To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Sales
Job Details
About Salesforce
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.
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.
The Financial Services Architecture 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 table to get the job done.
The most effective Architects focus on these areas of impact:
- 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, MuleSoft, 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.
Baseline Requirements
- 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 practitioners.
- Deep knowledge of enterprise software applications and their delivery, including several of the following:
- Database and data management fundamentals
- Web and mobile application development and architecture
- Application lifecycle management
- Integration principles and tools
- Enterprise data management tools and methods
- 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.
- Excellent time management skills and the ability to support multiple, concurrent projects.
- Lifelong learner, inquisitive, practical, and passionate about technology and sharing knowledge.
- Willing and able to travel domestically.
- Bachelor's degree in Computer Science, Finance, MIS, Software Engineering, Electrical Engineering, Data Science, Management Information Systems, other STEM or business degrees, or equivalent work experience. Graduate study a plus.
Preferred Requirements
- Experience working as an architect, solution engineer, IT consultant, or developer in a customer-facing role that provided differentiated software technology solutions. We are open to a variety of backgrounds.
- Experience in roles that required working hands-on to build, implement, administer, or maintain enterprise software (e.g. software engineer, implementation architect, integration architect, or similar).
- Understanding of financial services regulatory requirements, risk mitigation, compliance, and security (e.g. SOX, FINRA, SEC, GDPR, DORA).
- Experience with design thinking, persona-based discovery, or other innovation techniques.
- Industry experience in Banking, Insurance, Wealth Management, Capital Markets, or Lending is a plus.
- Familiarity with core financial services concepts such as KYC/AML, loan origination, policy administration, portfolio management, or advisory workflows.
- Knowledge of the Salesforce platform, including Financial Services Cloud, and Salesforce Certifications and Trailhead Superbadges.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $201,110 - $269,080 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $221,200 - $295,890 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.