Act as a trusted advisor to business and technology stakeholders
Lead discovery workshops, design sessions, and roadmap discussions
Translate business goals into platform-aligned transformation strategies
Independently drive end-to-end requirement gathering (business, functional, process)
Define to-be operating models and customer journeys across banking domains
Design scalable solutions leveraging: Financial Services Cloud, Service Cloud, Salesforce Data Cloud
Ensure alignment across process, data model, integrations, and user experience
Apply strong banking domain expertise in various areas including retail, commercial, and compliance workflows
Lead distributed teams (onshore + offshore pods) across design and delivery
Drive backlog prioritization, sprint planning, and execution governance
Mentor and guide architects, developers, and analysts

10–15+ years of experience in Salesforce and digital transformation programs
5+ years of hands-on experience with Financial Services Cloud
Strong experience in banking / financial services domain
Proven ability to lead client workshops independently
Proven ability to drive requirements end-to-end without supervision
Proven ability to manage global delivery teams
Salesforce certifications (FSC, Service Cloud Consultant) preferred
Experience with API-led integrations (e.g., MuleSoft) preferred
Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing) preferred
Experience in large-scale transformation programs ($5M+ deals) preferred

Salesforce Lead – Solution Architect

Key skills