Salesforce Architect

Senior Salesforce Architect

We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.

The consultant will support requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.

⚠️ Mandatory Certification

A valid Salesforce Solution Architect / Application Architect certification is mandatory. Candidates without this certification will not be considered.

Key Responsibilities

• Participate in business and technical discovery sessions with stakeholders across organizations.
• Understand and document current-state customer success processes, workflows, data structures, and Salesforce platform usage.
• Assess existing Salesforce environments, including:
• Salesforce data model and objects
• Configuration and customization
• Workflows and automation
• Business rules
• Roles, profiles, permissions, and security
• Enterprise integrations
• Data quality, duplication, and dependencies
• Custom applications and components
• Analyze how Salesforce data and processes interact with Atlassian/Jira Service Management and ServiceNow.
• Identify Salesforce capabilities supporting the future-state operating model.
• Evaluate gaps between current Salesforce capabilities and business requirements.
• Provide recommendations covering platform fit, configuration vs. customization, data migration, integrations, and target-state architecture.
• Contribute to future-state design and Design Blueprint.
• Identify data migration considerations including mapping, data quality, historical data, transformation requirements, and dependencies.
• Identify risks, assumptions, constraints, and dependencies.
• Collaborate with Salesforce, ServiceNow, JSM, data migration, and business transformation teams.
• Present Salesforce findings, architecture considerations, and recommendations to client stakeholders and senior leadership.
• Support enterprise application consolidation, platform rationalization, and transformation initiatives.

Required Skills & Experience

• 9+ years of Salesforce experience
• Strong Salesforce consulting, solution design, architecture, or platform assessment experience.
• Strong understanding of Salesforce architecture and platform capabilities.
• Strong knowledge of:
• Salesforce Data Model
• Configuration & Customization
• Automation
• Security
• Roles, Profiles & Permissions
• Integrations
• Hands-on Salesforce architecture and solution design experience.
• Enterprise-scale Salesforce discovery and assessment experience.
• Ability to translate business requirements into Salesforce capabilities and solution options.
• Strong understanding of data migration and data integration.
• Experience assessing complex Salesforce environments with significant customization and integration footprints.
• Experience with enterprise application consolidation, platform rationalization, or technology transformation.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder-management skills.
• Ability to work with both business and technical stakeholders.
• Experience working in multi-platform environments involving Salesforce, ServiceNow, Atlassian/Jira Service Management, and data migration teams.

Preferred Skills

• Salesforce Certified Administrator
• Platform Developer
• Platform App Builder
• Sales Cloud Consultant
• Service Cloud Consultant
• Application Architect
• System Architect
• Service Cloud
• Salesforce Data Cloud
• ServiceNow
• Atlassian / Jira Service Management
• Salesforce data migration
• M&A integration
• Post-acquisition technology consolidation
• Large-scale operating model and technology transformation

Core Competencies

Salesforce Architecture | Solution Design | Enterprise Salesforce Assessment | Salesforce Discovery | Data Model & Data Analysis | Configuration & Customization | Automation & Workflows | Security & Access Management | Integration Architecture | Data Migration | Platform Rationalization | Enterprise Application Consolidation | Business Process Analysis | Target-State Architecture

We are seeking an experienced Salesforce Solution Architect to lead the design, development, and evolution of enterprise Salesforce solutions supporting global B2B and B2C business operations.

The ideal candidate will combine strong solution architecture capabilities with hands-on Salesforce technical expertise. The role requires someone who can translate complex business requirements into scalable, secure, and maintainable solutions, guide development teams, make sound architectural decisions, and write or debug code when required.

The architect will work across multiple Salesforce applications, external enterprise systems, country-specific business processes, and cross-functional technology teams to ensure solutions align with enterprise architecture standards and long-term business objectives.

Key Responsibilities

1. Solution Architecture and Design

Own end-to-end Salesforce solution architecture, from requirements discovery through design, implementation, deployment, and production support.

Translate business requirements into scalable Salesforce architectures, technical designs, data models, integration patterns, and implementation roadmaps.

Evaluate standard Salesforce capabilities, configuration, declarative automation, custom development, and external services to recommend the most appropriate solution.

Define architectural standards, reusable components, coding guidelines, design patterns, and technical best practices.

Assess the impact of proposed changes on existing applications, integrations, business processes, and future enhancements.

Identify technical risks, scalability constraints, platform limitations, and opportunities for simplification.

2. Hands-on Salesforce Development

Write, review, debug, and optimize Apex, Lightning Web Components (LWC), SOQL, and other Salesforce customizations when required.

Develop proof-of-concepts and technical prototypes to validate architectural decisions and resolve complex technical challenges.

Demonstrate strong understanding of Apex triggers, asynchronous processing, Batch Apex, Queueable Apex, platform events, transaction management, and governor limits.

Ensure code follows bulkification, security, exception-handling, testability, and performance best practices.

Review complex implementations and guide developers in resolving technical issues.

Participate directly in critical development activities, production troubleshooting, and performance optimization when necessary.

3. Salesforce Data Modeling and Governance

Design scalable Salesforce data models using standard and custom objects, appropriate relationships, and well-defined ownership and sharing strategies.

Define data mastership, external identifiers, deduplication, matching, data migration, and reconciliation approaches.

Design data models that support global customer identities, B2B relationships, B2C customer journeys, and country-specific business requirements.

Ensure appropriate data access, privacy, auditability, and regulatory considerations are incorporated into the architecture.

4. Integration Architecture

Design and govern integrations between Salesforce and enterprise platforms such as SAP, customer portals, identity providers, middleware, and marketing platforms.

Define suitable integration patterns using REST/SOAP APIs, event-driven architecture, asynchronous processing, and middleware where appropriate.

Address authentication, authorization, idempotency, retries, error handling, monitoring, reconciliation, and integration resilience.

Collaborate with enterprise integration and platform teams to manage dependencies, API contracts, release sequencing, and system-wide changes.

5. Global Platform and Release Governance

Support a global Salesforce platform operating across multiple countries and business markets.

Balance global architecture standards with legitimate local business and regulatory requirements.

Evaluate the impact of changes across countries, applications, integrations, and downstream systems before approving designs.

Coordinate with business stakeholders, development teams, QA, DevOps, security, and platform teams to ensure controlled delivery.

Contribute to release planning, technical risk assessments, environment strategy, deployment readiness, and production stability.

Prevent unnecessary customization and architectural fragmentation across markets.

6. Technical Leadership and Team Enablement

Provide technical direction and architectural guidance to Salesforce developers, technical leads, QA engineers, and integration teams.

Conduct architecture reviews, code reviews, design walkthroughs, and technical knowledge-sharing sessions.

Establish development standards and reusable patterns that improve code quality, maintainability, and developer productivity.

Mentor team members and support technical decision-making across distributed teams.

Communicate architectural decisions, trade-offs, risks, and recommendations clearly to both technical and business stakeholders.

7. Platform Evolution and Continuous Improvement

Evaluate new Salesforce capabilities and recommend adoption based on business value, technical fit, and platform strategy.

Identify opportunities to improve performance, reduce technical debt, simplify integrations, and optimize delivery costs.

Contribute to Salesforce platform roadmaps and long-term architecture decisions.

Support production incident analysis and implement sustainable solutions that prevent recurring issues.

Required Technical Skills

Strong expertise in Salesforce Sales Cloud and Experience Cloud.

Hands-on experience with Apex, Triggers, LWC, SOQL, Salesforce security, and declarative automation.

Strong understanding of Salesforce data modeling, sharing and visibility, governor limits, transaction boundaries, and platform architecture.

Experience designing enterprise integrations using REST/SOAP APIs and asynchronous or event-driven patterns.

Understanding of integration resilience, error handling, monitoring, data reconciliation, and API security.

Experience with Salesforce deployments, source control, CI/CD, and release management.

Familiarity with enterprise identity and access management, SSO, OAuth, and external identity solutions.

Ability to diagnose complex technical issues and validate architectural decisions through working code or prototypes.

Preferred Experience

Experience with Salesforce Marketing Cloud and customer engagement integrations.

Exposure to Salesforce Data Cloud and/or Salesforce Life Sciences Cloud.

Experience with SAP or other ERP integrations.

Experience with middleware and integration platforms such as MuleSoft, SnapLogic, Informatica, or equivalent technologies.

Experience with multi-country Salesforce implementations and global platform governance.

Experience with Experience Cloud portals, external users, customer identity, and large-scale customer data management.

Familiarity with consent management, customer data privacy, and market-specific regulatory requirements.

Experience and Qualifications

Typically 10+ years of Salesforce or relevant enterprise CRM experience.

Demonstrated experience owning solution architecture for complex Salesforce implementations.

Proven experience leading technical teams and collaborating across business and technology functions.

Salesforce Application Architect certification preferred; System Architect or relevant advanced certifications are an advantage.

Strong analytical, communication, stakeholder-management, and problem-solving skills.

Success Criteria

The successful candidate will be expected to:

Deliver scalable and maintainable architecture aligned with enterprise standards.

Make defensible design decisions with clear consideration of alternatives, risks, and trade-offs.

Independently validate critical technical designs through code, prototypes, debugging, and code reviews.

Minimize regression risk across existing systems, integrations, and country implementations.

Improve engineering standards and enable development teams to deliver consistently.

Maintain a balance between architectural leadership and hands-on technical contribution.

Role Expectation

This is an architecture-led role with hands-on technical responsibilities. The candidate is not expected to spend every day implementing features, but must be capable of independently writing and debugging Apex and related Salesforce code when complex technical challenges, critical issues, or architectural validation require it.

Job Description

We are seeking an experienced Senior Salesforce Architect with 8+ years of experience to lead Salesforce architecture, solution design, and enterprise integrations. The ideal candidate will have strong expertise in Sales Cloud, Salesforce CPQ, quote-to-cash processes, and professional services operations.

Key Responsibilities

• Own Salesforce solution architecture, scalability, security, and platform governance.
• Lead solution design across Sales Cloud, Certinia PSA, and quote-to-cash processes.
• Architect integrations with NetSuite, MuleSoft, Workday, and other enterprise platforms.
• Define data models, integration patterns, automation, and technical best practices.
• Provide technical leadership to developers, administrators, and integration teams.
• Collaborate with business stakeholders to translate requirements into scalable solutions.

Required Skills

• 8+ years of Salesforce experience, including architecture responsibilities.
• Experience with large-scale Salesforce implementations.
• Strong expertise in Sales Cloud, Salesforce CPQ, and quote-to-cash.
• Hands-on knowledge of Apex, SOQL, Flow, LWC, Salesforce APIs, and Platform Events.
• Strong understanding of enterprise integrations, middleware, data architecture, and security.
• Excellent problem-solving, communication, and stakeholder management skills.

Preferred Qualifications

• Experience with Certinia PSA (FinancialForce).
• Familiarity with NetSuite, MuleSoft, and Workday.
• Experience in professional services or consulting environments.
• Salesforce Architect certifications.

Overview:

We are looking for a Principal Architect for a Private Equity backed, fast growing AI First Product Engineering Services firm.

This role will be a key member of the core leadership team of the firm.

He/ She will serve as a strategic technical leader, solution designer, and customer advisor. In this role, you will combine deep and broad-based technical expertise with strong business acumen to architect high-value solutions, lead pre-sales engagements, and mentor our practice/CoE team. You will work closely with customers to understand their business needs, translate them into scalable technical solutions, and guide delivery teams in successful implementation.

Responsibilities:

1. Solutioning & Pre-Sales

●     Engage with customers, understand their business context, and guide them through a discovery and design process leading to a proposed solution

●     Work with sales teams to develop winning proposals, RFP responses, and technical presentations.

●     Will need to take single point ownership of the pre sales process, including client interactions, proposal preparation, presentations, pricing etc

●     Drive proof-of-concepts as part of the pre sales process

●     Build frameworks for different kinds of proposals and presentations to bring in repeatability and efficiency in the process

●     Work closely with marketing to create content around Indexnine offerings, solutions, capabilities and case studies

2. Delivery

●     Provide technical oversight during project delivery, ensuring adherence to architectural principles, standards, and best practices and ensure the as-sold solution is realised

●     Act as a trusted advisor to senior customer stakeholders (CXO level and technical leads). Will need to engage with Customers through delivery as required

●     Create points of view on accounts to help mine and grow accounts.

3. Practice & CoE Development

●     Work closely with the labs. Contribute to the development of new products/ accelerators.

●     Mentor and coach engineers to enhance their technical and customer engagement skills.

4. Thought leadership

●     Keep abreast of technology and produce points of view for Indexnine’s offerings and technical capabilities

●     Represent the company at industry forums, webinars, and client workshops.

●     Be able to independently conduct discovery and solutioning workshops with Customers

Skills/Qualifications:

●     15+ years of overall experience with a blend of architecting, pre sales and technical delivery

●     Should be leading a pre-sales unit in a services organization. Hands-on with designing solutions, proposal writing, estimation, pricing and customer presentations.

●     Broad based technical expertise and having played a Sr Architect role for at least 2 years

●     Excellent communication, stakeholder management, and team leadership skills.

●     Experience working in an IT services environment in the Product Engineering space (i.e designing and building bespoke products/solutions)

●     BE/ Masters degree

We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.

The consultant will bring deep Salesforce platform expertise to the discovery and transformation team, supporting requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.

The ideal candidate should be comfortable engaging with both business and technical stakeholders and translating complex business requirements into practical Salesforce capabilities and target-state solutions.

Role Overview

We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.

Key Responsibilities

• Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
• Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
• Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
• Design and implement email automation and lead nurturing workflows
• Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
• Advise on Salesforce licensing needs based on the rebuilt scope
• Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
• Work in a sandbox/staging environment before deploying changes to production
• Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
• Provide a scope of work and implementation roadmap with realistic timelines

Required Skills & Experience

• 4+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
• Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
• Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
• Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
• Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
• Experience with CDP tools and data unification is a plus
• Ability to work on tight timelines against real business deadlines (e.g., product launches)