Salesforce Architect

Company Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

The Expert Software Architect leads the design of complex software systems, creating scalable and secure architectures that align with business strategy and technology roadmaps. This role drives architectural decisions across multiple teams, defines enterprise-level patterns, and evaluates emerging tools and technologies. With deep understanding of cloud-native architectures, event-driven design, and domain-driven design, this role serves as a key technical advisor for mission-critical insurance and wealth management systems. This role may mentor development teams and ensure alignment with best practices in design, performance optimization, and software delivery.

• Architecture Design: Lead the design of scalable, secure, and high-performing architectures across complex enterprise systems or multiple products.
• Technical Strategy Execution: Translate technical strategy into actionable architecture frameworks and implementation roadmaps for development teams.
• System Integration & Interoperability: Design integration patterns that enable interoperability across cloud and legacy platforms in the insurance and wealth management domain.
• Tool & Technology Selection: Evaluate and recommend new tools, languages, and frameworks to enhance development productivity and architectural quality.
• Stakeholder Engagement: Collaborate with product and business stakeholders to validate that architecture meets functional and regulatory needs.
• Architecture Governance: Define and enforce architecture governance models, including architecture review boards and standards compliance.
• Mentorship & Technical Leadership: Mentor software developers and early-career architects by providing technical guidance, sharing architectural best practices, and fostering a culture of learning.
• Salesforce Architecture Leadership: Design and implement Salesforce architectural solutions, including data model design, security model configuration, and adherence to platform governance standards, delivering scalable and maintainable outcomes within established architectural frameworks.
• Revenue Lifecycle Architecture: Design and implement revenue lifecycle solutions, including CPQ, Revenue Cloud, Conga contract management, and billing workflows, ensuring alignment with established enterprise integration and data governance standards.
• CRM Ecosystem Integration: Design and deliver Salesforce integrations with enterprise systems (e.g., ERP, marketing automation, data warehouses) using integration platforms such as MuleSoft, REST/SOAP APIs, and event-driven middleware, operating within established architectural patterns.
• AI & Intelligent Automation Strategy: Implement and configure Salesforce Einstein and AI-enabled tools, applying established architectural approaches to support predictive analytics, intelligent automation, and AI-driven features within the Salesforce platform.
• Platform Governance & Standards: Apply and maintain Salesforce development standards, configuration governance, and release management practices, contributing to architectural review processes and supporting compliance with established platform guidelines.
• HubSpot & MarTech Integration: Design and implement integration solutions between Salesforce CRM and HubSpot or other marketing platforms, ensuring data consistency, lead lifecycle accuracy, and interoperability within the go-to-market technology stack.
• Security & Compliance (Salesforce): Design and configure Salesforce security models, including sharing rules, field-level security, and data residency controls, ensuring compliance with regulatory standards applicable to the insurance and wealth management industry.

Experience/Qualifications

• Typically requires 6+ years of progressively responsible experience in software architecture or engineering roles.

Technical Competencies:

• System & Application Architecture: Expert-level proficiency leading full-system design using established and emerging pattern
• Cloud Architecture & Infrastructure: Deep knowledge of cloud-native design, distributed systems, and platform scalability.
• Integration & Interoperability: Proficiency architecting robust, secure, real-time integrations across platforms. Skilled in domain-driven design, containerization (Docker/Kubernetes), and API management.
• Security & Compliance: Expertise performing threat modeling and ensuring system-wide compliance (HIPAA, SOC2, etc.).
• Development Tools & Methodologies: Expertise designing dev workflows and integrating DevOps and architecture reviews.
• Domain Knowledge: Insurance & Wealth Management: Strong understanding of regulatory requirements in insurance and wealth management (e.g., FINRA, GDPR, HIPAA).

Salesforce Specific Preferred Qualifications:

• Salesforce Platform: Hands-on experience designing and implementing Salesforce solutions, including data modeling, declarative configuration, and integration patterns within established architectural and governance frameworks.
• Revenue Cloud: Experience implementing Revenue Cloud solutions, including configuration of quoting, billing, and contract management workflows, with the ability to handle moderately complex revenue lifecycle requirements.
• HubSpot: Experience integrating HubSpot with enterprise systems (e.g., Salesforce CRM) using established integration patterns, with working knowledge of HubSpot's marketing automation and data synchronization capabilities.
• Conga: Proficiency configuring and implementing Conga for document generation or contract lifecycle management within a Salesforce environment, including template design and workflow automation.
• Einstein / AI Tools: Experience applying Salesforce Einstein or similar AI/ML tools to configure and deploy intelligent features, predictive recommendations, or automation capabilities within existing solution designs.
• CPQ (Configure, Price, Quote): Hands-on experience configuring and implementing CPQ solutions, including pricing rules, product catalog structures, and discount schedules, with working knowledge of integration touchpoints with CRM or billing systems.

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.