Salesforce Architect - Functional - Banking

A leading UK bank is seeking an experienced Salesforce Functional Architect to support a major digital transformation programme.

You will own the end-to-end functional design of Salesforce solutions across Financial Services Cloud, OmniStudio and Experience Cloud, translating complex business and regulatory requirements into scalable, secure and user-focused platform designs.

Key Responsibilities

• Own and evolve the Salesforce functional architecture blueprint
• Translate business requirements into end-to-end functional designs
• Define business processes, user journeys, data models and platform behaviours
• Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation
• Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud
• Partner with Business Analysts to improve user stories, acceptance criteria and traceability
• Work with Product Owners to support prioritisation and delivery decisions
• Collaborate with Technical Architects to ensure functional designs are technically viable
• Lead workshops with senior business, technology, risk and compliance stakeholders
• Maintain functional design artefacts and ensure alignment with Salesforce best practice
• Support agile delivery through backlog refinement, sprint planning and story readiness

Essential Experience

• Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant
• Strong hands-on experience with Salesforce Financial Services Cloud
• Detailed understanding of the FSC data model, including Financial Accounts, Contacts, Households, Relationship Groups and Referrals
• Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management

Practical experience with Salesforce OmniStudio/Salesforce Industries, including:

• OmniScripts
• FlexCards
• DataRaptors
• Integration Procedures
• Strong Salesforce Lightning, Flows, security model and configuration experience
• Experience delivering Salesforce solutions within banking or regulated financial services
• Strong requirements engineering, process mapping and functional design capability
• Experience writing and validating user stories and acceptance criteria
• Confident workshop facilitation and senior stakeholder engagement skills
• Experience working in agile teams using Azure DevOps or Jira

Highly Desirable

• Experience designing Experience Cloud portals
• Knowledge of SAML, OIDC and customer authentication patterns
• Understanding of Salesforce DevOps and release management
• Experience contributing to a Salesforce Centre of Excellence or Community of Practice
• End-to-end financial services customer onboarding experience
• Wealth or asset management Salesforce implementation experience

Preferred Certifications

• Salesforce Service Cloud Consultant
• Salesforce Sales Cloud Consultant
• Salesforce Financial Services Cloud Accreditation

Salesforce Functional Architect Architecture OmniStudio FSC Financial Services Cloud Experience Cloud Solution Architect Senior Salesforce Functional Consultant Bank Banking Finance Financial Services