Salesforce Loyalty Cloud Architect
Must Have Technical/Functional Skills
Salesforce & Loyalty Domain
Deep expertise in Salesforce Loyalty Cloud: program design (tiers currencies accrual/redemption rules member profiling) benefit catalogs promotions vouchers points expiration partner programs and liability tracking.
Financial Services context: familiarity with credit union products (shares/checking savings CDs HELOC auto loans mortgages credit cards) regulatory constraints (UDAAP safe benefits fair lending sensitivity in targeting) and KPIs (engagement rate redemption rate CLV NPS).
Salesforce Core & Clouds:
FSC data model alignment (Persons Households/Relationships Financial Accounts Card/Loan objects) to loyalty member profiles and segments.
Experience Cloud member portal/app surfacing loyalty dashboards status offers and rewards history.
Marketing Cloud/Engagement Personalization (Interaction Studio) or Data Cloud for segmentation decisioning and triggered journeys (earn/burn confirmations targeted cross sell).
Service Cloud case flows for points disputes manual adjustments partner redemptions and loyalty SLAs.
Mobile & Web: designing mobile ready loyalty experiences (in app wallets push deep links QR/barcode redemption Apple/Google Wallet passes) and API first components for web/mWeb.
Integration & Data:
Real time and batch integrations with core banking cards merchant partners and payment rails (earn on spend ACH/card events).
Event driven patterns (Platform Events/Change Data Capture) MDM/Golden Member and Data Cloud harmonization.
Offer decisioning via rules engines (Flow Apex Decision Tables) and/or external decisioning platforms.
Security Risk & Compliance:
SSO/OAuth consent & preference management audit trails data residency encryption at rest/in transit PII minimization SOC2 aligned controls.
App Store privacy manifests and secure mobile SDK usage for loyalty features.
Architecture & Delivery
Reference architecture for Loyalty Cloud FSC Experience Cloud Marketing/Data Cloud including environments release strategy and non prod data hygiene.
Solution design: ERD extensions sharing model multi currency record triggered automation vs. Apex error handling resiliency.
Scalability & Observability: async processing (Platform Events/Queueables/Batch) telemetry (Event Monitoring logs) and performance budgets for high volume accrual/redemption.
Automation & DevOps: Git based branching SFDX unlocked packages scratch orgs CI/CD (GitHub Actions/Azure DevOps/Jenkins) static code analysis test automation coverage targets.
Roles & Responsibilities
Own the end to end loyalty architecture for a credit union context: define the target state and incremental roadmap aligned to business OKRs (adoption active members redemption % partner earn).
Design loyalty programs (tiers point economics earn/burn rules multipliers partner catalogs expirations) ensuring financial liability modeling and reconciliation with Finance.
Model the member 360: map Loyalty Member to FSC Person/Household unify identity across online banking mobile and contact center; establish golden keys and consent alignment.
Integrate with core and partners: orchestrate accrual events from card/core systems build redemption APIs and POS integrations and manage partner onboarding (data contracts SLAs).
Enable digital channels: craft Experience Cloud components and mobile friendly loyalty UI; define push/email/SMS journeys via Marketing Cloud/Engagement and Data Cloud segments.
Govern data & privacy: implement role based access consent capture data retention and secure sharing for rewards history and behavioral data.
Operationalize the platform: establish monitoring alerts and playbooks for accrual failures duplicate redemptions balance mismatches and partner outage handling.
Lead delivery: produce Solution/Sequence diagrams integration specs data contracts and test strategies; guide Admins/Developers/QA; conduct design reviews and readiness checks.
Stakeholder engagement: collaborate with Product Marketing Member Services Risk/Compliance and Legal to ensure compliant experiences and successful partner campaigns.
Measure impact: define analytics for offer lift breakage cost per point partner contribution and member LTV; feed insights back into decisioning and tiers.
Salary Range- $130000-$160000 a year
#LI-OJ1
Salesforce Loyalty Cloud Architect Must Have Technical/Functional Skills Salesforce & Loyalty Domain Deep expertise in Salesforce Loyalty Cloud: program design (tiers currencies accrual/redemption rules member profiling) benefit catalogs promotions vouchers points expiration partner programs ...
Salesforce Loyalty Cloud Architect
Must Have Technical/Functional Skills
Salesforce & Loyalty Domain
Deep expertise in Salesforce Loyalty Cloud: program design (tiers currencies accrual/redemption rules member profiling) benefit catalogs promotions vouchers points expiration partner programs and liability tracking.
Financial Services context: familiarity with credit union products (shares/checking savings CDs HELOC auto loans mortgages credit cards) regulatory constraints (UDAAP safe benefits fair lending sensitivity in targeting) and KPIs (engagement rate redemption rate CLV NPS).
Salesforce Core & Clouds:
FSC data model alignment (Persons Households/Relationships Financial Accounts Card/Loan objects) to loyalty member profiles and segments.
Experience Cloud member portal/app surfacing loyalty dashboards status offers and rewards history.
Marketing Cloud/Engagement Personalization (Interaction Studio) or Data Cloud for segmentation decisioning and triggered journeys (earn/burn confirmations targeted cross sell).
Service Cloud case flows for points disputes manual adjustments partner redemptions and loyalty SLAs.
Mobile & Web: designing mobile ready loyalty experiences (in app wallets push deep links QR/barcode redemption Apple/Google Wallet passes) and API first components for web/mWeb.
Integration & Data:
Real time and batch integrations with core banking cards merchant partners and payment rails (earn on spend ACH/card events).
Event driven patterns (Platform Events/Change Data Capture) MDM/Golden Member and Data Cloud harmonization.
Offer decisioning via rules engines (Flow Apex Decision Tables) and/or external decisioning platforms.
Security Risk & Compliance:
SSO/OAuth consent & preference management audit trails data residency encryption at rest/in transit PII minimization SOC2 aligned controls.
App Store privacy manifests and secure mobile SDK usage for loyalty features.
Architecture & Delivery
Reference architecture for Loyalty Cloud FSC Experience Cloud Marketing/Data Cloud including environments release strategy and non prod data hygiene.
Solution design: ERD extensions sharing model multi currency record triggered automation vs. Apex error handling resiliency.
Scalability & Observability: async processing (Platform Events/Queueables/Batch) telemetry (Event Monitoring logs) and performance budgets for high volume accrual/redemption.
Automation & DevOps: Git based branching SFDX unlocked packages scratch orgs CI/CD (GitHub Actions/Azure DevOps/Jenkins) static code analysis test automation coverage targets.
Roles & Responsibilities
Own the end to end loyalty architecture for a credit union context: define the target state and incremental roadmap aligned to business OKRs (adoption active members redemption % partner earn).
Design loyalty programs (tiers point economics earn/burn rules multipliers partner catalogs expirations) ensuring financial liability modeling and reconciliation with Finance.
Model the member 360: map Loyalty Member to FSC Person/Household unify identity across online banking mobile and contact center; establish golden keys and consent alignment.
Integrate with core and partners: orchestrate accrual events from card/core systems build redemption APIs and POS integrations and manage partner onboarding (data contracts SLAs).
Enable digital channels: craft Experience Cloud components and mobile friendly loyalty UI; define push/email/SMS journeys via Marketing Cloud/Engagement and Data Cloud segments.
Govern data & privacy: implement role based access consent capture data retention and secure sharing for rewards history and behavioral data.
Operationalize the platform: establish monitoring alerts and playbooks for accrual failures duplicate redemptions balance mismatches and partner outage handling.
Lead delivery: produce Solution/Sequence diagrams integration specs data contracts and test strategies; guide Admins/Developers/QA; conduct design reviews and readiness checks.
Stakeholder engagement: collaborate with Product Marketing Member Services Risk/Compliance and Legal to ensure compliant experiences and successful partner campaigns.
Measure impact: define analytics for offer lift breakage cost per point partner contribution and member LTV; feed insights back into decisioning and tiers.
Salary Range- $130000-$160000 a year
#LI-OJ1
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