Salesforce Financial Services Cloud Solution Architect
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Key skills for this role
Key Skills for This Role
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Take your career to the next level with the only consulting firm born in AI and delivering with AI.
At Atrium, were not simply adapting to an AI-driven world weve helped define it since we were founded. Our clients partner with us because we turn potential into measurable impact, reshaping industries, realizing exponential value, and empowering organizations to thrive in an era of unprecedented technological advancement.
As pioneers in AI-assisted delivery, were constantly optimizing how we deliver services for greater speed, accuracy, and efficiency. This commitment allows us to repeatedly deliver outcomes that other Salesforce and Snowflake partners merely promise. Care to join us?
Who are you?
Youre a smart collaborator who likes solving complex problems and takes ownership to get things done. You stay up to date with the latest and greatest in business and technology tools, platforms, and languages and want to ensure your clients do too. You love working across teams and are enthusiastic about doing your part to ensure everyone succeeds.
What will you be doing at Atrium?
We are seeking a highly skilled Financial Services Cloud (FSC) Solution Architect to join our growing team. While your primary focus will be mastering and implementing FSC, we are specifically looking for an architect who also brings hands-on nCino and lending experience to the table.
In this role, you will be a critical bridge between our clients and the transformative power of Salesforce's FSC platform. You will lead the design of cutting-edge solutions, leveraging your technical nCino background to ensure seamless integration and execution for our banking and lending clients with both FSC and nCino.
Responsibilities
- Solution Design and Implementation: Design and architect comprehensive FSC solutions that address complex business requirements for banking and lending clients Lead discovery sessions and requirements gathering workshops to understand client needs and translate them into actionable user stories Oversee the implementation of FSC solutions, ensuring adherence to best practices and project timelines
- Design and architect comprehensive FSC solutions that address complex business requirements for banking and lending clients
- Lead discovery sessions and requirements gathering workshops to understand client needs and translate them into actionable user stories
- Oversee the implementation of FSC solutions, ensuring adherence to best practices and project timelines
- Banking and Lending Expertise: Leverage your prior banking and lending experience or extensive project delivery experience in the banking and lending sectors to understand and address client needs Demonstrate a strong understanding of standard banking and lending processes, regulations, and industry trends Act as a subject matter expert on FSC for banking and lending preferred practices within the financial services domain
- Leverage your prior banking and lending experience or extensive project delivery experience in the banking and lending sectors to understand and address client needs
- Demonstrate a strong understanding of standard banking and lending processes, regulations, and industry trends
- Act as a subject matter expert on FSC for banking and lending preferred practices within the financial services domain
- FSC Data Model Mastery: Possess a deep understanding of the FSC data model and its application in various banking and lending scenarios Design and implement data models that support complex client requirements Ensure data integrity and security within the FSC environment
- Possess a deep understanding of the FSC data model and its application in various banking and lending scenarios
- Design and implement data models that support complex client requirements
- Ensure data integrity and security within the FSC environment
- Project Leadership: Lead projects from initiation to completion, managing multiple workstreams and stakeholders Effectively communicate project status and risks to clients and internal teams Facilitate user acceptance testing and ensure successful solution deployment
- Lead projects from initiation to completion, managing multiple workstreams and stakeholders
- Effectively communicate project status and risks to clients and internal teams
- Facilitate user acceptance testing and ensure successful solution deployment
How youll spend your time
Dedication to FINS: A strong desire to specialize and grow within the financial services industry, focusing on Salesforce FSC and nCino
A strong desire to specialize and grow within the financial services industry, focusing on Salesforce FSC and nCino
Project Delivery (100%): Consistent and timely delivery of high-quality billable work for clients in the financial services vertical Lead and enable a team to deliver an FSC project, as well as the ability to be hands on, helping with configuration and customization as needed (for POCs or otherwise)
Consistent and timely delivery of high-quality billable work for clients in the financial services vertical
Lead and enable a team to deliver an FSC project, as well as the ability to be hands on, helping with configuration and customization as needed (for POCs or otherwise)
Required Skills and Experience
- 5+ years of experience in Salesforce solution architecture, with a significant focus on FSC & nCino
- Proven track record of leading and delivering multiple successful FSC & nCino implementations
- Active Salesforce Financial Services Cloud Accreditation
- nCino Platform Certification
- Comprehensive grasp of consumer lending practices, including but not limited to: Origination Underwriting Loan Processing
- Origination
- Underwriting
- Loan Processing
- Deep understanding of both the FSC & nCino data models and the application within the banking sector
- Strong understanding of core banking and lending processes, relevant regulations, and industry best practices
- Strong understanding of data migration and integration concepts within the Salesforce ecosystem
- Ability to translate complex business requirements into well-defined technical solutions
- Demonstrated ability to lead complex projects, manage multiple stakeholders, and deliver on time and within budget
- Excellent communication, presentation, and interpersonal skills, capable of effectively conveying technical concepts to both technical and non-technical audiences
Preferred Skills (Nice to Have)
- Data migration experience
- OmniStudio experience
Next steps
Recruiting at Atrium is highly personalized. While some candidates may complete the hiring process quickly, others may take a bit longer, depending on the role and its requirements. Were excited to get to know you and ensure you get to know our team along the way.
At Atrium, we believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment.
About Atrium
AI-native consultancy for Salesforce and Snowflake enterprise ecosystems.
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