Financial Services Solution Architect
Job Type
Full Time
Workspace
Remote - US
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.
The Solution Architect (SA) is responsible for defining and overseeing the overall design of the technical solution while ensuring alignment with client needs and industry best practices. Platinum River Innovations invests heavily in our team members' ability to succeed. Leveraging our AI tools, the SA generates the backlog from prior conversations, the Statement of Work, and our proprietary knowledge graph. The SA focuses on building leverage across the portfolio in identifying solution risks and mitigating those early in the project. The SA also leverages the consultants to drive scale and grow the team members' skillsets. For any build work the SA is directly responsible for, they first generate the code or config, then adjust as needed.
Our variable compensation model is uncapped and based on quality value delivered to our clients. This approach is intentionally designed to maximize our team member’s ability to grow both in their career and total compensation.
Responsibilities:
- Partner with the Engagement Manager and Solutions Director to identify risks and mitigation strategies. Delegate low complexity work.
- 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 by 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 Project Manager, Solution Director and Account Executive to manage the Client’s expectations to ensure a successful implementation, referenceable 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:
Bias for leveraging AI in Project Delivery
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:
Experience with AI tools for Project Delivery including Meeting Transcription, User Story Extraction, Configuration Generation, and Document Generation. Experience with Swantide a plus.
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 Insurance
Population Health
401(k) plan with company match
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.
By submitting your information, you confirm that you agree to the storing and processing of your personal data by Platinum River INNOVATIONS.
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.