Salesforce Technical Solutions Architect

Job Description Summary:

The Salesforce Technical Solution Architect serves as a senior technical leader responsible for the architecture, design, and successful delivery of Salesforce and CRM related solutions across the organization. Reporting to the Head of CRM, this role partners with business stakeholders, product owners, development teams, and fellow Architects to translate business objectives into scalable, secure, and sustainable technology solutions.

The ideal candidate combines deep Salesforce platform expertise with strong solution design, integration, and delivery capabilities. This individual will lead the technical architecture for assigned initiatives, contribute to the organization's overall CRM technology strategy, and help establish architectural standards, governance processes, and development best practices across the Salesforce ecosystem.

Working within a team of Architects, this role will provide technical leadership for complex projects, mentor administrators and developers, and support the continuous evolution of the CRM platform to ensure alignment with business priorities, enterprise architecture principles, and long-term scalability objectives.
The CTA owns architecture integrity, technical design governance, and complex solution assurance. The role partners closely with the Head of CRM, who retains accountability for CRM strategy, team leadership, portfolio prioritization, budgets, vendor management, user adoption, and overall platform performance.

The CTA serves as the final architecture escalation point and a trusted technical advisor to CRM leadership and cross-functional technology partners.
This role is designed as a senior individual contributor architecture position that extends the Head of CRM’s leadership capacity through deep technical authority without duplicating business or organizational ownership. CTA accountability focuses on target state architecture, solution design governance, architecture standards, non-functional requirements, technical risk management, complex design assurance, and architecture exception decisions. Shared partnership covers platform roadmap development, major initiative planning, technology evaluations, security and compliance alignment, technical debt strategy, and decision support.

Working within a team of Architects and Developers, this role will mentor team members, evaluates emerging technologies, and serves as the final technical escalation point for complex architectural, integration, data, and platform challenges.

Job Description:

Primary Responsibilities

• Lead the solution architecture and technical design of Salesforce initiatives, including data models, integrations, automation, and custom applications, ensuring alignment with business objectives and enterprise standards.
• Partner with fellow Architects to establish & maintain CRM architecture standards, design patterns, development best practices, and governance processes.
• Collaborate with business stakeholders, product owners, project teams, and technical resources to define business requirements, solution designs, and implementation roadmaps.
• Provide architectural leadership for complex, cross-functional initiatives that may span Salesforce and adjacent enterprise platforms, ensuring successful delivery and alignment to strategic objectives.
• Develop solution estimates and high-level implementation plans based on business, functional, and technical requirements.
• Ensure solutions are designed for scalability, maintainability, security, performance, and long-term platform sustainability.
• Define and review integration architectures between Salesforce and external systems, including data platforms, ERP/HRIS solutions, marketing technologies, and third-party applications.
• Ensure Salesforce solutions adhere to security, compliance, risk management, and data governance standards.
• Conduct architecture & design reviews, providing guidance to Salesforce Administrators, Developers, Analysts, and other technical team members.
• Support and advance Salesforce DevOps, release management, environment strategy, and change management practices.
• Evaluate emerging Salesforce capabilities, AppExchange solutions, and related technologies, providing recommendations that support business and technology roadmaps.
• Partner with support & development teams to troubleshoot & resolve platform, integration, and performance issues, serving as a senior technical escalation.
• Contribute to CRM technology roadmaps, platform modernization efforts, and continuous improvement initiatives.
• Maintain current knowledge of Salesforce platform enhancements, industry trends, architectural best practices, and relevant regulatory considerations.

Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or related field.
• 10+ years of hands-on Salesforce experience, including automation, architecture, & design.
• Experience designing and supporting enterprise integrations utilizing REST/SOAP APIs, middleware platforms, event-driven architectures, and data synchronization patterns.
• Salesforce certifications such as; B2C Solution Architect, B2B Solution Architect, Identify & Access Management Architect, Sharing & Visibility Architect, Data Architect, Integration Architect, Application Architect, or System Architect (preferred).
• Strong expertise in Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, and Experience Cloud, with experience supporting complex client lifecycle management, advisor workflows, and customer engagement processes within regulated industries preferred.
• Experience with Salesforce Flow, OmniStudio, Apex, Lightning Web Components (LWC), Platform Events, APIs, and modern Salesforce development patterns.
• Experience with Salesforce org assessments
• Proven track record of integrating Salesforce with ERP, Data Platforms, and other external systems.
• Deep understanding of data modeling, security models, and platform performance optimization.
• Excellent communication and technical leadership skills.
• Experience in Agile/Scrum development environments.
• Ability to manage multiple projects and priorities in a fast-paced setting

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$175,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Why work here?

People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting.

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About Us

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.

Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions.

We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.