Salesforce Solution Architect

THE OPPORTUNITY

As a Salesforce Solution Architect on the GTM Business Applications team, you will serve as the critical bridge between our business stakeholders and the engineering team, driving the design and execution of scalable, platform-oriented solutions across Sales Cloud, Service Cloud, and Experience Cloud. Your scope spans the full customer and partner lifecycle — partner registration and enablement, account and territory management, opportunity management, quotas and forecasting, quoting handoffs, and service and portal experiences.

You will own the end-to-end requirements lifecycle — from intake through solution design — and play a hands-on role in Salesforce configuration and administration across multiple clouds. This is not a traditional BA role and not a single-cloud specialist role; we are looking for a process-oriented architect who thinks at the platform level, understands how data and automation flow across clouds, and operates as a strategic partner to Sales, Channel/Partner, Service, and RevOps leaders.

RESPONSIBILITIES

Act as the primary interface between business stakeholders (Sales, Channel/Partner, Service, RevOps) and the engineering team, translating business needs into actionable user stories and technical requirements

Lead solution design sessions, working closely with Senior Engineers to define scalable, cross-cloud approaches that balance declarative configuration with platform best practices

Own business process mapping across the customer and partner lifecycle, including:

Partner registration, onboarding, and deal registration workflows

Account and contact management, hierarchies, and segmentation

Territory management and assignment logic

Opportunity management and pipeline progression

Sales quotas, forecasting, and target-setting processes

Quote creation and pricing workflows in partnership with CPQ specialists

Case management, escalations, and service processes

Customer and partner portal experiences

Configure and administer Salesforce Sales Cloud, including opportunity stages and pipelines, forecasting categories and quotas, account hierarchies and segmentation, territory models and assignment rules, and approval processes

Configure and administer Salesforce Service Cloud, including case routing and queues, escalation rules, entitlements and SLAs, and knowledge management

Design and manage Experience Cloud portals, including partner registration flows, portal user provisioning and licensing, sharing and visibility models, and content and access management for customer and partner communities

Manage platform-level administration activities including Flow Automations, approval rules, permission sets, and the security and sharing model across clouds

Design data models, integration touchpoints, and cross-cloud data flows in partnership with engineering, ensuring clean handoffs between Salesforce and surrounding systems (marketing automation, order management, ERP)

Drive process governance, data quality, and reporting structures that provide pipeline, quota, and service visibility to leadership

Drive sprint planning, backlog grooming, and UAT coordination in partnership with engineering teams

Proactively identify gaps in GTM and service processes and propose scalable Salesforce solutions to improve efficiency, data quality, and user experience

Stay current with Salesforce release cycles, evaluate new platform features, and recommend adoption where they improve business processes

Maintain thorough documentation of requirements, process flows, and system configurations

Support end-user training, adoption, and knowledge transfer across internal teams and offshore resources

CANDIDATE PROFILE

5-7 years of overall professional experience, with 3+ years of hands-on Salesforce experience spanning Sales Cloud, Service Cloud, and Experience Cloud

Strong process orientation with a proven track record of mapping, documenting, and improving end-to-end business processes

Hands-on experience with partner registration and PRM workflows, including partner portal setup and deal registration