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AB

Salesforce Financial Services Presales Senior Solutions Architect

Expired

Remote

Full Time

Perficient

Overview

High-impact role shaping enterprise-grade solutions in Financial Services Cloud, leading client engagements, and driving innovation.

Responsibility

Lead the design and delivery of Salesforce solutions tailored to Financial Services industry

Serve as a trusted advisor to clients by aligning Salesforce capabilities with business goals

Drive presales activities with a focus on Financial Services Cloud

Translate complex financial services requirements into scalable Salesforce solutions

Collaborate with stakeholders to define strategic roadmaps and digital transformation initiatives

Provide architectural assessments, solution blueprints, and implementation strategies

Lead and mentor cross-functional teams through project lifecycle

Develop Proof-of-Concepts and prototypes for financial services use cases

Requirements

10+ years of experience in enterprise architecture with a focus on Financial Services industry

5+ years of hands-on Salesforce experience with multiple full-lifecycle implementations of Financial Services Cloud

Proven presales expertise including client engagement, solutioning, RFP responses, and delivering compelling demos and presentations

Deep understanding of Salesforce architecture, data models, integration patterns, and security best practices

Strong track record of leading cross-functional teams and delivering complex Salesforce solutions in a consulting environment

About this Job

Job Posted

Jun 9, 2025

92k-203k USD

Salary

Experience

Experience Level

Skills Needed

Salesforce architecture, Financial Services Cloud, Presales expertise, Client engagement, Solutioning

United States

Preferred Location

Benefits

Competitive salary range of $92,118 to $202,730

Opportunity to work remotely with occasional travel

Training, licensure, and certifications support

Benefits overview including equity or variable bonus programs

Diverse and inclusive workforce culture

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