Summary:

We are seeking a

Salesforce CRM Architect to lead an initial

2-month planning phase for org-health, licensing, storage, and archiving evaluation across a large-scale Salesforce estate.

Successful delivery in planning phase will convert this engagement into a 1-year contract with potential for long-term renewal. This is a consulting job and the client is one of the major insurance companies in North America.

Key Responsibilities

- Assess the overall health and governance of a large Salesforce workplace.

- Analyze Salesforce licensing, entitlements, and utilization to identify optimization opportunities and potential cost savings.

- Review storage usage, data growth trends, and retention requirements.

- Evaluate the Salesforce landscape, including objects, fields, Apex, Flows, integrations, and sandbox strategy.

- Assess archiving options across native Salesforce capabilities, third-party solutions, and custom approaches.

- Develop recommendations that balance compliance, retrieval requirements, operational complexity, and cost.

- Quantify technical findings into financial impact and build business cases to support recommendations.

- Prepare executive-level reports and present findings to technology and finance stakeholders.

Requirements & Key Qualifications

Required





- 8+ years of Salesforce architecture experience within complex enterprise environments.

- Extensive Salesforce Architecture experience within large enterprise environments.

- Proven experience reviewing Salesforce contracts, including License types and user models, Edition limitations, Storage-based pricing, Messaging entitlements (including Super Messages)

- Experience conducting Salesforce org health assessments, including Object and field analysis, Apex and Flow inventories, License utilization reviews, Sandbox governance assessments

- Strong understanding of Salesforce storage management, data retention, and archiving strategies.

- Ability to translate technical findings into financial impact and defend recommendations to finance and executive stakeholders.

- Excellent communication, documentation, and stakeholder management skills.

Nice to Have

- Financial Services Cloud (FSC) experience.

- Marketing Cloud contact model knowledge.

- Salesforce Shield or encryption experience in regulated environments.

- Experience with broker or agency portals and Single Sign-On (SSO) solutions.

- Experience supporting large Salesforce estates with approximately 10,000+ users.

- Insurance or financial services industry experience.

📌 Salesforce CRM Architect (Greater Toronto Area)
🏢 Unisystech Consulting
📍 Greater Toronto Area