Salesforce Insurance Solution Architect

Salesforce Insurance Solution Architect

Role Overview

As a Salesforce Insurance Solution Architect, you will lead the design and delivery of scalable, secure, and high-performing Salesforce solutions tailored to the insurance industry. You will act as a strategic advisor to business and technology stakeholders, ensuring alignment between business goals and technical execution across Agency transformation, and customer engagement.

Key Responsibilities

Solution Strategy & Architecture

- Define and own the end-to-end Salesforce architecture for Agency journey and related insurance solutions, including integration with core systems (PAS, billing, claims, reinsurance).

- Lead solution ideation, feasibility analysis, and fit-gap assessments for new initiatives.

- Develop architecture guardrails and ensure compliance with enterprise standards.

Domain Expertise

- Serve as a subject matter expert in insurance domains such as life, health, and general insurance, with a strong focus on Distribution transformation areas across Agency lifecycle like Recruitment, Training, Leads Management, Performance Management, Reporting and Analytics.

- Leverage platforms like Financial Services Cloud, Experience Cloud, and Marketing Cloud to deliver digital, omni-channel experiences.

Technical Leadership

- Translate business requirements into technical designs and integration patterns.

- Guide development teams on best practices for Apex, Lightning Components, APIs, and data modeling.

- Oversee solution implementation, customization, and deployment.

Stakeholder Engagement

- Collaborate with business units, product owners, and project managers to align solution design with business objectives.

- Present architectural decisions and roadmaps to senior leadership and enterprise architecture committees.

Quality & Governance

- Establish and enforce solution design standards, reusable components, and documentation practices.

- Conduct design reviews, performance assessments, and security audits.

Qualifications

Required

- 10+ years of experience in enterprise architecture or solution design, with at least 5 years in Salesforce implementations.

- Deep understanding of insurance business processes and regulatory requirements with focus on Distribution and Agency journey transformation

- Proven experience with Salesforce Financial Services Cloud, Experience Cloud, and integration tools (Apigee, MuleSoft, Kafka).

- Salesforce certifications: Application Architect, System Architect, or Technical Architect.

Preferred

- Experience with InsurTech platforms and digital transformation programs.

- Familiarity with SOC 2, data privacy, and compliance frameworks.

- Knowledge of tools like JIRA, MS Visio, and OneView.

Soft Skills

- Strong analytical and problem-solving abilities.

- Excellent communication and stakeholder management.

- Ability to mentor junior architects and developers.