Business Architect

Key Responsibilities
Facilitate business process workshops and discovery sessions; agenda, facilitation, synthesis, and follow-up
Lead journey mapping, current-state / future-state walkthroughs, and stakeholder interviews
Translate business conversations into clear functional requirements, user stories, and process documentation
Build trusted relationships with client stakeholders through consistent follow-through and genuine curiosity about their business
Travel onsite a few times per quarter for workshops, kickoffs, and key delivery milestones
Partner with Technical Leads to hand off clean, well-documented functional specs. You own the what and why, they own the how
Present options to business stakeholders in plain language, not platform jargon
Use AI tools to accelerate user stories, solution designs, and presentations — while keeping human judgment in the loop on what’s right for the client
Contribute to internal delivery assets like templates, playbooks, and process standards

Qualifications
5–8 years of Salesforce experience in a consulting, professional services, or SI environment with meaningful client-facing delivery
Demonstrated experience running workshops, discovery sessions, or facilitated working sessions with business stakeholders. Ability to create visually appealing and compelling presentations and readouts
Comfortable with business process work: journey mapping, current-state documentation, gap analysis, requirements gathering
Quote-to-cash experience (CPQ, Revenue Cloud, Apttus/Conga, Zuora, or comparable) is strongly preferred and required for the mid-to-upper end of the compensation band; candidates at the lower end must have solid Salesforce experience and a demonstrated ability to ramp quickly on Revenue Cloud
Fluency with AI tools in your day-to-day work (e.g., Gemini, NotebookLM, Claude) to accelerate user stories, solution designs, and presentations — including the ability to prompt effectively rather than accept first-draft output, and the judgment to know that AI accelerates the work without replacing the consultant’s judgment
Strong communicator who can hold a room without being the loudest person in it. You listen well and ask the right follow-up questions
Able and willing to travel onsite a few times per quarter
Experience producing functional artifacts: user stories, process flows, meeting summaries, requirements docs
For the top of the compensation band: enterprise-scale client experience and a demonstrated track record of solving complex, ambiguous business problems — not just configuring a known solution pattern
Salesforce certifications are a positive signal but not a requirement; consulting ability and workshop experience come first
Exposure to subscription, SaaS, or recurring revenue business models is a plus