Technical Architect -Financial Services (Presales)
Salesforce
Ontario - Remote
6d ago

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Job Details

Salesforce is the global leader in customer relationship management (CRM) software. We pioneered the shift to cloud computing, and today we’re delivering the next generation of social, mobile and cloud technologies that help companies revolutionize the way they sell, service, market and innovate to become customer companies.

We are the fastest growing of the top 10 enterprise software companies, the World’s Most Innovative Company according to Forbes and one of Fortune’s 100 Best Companies to Work For.

Our culture is based on the concept of Ohana, which means family in Hawaiian. In the #SalesforceOhana culture, trust, customer success, innovation and equality are the core values that make our work meaningful.

At Salesforce, how we work together is as important as the work we do together. This means we also value transparency, giving back, wellness, and fun.

These values unite us, inspire us, and make us uniquely Salesforce.

The Role :

We are looking for an exceptional candidate for our North America Pre-Sales Solution Engineering team covering the Financial Services Vertical.

We are seeking individuals with a broad set of technically-oriented programming skills and experience in pre-sales or customer-forward roles serving as a trusted advisor on technology approaches and also a compelling communicator.

  • Our teams get to work closely with Financial Services customers across the entirety of the industry in the US and Canada;
  • from smaller enterprises to some of the largest in the world, including banking, capital markets, insurance. We also get to interact across the business with technical and business teams, architects, C-Level executives, and other decision makers.

    Broadly speaking, the Technical Architect helps customers understand the Salesforce technological capabilities they can leverage to :

  • Create application and integration approaches to solving complex business problems.
  • Explore best practices and innovative approaches from across Financial Services and can rapidly create and deploy with the Salesforce Platform.
  • Drive productivity and organizational collaboration.
  • Creating efficiencies and process approaches that can drive revenue and effectiveness.
  • Extend their Salesforce investment, leveraging the power of data within Salesforce and integrations across their environment to deliver a tailored experience across multiple channels to their ecosystem.
  • As a Technical Architect in our Financial Services vertical, you will deliver on our core values of trust and innovation, providing thought leadership to customers throughout the sales cycle.

    You will establish yourself as a credible, trusted advisor translating business objectives into compelling solutions based on time spent with the customer and truly understanding their business.

    To achieve this, you will effectively leverage relationships developed both internally and externally with prospects and customers.

    You will interact with many different roles across both business and IT including C-level executives, developers, and admins, collecting appropriate business data, requirements, and feedback, to develop and position the most appropriate solution to meet the customer's needs.

    Your Impact :

  • Actively engage and lead strategic sales engagements, both technical and business focused to build winning, differentiated solutions and value.
  • Work with internal sales teams to determine appropriate account development plans and execute on the best strategy to engage customers and prospects in support of defined sales cycles.
  • Articulate the benefits of our cloud based architecture to customers and prospects as they look to transform their business.
  • Evangelize the benefits of the broad Salesforce Platform and conduct technical workshops and education sessions.
  • Expertly present Salesforce technology, application development, infrastructure, security and integration capabilities and how they can be leveraged to best outcome for the customer.
  • Build and present customized demos highlighting technical capabilities and innovation available on the Salesforce platform and cross-cloud approaches.
  • Collaborate with internal cross-functional teams (e.g. alliances, sales effectiveness, product marketing, etc.) to develop and execute internal and external programs and initiatives.
  • Participate in required product, sales, procedural, and certification training to maintain, grow, and acquire the knowledge necessary to effectively present the value of our solutions..
  • Attain quarterly and annual sales and operational objectives assigned by management.
  • Minimum Qualifications :

  • B.S. Computer Science, Software or Other Engineering, MIS or equivalent work experience.
  • Experience working as an architect, solution engineer, IT consultant or developer in a customer facing role that provided differentiated software technology solutions.
  • We are open to a variety of backgrounds.

  • Salesforce Certifications & Trailhead Badges are beneficial but not required for consideration.
  • Ability to understand Business & IT department requirements, translate those business needs into a compelling solution and present your recommendations to executive, technical, and business audiences.
  • Ability to think strategically and to advise companies on opportunities to transform their organization based on cloud computing innovations.
  • A solid knowledge of application development including : Coding experience (Java or C#, JavaScript, python, Ruby, HTML5, etc.
  • Business process modelingDatabase fundamentalsWeb based and mobile application development and architectureApplication lifecycle managementExisting Salesforce Platform (Lightning Platform, aka Force.

    com, Heroku) development experience a plus, but not required

  • A solid understanding of enterprise application architecture, including : Integration principles and toolsEnterprise Data Management tools and methodsAPI and Eventing centric design patternsProcess orchestrationPrinciples of network, application and information security.
  • Strong oral, written, presentation, and interpersonal communication and relationship skills.
  • Excellent time management skills and the ability to balance multiple concurrent projects and priorities.
  • Ability to work as part of a strong and successful and collaborative team to solve problems in a rapidly changing environment.
  • Financial Services industry experience, including but not limited to : Employment at a Financial Services organizationService or consulting role in the industryVendor role selling into the industry
  • Lifelong learner, inquisitive, practical, and passionate about technology and sharing knowledge.
  • Willing and able to travel occasionally.
  • About Salesforce : Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.

    The company was founded on three disruptive ideas : a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model.

    These founding principles have taken our company to great heights, including being named one of Forbes’s World’s Most Innovative Company five years in a row and one of Fortune’s 100 Best Companies to Work For eight years in a row.

    We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce.

    Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world.

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    Posting Statement

    At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces.

    We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more.

    Learn more about Equality at Salesforce and explore our benefits.

    and are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

    and do not accept unsolicited headhunter and agency resumes. and will not pay any third-party agency or company that does not have a signed agreement with or Salesforce.org.

    Salesforce welcomes all.

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