Customer Success Architect (Sales Cloud/Platform)

Role overview

Join Salesforce’s worldwide Customer Success team as a Customer Success Architect (Sales Cloud/Platform). You will guide strategic customers on solution design, optimize system performance, and deliver architecture and platform lifecycle insights to help them maximize their Salesforce investment.

Responsibilities

• Partner with strategic customers to assess Sales Cloud implementations and provide expert recommendations on technical architecture and solution design.
• Act as a trusted Sales Cloud subject matter expert, providing proactive and reactive guidance on architecture and technology strategy.
• Collaborate with internal and external partners to build long-term solutions that drive customer success, product improvement, and business growth.
• Lead architecture discussions and advocate for best practices; influence stakeholder decisions.
• Identify design inefficiencies, recommend optimizations, and drive customer transformation.
• Create clear, visually compelling design documents for business and executive audiences.
• Provide data-driven insights from customer success stories and industry trends.

Requirements

• 8+ years of experience in software, system, or enterprise architecture.
• Experience delivering large-scale, complex implementations, including SaaS/PaaS multi-tenancy and multi-tier infrastructures.
• Strong English proficiency and excellent written/verbal communication, including presenting complex technical concepts to business and executive stakeholders.
• Expertise in Salesforce products/platform capabilities, technical governance, and best practices.
• Strong solution design & architecture skills.
• Knowledge of enterprise application integration, including process orchestration, master data management, AI, analytics, and security best practices.
• Strong Sales Cloud expertise, including:
  • opportunity/pipeline management, forecasting, and email integration
  • Einstein Conversation Insights, Sales Engagement, Sales Performance Management
• Data modeling and governance: lookup/master-detail relationships, validation rules, and data governance best practices.
• Integration/extensibility experience with:
  • OAuth, Platform Events, External Objects
  • Salesforce Connect and Event Relay
• Salesforce development and extensibility (hands-on): Apex, Visualforce, and Lightning Web Components (LWC).
• Integration patterns and data movement: import/export strategies, deduplication, ETL tools, REST/SOAP APIs, middleware (e.g., MuleSoft, Informatica) and connectors.
• Security and access architecture: role hierarchy, sharing rules, profiles, permission sets, and security configuration.
• Scalable architecture for large data volumes (LDV) and governor limits for efficient code execution.

Nice-to-haves

• Certified Architect Credentials (Application and System Architect).
• Experience with industry/vertical-specific solutions.
• Additional business-level languages (e.g., French, Portuguese, Spanish, Italian, German).

Education / certifications (explicitly required)

• Salesforce Admin
• Salesforce Advanced Admin
• Sales Cloud Consultant
• Platform App Builder
• Platform Developer 1