The Salesforce Solution Architect will be responsible for leading the design and implementation of end-to-end customer service and support processes within Service Cloud. This role involves driving discovery workshops, defining scalable and high-performing service architectures, and delivering solutions for case management, knowledge base, omnichannel support, field service, and automation. The architect will collaborate with cross-functional teams to improve customer experience, agent productivity, and operational efficiency. Ideal candidates bring deep Salesforce Service Cloud expertise, strong problem-solving skills, and a proven record of successful enterprise CRM implementations. This role also requires building with an AI-first mindset, leveraging Salesforce AI and Agentic AI capabilities to automate support workflows, surface real-time insights, and enable proactive service delivery.
Key Responsibilities:
Lead discovery workshops with Customer Support Team to gather and document current and future state service processes and functional requirements.
Design scalable and robust Salesforce Service Cloud solutions, including case management, SLAs, entitlement processes, escalation handling, and agent productivity tools.
Develop comprehensive Business Requirements Documents (BRDs), solution designs, and process flows that translate business needs into technical implementation plans.
Act as the overall solution owner during implementation, ensuring project scope, delivery milestones, and business expectations remain aligned.
Configure and implement omnichannel support capabilities including Web-to-Case, Email-to-Case, Chat, Messaging, and Voice integration using Salesforce tools and third-party applications.
Integrate Salesforce AI capabilities such as Einstein Case Classification, Next Best Action, and Conversational Summarization to optimize agent efficiency and case resolution accuracy.
Design and implement Knowledge Management systems, ensuring effective content structure, approval workflows, and integration with case deflection and agent assist tools.
Support implementation of self-service portals using Experience Cloud, integrating with case submission, FAQs, and community engagement features.
Deliver automation solutions using Process Builder, Flow, OmniScripts, and other low-code tools to streamline service operations and reduce manual effort.
Assist in defining UAT strategy and test scenarios for service flows and customer experience validation.
Contributes training materials and support change management efforts for a successful go-live and user adoption.
Salary Range
The pay range below is for Bay Area California only. Actual salary may vary based on a number of factors including job location, job-related knowledge, skills, experiences, trainings, etc. We also offer incentive opportunities that reward employees based on individual and company performance.
$200.4k- $290.1kUSD
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Bachelor’s Degree in Computer Science, Information Technology, or a related field; Master’s degree preferred.
8+ years of experience as a Salesforce Business Analyst / Solution Architect with a focus on Salesforce Service Cloud implementations.
Deep hands-on experience with Salesforce Service Cloud features including Case Management, Omni-Channel Routing, Knowledge Base, and Experience Cloud.
Experience with platform configuration including profiles, roles, sharing rules, custom objects, flows, validations, Lightning components, and managed packages.
Salesforce Certifications (e.g., Salesforce Administrator, Service Cloud Consultant) are highly desirable.
Demonstrated experience managing Salesforce projects using Agile delivery methodologies, including sprint planning, backlog grooming, and iterative delivery.
Excellent communication, documentation, and stakeholder engagement skills—capable of bridging the gap between technical teams and business leaders.
Ability to work effectively in a fast-paced, dynamic environment.
Proven track record of implementing innovative technology solutions that drive business value.
M&A or post-merger system integration experience is a plus.
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