Enterprise Architect

Job Category

Sales

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

The Financial Services Architect team works with Salesforce's financial services customers, from regional banks and credit unions to global investment firms, insurance carriers, wealth management companies, and more. As pre‑sales architects, we partner with our customers to drive digital transformation within their organizations and support the sales team in winning new business. We work in a fast‑paced, team‑driven environment where everyone brings something unique to the team to get the job done.

• Work with Banking, Insurance, Wealth Management, Capital Markets, and Lending companies to solve a wide variety of technical challenges using Salesforce solutions across our whole suite of products and clouds.
• Develop relationships with customer IT stakeholders, and help them to understand how the Salesforce platform fits into their overall technology strategy.
• Act as a trusted advisor, and guide customers towards solutions that have the greatest likelihood of long‑term success.
• Hone knowledge of the Salesforce platform through hands‑on training and exploration in the areas of customization, integration, and service delivery, and support our account‑aligned solution engineers when this deeper level of expertise is needed to solve customer challenges.
• Evangelize the value proposition, benefits, and advantages of the Salesforce Platform including Hyperforce, Data 360, Agentforce, Mule Soft, Informatica, Slack and more. Educate customers and peers on the possibilities of building and customizing Platform applications.
• Strong understanding of AI and Data architecture principles and the competitive landscape.
• Understand and advise on the broad ecosystem of ISV and partner solutions that cooperate and integrate with Salesforce.
• Guide deal strategy by providing insight into the technical buyer and craft influence strategies that resonate with this audience.
• Keep current with both partner and competitive technologies in order to put proposed solutions into the context of the broader technology landscape.
• Highlight insights from customer conversations with our product teams to help ensure we are moving in the direction of market needs.
• Share your knowledge, best practices, and lessons learned with the broader solution engineering teams to multiply the impact of your work.
• Continue to develop yourself as a technologist and as a presales professional in a supportive, collaborative team environment.

• Ability to understand business & IT department requirements, translate those business needs into a compelling solution, and present your recommendations to executive, technical, and business audiences.
• Exceptional executive presence and proven ability to articulate complex topics effectively to both C‑suite leaders and technical decision makers.
• Deep knowledge of enterprise software applications and their delivery, including several of the following:
  • GenAI usage experience and/or a willingness to work with coding agents
  • Database and data management fundamentals
  • Enterprise data management tools and methods
  • Application lifecycle management
  • Integration principles and tools
  • Process orchestration
  • Principles of network, application, and information security
• Experience with machine learning concepts (predictive and generative AI), plus the ability to communicate value to diverse audiences.
• Deeply research, evaluate, and experiment with emerging AI and Data technologies, distilling practical, hands‑on knowledge and patterns to enable internal teams and guide customer solutions.
• Strong oral, written, presentation, and interpersonal communication and relationship skills.
• Strategic thinker with thought leadership and comfort communicating with executive audiences.
• Excel…