Full-Time

Salesforce Data

Data Cloud, Architect

Posted on 12/24/2025

Zennify

Zennify

51-200 employees

Salesforce consulting for financial institutions

No salary listed

Canada + 1 more

More locations: United States

In Person

Category
DevOps & Infrastructure (1)
Required Skills
BigQuery
SQL
Databricks
Snowflake
Requirements
  • Hands-on delivery of Salesforce Data Cloud in at least two production environments.
  • Direct experience modeling DMOs, configuring identity resolution rules, and activating unified profiles.
  • Experience integrating Salesforce Data Cloud with Marketing Cloud, Service Cloud, Financial Services Cloud, or Agentforce.
  • Ability to step into a client engagement and contribute immediately without a ramp period.
  • Salesforce Data Cloud Consultant certification, or demonstrable hands-on delivery experience owning Salesforce Data Cloud implementations in production environments.
  • Experience designing secure, scalable data solutions in regulated financial services environments.
  • Proven ability to translate business objectives into Salesforce-native data architectures.
  • Strong SQL skills and familiarity with data modeling concepts relevant to customer data platforms.
  • 5+ years of experience in enterprise data architecture or Salesforce architecture roles.
Responsibilities
  • Design and implement Data Cloud–native data ingestion patterns, identity resolution strategies, Data Model Objects (DMOs) for Individuals and Organizations, and calculated insights.
  • Hands-on experience activating unified profiles across Salesforce clouds to support real-time customer and advisor experiences.
  • Build real-time and near-real-time integrations where Salesforce Data Cloud is the system of record, enabling next-best-action, personalization, and predictive service.
  • Lead discovery and architect Salesforce Data Cloud solutions in production environments, supporting Financial Services Cloud, Marketing Cloud, Service Cloud, and Agentforce.
  • Architect Salesforce Data Cloud integrations, including zero-ETL or federated connections, where Salesforce Data Cloud is the authoritative system for customer profiles and activation, with platforms such as Snowflake, Databricks, or BigQuery serving as supporting data sources.
  • Define and maintain Salesforce Data Cloud profile, engagement, and product or asset domains, including upstream sources, SLAs, and consent models.
  • Align solution design with enterprise governance, privacy, and regulatory standards, including GLBA, CCPA, and GDPR, in partnership with InfoSec and compliance teams.
  • Ensure data architectures support secure activation across Salesforce clouds while meeting financial services regulatory expectations.
  • Facilitate client workshops, lead technical discovery, scope work, and co-author statements of work.
  • Present Salesforce Data Cloud architectural decisions and trade-offs to executive stakeholders in clear, ROI-driven terms.
  • Serve as a mentor to Zennify consultants and developers, elevating Data Cloud delivery quality and consistency.
  • Prototype and evaluate emerging Salesforce capabilities such as Einstein Studio, Data Graph, and Prompt Builder.
  • Contribute to internal IP by packaging Salesforce Data Cloud accelerators, reusable patterns, and delivery assets.
  • Collaborate with pre-sales and GTM teams to align Salesforce Data Cloud delivery capabilities with market opportunities.
Desired Qualifications
  • Deep, hands-on expertise in Salesforce Data Cloud, including DMOs, identity resolution, and activation.
  • Implementing zero-ETL architectures using Snowflake or Databricks, with Salesforce Data Cloud as the primary system for profile unification and activation.
  • Comfortable leading client workshops, presenting to executive stakeholders, and translating architecture into business value.
  • Strategic mindset and contribution to reusable assets and delivery accelerators that align with go-to-market priorities.
  • Active mentoring of team members and collaboration across roles to ensure technical quality and scalable delivery.
  • Designs solutions with a clear understanding of data governance, privacy, and regulatory compliance in financial services contexts.

Zennify provides Salesforce consulting services focused on financial services, helping banks, credit unions, and other institutions optimize their CRM. It works by guiding clients from strategy to implementation and ongoing managed services—defining CRM goals, configuring and integrating Salesforce, and continuously monitoring and adapting the platform. The company differentiates itself with Platinum Partner status, deep financial services expertise, and a track record of over 400 implementations and 100+ Salesforce certifications. Its goal is to be a trusted advisor that improves customer engagement and business performance, increasing lifetime value and reducing costs through sustained Salesforce use.

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$7.5M

Headquarters

Sacramento, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-first delivery aligns with regulated-industry demand for practical implementation support.
  • Terazo acquisition expands data engineering and modernization capabilities beyond Salesforce consulting.
  • Salesforce Financial Services Cloud expertise strengthens banking and credit-union cross-sell opportunities.

What critics are saying

  • Salesforce's native AI stack compresses partner differentiation and pricing power.
  • Leadership turnover from Chris Conant to Michael Rouleau risks execution during integration.
  • Heavy Salesforce and nCino concentration exposes revenue to platform strategy shifts.

What makes Zennify unique

  • Salesforce, nCino, Databricks, and Twilio depth targets regulated financial services.
  • 700+ financial and regulated-industry projects prove repeatable delivery at scale.
  • 4.9/5 customer satisfaction and Salesforce Ventures backing reinforce credibility.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Zennify who can refer or advise you

Benefits

Unlimited Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

2%

2 year growth

-3%
The Business Journals
Nov 12th, 2024
Richmond IT services firm Terazo acquired by Zennify

Richmond IT services firm Terazo has been acquired by Zennify, a Sacramento, California-based firm focused on Salesforce and data consulting.

01Net Italy
Apr 8th, 2024
As Salesforce Growth Eases, U.S. Firms Map Out Projects

Birlasoft, Coforge, Hexaware, Mphasis Silverline, Perficient and Zennify are named as Leaders in two quadrants each.

Yahoo Finance
Aug 15th, 2023
Zennify Appoints Salesforce Alum Michael Rouleau As Chief Revenue Officer

Former customer success leader at Salesforce and Financial Services Executive at Bank of America and Accenture brings best-in-class delivery to further profitability and growth.SACRAMENTO, Calif., Aug. 15, 2023 /PRNewswire/ -- Zennify, a leading Salesforce and nCino consultancy, today announced the addition of Michael Rouleau as Chief Revenue Officer. Rouleau is a seasoned go-to-market leader with a unique portfolio of experience.Zennify (PRNewsfoto/Zennify)Rouleau brings over 30 years experience optimizing technology for business success. Most recently, Rouleau served as Senior Vice President of Customer Success at Salesforce, leading the North American Financial Services Operating Unit. In his role, Rouleau advised and guided customers with implementations, integrations, roadmaps, user experience, value benchmarking, and process discipline for an optimized Salesforce investment.Prior to that, Rouleau was a Technology & Operations executive at Bank of America, as well as a Financial Services executive at Accenture. He's also a military veteran."I've worked with the Zennify team over the years as the go-to partner for financial institutions," said Michael Rouleau, CRO, Zennify

Consulting.us
Apr 19th, 2023
Chris Conant joins IT consultancy Zennify as CEO

Chris Conant, former SVP at Salesforce, has joined Sacramento-based IT consultancy Zennify as chief executive officer.

The Business Journals
Apr 12th, 2023
Sacramento Inno

Zennify also named Matt Henwood as its new chief delivery officer.

INACTIVE