Senior Salesforce Solution Architect (Financial Services)

Location: Remote, United Kingdom

Company

hirify.global delivers Salesforce solutions for banking and insurance clients.

What you will do

• Lead client discovery workshops and technical discussions, translating banking and insurance needs into scoped Salesforce solutions.
• Design Salesforce architectures, data models, and integration approaches across core Salesforce clouds and Financial Services Cloud.
• Partner with sales teams, Salesforce Account Executives, and ecosystem partners to qualify opportunities, shape solutions, and drive co-selling.
• Prepare technical estimates, work breakdown structures, staffing plans, timelines, assumptions, and risk assessments for proposals and SOWs.
• Create demos, proof-of-concepts, sales enablement materials, and industry points of view; support RFP/RFI responses and competitive positioning.
• Evaluate FSI platforms and ISVs including nCino, support handover to delivery teams, mentor colleagues, and build reusable architectures and accelerators.

Requirements

• 8+ years of Salesforce ecosystem experience, including 3+ years in pre-sales, solution architecture, or technical consulting.
• Strong expertise in Sales, Service, Experience, and Revenue Cloud, with working knowledge of Financial Services Cloud, Data 360, and Agentforce.
• Understanding of banking or insurance processes, including lending, wealth management, underwriting, and claims, plus relevant FSI platforms and ISVs.
• Practical knowledge of Salesforce data models, Flow, Apex, APIs, MuleSoft, and enterprise integration patterns.
• Experience scoping and estimating complex engagements using WBS, effort estimates, delivery timelines, and risk assessments.
• Understanding of FSI regulatory and data privacy requirements, including KYC/AML, GDPR, and data residency.
• Strong client-facing, presentation, facilitation, and stakeholder-management skills, including discovery workshops, proposals, and co-selling with Salesforce Account Executives.
• Ability to create sales enablement materials, mentor colleagues, and lead cross-functional pursuit teams.
• Salesforce Administrator certification or progress toward it, plus two relevant cloud certifications or progress toward them.

Culture & Benefits

• Remote role based in the United Kingdom.
• Equal opportunity employment regardless of protected personal characteristics.