Salesforce Lead/ Solution Architect
Job Description
Job Title: Salesforce Lead/ Solution Architect - FSC SME Location: Remote (NYC preferred) Duration: 3 months with possible extensions (Contract to hire) Job Summary: Job Description: Financial Services Cloud (FSC) SME – Banking Role Overview We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain. This role blends: Deep banking domain expertise Strong Salesforce FSC solutioning Ability to independently drive requirements and client priorities Experience leading global (onshore–offshore) delivery teams
Key Responsibilities
Client Engagement & Advisory 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 Help define and prioritize client initiatives, KPIs, and success metrics Requirements & Solution Leadership 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 Banking Domain Expertise Apply strong knowledge of: Retail & commercial banking Wealth management & client servicing Lending lifecycle (origination to servicing) KYC, onboarding, and compliance workflows Leverage FSC capabilities for: Customer 360 & householding Relationship management Financial accounts & interactions Regulatory and servicing processes Delivery Leadership (Onsite–Offshore Model) Lead distributed teams (onshore + offshore pods) across design and delivery Drive backlog prioritization, sprint planning, and execution governance Ensure delivery aligns with business outcomes, timelines, and quality standards Mentor and guide architects, developers, and analysts Stakeholder & Program Governance Engage with senior client stakeholders to align priorities and trade-offs Provide program-level oversight, risk management, and escalation handling Track and communicate value realization and ROI Transformation & Innovation Drive adoption of AI/Agentforce-led service models Identify opportunities for automation, productivity gains, and CX improvement Contribute to building reusable assets, accelerators, and industry solutions
Qualifications
Required Qualifications 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 Drive requirements end-to-end without supervision Manage global delivery teams
Preferred Qualifications
Salesforce certifications (FSC, Service Cloud Consultant) Experience with API-led integrations (e.g., MuleSoft) Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing) Experience in large-scale transformation programs ($5M+ deals) Additional Information All your information will be kept confidential according to EEO guidelines. Apply To This Job