Senior Technical Architect

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 team’s 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!

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