Salesforce Architect · Pune · 8 - 18 years · ₹35L - ₹55L / yr · Posted 3 Jul 2023

Salesforce Architect
Salesforce Architect
Location: Pune | Salesforce Years of Experience: 8 Years+
About the role:
As a Salesforce Pre-Sales Solution Architect, you will own the integrity and strength of the
solutions recommended. You’ll be acting as a trusted advisor to our team and clients, and an
effective mentor for other Salesforce professionals working alongside you. You will need a
deep understanding of the Salesforce platform but just as importantly, top-notch people
skills to get your ideas and solutions across to stakeholders and gain integrity to get your
visions built into successful solutions.
Responsibilities
This is a varied Salesforce Solution Architect role, with the following responsibilities:
Conduct research into clients’ use of Salesforce, producing a report of findings with
recommended steps and a roadmap for Salesforce solutions,
Provides technical support in sales calls, solution presentations, and assists the client
partners in managing the deal cycle
Translates customer business objectives and requirements into solutions and level-
of-effort estimates to implement those solutions
Provides input for RFI and RFP responses, including the effort estimate, project team,
timeline, implementation methodology and solution components
Delivers excellent Salesforce sales presentations to the customer in support of the
sales process
Acts as trusted advisor to customers by anticipating customer needs and identifying
appropriate solution alternatives
Responds to customer questions and objections on technical issues
Validates technical recommendations against customer requirements and assists
with preparing statements of work
A strategic approach to solution design, with a proven ability to develop and execute
tactical plans to support the strategy
Collaborate with colleagues and customers to create prototypes and proofs of
concept as a means of eliciting and defining requirements,
Review solutions and recommending improvements,
Groom and refine the Salesforce product backlog, in liaison with stakeholders on the
project,
Own the design of Salesforce and (optionally) other affiliated solutions for Sales,
Service, and platform solutions,
Act as a release manager, approving configuration and coded items to be deployed
between environments. Where appropriate, this could include deploying changes,
Provide guidance on user story writing style,
Ensure success and acceptance criteria are defined for each story,
Describe and illustrate designs with appropriate justifications,
Ensure documentation of the steps for testing,
Groom and refine the Salesforce product backlog, in liaison with Salesforce SMEs,
Supervise the configuration, quality assurance, testing, and deployment of
Salesforce,
Collaborative project and workstream planning.
Required Qualifications and Background
At least 5 years’ experience in a leading role in designing & providing solutions in
Salesforce projects,
Excellent communication skills, written, verbal, and interactive when online,
Minimum Salesforce certified:
Administrator
Sales Cloud Consultant
Service Cloud Consultant
Platform App Builder
Salesforce Designer certifications,
Salesforce Architecture certifications – Technical & Solution Architect

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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
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)









