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Position Overview

Functional Solutions Architect 


Summary of Role:  

The Functional Solutions Architect is tasked with facilitating requirements development sessions to gain an understanding of customer's current state processes and technology in the CRM space, and supporting implementation work that follows. The FSA will elicit current state pain points and uncover gaps in CRM best practices. From the session output, the FSA will lead design, with the delivery team, for a future state solution and be responsible for its approval and decomposition into user stories. When appropriate, they will also produce more detailed supporting materials such as business cases, business process diagrams, wireframes and other context diagrams.  

As a Certified Salesforce Consultant, the FSA should efficiently synthesize both technical and business information and present implementation needs and options confidently. The FSA presents complex information equally well to a level audience or a developer community. The FSA has hands on experience implementing functionality and can act as a knowledgeable liaison between technical teams, testing teams and business stakeholders during the implementation phase.  



  • Functional Solutions Architect will work onsite and remotely with customers to elicit and analyze their requirements, develop designs, and implement  
  • Specific areas of concentration include: Build a clear requirements development strategy for each customer engagement. Strong understanding of Salesforces capabilities and limitations and can clearly communicate those to customers. Lead discovery workshops, which includes the facilitation of large audiences, solution presentations, and prototype demonstrations.  
  • Ability to organize and drive process reengineering sessions  
  • Experience with Org Merge projects Responsible for identification and inventory of customer process pain points and gaps in best practices.  
  • Perform rapid analysis and decomposition of complex business information into technical process components. Perform business process modelling, User experience modeling and basic technical architecture diagramming.  
  • Can interpret technical and business strategy roadmaps and apply a detailed technical solution. Comfortable building and demonstrating prototypes in Salesforce. Strong presenter to C Suite level audiences as well as technical teams.  
  • Comfortable with heavy involvement in user acceptance test planning.  
  • Effectively leverage multiple implementation team types (User experience, Change Management, Global Development Centers, Developer Communities)  
  • Has hands on experience in several mid-size, global implementations using in some of the following areas:  


Education and Required Experience: 

  • Bachelor's degree in Computer Science, Software Engineering, MIS or equivalent combination of education and experience 5+ years' experience as a Business Analyst or Systems Consultant for a mid-to-large sized organization, or direct consulting expertise leading sales and marketing transformation projects  
  • Experience with configuration Experience with custom development  
  • Experience with other CRM software (Siebel, Clarify, Vantive, Peoplesoft, NetSuite, RightNow, etc.)  
  • Prior project experience with Salesforce CPQ
  • Experience with Sales Cloud, Service Cloud, and Communities
  • Experience developing LOE’s in conjunction with sales Strong presentation and communication skills  
  • Familiarity with enterprise integration tools and extract, transformation and load (ETL) tools  
  • Familiarity with application development with JavaScript, XML, HTTP, Java, C++, ASP, SQL  
  • Located and able to work in the U.S. from a home office and able to travel up to 50-70%  
  • 2 out of 3 of the following consultant certifications; Sales, Service, or Community Cloud  

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Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697