Lead functional architecture across Sales, Service, Revenue (CPQ & Billing) and Experience Cloud. Define Flow-first automation strategy, data models, governance and naming conventions; review complex designs; mentor admins and developers; oversee integrators and ensure scalable, testable automation, reporting integrity and safe integrations.
Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
We’re hiring a Salesforce Functional Architect to own platform architecture, automation standards, and data modeling across Sales Cloud, Service Cloud, CPQ, Billing and cross-cloud processes.
You are not here to crank tickets. You are here to design patterns, review work, and ensure that automation remains powerful without becoming fragile.
You’ll partner closely with the Salesforce Platform Manager, and Salesforce Technical Architect to keep the platform coherent as complexity grows.
How will you contribute?
- Enterprise Salesforce Leadership
- Own functional architecture across: Sales Cloud, Service Cloud, Revenue Cloud (CPQ & Billing), Experience Cloud (as applicable) Design scalable, multi-cloud Salesforce solutions aligned to enterprise architecture and lead global CRM transformation initiatives.
- Business & Stakeholder Leadership
- Serve as functional lead for Revenue, Finance, and Enterprise Applications.
- Own CRM and Revenue Cloud roadmap and prioritization.
- Oversee system integrators and managed service providers.
- Mentor admins and business analysts.
- Drive measurable business outcomes, not feature delivery.
- Automation & Architecture
- Own Flow-first automation strategy: When to use Flow vs Apex vs configuration and How automation is structured, layered, and reused.
- Establish and enforce automation patterns, naming conventions, and guardrails.
- Prevent “Flow sprawl” and logic duplication.
- Appropriate governance and usage of Salesforce AI tooling.
- Data Model & Core Objects
- Own core data models across Sales, Accounts, Opportunities, Cases, Contracts, etc.
- Ensure scalability, reporting integrity, and clean integrations.
- Anticipate downstream impacts of schema changes.
- Design Governance
- Review and approve designs for complex initiatives.
- Act as escalation point for architectural trade-offs.
- Mentor admins and developers.
- What Success Looks Like
- Automation is readable, testable, and explainable.
- New team members can onboard without fear or overwhelm.
- Major changes don’t introduce regressions.
- Salesforce feels like a platform, not patchwork.
What will you bring?
- 10+ years of hands-on Salesforce experience with progression into architecture-level ownership.
- Deep expertise in Sales Cloud and/or Service Cloud data models and automation design.
- Experience with Salesforce CPQ and Billing solutions.
- Experience with Agentforce and / or Einstein.
- Experience working with sales, revenue, finance, and product management stakeholders, preferably in a subscription (SaaS) environment.
- Advanced proficiency in Flow (record-triggered, scheduled, subflows, orchestration) in high-complexity environments.
- Proven experience designing scalable, layered automation architectures (modular, reusable, bulk-safe)
- Strong data modeling skills with an understanding of long-term reporting and integration implications.
- Experience preventing and resolving automation conflicts (recursion, order of execution, duplication)
- Clear judgment on declarative vs Apex trade-offs; comfortable partnering with technical engineering leads.
- Experience supporting large user bases and high-volume environments, with complex permission management requirements associated with scaled organizations.
- Ability to translate ambiguous business processes into durable system behavior.
- Experience establishing governance standards (naming conventions, documentation, release discipline)
- Relevant Salesforce certification(s) and the ability to explain how those certifications will guide you to success in this role.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Top Skills
Agentforce
Apex
Billing
Cpq
Einstein
Experience Cloud
Flow
Revenue Cloud
Sales Cloud
Salesforce
Salesforce Ai
Service Cloud
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