Job Description

Role : Salesforce Solution Architect

Location : San Francisco, CA – required to be in office 4 days a week, Monday through Thursday.

CONVENTUS MISSION AND VISION

Conventus Holding Corporation (“CHC”) was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

ROLE SUMMARY

As our Salesforce Solution Architect, you will collaborate closely with our Technical Architect to bring architectural strategies to life with a focus on execution, optimization, and scalability. This role focuses on hands-on implementation, ensuring seamless integrations, DevOps efficiency, and system performance. Your work will be critical in translating architecture plans into functional, scalable, and high-performance Salesforce solutions.

RESPONSIBILITIES

Join Conventus’ Salesforce Architecture Team, partnering closely with our Technical Architect on the end-to-end implementation of scalable CRM solutions. This role will encompass the following responsibilities:

Building and Development :

• Collaborate with the Technical Architect, as well as the Sales Enablement and Product Teams to implement and own CRM enhancements while ensuring optimized system performance and scalability
• Act as a subject matter expert on Salesforce development, troubleshooting, and deployment best practices
• Ensure all Salesforce configurations, integrations, and DevOps processes align with established architectural guidelines
• Innovate with Salesforce tools such as Flow, Process Builder, or Lightning App Builder to create intuitive and efficient user interfaces
• Develop and maintain custom API connections and middleware solutions to ensure seamless data flow between Salesforce and critical external systems, including our Loan Origination System and marketing automation platforms
• Configure and customize lead generation processes for our Sales team within our existing ecosystem and champion all data workflow and data integrity
• Develop advanced reporting and dashboard solutions within Salesforce to provide insights into customer interactions and the performance of our Sales team
• Maintain a deep understanding of our processes and systems and demonstrate ability to prioritize workload based on criticality
• Create and maintain accurate and up-to-date documentation and process flows for all system processes, configurations and integrations

Technical Performance and Monitoring :

• Implement and optimize Salesforce development processes to enhance system stability and efficiency
• Identify and resolve complex technical challenges in Salesforce
• Implement test protocols and perform ongoing monitoring and testing of workflows
• Conduct user feedback sessions and translate insights into actionable CRM enhancements
• Performance benchmarking: set benchmarks, measure against them and improve architecture while ensuring compliance with Salesforce governor limits and best practices
• Continuous ongoing monitoring of existing and newly developed processes

Operations and Initiative :

• Work in a dynamic and cross-functional environment alongside the entire Technology Team as well as the Office of the Chief Revenue Officer
• Partner with product and project managers to implement and refine Salesforce solutions
• Proactively identify inefficiencies and take initiative to propose solutions and improvement opportunities
• Utilize a client-centric mindset to manage technical requirements and build client workflows throughout our sales lifecycle

QUALIFICATIONS

SKILLS

• Strong communication skills and ability to communicate effectively with end-users and key stakeholders
• Expert knowledge in CRM best practices for development, testing and deployment
• Understanding of Salesforce governance limits, security models, roles, profiles, permission sets, and sharing rules
• Knowledge of UX principles and designing a CRM for optimized user experience
• Proficiency in Salesforce API integrations, including REST, SOAP, and middleware solutions (Mulesoft, Boomi, or ETL tools)
• Hands-on experience in Salesforce DevOps, CI/CD pipelines, and version control (Gearset, Copado, Jenkins, or Salesforce DX)
• Experience with Apex, Visualforce and Lightning programming for custom logic and integration, custom UI and Salesforce development
• Experience with middleware solutions or ETL tools
• Experience with Salesforce and HubSpot Marketing Clouds
• Experience in AWS preferred, but not required
• Experience in Python preferred, but not required

Required Certifications

• Salesforce Certified Administrator
• Salesforce Certified Advanced Administrator
• Salesforce Certified Platform App Builder
• Salesforce Certified Sales Cloud Consultant

Preferred Cerifications (in order of preference, needs to have atleast one of these)

• Salesforce Certified Service Cloud Consultant
• Salesforce Certified Platform Developer I
• Salesforce Certified Integration Architecture Designer
• Salesforce Certified Sharing and Visibility Designer
• Salesforce Certified Data Architecture and Management Designer
• Salesforce Certified Development Lifecycle and Deployment Designer

Education and Experience

• Undergraduate or graduate degrees in Computer Science or Software Engineering
• A minimum of 7-10 years of technology integration and implementation experience
• 5+ years of Salesforce specific experience, with proven experience in hands-on development and configuration
• Broad and extensive knowledge of the software development process and its technologies
• Knowledge of architectural styles and design patterns
• Understanding of various coding methods and computer languages
• Experience with software development lifecycle (SDLC) processes
• Experience with service-oriented architecture (SOA)
• Understanding of data security

Mindset and Character

At CHC, we look for future employees who demonstrate the mindset and character of our following core values:

Deliver Extraordinary Client Experience:

• Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.

Take Responsibility:

• Be proactive, know what you are responsible for, act with integrity and follow through to the end.

Respond with Urgency and Care:

• Balance speed with quality, ensuring that every response is both timely and impactful.

Grow Together:

• Grow together through a culture of intellectual curiosity, collaboration and celebration.

CONVENTUS BENEFITS

• Integrated PTO annually
• Health Benefits (Health, Vision, Dental)
• Life Insurance Coverage
• 401(k) with match
• Pre-tax Commuter Fund

COMPENSATION

Position : Full-Time, Salaried

Salary Range : $140-180k annual salary

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