This Principal Architect role is within the Financial Services Industry Architecture team, focusing on Salesforce's largest and most complex banking, insurance, and wealth management customers. The role involves designing agentic AI architectures, including governed multi-agent systems, headless and API-first experiences, and unified data and integration patterns across various platforms. Success is measured by working prototypes or deployed assets, rather than presentations.
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
Own architectural direction from first conversation through production handoff
Shape decisions on agent orchestration, MCP and agent-to-agent interoperability, headless and composable design, data foundations, and the trust and governance layer
Co-build working prototypes and proof-of-value assets on customers’ own data and objects, using modern AI-assisted development tools (25%)
Turn a hypothesis into something a business sponsor can see and use within weeks
Deliver our defined engagement models covering the economics of an agentic operating model, headless experiences that keep governance intact, governed multi-agent systems at enterprise scale, and executive North Star architecture (15%)
Add new content and reusable components back to the shared library
Package architecture, data dictionaries, process maps, and agent metadata for partners, SIs, and delivery teams (10%)
Hold clear entry and exit gates so delivery stays planned and predictable
Translate architecture into business value for CIOs, CTOs, Chief Architects, and line-of-business leaders (10%)
Fit designs to FS regulatory, data residency, model risk, and operating-model constraints
Represent Salesforce at executive briefings, architecture review boards, and industry events
Mentor architects and account teams (10%)
Contribute points of view, reference architectures, and reusable assets
Work closely with AEs, SEs, Professional Services, forward-deployed engineers, partners, and product 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, including LLM-based agents, retrieval and grounding, agent orchestration, and emerging interoperability standards such as MCP and A2A
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Builder credibility: personally prototype using code (Apex, JavaScript/Node, Python, or similar) and AI-assisted development tools, and comfortable working in Git-based workflows
Working knowledge of FS regulatory and risk requirements: privacy, data residency, model risk management, auditability, and AI governance, and how these requirements shape architecture decisions
Executive presence: ability to hold a contested architecture debate with a Chief Architect and move it to a decision
Team-first operating style: comfortable working within aligned coverage, sharing assets, and making others better
B.S Computer Science, Software Engineering, MIS
Knowledge of related applications, relational databases, and ERP technologies
Strong oral, written, presentation, collaboration, and interpersonal communication skills
Ability to work as part of a team to solve technical problems in varied political environments
Minimum of 4 years of professional experience
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
Benefits
Time off programs
Medical, dental, vision, mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Application Process
Consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts
About the Company
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. It is a company where ambition meets action, tech meets trust, and innovation is a way of life. Salesforce is leading workforce transformation in the agentic era, with Agentforce as the future of AI.
