Job Description:
Technical Architect is a client-facing role that combines project management, business analysis, solutioning, technical leadership, technical architecture, and engineering team management. The Technical Architect will be involved in the pre-sales, post-sales, implementation and support phases for services and solutions, and act as the technical expert in the pre-sales/discovery process.
Specifics Skill sets
- 15+ years of professional experience.
- 10+ years developing within the Salesforce ecosystem
- 10+ years running Salesforce development teams in both waterfall and Agile
- Deep experience in Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud.
- Experience in other Salesforce Clouds – such as Manufacturing, Health, Finance, etc.
- Experience with integration with Mulesoft and other tools.
- Experience with Enterprise software, release management, and CI/CD
- Deep knowledge and experience with Enterprise architecture and design
- Strong demonstrated experience in interacting with clients, defining requirements, brainstorming, and creating solutions.
- Demonstrated ability to grow and mentor teams
- Demonstrated ability to work with clients at the C level as well as the rest of the technical teams.
- Salesforce Certifications – must have
- Certified Developer, APEX, LWC, Batches, Rest AP
- Ranger Status in Trailhead with multiple Super Badges
- Ideally would have Architecture Certification
- Experience in other technology platforms – such as Azure, Microsoft, .NET, Java, AWS, Heroku, etc
Solution/Technical Leadership
A Technical Architect is expected to have an excellent understanding of the projects to which they are assigned. They should:
- Develop a clear vision or conceptual model of the system to be developed.
- Demonstrate broad solutions leadership, impacting significant solution direction, exerting influence outside of the immediate team and driving change
- Lead sessions for process flow analysis and process redesign.
- Lead the creation and documentation of end-user requirements of new and/or existing customer application implementation projects.
- Produce a detailed technical and functional design documents to match customer requirements.
- Produce technical solution and application architecture that meet the customer requirements, including defining best practice and 3rd Party solution alternatives.
- Ensure that the project is designed and built in the cleanest and simplest fashion, with the client's best interests at heart.
- Stay on top of new, emerging technologies within their area of expertise (Salesforce).
- Be a quick study on new skills and technologies.
- Show creativity in the development of solutions to meet the client needs, including how to best apply specific tools or technologies in the solution.
- Participate in pre-sales activities and support proposal development (statement of work)
- Serve as a subject matter expert on appropriate technologies.
Client Management
The Technical Architect role, they needs to be able to:
- Engage in the development and maintenance of the business relationship with their clients.
- Works within the organization to get issues resolved and integrate with client's team.
- Developing many relationships with different people in different groups of the organization.
- Participate in the sales process, pre and post sales, including proposal development, project estimations, technical experts, process expert, and problem definition.
- Share best practices and be consultative to clients throughout the duration of the project- act as a trusted partner
- Establish and build a rapport with clients throughout the project lifecycle to identify areas of future business
Project Management
The Technical Architect must be able to assist in the following:
- Define appropriate staffing needs and making the best use of available resources
- Provide leadership and direction to team; balancing approaches with deadlines & priorities.
- Breakdown large complex problems and communication of them to others.
- Estimation of tasks
- Tactfully work with clients to address out of scope requests and re-align expectations or seek additional scope/budget
- Assist the business in understanding the effort, risk, and effect of making changes to a Salesforce instance
General Management
The Technical Architect should:
- Provide performance appraisal input for all team members.
- Mentors new team members
- Identifies and fills gaps in project team skills
- Identifies areas of risk and conflict, and institutes risk mitigation plans to minimize the impact of identified risk/conflict
General Solutioning/Engineering
- The Technical Architect is expected to be knowledgeable in the solutioning, architecture, design, coding, and testing of their designated area of expertise.
- Able to define best practices for development within a solution – such as coding standards, tools to be used, quality metrics, test class development, etc.
- Should be able to work with others to develop the overall architecture of a system.
- Able to fully understand and potentially help create the design of a system, which is simple, elegant, and easily understood by others.
- Their coding skill should be very high, with the ability to develop simple, elegant code, with a very low problem rate.
- Should have a thorough knowledge of software testing and how to perform it. They should be able to participate at the Unit, Integration and Quality Assurance testing levels.
- Create and maintain system-related documentation, such as business requirements, process flows, data maps, configuration worksheets, etc.
- Provides oversight to engineers to make sure the design meets the solution requirements
- Able to produce a technical specification for custom development and systems integration requirements.
Professional Skills and Communication
The Technical Architect should be articulate in both written and verbal communication. They should be capable of communicating technical ideas and concepts to all levels of individuals within an organization. Their communication on technical and non-technical matters should be clear and simple to follow and done in a professional manner.
The Technical Architect should convey the image of confidence and competence throughout all communication.
The Technical Architect should be very flexible – ranging from their work environment to management style, to delegation of responsibilities.