Salesforce Solutions Architect at Dynasty Financial Partners
St. Petersburg, Florida, United States -
Full Time


Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Salesforce, Implementation Management, Team Leadership, Customization, Project Management, Integration, Data Management, Quality Assurance, Collaboration, Communication, Workflow Management, Reporting, Dashboard Development, Technical Expertise, Strategic Planning, Client Success

Industry

Financial Services

Description
Description Overview: This position is for a Salesforce solutions architect to take on the role of Senior Implementation Manager who will oversee the Implementation Specialists team. They will serve in a player/coach compacity where they will both manage the team and the architecture of multiple customized instances of Salesforce with a Practifi overlay. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the SVP to ensure quality customization and administration work on the Dynasty CRM Platform. A successful candidate must be able to work and communicate effectively with Client Success Managers and Support Desk teammates, in addition to being adept at collaborating with 3rd-party technology vendors. Responsibilities:Leadership and Management: Supervise and mentor the Junior Implementation Specialist, providing guidance and support to ensure successful project execution. Manage work between multiple resources for weekly sprints, ensuring efficient allocation and utilization of team members. Oversee complex system conversion projects and new integration implementation ensuring timely and accurate completion/delivery. Coordinate with 3rd-party developers, dividing project effort between internal and external resources, and managing project timeframes and budget. Technical Expertise: Daily customization of multiple instances of Salesforce with a Practifi overlay, balancing tactical and strategic project workload. Create and manage complex workflows utilizing mainly declarative tools in Salesforce. Develop and deploy customized reports and dashboards to CSM specifications. Setup integrations to other platforms. Export, transform, and import data between systems. Ensure all technical deliverables are comprehensive and align to the scope of the project Manage a QA process for all work done by the Implementation Specialists Team. Craft work item descriptions and document changes to instances. Keep abreast of Salesforce releases and new features and provide recommendations for new features to incorporate into the system. Collaboration and Communication: Work and communicate successfully with Client Success Managers and Support Desk teammates. Collaborate with 3rd-party technology vendors to ensure seamless integration and project execution. Track and estimate resources spent on projects, providing regular updates to stakeholders. Strategic Planning: Ability to successfully navigate a fast-paced environment with rapidly changing priorities and complex challenges. Translate business requirements into implementation work, ensuring alignment with organizational goals. Provide strategic recommendations for system improvements and new features.

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Responsibilities
The Salesforce Solutions Architect will oversee the Implementation Specialists team while managing the architecture of multiple customized instances of Salesforce. They will ensure successful project execution, coordinate with 3rd-party developers, and manage a QA process for all work done by the team.
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