• You design technical Salesforce solutions together with our Functional Consultants. • You implement complex requirements on the Salesforce platform. • You develop Flows, validations, permission models and data models. • You plan and support integrations with third-party systems. • You advise and support our project teams on technical architecture decisions. • You analyze technical challenges and develop sustainable solution approaches. • You conduct technical reviews and quality assurance measures. • You continuously develop your skills through Salesforce certifications and new technologies.

• Serve as the primary administrator for a ~100-user Salesforce org utilizing Financial Services Cloud and Einstein 1 licenses. • Oversee user setup, profiles, permission sets, role hierarchy, queues, and security controls. • Maintain data integrity through validation rules, duplicate management, and scheduled data audits. • Develop and manage reports, dashboards, and list views to deliver actionable business insights. • Deliver end-user support and training; create documentation outlining system processes and best practices. • Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programmatic tools. • Customize FSC objects, record types, page layouts, and business processes tailored to the wealth management/RIA industry. • Integrate third-party applications, including document management, e-signature, custodial platforms, and marketing automation systems. • Leverage Einstein 1 features to provide AI-driven insights such as predictive analytics, opportunity scoring, and workflow optimization. • Identify and develop use cases for embedded AI within Salesforce. • Manage large volumes of structured and unstructured data in Salesforce Data Cloud to create unified and harmonized client profiles.

• Own the overarching technical architecture and governance of the Salesforce platform, ensuring all implementations align with enterprise-grade scalability, security, and performance standards. • Define, document, and enforce global development standards, branching strategies, design patterns, and CI/CD maturity models for the entire Salesforce team. • Establish platform guardrails to proactively manage governor limits, data storage, and technical debt across all clouds. • Architect end-to-end solutions within Sales and Service Clouds, optimizing complex automated workflows, large data volumes (LDV), and highly customized Service Console/CTI integrations. • Drive the architectural direction for Experience Cloud, utilizing Lightning Web Runtime (LWR) to build highly secure, globally performant, and deeply integrated self-service and partner portals. • Own the security architecture for external-facing sites, establishing strict data sharing rules, guest user security policies, and vulnerability mitigations. • Architect and oversee the full Salesforce Billing and CPQ lifecycle, ensuring seamless, audit-ready data flows across pricing, billing rules, invoice generation, revenue recognition, and financial close processes. • Serve as the technical owner of the synchronization layer between Salesforce Billing and the General Ledger (Sage Intacct / ERP), ensuring absolute data integrity, reconciliation accuracy, and robust error-recovery frameworks. • Partner directly with Finance, Revenue Operations, and Executive Leadership to translate complex corporate revenue policies into scalable automated platform mechanics. • Design robust, decoupled integration architectures utilizing MuleSoft, event-driven patterns (Platform Events, Pub/Sub API), and secure REST/SOAP frameworks. • Define the integration strategy for contract lifecycle management (CLM) and document automation tools (DocuSign, Conga) across the enterprise. • Act as the ultimate technical escalation point for the Salesforce engineering team, unblocking complex debugging scenarios across integrations and billing runs. • Actively mentor Senior and Mid-level developers and administrators, cultivating a culture of engineering excellence, continuous learning, and architectural thinking. • Lead technical design reviews and architecture review boards, providing critical feedback on major initiatives before code hits production.

Role Description - 14+ years CRM experience with a minimum of 3 years on public sector or Energy & Utilities Services domain - Must have worked on PSS cloud and good to have GDS understanding - CRM/Salesforce solution experience is a plus - Proven ability to design and optimize business processes and to integrate business processes across disparate systems - Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies - Ability to collaborate as part of a team to solve business and technical problems - Be the Trusted Digital Transformation Advisor for our customers - Thought leadership role in Public Sector/Energy & Utilities Industry. Deliver & support business process innovation workshops - Leads business process redesign, roadmap planning, and identifying touch points in multi-cloud implementations - Give input to customers target architecture, phasing, roadmap and transition architecture - Provide domain expertise and guidance to define solution for the customers on the salesforce 360 platform Company Description