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Job Category
Customer Success
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
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
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