Salesforce Architect

Role: Salesforce Architect (Vlocity Insurance / Claims)
Location: Remote

Focus: Vlocity Claims Management on Salesforce

Role Overview

We are seeking a hands-on Technical Architect with deep Salesforce Industries (Vlocity Insurance) experience to lead a rapid assessment of Client’s claims platform. This role will diagnose system, data, and integration challenges contributing to agent friction and operational inefficiencies, and define a prioritized, actionable improvement roadmap.

Project brief: Current-state analysis, root cause identification, and pragmatic optimization within an existing Vlocity implementation.

Key Responsibilities

1. Platform & Architecture Assessment

Evaluate current Salesforce + Vlocity (Insurance/Claims) implementation
Assess usage of:
Claims data model
OmniScripts, FlexCards, DataRaptors
Integration procedures and APIs
Identify deviations from Vlocity best practices and over-customization risks
2. CSR Workflow & Friction Analysis

Analyze end-to-end claims lifecycle:
Intake → Triage → Investigation → Adjudication → Payout
Partner with business stakeholders to map “day in the life” workflows
Identify system-driven inefficiencies:
Excessive clicks, duplicate data entry, poor UI/UX flows
Manual workarounds and rework loops
3. Integration & Data Architecture Review

Evaluate integrations with:
TPAs (Third Party Administrators)
Insurance carriers
External document and communication systems
Assess data flow, synchronization patterns, and failure points
Identify latency, data inconsistency, and orchestration issues
4. Root Cause Identification

Distinguish between:
Process gaps
Configuration / Vlocity design issues
Custom code / technical debt
Integration architecture limitations
Quantify impact on:
Agent productivity
Cycle time
NPS / customer experience
5. Recommendations & Roadmap

Define:
Quick wins (config-level improvements within Vlocity)
Medium-term enhancements
Structural / architectural changes (if needed)
Create an effort vs. impact prioritization
Provide clear guidance on:
What can be optimized within Vlocity
What requires redesign or externalization
Required Qualifications

10+ years of Salesforce experience, including:
3 to 5 yrs years in Salesforce Industries (Vlocity) Insurance
Strong experience with:
Vlocity Claims / Insurance data models
OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures)
Proven experience assessing or stabilizing complex, scaled Salesforce implementations
Deep understanding of:
API-led integrations and event-driven patterns
Data architecture and system boundaries
Ability to connect technical issues to business impact (NPS, productivity, SLAs)
Preferred Experience

Prior experience in:
Vlocity Claims management systems (insurance or similar domains)
Working with TPAs and external carriers
Experience in high-scale environments with multiple user personas (agents, partners, vendors)
Familiarity with:
Case management patterns on Salesforce
Document management and communication workflows