Salesforce Technical Architect for Insurance Sector

2 weeks ago

London, Greater London, United Kingdom Eames Consulting Full time
Job Title: Salesforce Technical Architect for Insurance Sector

Job Summary: We are seeking a seasoned Salesforce Solution Architect with a deep understanding of Financial Services Cloud (FSC), OmniStudio, and Salesforce Industries/Vlocity for Insurance. This role is pivotal in shaping the architecture and providing strategic direction throughout the lifecycle of this transformative project.

Key Responsibilities:

  • Architectural Leadership: Lead business process reviews, roadmap planning, and design activities across multi-cloud Salesforce implementations, with a focus on FSC, OmniStudio, and Salesforce Industries for Insurance.
  • Client Relationship Management: Establish and maintain strong relationships with key stakeholders by fostering trust, credibility, and collaborative working dynamics.
  • Industry and Product Expertise: Stay up-to-date with industry and technology advancements, particularly within the Salesforce ecosystem, to offer the latest insights and recommendations.
  • Stakeholder Engagement: Conduct and manage discussions with various levels of business stakeholders to capture and clarify requirements, ensuring alignment on project objectives.
  • Service Offering Development: Assist in the creation of service offerings that support quick value realisation for Salesforce implementations.
  • Pre-Sales Support: Participate in pre-sales activities where deep Salesforce expertise is required, helping to position solutions for successful delivery.
  • Collaboration with Salesforce Product Teams: Liaise with Salesforce's product teams to ensure solutions are aligned with platform capabilities and the client's needs.
  • Utilisation Management: Maintain a target billable utilisation rate aligned with the requirements of the role.
  • Solution Validation and Quality Assurance: Validate solution components, facilitate customer walkthroughs, and provide guidance to project management on critical issues or risks.
  • Prototyping and Documentation: Collaborate with stakeholders to develop prototypes, proofs of concept, and sample mock-ups to refine business requirements. Own and manage the creation of user stories and business requirements documentation.


Required Skills & Experience:

  • CRM and Salesforce Expertise: 12+ years of CRM experience, with at least 8 years on the Salesforce platform, including expert-level knowledge of the Salesforce suite (Financial Services Cloud, OmniStudio, and Salesforce Industries for Insurance).
  • Strategic Solution Design: Demonstrated experience designing and leading transformational solutions that align with complex business needs.
  • Client-Facing Experience: Proven ability to build strong client relationships and effectively communicate complex technical concepts to a non-technical audience.
  • Product Suite Knowledge: In-depth expertise across the Salesforce platform, including proficiency in at least two of the following: Sales Cloud, Service Cloud, and Community Cloud.
  • Documentation and Requirements Gathering: Proficient in creating business requirements documents, user stories, and process design documentation.
  • Technical and Functional Leadership: Ability to lead multi-cloud projects and manage multiple stakeholders across functional and technical domains.


Desirable Certifications:

  • Salesforce Certified Technical Architect (CTA) or Application/System Architect certifications.
  • Salesforce Industries Certifications (OmniStudio Consultant, OmniStudio Developer).
  • Financial Services Cloud Accredited Professional.
  • Salesforce Certified Consultant (Sales, Service, or Community Cloud)

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