Source Job

Global

  • Act as a trusted advisor to business and technology stakeholders, leading discovery workshops and roadmap discussions.
  • Independently drive end-to-end requirement gathering and design scalable solutions using Financial Services Cloud.
  • Lead distributed global delivery teams, ensuring alignment with business outcomes and quality standards.

Client Engagement

20 jobs similar to Salesforce Lead / Solution Architect - FSC SME

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US

  • Act as the final reviewer for all system changes, ensuring every Flow, Apex trigger, and integration adheres to enterprise-grade design patterns.
  • Independently drive the bi-weekly sprint cycle, moving from a "support" mindset to a "Product Ownership" mindset where you prioritize high-impact architectural stability over ad-hoc requests.
  • Work closely with Legal and Finance to ensure Salesforce meets federal banking charter standards for data segregation and auditability.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. The company has over 600 employees and is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion.

North America

  • Lead discovery workshops and technical demos that connect FSO and CRM solutions to real financial services challenges across the full customer journey.
  • Partner with sales to build pipeline, shape account strategy, and drive deals forward with domain credibility and technical depth.
  • Guide strategic programs in top accounts — roadmap alignment, customer journey sessions, and outcome-based value conversations with business and IT stakeholders.

ServiceNow is a global market leader that brings innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.

$146,000–$182,000/yr
US

  • Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
  • Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup.
  • Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations.

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

US

  • Lead a team of Pre-Sales Solution Architects focused on the Microsoft Business Applications and AI stack.
  • Establish best practices, standards, and repeatable presales motions across Dynamics 365, Power Platform, Copilot, and Contact Center solutions.
  • Partner with sales leadership to uncover customer business challenges and map them to Microsoft AI Business Solutions.

TTEC Digital pioneers engagement and growth solutions that fuel the exceptional customer experience (CX). They have over 1,800 employees, and clients can draw from independently managed centers of excellence, TTEC Digital and TTEC Engage.

Canada

  • Work closely with business and understand the requirement and conduct feasibility analysis of available solution approaches
  • Work with business analysts, developers, and stakeholders to implement, integrate and maintain the Salesforce.com CRM solution including architecture, design, system testing, and user acceptance testing.
  • Perform code reviews and ensure team follows best practices and SFDC Coding Standards.

They are a Digital Product Engineering company that is scaling in a big way! They build products, services, and experiences that inspire, excite, and delight. The company has 17000 plus experts across 39 countries, and their work culture is dynamic and non-hierarchical.

$140,000–$160,000/yr
US Argentina Brazil Mexico Uruguay

  • Collaborate with the team to define solutions and ensure appropriate estimation.
  • Design solutions for complex workstreams and present them to client teams.
  • Define architecture principles and standards while communicating design decisions.

Go Nimbly aims to be a global thought leader in the RevOps space, building a strong brand through innovative work and growth-minded individuals. As a fully remote company, they value results, customer experience, and continuous learning.

US

  • Lead end-to-end Salesforce solution architecture across Manufacturing Cloud, CPQ/RCA, and B2B Commerce.
  • Act as the technical authority for Salesforce implementations—guiding developers, admins, and integration specialists.
  • Collaborate with business stakeholders to translate requirements into technical designs.

Nagarro is a Digital Product Engineering company that is scaling in a big way! They build products, services, and experiences that inspire, excite, and delight. They have 17000 plus experts across 39 countries, and their work culture is dynamic and non-hierarchical.

US Canada

  • Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
  • Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
  • Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. They are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence.

US

  • Collaborate with Engagement Managers and partner teams to validate scope and design for complex solutions.
  • Advise customers and partners on data governance models, API architecture, security frameworks, and enterprise deployment best practices.
  • Create compelling technical narratives and demonstrations that showcase the power of Airtable + Partner solutions

Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.

$170,000–$220,000/yr
US

  • Lead complex, high‑impact Workday programs.
  • Focus on architecture, outcomes, and client confidence not endless configuration.
  • Mentor the next generation of Workday talent.

Meridian is a minority-owned company and a 9-Time Inc. 5000 honoree. They help organizations modernize and maximize their ERP and Workday investments. They proudly serve state and local governments, federal agencies, K–12 organizations, and commercial clients, giving their team exposure to meaningful work that directly improves communities and public services nationwide.

$200,000–$228,000/yr
US

  • Partner with Sales/Marketing leadership and our Analytics Manager to diagnose funnel trends.
  • Serve as the primary technical authority for Salesforce within the GTM org.
  • Lead a high-potential team of ops professionals spanning Marketing Ops, GTM General Ops, AI Ops, and Sales Ops/TAM Architecture.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout, helping clinicians leave work on time and rediscover their purpose.

US

  • Advance and close strategic opportunities
  • Own and deliver high-stakes client outcomes
  • Implement and operationalize methodologies

Productable is a software and services company helping organizations make better investment decisions using a portfolio approach. They're in the early stages with a lean team and currently serve the DOW.

North America

  • Lead and architect complex ServiceNow CRM implementations. Own delivery quality and customer outcomes end-to-end.
  • Partner with sales teams on pre-sales pursuits. Scope engagements, develop implementation strategies, and build customer confidence.
  • Create and present compelling solution designs, project scopes, and delivery roadmaps for prospective customers.

ServiceNow, founded in 2004, is a global market leader providing AI-enhanced technology. They connect people, systems, and processes via their intelligent cloud-based platform, serving over 8,100 customers, including 85% of the Fortune 500®.

$120,000–$150,000/yr
US

  • Generate new business by identifying prospects through outreach and initiating effective contact.
  • Partner with enterprise organizations to assist with the planning and implementation of their digital transformation strategies.
  • Develop a deep understanding of HERE’s product and technology to communicate value proposition to senior stakeholders.

HERE provides a browser purpose-built for work, combining enterprise-grade security, seamless productivity, and native AI integration in one secure, intelligent workspace. Our technology is trusted by 90% of global banks and also used within the U.S. Intelligence Community and other sectors and we foster a friendly, collaborative, and supportive culture.

Global

  • Lead a team of experienced Solutions Architects, helping them navigate complex technical hurdles.
  • Guide the SA team through their function's evolution towards a strategic, product-focused approach.
  • Work to ensure the team's output enables the broader organization to deliver confidently against product capabilities.

SmartRecruiters is a Recruiting AI Company transforming hiring for leading enterprises. Built for global scale, our AI-powered platform automates talent acquisition, ensuring faster hiring decisions; we are now an SAP company with over 4,000 companies using our services, recognized as a top company valuing diversity and work-life balance.

North America Canada

  • Engage with customer executives to identify pain points and opportunities to deliver value and then translate them into solutions from ServiceNow
  • Work with a wide variety of customers, colleagues and partners to help them understand the power of the Now platform and the potential opportunities of the future of work
  • Lead architecture and design engagements to demonstrate how ServiceNow meets the needs of strategic customers, including; IT Transformation, Digital Products/Services, Platform as a Service, Enterprise Service Management, and the co-creation of industry specific solutions.

They connect people, systems, and processes to empower organizations to find smarter, faster, and better ways to work through their intelligent cloud-based platform. ServiceNow has over 8,100 customers, including 85% of the Fortune 500® companies.

US

  • Partner with executive-level stakeholders to redesign hiring processes.
  • Design and present ROI analyses articulating the financial and cultural impact.
  • Lead high-level demonstrations that focus on holistic business outcomes.

Hirevue transforms the way organizations discover, engage, and hire talent through its end-to-end hiring platform featuring video interviewing, assessments, and conversational AI. They are an industry leader with over 1200 customers and have hosted millions of video interviews and chat-based candidate engagements.

North America

  • The Commercial Account Executive will produce new business sales revenue from software licenses.
  • Builds relationships within Mid-Market clients while achieving quarterly and annual sales quotas.
  • Be a trusted advisor to your customers by understanding their business.

ServiceNow's technology makes the world work for everyone. They serve approximately 85% of the Fortune 500 and are known as one of the FORTUNE 100 Best Companies to Work For and World's Most Admired Companies.

  • Manage and mentor a team of 3-6 Success Architects, inspiring them and ensuring high performance and customer satisfaction.
  • Develop and maintain strong executive relationships with C-level leaders and ecosystem partners at 1-2 large enterprise accounts.
  • Define customer roadmaps, business value benchmarks, and implementation strategies to accelerate product adoption and service expansion.

ServiceNow is a global market leader that provides an intelligent, cloud-based platform to connect people, systems, and processes, enhancing how organizations work with AI-enhanced technology. The company serves over 8,100 customers, including 85% of the Fortune 500®, and fosters a culture focused on innovation and making the world work better.

US

  • Be a trusted advisor, deeply understanding the customer’s business challenges and proactively address their evolving needs.
  • New account development and/or expanding existing accounts through maintaining revenue stream through successful renewal of existing business.
  • Map Dun & Bradstreet’s solutions to customer needs, ensuring a deep understanding of how our solutions can address specific business challenges.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas, and have been in business for over 180 years.