Salesforce Functional Architect

🕒 May 11

🇺🇸 United States – Remote

💵 $127.5k - $170.8k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤑 Sales

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Smarsh

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💸 Finance

🏢 Enterprise

☁️ SaaS

💰 Private Equity Round on 2016-01

Finance • Enterprise • SaaS

Smarsh is the global leader in communications data and intelligence, focusing on digital communications compliance and risk management in regulated industries. With over two decades of experience, Smarsh delivers AI-enabled solutions to unlock business insights from communications data at scale. Trusted by 95% of top financial firms and managing billions of messages monthly, Smarsh offers services like chat capture, email archiving, and digital risk surveillance. Their platforms are designed to meet the diverse and evolving needs of financial services, government, healthcare, and other industries, enhancing productivity and ensuring compliance with digital communication governance challenges.

📋 Description

• Own functional architecture across: Sales Cloud, Service Cloud, Revenue Cloud (CPQ & Billing), Experience Cloud (as applicable) Design scalable, multi-cloud Salesforce solutions aligned to enterprise architecture and lead global CRM transformation initiatives. • Serve as functional lead for Revenue, Finance, and Enterprise Applications. • Own CRM and Revenue Cloud roadmap and prioritization. • Oversee system integrators and managed service providers. • Mentor admins and business analysts. • Drive measurable business outcomes, not feature delivery. • Own Flow-first automation strategy: When to use Flow vs Apex vs configuration and How automation is structured, layered, and reused. • Establish and enforce automation patterns, naming conventions, and guardrails. • Prevent “Flow sprawl” and logic duplication. • Appropriate governance and usage of Salesforce AI tooling. • Own core data models across Sales, Accounts, Opportunities, Cases, Contracts, etc. • Ensure scalability, reporting integrity, and clean integrations. • Anticipate downstream impacts of schema changes. • Review and approve designs for complex initiatives. • Act as escalation point for architectural trade-offs. • Mentor admins and developers. • Automation is readable, testable, and explainable. • New team members can onboard without fear or overwhelm. • Major changes don’t introduce regressions. • Salesforce feels like a platform, not patchwork.

🎯 Requirements

• 10+ years of hands-on Salesforce experience with progression into architecture-level ownership. • Deep expertise in Sales Cloud and/or Service Cloud data models and automation design. • Experience with Salesforce CPQ and Billing solutions. • Experience with Agentforce and / or Einstein. • Experience working with sales, revenue, finance, and product management stakeholders, preferably in a subscription (SaaS) environment. • Advanced proficiency in Flow (record-triggered, scheduled, subflows, orchestration) in high-complexity environments. • Proven experience designing scalable, layered automation architectures (modular, reusable, bulk-safe) • Strong data modeling skills with an understanding of long-term reporting and integration implications. • Experience preventing and resolving automation conflicts (recursion, order of execution, duplication) • Clear judgment on declarative vs Apex trade-offs; comfortable partnering with technical engineering leads. • Experience supporting large user bases and high-volume environments, with complex permission management requirements associated with scaled organizations. • Ability to translate ambiguous business processes into durable system behavior. • Experience establishing governance standards (naming conventions, documentation, release discipline) • Relevant Salesforce certification(s) and the ability to explain how those certifications will guide you to success in this role.