Solution Architect

Solution Architect – Core (Services and Sales)

Location: Mexico City (CDMX), Mexico

Level: Solution Architect

Function: Professional Services · GDC Strategic Technology Practice

Role Overview

The Solution Architect – Core (Services and Sales) is a client-facing leader who designs and guides end-to-end implementations and transformations on Salesforce Sales Cloud and Service Cloud. You will sit between business strategy (sales and customer service) and technical platform design.

You will partner with the Technical Architect, Data Cloud Architect, and DevOps to make sure sales and service processes, data, and integrations land on a governed platform that is ready for Agentforce and AI-driven automation.

Primary Responsibilities

• Lead functional discovery workshops with client sales, service, operations, IT, and compliance teams
• Own the Sales Cloud and Service Cloud target architecture and solution blueprint, including the data model, visibility and security, and integration with Data Cloud and Agentforce
• Design Sales Cloud processes: lead and opportunity management, forecasting, CPQ and quotes, territories, and account teams
• Design Service Cloud processes: case management, omni-channel, Knowledge, entitlements and SLAs, Field Service, and Experience Cloud
• Define the implementation or migration approach: phase sequencing, data migration strategy, cutover plan, and go/no-go criteria
• Manage scope, functional design documents, UAT, and business sign-off at each phase gate
• Advise clients on best practices, adoption, governance, and platform evolution strategy
• Contribute to practice playbooks and accelerators, and support pre-sales and solutioning

Must-Have Requirements

• Salesforce Sales Cloud (leads, opportunities, forecasting, products and pricebooks, quotes, territories)
• Salesforce Service Cloud (cases, Omni-Channel, Knowledge, entitlements, Service Console, CTI/telephony)
• Salesforce data model, security, and visibility model
• Declarative automation (Flow, approvals) and working knowledge of Apex/LWC capabilities
• Integration awareness (REST/SOAP APIs, MuleSoft, middleware)
• Functional data migration strategy
• Executive-level documentation, workshop facilitation, and Agile delivery

Preferred Requirements

• CPQ / Revenue Cloud experience
• Field Service, Experience Cloud, and Digital Engagement
• Data Cloud and Agentforce (Service and Sales)
• Einstein / AI capabilities in Sales and Service
• Experience migrating from other CRMs (Dynamics, SAP, Oracle, Zendesk, ServiceNow)
• Industry knowledge (Financial Services, Retail, Telecom, Manufacturing)

Required Experience

• 8–14 years in CRM and Salesforce consulting
• 5+ years in Sales Cloud and/or Service Cloud, with at least 2 end-to-end implementations in a solution design or architecture role
• 3+ years in client-facing advisory roles on enterprise transformation programs
• Proven experience running discovery workshops with senior stakeholders

Certifications

• Required: Salesforce Administrator, Sales Cloud Consultant, Service Cloud Consultant
• Preferred: Application Architect, Data Cloud Consultant, AI Associate, Platform App Builder