Sr Sales Solution Architect

8+ years in pre-sales, solution architecture, or technical leadership in Salesforce consulting for financial services Strong background in solution design for FSC, Data Cloud, integrations, APIs, security, and identity Demonstrated success shaping complex deals, building estimates, responding to RFPs, and writing SOWs Experience reviewing and refining AI-assisted outputs Proven ability to lead cross-functional work Excellent communication skills with executives, product owners, and engineers Bachelor’s degree in a relevant field, or equivalent experience

Lead discovery and scoping sessions Translate business goals into solution options Build level-of-effort estimates and staffing plans Prepare proposals, SOW sections, and executive decks Pilot AI agent support for sales artifacts Map and improve pre-sales processes Maintain templates, playbooks, and reusable components Present solution and commercial narratives Align pricing, terms, and assumptions with Sales and Delivery