Salesforce Financial Services Presales SSA - Remote

We currently have a career opportunity for a Salesforce Financial Services Presales Senior Solutions Architect to join our national Salesforce team. This role is remote, but occasional travel in the US is expected. We also need someone who can work in Eastern or Central Time zones often.

Job Overview:

We are seeking a Salesforce Senior Solution Architect with deep expertise in Financial Services Cloud and a strong background in presales engagements. This is a high-impact role where you’ll shape enterprise-grade solutions, lead client engagements, and drive innovation across the financial services sector.

About our Salesforce Practice:

Perficient is proud to be a Salesforce Summit Consulting Partner. As an industry leader for over 15 years, Perficient helps leading brands use Salesforce to accelerate digital transformation, drive innovation, and create connected customer experiences. Our clients can accelerate time-to-market by leveraging our consulting services, organizational change management, and customized solutions tailored to each industry. Our core Salesforce focus areas include Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, and Industry Solutions. Join us and be part of a team that’s shaping the future of digital transformation!

• Lead the design and delivery of Salesforce solutions tailored to the Financial Services industry, including banking, insurance, wealth management, and capital markets.
• Serve as a trusted advisor to clients by leveraging deep industry knowledge to align Salesforce capabilities with financial services business goals.
• Drive presales activities, including discovery sessions, solution architecture, RFP responses, and client presentations, with a focus on Financial Services Cloud.
• Translate complex financial services requirements into scalable, secure, and high-performing Salesforce solutions.
• Collaborate with business stakeholders to define strategic roadmaps and digital transformation initiatives within the financial domain.
• Provide architectural assessments, solution blueprints, and implementation strategies for Salesforce-based platforms.
• Lead and mentor cross-functional teams through all phases of the project lifecycle, from discovery to deployment.
• Develop Proof-of-Concepts and prototypes to validate innovative solutions for financial services use cases.
• Stay current with Salesforce Financial Services Cloud enhancements and industry trends to guide clients on best practices.
• Support Agile Scrum teams with planning, technical guidance, and continuous delivery of new capabilities.
• Foster collaboration between onshore and offshore teams to ensure successful project execution.
• Contribute to internal knowledge sharing and thought leadership in the financial services and Salesforce architecture space.
• 10+ years of experience in enterprise architecture with a strong focus on the Financial Services industry (banking, insurance, wealth management, etc.).
• 5+ years of hands-on Salesforce experience, including multiple full-lifecycle implementations of Financial Services Cloud.
• Proven presales expertise, including client engagement, solutioning, RFP responses, and delivering compelling demos and presentations.
• Deep understanding of Salesforce architecture, data models, integration patterns, and security best practices.
• Strong track record of leading cross-functional teams and delivering complex Salesforce solutions in a consulting or professional services environment.
• Experience conducting client workshops, gathering business requirements, and translating them into scalable Salesforce solutions.
• Excellent communication skills with the ability to articulate technical concepts to non-technical stakeholders.
• Experience working with globally distributed teams and managing offshore delivery.
• Passion for mentoring and developing junior team members.

Preferred Certifications:

• Salesforce Financial Services Cloud Certification (Highly Preferred)
• Salesforce Certified Application Architect

• Salesforce Certified System Architect

• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified Service Cloud Consultant

The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $92,118 to $202,730. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview.

Applications will be accepted until the position is filled or the posting is removed.

WHO WE ARE

Perficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our clients exceed customers’ expectations, outpace competition, and grow their business. With unparalleled strategy, creative, and technology capabilities, our colleagues bring big thinking and innovative ideas, along with a practical approach to help our clients – the world’s largest enterprises and biggest brands succeed.

WHAT WE BELIEVE

At Perficient, we promise to challenge, champion, and celebrate our people. You will experience a unique and collaborative culture that values every voice. Join our team, and you’ll become part of something truly special.

We believe in developing a workforce that is as diverse and inclusive as the clients we work with. We’re committed to actively listening, learning, and acting to further advance our organization, our communities, and our future leaders… and we’re not done yet.

Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.

Disability Accommodations:

Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.

Disclaimer: The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.