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About the Role
- We are looking for tech-savvy professionals who know Salesforce inside and out. The Solution Architect (SA) is a leader at Platinum River INNOVATIONS and is paramount to client success. On behalf of the client, the SA is the expert for the solutions created and will be viewed as both an industry and solution expert.
On a day-to-day basis, the SA is responsible for owning the overall design of the technical solution, as well as recommending best practice solutions based on client needs. They translate Scope from the Statement of Work into a series of Discovery sessions to elicit requirements in the form of a user story map and backlog, decomposing the functional stories into tasks, drive task based estimation, consult with the Engagement Manager on Sprint Grooming and Project Risk, Oversee and Perform Sprint Construction Activities, Lead the Sprint Demos, and Ensure Successful Training and Deployment. The SA needs to have strong Business Consulting Capabilities, Salesforce Configuration Experience and the ability to Learn additional technologies and sub-industry domain topics. Furthermore, the SA is expected to mentor and grow other team members’ capabilities in the functional domain.
Responsibilities:
- Work with key business stakeholders to understand strategy, process, business rules, and systems represented in articulating business architecture as-is, transitional states, and to-be states through diagrams, documentation, and extensive leadership in meetings and consultations.
- Oversee and perform requirements gathering and analysis, yielding a User Story Backlog decomposed into Sprints, driving simplicity and clarity for both the client and the project team.
- Develop requirement documentation, business process flow diagrams, implementation plans, and identification of change management/adoption needs.
- Provide advice on best practices to the team and the client.
- Guide the client through User Story Prioritization with a lens toward balancing business value and delivery risk mitigation.
- Align requirements with business value, during requirements elicitation, Sprint prioritization and value realization.
- Establish success metrics and measurement approach to accurately articulate the impact of releases to the client.
- Predisposition toward a consultative client-first approach, providing the client with key design options, pros/cons and allowing the client product owner to make an informed decision.
- Predisposition toward Native Platform capabilities first, AppExchange Solutions second, and customization (code) only if required to meet the desired business outcome.
- Oversee and/or Develop training curriculum and deliver training sessions to client’s trainers, end users, and/or Platform Administrators.
- Work with Engagement Manager and Account Executive to manage the Client’s expectations to ensure a successful implementation, reference-able client, and future value delivery opportunities at assigned clients.
- Engage periodically in Sales Activities when specific expertise is needed or when feedback is required to adjust the go-to-market strategy or estimation process.
Embrace and embody Platinum River INNOVATIONS’s Core Values:
- Business Outcomes
- Service Orientation
- Innovation Driven
- Career Development
Requirements
Competencies:
Demonstrated command of Agile/Scrum methodology is required.
Advanced verbal and written communication skills with a focus on being clear and concise.
Excellent client and team leadership.
Strong business and systems analysis skills, test planning and testing skills, problem-solving skills, and experience with technical environments and architectures.
Education and Experience:
3+ years of experience in business analysis, process definition and re-engineering.
Minimum 3+ years administering or consulting on Salesforce. Financial Services Cloud experience is required
3+ years working with Financial Services Organizations, Insurance/Wealth preferred
Consulting or Service Industry Experience preferred
Bachelor's degree is required
Requirements elicitation & user story writing experience
Experience with data migration and AppExchange Package installation
Travel:
Ability to travel to client site (if needed)
Ability to travel to company/industry events (if needed)
Benefits:
Medical & dental insurance
Flexible spending accounts
401(k) plan with company match
Short-term & long-term disability Life & AD&D insurance
Flexible work options
Paid holidays
Responsible Time Off (RTO)
Platinum River INNOVATIONS is an equal opportunity employer that celebrates diversity and provides an inclusive work environment. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Indigenous status or any other factors considered discriminatory. We try our best to accommodate any candidate taking part in the selection process upon request.
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About the Company
At Platinum River INNOVATIONS, we believe that PEOPLE are our key differentiator. As our strongest asset, our team is what makes us special and allows us to build long term value with our clients. We are a rapidly growing Salesforce consulting partner, focusing on achieving client outcomes through bringing INNOVATIONS to our clients in all 3 engagement modes: Strategy, Implementation, and Managed Services.
Our EXPERIENCED team sets us apart by continually solving complex challenges, creating value for our clients, employees, and partners that they cannot find anywhere else. Through business acumen, industry knowledge, and deep technical expertise, Platinum River INNOVATIONS is a trusted Salesforce Partner committed to remarkable client experiences and outcomes.
As a new, up-and-coming Salesforce partner, our leadership team drives outcomes by utilizing 25+ years of experience in the insurance industry, and applying it to our company vision. We have a solid foundation, and are rapidly expanding. We need talented professionals who are eager to build their careers and grow with us.