About the Position

Salesforce Architect - Functional - Banking

Rothstein Recruitment Ltd

London, United Kingdom

On-siteFreelanceDuration 12 months

A leading UK bank is seeking an experienced Salesforce Functional Architect to support a major digital transformation programme.

You will own the end-to-end functional design of Salesforce solutions across Financial Services Cloud, OmniStudio and Experience Cloud, translating complex business and regulatory requirements into scalable, secure and user-focused platform designs.

Responsibilities

Own and evolve the Salesforce functional architecture blueprint
Translate business requirements into end-to-end functional designs
Define business processes, user journeys, data models and platform behaviours
Advise on the appropriate use of Salesforce out-of-the-box functionality, configuration and customisation
Design solutions across Financial Services Cloud, OmniStudio and Experience Cloud
Partner with Business Analysts to improve user stories, acceptance criteria and traceability
Work with Product Owners to support prioritisation and delivery decisions
Collaborate with Technical Architects to ensure functional designs are technically viable
Lead workshops with senior business, technology, risk and compliance stakeholders
Maintain functional design artefacts and ensure alignment with Salesforce best practice
Support agile delivery through backlog refinement, sprint planning and story readiness

Requirements

Significant Salesforce delivery experience as a Functional Architect, Solution Architect or Senior Salesforce Functional Consultant
Strong hands-on experience with Salesforce Financial Services Cloud
Detailed understanding of the FSC data model, including Financial Accounts, Contacts, Households, Relationship Groups and Referrals
Experience delivering FSC use cases such as customer onboarding, customer 360, case management, wealth management or asset management
Practical experience with Salesforce OmniStudio/Salesforce Industries, including:
- OmniScripts
- FlexCards
- DataRaptors
- Integration Procedures
Strong Salesforce Lightning, Flows, security model and configuration experience
Experience delivering Salesforce solutions within banking or regulated financial services
Strong requirements engineering, process mapping and functional design capability
Experience writing and validating user stories and acceptance criteria
Confident workshop facilitation and senior stakeholder engagement skills
Experience working in agile teams using Azure DevOps or Jira

Nice to Have

Experience designing Experience Cloud portals
Knowledge of SAML, OIDC and customer authentication patterns
Understanding of Salesforce DevOps and release management
Experience contributing to a Salesforce Centre of Excellence or Community of Practice
End-to-end financial services customer onboarding experience
Wealth or asset management Salesforce implementation experience

Preferred Certifications

Salesforce Service Cloud Consultant
Salesforce Sales Cloud Consultant
Salesforce Financial Services Cloud Accreditation

About the Company

Rothstein Recruitment Ltd is a leading recruitment firm specializing in placing top talent in the financial services sector. We pride ourselves on our commitment to excellence and our ability to connect skilled professionals with leading companies in the industry.

We Offer

Opportunity to work on a major digital transformation programme
Collaborate with a leading UK bank
Competitive freelance contract terms
Exposure to cutting-edge Salesforce technologies
Professional growth and development opportunities

Salesforce Architect - Functional - Banking

Job description