Salesforce Service Cloud & Field Service Solution Architect
Summary
This role involves acting as a functional solution architect to design and implement scalable Salesforce Service Cloud and Field Service solutions. The architect will bridge business requirements with technical execution, managing end-to-end delivery, configuration, and custom development.
We are looking for a technically skilled architect who has evolved into a functional solution architect, seamlessly bridging deep Salesforce platform expertise with business process understanding to deliver scalable, user-focused solutions.
Experienced Salesforce professional with a strong background as a Business Systems Analyst, Technical Architect, Service Cloud SME, Field Service Lightning SME, and Salesforce developer. Demonstrated ability to translate business needs into scalable Salesforce solutions, lead end-to-end solution design, optimize service operations, and deliver enterprise-grade CRM capabilities across multiple industries. Skilled in stakeholder engagement, requirements analysis, architecture design, configuration, custom development, integration, automation, deployment, and production support.
Core Competencies
· Business Systems Analysis: requirements gathering, process mapping, gap analysis, user stories, acceptance criteria, UAT support, and stakeholder alignment.
· Technical Architecture: scalable solution design, data modeling, security model design, integration patterns, governance, and technical documentation.
· Service Cloud SME: case management, omnichannel routing, entitlement management, milestones, knowledge, email-to-case, web-to-case, service console, and support automation.
· Field Service Lightning SME: work orders, service appointments, scheduling, dispatch, mobile workforce enablement, asset/service territory models, and technician productivity improvement.
· Salesforce Development: Apex, Lightning Web Components, Flows, validation rules, triggers, SOQL, REST/SOAP APIs, asynchronous processing, and custom automation.
· Industry Expertise: energy, utilities, manufacturing, services, sales operations, customer support, field service, quality, and enterprise IT operations.
Salesforce Platform Expertise
· Salesforce Clouds: Service Cloud, Field Service, Sales Cloud, Experience Cloud, and platform customization.
· Automation & Configuration: Flow Builder, Process Builder, Workflow Rules, Approval Processes, Assignment Rules, Escalation Rules, and Dynamic Forms.
· Development: Apex classes, triggers, batch Apex, scheduled jobs, Lightning Web Components, Aura components, Visualforce, SOQL, SOSL, and custom metadata.
· Integration: Salesforce APIs, middleware integrations, external system connectivity, data synchronization, error handling, and API governance.
· Security & Governance: profiles, permission sets, sharing rules, role hierarchy, field-level security, session settings, audit readiness, and access control.
· DevOps & Delivery: release planning, change management, deployment coordination, sandbox management, Jira tracking, regression testing, and production support.
Professional Experience Highlights
· Partner with business teams to analyze complex processes, define functional requirements, document user stories, and design Salesforce solutions aligned with operational goals.
· Architect scalable Service Cloud and Field Service solutions to enhance case resolution, field workforce productivity, customer support visibility, and service lifecycle management.
· Design and implement Salesforce automation using Flows, Apex, validation rules, approval processes, and custom logic to reduce manual effort and improve data quality.
· Lead cross-functional discussions with business, support, sales operations, QA, and IT teams to translate business requirements into secure, maintainable, and high-performing Salesforce solutions.
· Manage solution design across integrations, data models, security, reporting, and deployment readiness, ensuring alignment with enterprise architecture standards.
· Support end-to-end delivery, including requirement clarification, technical design, development, unit testing, UAT support, release coordination, change requests, and post-production support.
· Provide SME guidance for Service Cloud features such as service console productivity, case routing, entitlement processes, knowledge management, SLA tracking, and support workflows.
· Provide SME guidance for Field Service features including work order lifecycle, scheduling, dispatch, service appointments, technician mobile experience, territories, and operational reporting.
Technical Skills Required
Salesforce Development
Apex, Triggers, Batch Apex, SOQL, SOSL, LWC, Aura, Visualforce, Custom Metadata, Debugging
Architecture
Solution Design, Technical Design, Data Modeling, Integration Patterns, Security, Scalability, Governance, DEVOPS - CI/CD process
Service Cloud
Case Management, Omni-Channel, Entitlements, Milestones, Knowledge, Service Console, Email-to-Case
Field Service
Work Orders, Service Appointments, Scheduling, Dispatch, Mobile App, Territories, Assets, Preventive Maintenance
Integration
REST APIs, SOAP APIs, Middleware, External Systems, Error Handling, Data Sync, API Monitoring
Delivery Tools
Jira, qTest, Gearset, Data Loader, Workbench, Change Sets, Sandbox Management, Agile Delivery
Business Analysis & Leadership Strengths
· Strong ability to understand business pain points and convert them into practical Salesforce solutions.
· Experienced in facilitating workshops, documenting functional and technical requirements, and aligning multiple stakeholders.
· Skilled at balancing business priorities with platform scalability, maintainability, security, and long-term supportability.
· Comfortable working across global teams, business units, technical teams, QA, release management, and production support groups.
· Excellent written and verbal communication skills, with significant experience preparing leadership updates, solution documentation, and project status summaries.
Industry Experience
· Energy and Utilities: service operations, field execution, support processes, workforce coordination, and asset lifecycle visibility.
· Manufacturing and Operations: process automation, quality workflows, customer support, and integration with enterprise systems.
· Sales and Revenue Operations: opportunity management, account management, forecasting support, integrations, reporting, and sales productivity improvements.
· Customer Support and Services: case lifecycle optimization, SLA visibility, service automation, support queue management, and knowledge-driven resolution.
Certifications
· Preferred - Salesforce Administrator, Platform Developer, Service Cloud Consultant, Field Service Consultant, Platform App Builder, or Application/System Architect credentials.
About Riveron:
At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.
Want to stay connected with Riveron? Join our Talent Community to learn more about our growing firm and be considered for future opportunities.
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Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at Riveron's Benefits page at . Contract roles are not eligible for benefits.
Fraud Alert
Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.
Artificial intelligence (AI) tools are used to support the hiring process in screening, assessing, and/or selecting applicants for this position. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
As published by ashby
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