Principal AI & Integrated Solutions Architect

Our Financial Services Industry Architecture team works on Salesforce’s largest and most complex banking, insurance, and wealth management customers. As a Principal AI & Integrated Solutions Architect, you will be the trusted technical lead for a set of strategic FS accounts. You’ll help design agentic AI architectures that hold up under real scrutiny: governed multi-agent systems, headless and API-first experiences, and unified data and integration patterns that span Agentforce, Data 360, MuleSoft, and the customer’s existing systems.

Responsibilities:

• Lead agentic AI architecture on strategic accounts (≈30%). Serve as the aligned architect for your accounts. Run discovery and org assessments, set the current- and future-state architecture, and own architectural direction from first conversation through production handoff.
• Build to prove value (≈25%). Co-build working prototypes and proof-of-value assets on customers’ own data and objects, using modern AI-assisted development tools.
• Run and extend our engagement plays (≈15%). Deliver our defined engagement models.
• Own the handoff and the path to scale (≈10%). Package architecture, data dictionaries, process maps, and agent metadata so that partners, SIs, and delivery teams can take the work to production without losing the design intent.
• Advise executives on FS outcomes (≈10%). Translate architecture into business value for CIOs, CTOs, Chief Architects, and line-of-business leaders.
• Elevate the team and the field (≈10%). Mentor architects and account teams.

Requirements:

• 10+ years in enterprise or solution architecture, including significant customer-facing work in financial services: banking, insurance, wealth/asset management, or payments.
• Deep hands-on experience with the Salesforce platform (Financial Services Cloud, Service/Sales Cloud, Data 360) and enterprise integration, ideally MuleSoft and API-led design.
• Practical, current experience designing and building AI solutions.
• Builder credibility. You personally prototype using code (Apex, JavaScript/Node, Python, or similar) and AI-assisted development tools, and you’re comfortable working in Git-based workflows.
• Working knowledge of FS regulatory and risk requirements: privacy, data residency, model risk management, auditability, and AI governance.
• Executive presence. You can hold a contested architecture debate with a Chief Architect and move it to a decision.
• A team-first operating style. You’re comfortable working within aligned coverage, sharing assets, and making others better.

Nice to have:

• Salesforce certifications such as Agentforce Specialist, Data Cloud Consultant, Application/System Architect, or progress toward CTA.
• Experience on the customer or SI side of large FS transformations.
• Exposure to process intelligence or agentic operations tooling.
• Published points of view, conference talks, or open reusable assets.

What success looks like:

• Architecture-sourced pipeline and measurable progression on priority opportunities in your accounts.
• Agentforce and Data 360 consumption milestones reached and tied to customer outcomes.
• Prototypes that convert into production commitments and reusable plays adopted by other architects.
• Customers who treat you as their go-to architecture advisor, shown by repeat engagement and sponsorship from executive and Chief Architect stakeholders.
• Disciplined engagement records, so your impact is visible and credited.