Salesforce Lead Solution Architect

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 (onshoreoffshore) 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 (OnsiteOffshore 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

• 1015 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.

Remote Work :

Yes

Employment Type :

Contract