Salesforce Architect(Financial Services Cloud) -Insurance Domain Exp-Remote

[David Miller]

Role : Salesforce Financial Services Cloud (FSC) Architect 

Experience Level: Architect (Typically 15+ years in Salesforce)

Location: Remote

Role Overview

As a Salesforce FSC Architect, you will act as a strategic bridge between complex financial business requirements and scalable technical solutions. You will be responsible for the end-to-end architecture of Salesforce implementations, specifically leveraging Financial Services Cloud (FSC) + Architect Experience to drive digital transformation in banking, wealth management, or insurance sectors.

• Exposure to Financial Service Cloud Or certified in the same is needed
• Experienced in BFSI and has implemented FSC with wealth management/Insurance Underwriting  is good to have
• Develop Apex classes, triggers, and controllers to extend the functionality of Salesforce and integrate with other systems
• Design and build Lightning components and applications using Salesforce Lightning Framework
• Create and maintain custom objects, fields, and page layouts to enhance user experience and productivity
• Conduct thorough testing of Salesforce implementations to ensure quality and adherence to specifications

 

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Key Responsibilities

• Solution Design & Architecture: Lead discovery workshops to gather requirements and translate them into secure, scalable Salesforce solutions. Design FSC-specific data models, including client/household hierarchies, advisor workspaces, and referral tracking.
• Service & Support Excellence: Architect Service Cloud functionalities such as Omni-Channel routing, Case Management, and Knowledge Base, ensuring they are optimized for financial service workflows.
• Integration Leadership: Define integration patterns with core insurance/financial systems and third-party apps using REST/SOAP APIs and middleware like MuleSoft or Informatica.
• Security & Compliance: Establish identity and access strategies (SSO, MFA) and enforce data privacy policies using Salesforce Shield to meet industry regulations like GDPR or PCI DSS.
• Technical Governance: Guide development teams on best practices, conduct design reviews, and establish CI/CD pipelines (COPADO+GIT) for robust release management.

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Required Skills & Qualifications

• Platform Expertise: Extensive hands-on experience with Salesforce FSC (Wealth, Banking, or Insurance – preferred) and Service Cloud.
• Architectural Foundation: Strong understanding of the Salesforce Well-Architected Framework, including multi-tenancy, platform limits, and large data volume (LDV) strategies.
• Technical Acumen: Proficiency in Apex, LWC, Flow, and identity management protocols (SAML, OAuth).
• Industry Knowledge: Deep understanding of financial products, customer lifecycle management, and regulatory compliance standards

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Preferred Certifications

• Financial Services Cloud Accredited Professional
• Service Cloud Consultant
• Application Architect or System Architect