Rothstein Recruitment
Salesforce Architect - Functional - Banking
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Salesforce Architect - Functional - Banking
A leading UK bank is seeking an experienced Salesforce Functional Architect to support a major digital transformation programme.
You will own the end-to-end functional design of Salesforce solutions across Financial Services Cloud, OmniStudio and Experience Cloud, translating complex business and regulatory requirements into scalable, secure and user-focused platform designs.
Key Responsibilities
- Own and evolve the Salesforce functional architecture blueprint
- Translate business requirements into end-to-end functional designs
- Define business processes, user journeys, data models and platform behaviours
- Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation
- Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud
- Partner with Business Analysts to improve user stories, acceptance criteria and traceability
- Work with Product Owners to support prioritisation and delivery decisions
- Collaborate with Technical Architects to ensure functional designs are technically viable
- Lead workshops with senior business, technology, risk and compliance stakeholders
- Maintain functional design artefacts and ensure alignment with Salesforce best practice
- Support agile delivery through backlog refinement, sprint planning and story readiness
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Essential Experience
- Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant
- Strong hands-on experience with Salesforce Financial Services Cloud
- Detailed understanding of the FSC data model, including Financial Accounts, Contacts, Households, Relationship Groups and Referrals
- Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management
- Practical experience with Salesforce OmniStudio / Salesforce Industries, including:
- OmniScripts
- FlexCards
- DataRaptors
- Integration Procedures
- Strong Salesforce Lightning, Flows, security model and configuration experience
- Experience delivering Salesforce solutions within banking or regulated financial services
- Strong requirements engineering, process mapping and functional design capability
- Experience writing and validating user stories and acceptance criteria
- Confident workshop facilitation and senior stakeholder engagement skills
- Experience working in agile teams using Azure DevOps or Jira
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Highly Desirable
- Experience designing Experience Cloud portals
- Knowledge of SAML, OIDC and customer authentication patterns
- Understanding of Salesforce DevOps and release management
- Experience contributing to a Salesforce Centre of Excellence or Community of Practice
- End-to-end financial services customer onboarding experience
- Wealth or asset management Salesforce implementation experience
Preferred Certifications
- Salesforce Service Cloud Consultant
- Salesforce Sales Cloud Consultant
- Salesforce Financial Services Cloud Accreditation
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