At a Glance
- Tasks: Lead technical implementations and engage with clients to drive customer success.
- Company: Salesforce is a leading CRM company focused on innovation and customer-centric solutions.
- Benefits: Enjoy flexible work options, wellbeing reimbursements, and generous parental leave.
- Why this job: Be at the forefront of digital transformation in a dynamic and inclusive environment.
- Qualifications: 5+ years in technical roles, with expertise in the insurance industry and Salesforce products.
- Other info: Join a diverse team committed to equality and community engagement.
The predicted salary is between 48000 - 84000 £ per year.
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Job Category
Customer Success
Job Details
About Salesforce
Were Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good youve come to the right place.
Senior Technical Architect – Insurance
Salesforce Professional Services focuses on delivering strategic engagements that define transformational opportunities and articulate clear plans for execution of change programs. We rely on our teams expertise and specialisms to engage with executive-level customers to agree on specific business goals and actions to ignite the full value of Salesforce. Our approach considers people, process, and technology and a successful engagement includes recommendations to the business for change to support deeper, more relevant use of the Salesforce platform.
Salesforce For Industries Accelerates Digital Transformation By Bringing The Most Complete And Innovative Suite Of Industry-focused, Customer-centric & Omnichannel Solutions To The Customer. These Industry-specific Capabilities As Out-of-the-box Products With 3 Fundamental Layers
- An extensive data model
- A complete set of business processes and integrations.
- A full range of omnichannel experiences and apps (including sales, marketing, service, enterprise product catalog, CPQ, contract management, order management and commerce solutions).
Are you passionate about Customer Success and would you like to work at the forefront of Digital Innovation at one of the most exciting CRM companies?
Role Description
Salesforce Technical Architects – Industries collaborate with our most strategic customers and partners and build valuable relationships both internally and externally. They will have end-to-end functional responsibility for all aspects of the enterprise level technical implementation (from initial requirements gathering till go-live).
As industry specialists, they lead consultative engagements with Insurance customers, partnering with key stakeholders to build compelling visions while advising and completing strategies. They are also responsible for viable technical options, providing industry best practices, formulating and presenting options to various levels of management and influencing decisions that result in customer success.
Technical Architects can communicate effectively to various audiences in the forms of architectural and/or process diagrams or flows, solution capabilities, business process efficiencies, and technical solutions and is the trusted advisor for business and technology partners. Finally, with experience in software delivery cycles based on Agile methodologies, architects support and are in close alignment with project management activities.
Technical Architects are strong presenters and facilitators, acquiring customer acceptance by understanding and delivering the right strategic vision, and driving the difficult conversations vital to implement solution strategies. They are proficient at analysing issues and obstacles to understand root cause(s), weighing options, choosing appropriate courses of action, and measuring and revising strategy based on results.
Your impact
Through our extended onboarding program of formal certifications, internal training, knowledge transfer, hands on experience and closely working with other Architects you will become a Salesforce for Industries authority at the forefront of our Architecture offerings, delivering outstanding customer success.
To be successful in the role you
- Lead Insurance customers on their process, business and technical challenges ensuring balanced, scalable, and standard methodology solutions that meet and exceed customer needs while building sustainable relationships with them and team members
- Act as lead architect on engagements by coordinating and aligning work of multiple architects and consultants on the team
- Align with project and engagement managers, Salesforce partners and other (internal) partners to support planning and implementation in close collaboration with the customer
- Understand and present high-level overviews of the Salesforce Core & Industries functionality and features
- Perform hands-on application configuration and customisation to meet customer needs
- Manage, lead and govern technical development on the platform and in project/programme delivery
- Identify, lead or contribute to internal pivotal initiatives to grow the consulting practice, such as internal innovations, building up a strategic brand, and increasing teammates\’ skills by knowledge sharing
- Contribute to broader goals by giving back to our communities by joining or leading volunteering activities
- Occasionally support pre-sales activity to position successful delivery of Salesforce solutions from a content perspective
Minimum Requirements
- In-depth knowledge of implementing Insurance industry solutions, including product modelling, pricing and insurance industry processes
- Extensive experience in the assessment of business objectives, formulating solution options, and driving partner support as well as with software implementation lifecycle with ability to support project planning
- Functional and business knowledge of the Insurance industry
- Experience with Salesforce for Industries/Vlocity
- Understand customer\’s processes and connect business requirements with the functional and technical capabilities of the application
- Have 5+ years of experience working on deployment teams, ideally using the Agile development technique
- You will have direct and hands-on experience in working with Salesforce products
- Excellent communication skills across a variety of audiences and situations
- Ability to coach and influence internal and customer partners and project members as well as to quickly learn & adapt to new situations
- Available to travel regionally and occasionally internationally depending on customer needs
- Salesforce Certifications/Qualifications (relevant and current)
Preferred Requirements
- Experience with Agile methodologies and frameworks (such as SAFE), Business Process analysis and design background
- Experience collaborating with strategic delivery teams
- Experience with increasing responsibility and guidance of junior consultants
Preferred Certifications/Qualifications
- Bachelor\’s or Master\’s degree in Computer Science, Software Engineering, Business or a related field
- Salesforce Financial Services Cloud
- Salesforce Insurance Cloud
- Salesforce OmniStudio
- Salesforce Sales/Service Cloud Consultant
- Salesforce Administrator
- Salesforce Platform Developer 1
- Certified Scrum Master / Certified Product Owner
- Salesforce Certified Business Analyst
Benefits & Perks
Check out our benefits site ( ) that explains our various benefits, including wellbeing reimbursement, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace thats inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Information Technology
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Industries
IT System Design Services
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Senior Technical Architect employer: Greg's List - DC
Contact Detail:
Greg's List - DC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Architect
✨Tip Number 1
Familiarise yourself with Salesforce's Insurance solutions and industry best practices. Understanding the specific challenges and opportunities within the insurance sector will help you engage more effectively with potential clients and demonstrate your expertise during discussions.
✨Tip Number 2
Network with current Salesforce professionals, especially those in technical architect roles. Attend industry events or webinars to connect with them, as they can provide valuable insights into the role and may even refer you internally, increasing your chances of landing an interview.
✨Tip Number 3
Brush up on your Agile methodologies and project management skills. Since the role involves coordinating multiple teams and managing projects, showcasing your ability to lead and adapt in an Agile environment will make you a more attractive candidate.
✨Tip Number 4
Prepare to discuss real-world scenarios where you've successfully implemented technical solutions in previous roles. Being able to articulate your experience with Salesforce products and how you've driven customer success will set you apart from other candidates.
We think you need these skills to ace Senior Technical Architect
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry and technical architecture. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: In your cover letter, express your passion for customer success and digital innovation. Mention specific projects or experiences that align with the role's responsibilities, particularly in leading consultative engagements.
Showcase Your Technical Skills: Detail your experience with Salesforce products and Agile methodologies. Provide examples of how you've successfully implemented solutions in previous roles, especially in the insurance sector.
Prepare for Potential Questions: Anticipate questions related to your experience with technical implementations and stakeholder management. Be ready to discuss how you've navigated challenges and influenced decisions in past projects.
How to prepare for a job interview at Greg's List - DC
✨Understand the Salesforce Ecosystem
Make sure you have a solid grasp of Salesforce's core functionalities and how they apply to the Insurance industry. Familiarise yourself with the specific products like Salesforce Financial Services Cloud and Salesforce Insurance Cloud, as this knowledge will be crucial during your discussions.
✨Showcase Your Technical Expertise
Be prepared to discuss your hands-on experience with Salesforce products and your understanding of the software delivery lifecycle, especially using Agile methodologies. Highlight any relevant projects where you've successfully implemented technical solutions in the Insurance sector.
✨Communicate Effectively
As a Senior Technical Architect, you'll need to convey complex ideas clearly. Practice explaining architectural concepts and business processes in simple terms. Use diagrams or flowcharts if necessary to illustrate your points during the interview.
✨Demonstrate Leadership Skills
Since the role involves leading engagements and coordinating with multiple stakeholders, be ready to share examples of how you've successfully led teams or projects in the past. Emphasise your ability to influence decisions and build sustainable relationships with clients and team members.