Salesforce Technical Solution Architect

Position Summary 

The Salesforce Technical Solution Architect will serve as the technical leader for the design, development, and implementation of Salesforce landscape solutions across the organization. Reporting to the Head of CRM, this role will translate business needs into scalable and sustainable technical architectures. The ideal candidate possesses deep Salesforce expertise, strong problem-solving skills, and a track record of delivering enterprise-level CRM solutions.

Primary Responsibilities

• Lead the end-to-end design of Salesforce implementations, including data models, integrations, and custom applications while aligning to evolving business needs.
• Establish and enforce design standards, best practices, and development guidelines across CRM projects to ensure high-quality and efficient execution.
• Collaborate with business stakeholders, program management and development teams to define project requirements and technical specifications.
• Lead and manage large, multidisciplinary programs that span beyond Salesforce, working with cross-functional teams to drive business transformation.
• Estimate the level of effort to implement a solution based on business and technical requirements.
• Ensure continuous platform scalability, security, and performance.
• Ensure that Salesforce and other applications meet security, compliance, and governance standards.
• Conduct design reviews and mentor Salesforce Administrators and Developers.
• Facilitate Salesforce DevOps and change management.
• Evaluate and recommend new CRM tooling, features, and apps.
• Troubleshoot and resolve high-level technical issues acting as a 3LS resource.
• Stay current on Salesforce ecosystem advancements and industry key practices.

Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or related field.
• 10+ years of hands-on Salesforce experience, including automation, architecture, solution design and program management.
• Salesforce certifications such as; B2C Solution Architect, B2B Solution Architect, Identify & Access Management Architect, Sharing & Visibility Architect, Data Architect, Integration Architect, Application Architect, or System Architect (preferred).
• Strong expertise in Salesforce Financial Services Cloud, Sales Cloud, Service Cloud and Experience Cloud (preferred).
• Experience with Flow, OmniStudio, Apex, Lightning Web Components, Visualforce, and APIs.
• Experience with Salesforce org assessments
• Proven track record of integrating Salesforce with ERP, Data Platforms, and other external systems.
• Deep understanding of data modeling, security models, and platform performance optimization.
• Excellent communication and technical leadership skills.
• Experience in Agile/Scrum development environments.
• Ability to manage multiple projects and priorities in a fast-paced setting.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.