Salesforce Architect -Financial Services Cloud

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.

We are currently seeking a Salesforce Architect to join our team in Pune, Maharashtra, India.

## Salesforce Architect – Sales, Service & Financial Services Cloud

### Role Summary

We are looking for an experienced Salesforce Architect with strong expertise across Sales Cloud, Service Cloud, and Financial Services Cloud (FSC). The candidate will be responsible for defining end-to-end Salesforce solution architecture, guiding technical design, ensuring platform scalability and security, and aligning Salesforce solutions with enterprise architecture and business objectives.

The role requires a strong combination of Salesforce functional knowledge, technical architecture, integration design, data architecture, security, and delivery leadership.

### Key Responsibilities

- Define the overall Salesforce solution architecture across Sales Cloud, Service Cloud, and Financial Services Cloud.
- Translate complex business and functional requirements into scalable, secure, and maintainable Salesforce solutions.
- Own end-to-end solution design including:
- Application architecture
- Data architecture
- Integration architecture
- Security and sharing model
- Environment and deployment strategy
- Design Salesforce solutions using the right combination of configuration, Flow, Apex, Lightning Web Components, OmniStudio, and integration technologies.
- Provide architecture guidance to Salesforce Tech Leads, Senior Developers, Developers, QA, and integration teams.
- Review and approve solution designs, technical designs, and major customizations.
- Ensure Salesforce solutions follow platform best practices and minimize unnecessary customization.
- Define reusable architecture patterns and common components across Salesforce applications.
- Ensure solutions are designed for scalability, performance, maintainability, security, and extensibility.
- Work closely with Enterprise Architects and other application architects to align Salesforce with the broader enterprise technology landscape.
- Lead architecture discussions, design reviews, and technical decision-making with customer and internal stakeholders.
- Evaluate technical trade-offs and provide clear architecture recommendations.
- Support estimation, planning, technical risk assessment, and delivery governance.
- Identify architectural risks, dependencies, platform limitations, and technical debt and define mitigation plans.

### Sales Cloud Responsibilities

- Architect Salesforce solutions for:
- Lead management
- Account and Contact management
- Opportunity management
- Sales processes and pipelines
- Forecasting
- Territory and account management
- Activities and customer interactions
- Reports and dashboards
- Define scalable sales-process models while balancing standard Salesforce capabilities with custom business requirements.
- Design integrations between Salesforce and external CRM, ERP, quoting, marketing, and customer-data platforms.

### Service Cloud Responsibilities

- Architect Service Cloud solutions covering:
- Case management
- Omni-Channel
- Entitlements and milestones
- Knowledge management
- Service Console
- Email-to-Case and Web-to-Case
- Digital engagement and customer-service channels
- Service automation
- Design customer-service processes across multiple channels and applications.
- Define scalable routing, assignment, escalation, and service-level management solutions.
- Integrate Service Cloud with external contact-center, telephony, customer, and backend systems.

### Financial Services Cloud Responsibilities

- Architect FSC solutions for financial-services business processes including banking, insurance, wealth management, or lending.
- Strong understanding and application of the Financial Services Cloud data model.
- Design solutions using FSC capabilities including:
- Person Accounts
- Household and Group models
- Financial Accounts
- Financial Holdings
- Account-Contact Relationships
- Interaction Summaries
- Action Plans
- Relationship management
- Define appropriate extensions to the FSC data model while minimizing unnecessary customization.
- Ensure FSC solutions align with financial-services security, privacy, audit, and regulatory requirements.
- Design integration patterns between FSC and systems such as core banking, policy administration, loan systems, customer master, payment, and financial platforms.

### Integration Architecture

- Define enterprise integration patterns between Salesforce and external applications.
- Design integrations using:
- REST APIs
- SOAP APIs
- Bulk APIs
- Platform Events
- Change Data Capture
- Streaming APIs
- Middleware platforms such as MuleSoft
- Determine appropriate usage of synchronous, asynchronous, batch, and event-driven integration patterns.
- Define API security, authentication, error handling, retry, logging, and monitoring standards.
- Ensure integration designs account for Salesforce API limits, transaction volumes, and performance constraints.

### Data Architecture

- Define Salesforce data models aligned with business and enterprise-data requirements.
- Design data structures, relationships, ownership, and sharing models.
- Support data migration, consolidation, and transformation strategies.
- Define strategies for large data volumes, data archival, retention, and performance optimization.
- Ensure data quality, integrity, and appropriate data-governance controls.
- Work with data architects and integration teams to define source-of-truth and master-data responsibilities.

### Security & Governance

- Define Salesforce security architecture including:
- Profiles
- Permission Sets and Permission Set Groups
- Roles
- Sharing Rules
- Organization-Wide Defaults
- Field-Level Security
- Apex security
- Ensure solutions follow Salesforce secure-development practices.
- Define appropriate access controls for sensitive customer and financial information.
- Ensure architecture aligns with enterprise security, compliance, privacy, and audit requirements.
- Establish Salesforce technical standards, architecture principles, and governance practices.

### DevOps & Environment Strategy

- Define Salesforce environment and deployment strategies.
- Provide architecture guidance for Git, Salesforce CLI, CI/CD, Copado, Gearset, or equivalent DevOps platforms.
- Support branching, release, and deployment strategies.
- Define approaches for sandbox management, refreshes, test environments, and release governance.
- Ensure appropriate separation of configuration, code, test data, and production deployment activities.

### Required Skills & Experience

- Extensive experience designing and implementing enterprise Salesforce solutions.
- Strong architecture experience across:
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Strong understanding of:
- Apex
- Lightning Web Components
- Salesforce Flows
- SOQL/SOSL
- Salesforce configuration
- OmniStudio
- Strong understanding of Salesforce platform architecture, governor limits, and design constraints.
- Strong knowledge of Salesforce data, security, and sharing models.
- Experience designing large-scale enterprise integrations.
- Strong understanding of REST/SOAP APIs and event-driven integration patterns.
- Experience with MuleSoft or equivalent enterprise integration platforms.
- Strong knowledge of Salesforce DevOps, source control, and CI/CD practices.
- Experience designing solutions for large data volumes and complex integrations.
- Strong knowledge of application, integration, data, and security architecture.
- Experience leading architecture and technical design discussions.
- Ability to communicate architecture decisions and technical trade-offs to both technical and business stakeholders.
- Experience working in Agile and large enterprise delivery environments.

### Leadership Expectations

The Salesforce Architect should be able to:

- Own the overall Salesforce solution architecture across multiple workstreams.
- Provide clear technical direction to Tech Leads and development teams.
- Challenge designs that create unnecessary technical debt or customization.
- Define reusable patterns and architecture standards.
- Resolve complex cross-platform design issues.
- Identify architecture risks early and provide mitigation recommendations.
- Facilitate design decisions across Salesforce, integration, data, security, and infrastructure teams.
- Support customer stakeholders in understanding architecture choices and trade-offs.
- Ensure consistency of architecture across multiple Salesforce teams and vendors.

### Good to Have

- Experience with Experience Cloud, Revenue Cloud, Salesforce CPQ, or Salesforce Industries.
- Strong hands-on experience with OmniStudio.
- Experience with complex org consolidation or Salesforce transformation programs.
- Experience with multi-org Salesforce landscapes.
- Knowledge of cloud platforms such as AWS, Azure, or Google Cloud.
- Experience with enterprise API and integration governance.
- Knowledge of data privacy, regulatory, and compliance requirements within financial services.
- Experience working in multi-vendor and globally distributed delivery environments.

### Preferred Certifications

- Salesforce Certified Application Architect
- Salesforce Certified System Architect
- Salesforce Certified Technical Architect – highly preferred
- Salesforce Financial Services Cloud certification
- Salesforce Sales Cloud Consultant
- Salesforce Service Cloud Consultant
- Platform Developer I / II
- Salesforce Data Architect
- Salesforce Sharing and Visibility Architect
- Salesforce Integration Architect

### Experience

Typically 10–15+ years of overall IT experience, including:

- 7+ years of Salesforce experience
- Strong architecture experience across complex Salesforce implementations
- Hands-on experience with Sales Cloud and Service Cloud
- Strong implementation and architecture experience with Financial Services Cloud
- Experience leading architecture for medium to large enterprise Salesforce programs

About NTT DATA

NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.

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