Technical Architect - Salesforce (Vlocity Insurance / Claims)

Salesforce Technical Architect with deep expertise in Salesforce Industries (Vlocity-Insurance/Claims) to lead a rapid assessment of an existing claims platform.
This role will focus on identifying system inefficiencies, diagnosing root causes, and delivering a clear, actionable optimization roadmap to improve agent experience and operational performance.
Key Responsibilities
1. Platform & Architecture Assessment
Evaluate current Salesforce and Vlocity (Insurance/Claims) implementation
Review:
Claims data model
OmniScripts, FlexCards, DataRaptors
Integration Procedures and APIs
Identify deviations from best practices and over-customization risks
2. Workflow & User Experience Analysis
Analyze end-to-end claims lifecycle:
Intake → Triage → Investigation → Adjudication → Payout
Collaborate with business stakeholders to understand real user workflows
Identify inefficiencies such as:
Excessive clicks
Duplicate data entry
Poor UI/UX
Manual workarounds
3. Integration & Data Architecture Review
Evaluate integrations with:
Third-Party Administrators (TPAs)
Insurance carriers
External document/communication systems
Assess data flow, synchronization, and failure points
Identify latency, inconsistency, and orchestration issues
4. Root Cause Analysis
Diagnose issues across:
Business processes
Vlocity configuration/design
Custom code and technical debt
Integration architecture
Quantify impact on:
Agent productivity
Cycle time
Customer experience (NPS)
5. Recommendations & Roadmap
Define:
Quick wins (configuration-level improvements)
Medium-term enhancements
Long-term architectural changes
Provide effort vs. impact prioritization
Recommend:
What can be optimized within Vlocity
What requires redesign or external solutions
Required Qualifications
10+ years of Salesforce experience (MANDATORY)
3–5 years of Salesforce Industries (Vlocity-Insurance) experience
Strong expertise in:
Vlocity Insurance / Claims data models
OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures)
Proven experience assessing and optimizing complex Salesforce implementations
Strong understanding of:
API-led integrations
Event-driven architecture
Data architecture and system boundaries
Ability to communicate effectively with both business and technical stakeholders
Preferred Experience
Experience with Vlocity Claims Management systems
Background in Insurance / Claims domain
Experience working with TPAs and external carriers
Familiarity with:
Salesforce case management patterns
Document management and communication workflows
Experience in high-scale, multi-user environments