Salesforce Solutions Architect

Role Description

Are you a P&C insurance expert who loves uncovering operational challenges and designing complex solutions? Do you thrive in a highly collaborative, consultative, and strategic client-facing environment?

The Salesforce Architect will lead the design, governance, integration, and optimization of the organization’s Salesforce platform and its interconnectivity with the broader Go-To-Market (GTM) technology stack. Serving as the technical authority for Salesforce solutions, this role partners with business stakeholders, Revenue Operations, Marketing, Technology, SDU, and external vendors to deliver scalable, secure, high-performing solutions that enable business growth.

In this role, you will...

• Platform Architecture & Strategy
  • Define and maintain the Salesforce architecture roadmap across Sales Cloud, Service Cloud, connected marketing platforms, and custom applications.
  • Establish architectural standards, design principles, development best practices, and governance processes across Salesforce and key GTM integrations.
  • Translate business requirements into scalable and maintainable Salesforce solutions leveraging Salesforce platform capabilities and declarative (out of the box) functionality wherever possible.
  • Ensure platform scalability, performance, reliability, security, and long-term maintainability across the Salesforce ecosystem.
• Solution Design, Delivery & Technical Oversight
  • Lead end-to-end solution design for Salesforce implementations, enhancements, customizations, and integrations across the GTM tech stack.
  • Produce and maintain architecture diagrams, data models, technical specifications, and solution documentation.
  • Review and approve technical designs created by admins, developers, consultants, and third-party vendors.
  • Provide technical leadership throughout planning, implementation, testing, deployment, and post-release stabilization; oversee overall program health and ensure delivery aligns to roadmap and standards.
• Integration & Data Architecture
  • Design and oversee integrations between Salesforce and enterprise/GTM systems (e.g., Workday, marketing intelligence/automation tools, data lake, contract management systems, and custom applications).
  • Define Salesforce data governance standards, master data management practices, and data quality controls.
  • Ensure integrations follow best practices for APIs, middleware, event-driven architecture, and data synchronization patterns.
• Governance, Security & Cross-Functional Leadership
  • Develop and maintain governance processes including release management, change control, and environment strategy/management.
  • Ensure compliance with internal security standards, regulatory requirements, and industry best practices.
  • Conduct architecture reviews and platform health assessments to proactively identify risk and optimization opportunities.
  • Partner with Sales, Marketing, Operations, Technology, and Executive Leadership as a trusted advisor on Salesforce capabilities and roadmap opportunities.
  • Facilitate stakeholder workshops and requirements sessions to drive alignment and clear outcomes.
• Teamwork & Collaboration
  • Mentor and guide Salesforce Administrators, Developers, Business Analysts, and external consultants; support vendor selection, recruiting, and resource planning.
  • Foster a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversations.
  • Support a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

Qualifications

• Education: Computer Science, Information Systems, Engineering or related field.
• 8-10+ years of Salesforce experience, including 3+ years in a Salesforce Architect or Lead Architect role.
• Deep expertise in Salesforce platform architecture, configuration, customization, and integration.
• Experience with Sales Cloud, Service Cloud, and Lightning Platform.
• Experience designing enterprise-scale integrations using REST, SOAP APIs, middleware platforms, and ETL tools.

Requirements

• Salesforce Certified Application Architect preferred.
• Salesforce Certified System Architect preferred.
• Salesforce Certified Technical Architect (CTA) preferred.
• Strong understanding of Salesforce security architecture, sharing models, profiles, permission sets, and governance frameworks.
• Knowledge of DevOps, CI/CD pipelines, source control, and release management practices.
• Experience with Salesforce CPQ, Revenue Cloud, Experience Cloud, Marketing Cloud, and Data Cloud.
• Experience integrating Salesforce with Workday, Microsoft Azure and Fabric data platforms.
• Knowledge of enterprise architecture frameworks and cloud technologies.
• Strong communication and stakeholder management skills.
• Experience leading cross-functional teams and large-scale Salesforce initiatives.
• 15% of travel time; domestic or international.

Benefits

• 100% paid employee health insurance available on Day 1.
• Eligible for all medical, dental, and vision benefits on Day 1.
• Remote positions are Internet stipend-eligible.
• 401k with employer match, vested on Day 1.
• HSA/FSA available.
• Long Term and short-term disability employer-provided.
• Generous PTO plan with paid holidays + floating holidays.
• Development and growth opportunities.
• Comprehensive wellness program and prioritization of employee health.

Company Description

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation.