Salesforce Solution Architect | Presales (FINS)

You are the solution half of a two-person deal team. A Client Partner owns the relationship and the commercials. You own everything the customer will buy: the discovery, the design, the demo, the estimate, and the statement of work.
Our customers are broker dealers, wealth and asset managers, capital markets and alternatives firms, and financial technology companies. Most have 250 to 2,000 employees. Many are on their second or third attempt at Salesforce. They have been burned, and they can tell within twenty minutes whether you have done this before. Your credibility on that first call earns the second one.

What You’ll Actually Do

• Join scoping calls alongside a Client Partner and run the solution side. Ask the business questions, map what you hear to the FSC data model in real time, and flag where out-of-the-box breaks before the customer finds out in month four.
• Run discovery with COOs, heads of advisory, and ops leads who describe their business in their own language. You translate so they never have to.
• Build demos that mirror the customer’s workflow. Build them in days from a shared demo org, tailored to their firm and disposable afterward.
• Tell customers the truth about the platform. 
• Translate SEC, FINRA, Reg BI, KYC and AML, and GLBA requirements into practical design decisions.