Salesforce Architect

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Job Title: Salesforce Solutions Architect – Sales Cloud & CPQ

Role Summary

We are looking for an experienced Salesforce Solutions Architect with deep expertise in Sales Cloud and Salesforce CPQ to lead the design and delivery of scalable, high‑impact sales and revenue solutions. This role sits at the intersection of sales strategy, revenue operations, and technical architecture, ensuring Salesforce supports complex selling models, accurate pricing, compliant contracting, and efficient quote‑to‑cash processes. You will act as a trusted advisor to Sales, Commercial, Finance, and Technology stakeholders.

Key Responsibilities

Sales Cloud & CPQ Solution Architecture

• Own the end‑to‑end architecture for Salesforce Sales Cloud and CPQ, including lead‑to‑opportunity and quote‑to‑cash processes.
• Design scalable solutions for opportunity management, forecasting, pipeline visibility, and sales productivity.
• Architect CPQ solutions covering:
  • Product and bundle modelling
  • Pricing strategies and discounting
  • Approval workflows
  • Quote generation and document automation
  • Amendments, renewals, and contract lifecycle management
• Ensure solutions are aligned to commercial policies, revenue recognition principles, and audit requirements.

Business Engagement & Requirements Translation

• Partner with Sales, Revenue Operations, Finance, and Product teams to understand selling models and commercial complexity.
• Lead discovery sessions and design workshops to translate business requirements into robust Salesforce and CPQ architectures.
• Challenge assumptions and recommend best‑practice approaches that balance speed, flexibility, and long‑term maintainability.

Integration & Quote‑to‑Cash

• Design integrations between Salesforce, CPQ, and downstream systems such as ERP, billing, invoicing, and finance platforms.
• Define data flows and integration patterns to support accurate pricing, order management, and revenue reporting.
• Ensure data consistency across customer, product, pricing, and contract domains.

Technical Leadership & Governance

• Provide architectural oversight and technical leadership to Salesforce delivery teams.
• Review and approve solution designs, configurations, and customisations.
• Establish governance for CPQ configuration, pricing changes, and release management.
• Ensure adherence to Salesforce best practices, performance limits, and security standards.

Platform Strategy & Continuous Improvement

• Shape the roadmap for Sales Cloud and CPQ capabilities.
• Assess new Salesforce features and CPQ enhancements for business value and technical impact.
• Drive simplification of sales processes and reduction of technical debt over time.

Required Skills & Experience

Salesforce & CPQ Expertise

• 7+ years of Salesforce experience with strong hands‑on expertise in Sales Cloud.
• Proven experience designing and delivering Salesforce CPQ solutions in complex sales environments.
• Deep understanding of:
  • Products, price books, discounting, and approval frameworks
  • Quote, contract, amendment, and renewal processes
  • Salesforce data model, security, and sharing
• Experience with declarative automation and programmatic extensions (Flow, Apex, LWC).

Commercial & Enterprise Architecture

• Strong understanding of quote‑to‑cash and order‑to‑cash processes.
• Experience integrating Salesforce and CPQ with ERP and finance systems.
• Familiarity with DevOps, CI/CD, and release management in Salesforce environments.

Leadership & Communication

• Ability to communicate complex technical designs to sales and commercial stakeholders.
• Confident facilitator of architecture discussions and decision‑making forums.
• Comfortable operating in agile, product‑led delivery models.

Desirable Qualifications

• Salesforce Certifications, particularly:
  • Salesforce CPQ Specialist
  • Sales Cloud Consultant
  • Integration Architecture Designer
  • Salesforce Certified Technical Architect (CTA)

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us