Product Ownership" mindset.
• Work closely with Legal and Finance to ensure Salesforce meets federal banking charter standards for data segregation and auditability.
• Audit and refactor legacy configurations to ensure the system remains performant as the firm scales toward its next phase of growth.