Solution Design & Architecture

Solution Design & Architecture

Lead technical solution design during onboarding, professional services, and technical support engagements.

Translate customer requirements into scalable S-Docs configurations and Salesforce-based solutions.

Configure and implement S-Docs templates, workflows, and integrations using Apex, Flows, LWCs, and other Salesforce technologies.

Troubleshoot and resolve issues during implementation and post-sale production usage to ensure high-quality delivery.

Document requirements, technical specifications, and completed solutions for internal continuity.

Maintain and expand a solution catalog and best-practice architecture patterns.

Customer-Facing Delivery & Enablement

Serve as a trusted advisor by simplifying complex technical concepts for both technical and non-technical audiences.

Deliver customer training and enablement during and after implementation.

Provide proactive and reactive guidance on S-Docs best practices.

Participate in POCs, solution demonstrations, and scope definition for Statements of Work.

Support customers through go-live, adoption, and long-term success.

Cross-Functional Collaboration

Work closely with Customer Success, Sales, Product, Support and Engineering to ensure smooth handoffs, identify risks, and resolve technical challenges.

Surface customer insights, technical gaps, and enhancement requests to inform the product roadmap.

Represent the customer perspective in discussions on scalability, usability, and feature development.

Partner with Sales on technical feasibility assessments and level-of-effort estimates.

Partner with Support and Engineering on post-sale production use case optimization.

Partner with Product on backlog and roadmap prioritization based directly on customer feedback.

Process Improvement

Contribute to improving onboarding and implementation processes to enhance consistency, efficiency, and time-to-value.

Contribute to product prioritization through direct input based on 1:1 customer interactions.

Help refine internal tools, documentation, and delivery methodologies as the team scales.

External Representation

Represent S-Docs at customer onsite visits and industry events such as Dreamforce and Salesforce World Tours.

An ideal candidate for this position will have the following skills:

Technical Skills

3–5+ years of hands-on technical experience (Solution Architect, Senior Salesforce Admin, Technical Consultant, or similar).

Strong Salesforce expertise

configuration, object model, automation, Apex, Flows, LWCs, Visualforce, SOQL, and platform best practices.

Experience with SaaS onboarding, professional services, or enterprise implementations.

Ability to translate business requirements into technical system designs.

Understanding of API integrations, workflow automation, middleware, and event-driven architectures.

Familiarity with data management, data modeling, validation rules, deduplication, ETL tools, and governance best practices.

Strong understanding of Salesforce security (roles, profiles, permission sets, sharing).

Experience integrating Salesforce with external systems (REST/SOAP APIs, MuleSoft, Informatica, external objects, OAuth, platform events).

(Preferred) Experience with multi-cloud architecture (Salesforce + AWS/Azure), Git/Copado/Gearset, and one or more programming languages (HTML, CSS, Java, C++, Python).

Professional & Communication Skills

Ability to assess business objectives, propose design options, and drive stakeholder alignment.

Excellent communication skills with the ability to present complex technical information clearly.

Strong organization and ability to manage multiple customer engagements.

Customer-first mindset and commitment to delivering high-quality experiences.

Strong problem-solving skills and a passion for continuous learning.

Experience

3–7 years of experience in technical consulting, application engineering, onboarding/implementation, or professional services.

Experience in SaaS, enterprise software, or system integration strongly preferred.

Prior experience configuring software solutions or supporting technical customer workflows.

Certifications

Required

Salesforce Administrator

Sales Cloud Consultant

Strongly Preferred

Platform App Builder

Platform Developer I/II

OmniStudio Developer

Education

Bachelor’s degree required (Engineering or Technical discipline preferred).