Senior Success Architect - Financial Services Cloud
Listed on 2026-06-30
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IT/Tech
IT Consultant -
Business
Job Category
Customer Success
Job Details About SalesforceSalesforce 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.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Role OverviewAs a member of the Cloud Success Readiness team, you will be deeply invested in every aspect of the Industries Cloud customer experience. You will work closely with Technology & Product and our Customer Success Group teams to ensure that we are delivering a successful experience to every customer ud Success Readiness improves customer adoption and product quality by proactively addressing the most relevant customer needs, and by readying our stakeholders to deliver product innovation to our customers.
As a Readiness Architect, you will be responsible for understanding the Industries Cloud product portfolio, maintaining deep knowledge of product capabilities, and how they map to key customer use cases. You will leverage your product knowledge and technical expertise to surface product insights and recommendations, and document product feedback for the T&P organization. You'll work closely with Cloud Success teams, including Success Architects, Success Guides, Support Engineers, and Account Success stakeholders to scale your product expertise.
You will manage your work via strategic initiatives across the product lifecycle, including new products, features, end-of-life retirements, and strategic programs such as migration or adoption efforts. You will act as an early adopter to provide architectural guidance, product expertise, innovation, and knowledge capital to our stakeholders.
Key Responsibilities Product Lifecycle & Subject Matter Expertise- Maintain a deep technical, functional, and domain understanding of the Industries Cloud product portfolio, roadmap, and all in-market and new products.
- Act as an early adopter, developing expertise for all new product introductions, feature releases, large-scale migrations, or product retirements.
- Practice continuous learning through first-hand product experimentation and participation in product-driven betas and pilots.
- Establish and own relationships with Product Management Leaders and key subject matter experts, strengthening the strategic partnership with T&P.
- Engage T&P and CSG stakeholders in the development of product feedback and roadmaps.
- Identify, document, and track recommended product enhancements based on customer, partner, and internal stakeholder input.
- Develop product requirements and deliver them to Product Leadership for roadmap consideration.
- Document best practices and learnings from product interactions to deliver readiness for scale.
- Deliver this knowledge capital and architectural guidance to Cloud Success teams, including Success Architects, Success Guides, Support Engineers, and Account Success stakeholders.
- Collaborate with your Cloud Success team to create a holistic strategic approach that supports the overall product strategy and customer success.
- Provide product expertise to support the creation and rollout of strategies aimed at improving the product adoption score.
- Actively participate in efforts to improve overall customer health for the product.
- Work with other Readiness Success Architects across Cloud Success to share best practices and continuously improve the team's operating model.
- Executive Communication: Strong oral and written communication skills with a proven record of presenting to internal and external stakeholders, including exec personas.
- Prioritization Agility: Approach work with a 'beginner's mind' and shift focus…
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