Salesforce Application Architect

As a Salesforce Application Architect at Allworth Financial, your primary responsibilities include designing and implementing business solutions tailored to our wealth management practices. You'll be leading requirements gathering sessions and crafting scalable solutions that help enhance operational maturity, ensuring that our team can efficiently meet both current and future business needs.

To qualify for the Salesforce Application Architect role at Allworth Financial, candidates must have over 5 years of hands-on Salesforce configuration experience and 3+ years in design, coding, integration, and deployment. Salesforce certifications such as Application Architect or Platform Developer 2 are required. Experience in the financial services sector, particularly with Wealth Management, is also preferred.

Working as a Salesforce Application Architect at Allworth Financial comes with a robust benefits package that includes healthcare coverage, dental and vision insurance, flexible working arrangements, and generous paid time off. Additionally, you will enjoy 401K contributions and the opportunity to participate in our Equity Purchase Program, making it an excellent place for career growth and personal well-being.

Allworth Financial is dedicated to the growth and development of its employees. As a Salesforce Application Architect, you will have access to various professional growth opportunities, including trainings, workshops, and the chance to work on innovative projects that develop your skills and advance your career in the wealth management industry.

Yes, the Salesforce Application Architect position at Allworth Financial offers hybrid or fully remote working options. This flexibility allows you to maintain a work-life balance while contributing to our mission of providing exceptional financial advisory services.

In your response, outline your hands-on experience with Salesforce, particularly any projects where you tailored the platform to meet specific business needs. Highlight key instances where your configurations improved performance or user experience.

Share a detailed example of a project where you took the lead in implementing Salesforce. Focus on the challenges faced, your strategic approach, and the standout results achieved, emphasizing the impact on the organization.

Explain your methodology for gathering requirements. Mention diverse approaches like workshops, surveys, and interviews, and illustrate how you ensure that all stakeholders are involved and their needs are considered.

Discuss your familiarity with REST APIs or any other integration methods you have successfully used between Salesforce and other platforms or services. Provide specific examples that showcase your skills in achieving seamless integrations.

Detail your quality assurance practices, including testing phases, peer reviews, and stakeholder feedback sessions that ensure the solutions developed meet the highest standards before going live.

In your answer, emphasize your understanding of scalable architecture and designing solutions that can grow with business needs. Provide an example of how you've implemented this in past projects.

Share your proficiency with Salesforce Flow Builder, providing examples of how you've leveraged it to create automated processes that enhance efficiency and workflow in your projects.

Address specific challenges you encountered, such as resistance to change or technical issues, and how your problem-solving skills led to successful resolutions while keeping stakeholders engaged.

Discuss your commitment to continuous learning through resources like Salesforce Trailhead, community forums, or industry events. Explain how this knowledge helps you stay ahead and apply new trends effectively in your work.

Highlight not only your technical skills but your cultural fit with Allworth Financial. Discuss their values, your enthusiasm for their mission, and how your background and goals align with the company's growth strategy.