ERP/CRM Architect

The Solution Architect is responsible for designing, configuring, and implementing solutions for customer onboarding, professional services, and custom implementation projects. This hands-on, customer-facing role helps clients achieve value quickly by delivering scalable solutions, providing technical guidance, and ensuring successful deployments. Working closely with Sales, Customer Success, Product, Support, and Engineering teams, the Solution Architect translates business requirements into technical solutions, supports customer adoption, and helps improve implementation processes as the organization continues to grow.

Key Responsibilities

Solution Design & Delivery

• Lead technical solution design during onboarding, implementation, and support engagements.
• Translate customer requirements into scalable solutions.
• Configure and implement templates, workflows, automations, and integrations using Salesforce technologies such as Apex, Flows, and Lightning Web Components (LWCs).
• Troubleshoot and resolve implementation and post-production issues.
• Document requirements, technical designs, and completed solutions.
• Contribute to solution standards, reusable assets, and best practices.

Customer Success & Enablement

• Serve as a trusted advisor to customers, communicating technical concepts clearly to both technical and business audiences.
• Deliver customer training and implementation guidance.
• Participate in solution demonstrations, proof-of-concepts, and project scoping activities.
• Support customers through deployment, adoption, and ongoing optimization.

Cross-Functional Collaboration

• Partner with Sales, Customer Success, Product, Support, and Engineering to ensure successful customer outcomes.
• Provide customer feedback and enhancement recommendations to help shape product direction.
• Assist with technical feasibility assessments and implementation estimates.
• Support ongoing optimization of customer environments after go-live.

Process Improvement

• Help improve onboarding and implementation processes to increase consistency and efficiency.
• Contribute to internal documentation, delivery methodologies, and scalable implementation practices.

Qualifications

Technical Skills

• 3–5+ years of experience in a Solution Architect, Salesforce Consultant, Senior Salesforce Administrator, or similar role.
• Strong Salesforce experience including configuration, automation, Apex, Flows, LWCs, Visualforce, and SOQL.
• Experience with SaaS implementations, onboarding, or professional services engagements.
• Ability to translate business requirements into technical solutions.
• Knowledge of API integrations, workflow automation, data management, and Salesforce security.
• Experience integrating Salesforce with external systems using REST/SOAP APIs and related technologies.

Preferred:

• Experience with AWS or Azure environments.
• Familiarity with Git, Copado, or Gearset.
• Experience with programming languages such as Java, Python, HTML, or CSS.

Professional Skills

• Strong communication and presentation skills.
• Ability to manage multiple customer engagements simultaneously.
• Customer-focused approach with strong problem-solving abilities.
• Ability to collaborate effectively across technical and non-technical teams

Experience

• 3–7 years of experience in technical consulting, implementation, application engineering, or professional services.
• Experience with SaaS, enterprise software, or systems integration environments preferred.

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