Salesforce Solution Architect, Senior Manager
(Virtual-first, hybrid)
We look for people who are humble, hungry, and know how to read the room: professionals who take responsibility for their work, pursue excellence, collaborate effectively, and build trusted relationships with teammates and clients.
We offer medical retirement benefits, cost-of-living stipends, and unlimited PTO.Â
Who Thrives Here
We’re building a team that’s ready to learn fast, grow boldly, and work with purpose. The people who thrive here tend to be:
- Humble – You celebrate team wins and welcome feedback.
- Hungry – You’re proactive and ready to dive into new challenges.
- Smart (EQ) – You know how to listen, empathize, and connect authentically.
What You’ll Do & What Good Looks Like
This role lives in the sales cycle first. Our Solution Architects are the technical and industry voice on every pursuit: solutioning live on sales calls, leading technical discovery with prospects, building the demos and POVs that make our approach tangible, and producing the scopes and estimates that win deals and hold up in delivery.
You will partner daily with sales leadership, Account Executives, and Salesforce account teams to drive new business, and when you are on the call, the solution conversation is covered.Â
Expect to bring industry-deep knowledge on financial services to every pursuit, knowledge that extends beyond the Salesforce platform to the wider technology and operating landscape these institutions run on.
You should understand how these clients actually operate, the problems their executives care about, and the correct technical solution to solve them on the Salesforce platform.
Pair that fluency with deep Salesforce FSC expertise to earn trust early in the cycle, when a prospect is still deciding whether to believe us.
After the win, you carry the solution through delivery as the client’s senior solution partner, which is exactly what keeps your pre-sales credibility real: your estimates hold up, your handoffs are clean, and your solutions reflect how these institutions really work.
At the Senior Manager level, your impact extends past your own pursuits. You carry multiple opportunities and projects at once and keep a working knowledge of the builds across our customer portfolio.
A successful candidate earns a seat as a trusted advisor in every room: a prospect’s executive team, a Salesforce account team on a co-sell call, or a delivery team mid-sprint. You give our sales leadership leverage, and deals move faster because you are in them.
Job Responsibilities:
Pre-Sales Solutioning & Go-to-Market
- Serve as the solution owner in pre-sales engagements: lead technical discovery, uncover current-state processes and future-state needs, and shape the solution vision with the prospect.
- Drive, scope, and estimate opportunities with new prospects, partnering extensively with sales leadership and Account Executives throughout the sales cycle and stepping into pursuit calls as the credible technical and industry voice so deals maintain momentum.
- Represent Fortimize on Salesforce co-sell calls, engaging AEs, SEs, and sales leaders, carrying the solution narrative in the room, and building channel relationships that generate repeat deal flow.
- Build demos, proofs of view (POVs), and reusable accelerators as part of our broader go-to-market strategy, configuring Salesforce quickly to make solutions tangible for buyers.
- Translate financial services business problems (client onboarding, servicing, lending and deposit operations, advisor productivity, retention) into the right architecture across FSC, Sales and Service Cloud, Data Cloud, and industry-adjacent platforms.
- Design the data and integration backbone of proposed solutions: data models, migration approaches, and integration patterns connecting Salesforce to core banking, loan origination, and third-party fintech systems.
- Translate business requirements into clear project scope, work breakdown, and cost estimates that win deals and remain accurate in delivery, and own proposal and SOW solution content.
- Carry solution continuity from pursuit to delivery kickoff so nothing is lost in handoff.
- Support multiple concurrent pursuits, giving leadership solution coverage across the pipeline.
- Collaborate with industry subject matter experts and stay current on the Salesforce financial services roadmap (FSC, Data Cloud, Agentforce) and the broader industry technology landscape to continuously sharpen our point of view.
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Solution Architecture & Delivery
- Own end-to-end solution design and delivery across Salesforce, translating business priorities into scalable architectures, data models, processes, and integrations that the business trusts and adopts.
- Manage multiple concurrent client projects alongside active pursuits, balancing priorities, team capacity, and quality without losing momentum on any of them.
- Act as a senior delivery partner to clients by leading discovery, refining requirements and backlog, and building durable client relationships that extend beyond any single project.
- Lead Fortimize’s iterative design-build-test-review delivery cycle and own core delivery artifacts including solution designs, ERDs, business process flows, and integration mappings.
- Guide and perform Salesforce configuration where appropriate, oversee package implementations, and validate end-to-end user experiences across FSC, Sales, and Service.
- Partner with Technical Architects and developers to define solution approaches, break down work into clear user stories, and validate custom functionality, bringing enough development understanding to engage credibly on technical decisions.
- Apply continuous improvement, deployment, version control, DevOps, and ETL practices across engagements, and lead testing and release readiness through production validation.
- Maintain working knowledge of the builds across other Fortimize customer projects to inform peer reviews, reuse proven patterns in pursuits, and keep solutions consistent across the portfolio.
- Define success metrics and ensure delivered solutions align to real operational outcomes, adoption, and long-term platform health.
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Team Leadership & Practice Development
- Coach and develop Business Analysts and consultants, providing regular feedback, modeling delivery excellence, and growing the next generation of client-facing talent at Fortimize.
- Lead peer reviews of solution designs, estimates, and delivery artifacts across the SA team to protect quality and consistency.
- Drive the creation of training materials and lead training sessions that raise the technical and industry fluency of the broader team.
Qualifications
- Significant experience in a pre-sales, Solution Engineer, or client-facing technical consulting capacity, with a track record of driving, scoping, and estimating won opportunities and executive-ready presentation and communication skills
- 7+ years of experience as a Solution Architect or in a related solution design role, including experience leading or mentoring other architects or consultants
- 4+ years of hands-on experience with FSC, Sales, and Service Cloud
- Proven ability to configure Salesforce rapidly for demos, POVs, and quick interfaces
- Experience producing scopes, estimates, and proposal content for services engagements
- Deep, demonstrable financial services industry expertise (banking, credit unions, lending, or wealth and asset management), including knowledge of the industry landscape beyond Salesforce: core systems, operating models, regulatory context, and the wider fintech ecosystem
- Advanced data and integration knowledge: data modeling, migration strategy, integration platforms (MuleSoft or similar), APIs, and connectivity to core and industry-specific systems
- Proven ability to manage multiple concurrent pursuits and projects at a senior level
- Advanced Jira/Confluence management skills
- Strong command of continuous improvement, deployments, and version control, with a working understanding of development practices & proficiency in industry-standard DevOps and ETL tools
- Demonstrated leadership ability, including peer reviews, training, and standard-setting for a team
- Agile project management experience is a plus
Certifications
The following Salesforce certifications are preferred:
- Salesforce Advanced Administrator
- Salesforce Sales Cloud Consultant
- Platform App Builder
- Financial Services Cloud (FSC) Accreditation
- Sharing and Visibility Architect
- Platform Developer I
- Experience Cloud Consultant
- Service Cloud Consultant
- Data Architect
- Salesforce Business Analyst and Application Architect certifications are a plus.
Where You’ll Work
Our global team operates in a flexible, hybrid work model. We recognize that our team members have full lives outside of work, and we design our approach to support that reality. Most work is done from home, with occasional travel to a centralized hub when needed.
By prioritizing flexibility, we aim to give back one of your most valuable resources, time, so you can invest in your career, personal commitments, and the things that matter most.
At Fortimize, work is something you do, not somewhere you go.
Why Do We Need You
Our mission is to be wildly successful to be radically generous. At Fortimize, success is shared with everyone, not just at the top, and we firmly stand on giving back where possible: to our people, to our company, to our communities.
Here, everyone has a stake in the outcome of our core values:Â
We are Owners
Your contributions directly impact our outcomes and help shape the future of Fortimize.
We are all about our People
You’ll be part of a team that challenges, supports, and pushes one another to be the best version of themselves.
We Give Back
We invest in, not just your growth and well-being, but also our surrounding communities by giving our time, talent, and treasures to those less fortunate.
Comprehensive Benefits & Perks
- Unlimited Paid Time Off
- Volunteer Days
- Extended Parental Leave
- Health & Wellness Coverage
- Cash Bonus Plan
- Hybrid Work Model
- Monthly Reimbursements
- Professional Development Stipend
- Home Office Setup Reimbursement
Interested? Let’s talk.
Apply now and help us shape the future of financial services—one partnership at a time.
Email hr@fortimize.com or complete the form below.
