Salesforce Architect

Salesforce Architect

Location : Sarasota / Bradenton, FL Area
Onsite

Role Overview

The Salesforce Architect hands-on leadership role. You will inherit an existing org, audit it, finish the commercial record implementation, and architect the platform to support a multi-service home services company. You will report directly to ownership and work alongside our internal team to ensure the platform reflects how the business actually operates today and into the future.

This is not a pure strategy role. You will design and build. You will be accountable for delivery, not just recommendations. And you will leave behind a platform that the internal team can maintain, extend, and scale.

Key Responsibilities

Platform Architecture & Design

•          Design and own the unified data model that supports a single customer record across all current and future service lines

•          Establish the record type, object, and pipeline framework that allows each new service to be added as a configured extension, not requiring a separate build

•          Define the org''s long-term technical governance standards: naming conventions, field usage, automation layering, and development practices

•          Document the full architecture in a living technical reference that the internal team can use and maintain

•          Evaluate the existing build, identify technical debt, and develop a remediation plan that does not disrupt live operations

Commercial Build-Out (Immediate Priority)

•          Finalize the commercial record type pipeline: record types, minor adjustments to fields, page layouts, and flows from Bidding through Closed Won

•          Complete phase and milestone tracking, change order workflows, and progress billing tied to project phases

•          Implement Field Service Lightning to accommodate adjustments from existing FSL work types

Multi-Service Line Framework

•          Design and document the service line expansion framework for additional lines of home services so that windows & doors, HVAC, and electrical can each be added without architectural rework

•          Build shared customer record structures that unify cross-service history, communication, and reporting

•          Ensure separate service line pipelines, crew types, pricing models, and job types coexist in a single org without conflict

•          Ensure ownership reporting rolls up across all service lines into a single business-wide view

Development & Customization

•          Write and maintain Apex triggers, classes, and batch jobs for business logic that cannot be handled declaratively

•          Build Lightning Web Components for custom UI where native Salesforce falls short

•          Design and implement complex Flow automations, approval processes, and escalation rules

•          Maintain clean separation between declarative and programmatic layers to preserve long-term maintainability

Integrations

•          Own the integration architecture across all connected systems: QuickBooks, ERP and related integration tools, measurement tools (EagleView, HOVER), photo documentation (CompanyCam), and supplier portals

•          Design and implement API-based integrations as new service lines introduce new tooling requirements

•          Establish integration standards and documentation so new connections follow a consistent pattern

Internal Capability Building

•          Develop admin guides, runbooks, and training documentation for day-to-day platform operation

•          Build a platform the internal team can maintain and extend without external dependency

Qualifications

Required

•             5+ years of Salesforce architecture or senior development experience

•             Demonstrated experience designing multi-object, multi-business-line Salesforce data models

•             Hands-on experience inheriting and extending an existing Salesforce org (not only greenfield builds)

•             Proficiency in Apex, Lightning Web Components, and declarative automation (Flow, Approval Processes)

•             Field Service Lightning experience - essential for multi-trade crew scheduling and dispatch

•             Experience designing Salesforce integrations with third-party platforms via REST/SOAP APIs

•             Strong documentation discipline - you build platforms others can understand and maintain

•             Salesforce Certified Administrator and Platform Developer I - minimum

Strongly Preferred

•             Salesforce Field Service Lightning Consultant certification

•             Salesforce Sales Cloud Consultant certification

•             Experience in residential home services, construction, or a trade services company

•             Experience building a unified customer record across multiple service or product lines

•             Salesforce Application Architect or System Architect certification

•             Experience transitioning a platform from an external implementation partner to internal ownership

What This Role Is Not

This is not a pure strategy or advisory position. We are not looking for someone who will hand off a architecture document and step back. The right person designs it, builds it, documents it, and owns the outcome. If you thrive in environments where your work ships and runs a real business role was built for you.

We are also not looking for someone who builds platforms only they can maintain. Internal ownership is a core deliverable. If you are not committed to knowledge transfer and documentation, this is not the right fit.