Program Architecture Director
About the role
About Salesforce
Job Description
What This Role Owns
- Deal Qualification Rules
Define when a ProServe opportunity is ready to be scoped and estimated. This includes:
- What information must be known before estimation starts
- When CoE review is required
- Which deals are too vague to estimate responsibly
- Which deals need Legal, RevRec, PS Ops, GDC, Practice, or Governance input
Example
If a customer asks for fixed fee but scope, data sources, integrations, or acceptance criteria are unclear, this role defines the required checks before the team proceeds.
- Commercial Model Guidance
Create clear guidance with respective stakeholders on when to use:
- T&M
- Fixed capacity
- Fixed fee
- Hybrid models
- Investment / discount structures
This role helps teams avoid choosing a commercial model that creates delivery or margin risk later.
Example
Fixed fee may be acceptable for repeatable work with clear scope. It should not be the default for unclear, multi-cloud, dependency-heavy work.
- Estimation Guardrails
Define the commercial assumptions that must be included in an estimate. This includes:
- Bid metrics
- Role mix
- Skill level
- Onshore / GDC mix
- Contingency logic
- Risk buffer
- Customer dependencies
- Assumptions and exclusions
- Margin thresholds
Example
If the estimate assumes GDC delivery, this role ensures the assumptions are realistic: right skills, timing, handoff model, and delivery readiness.
- SOW Commercial Quality
Ensure SOWs are commercially clean before they move forward. Focus areas:
- Scope is clear
- Out-of-scope items are explicit
- Customer responsibilities are documented
- Acceptance criteria are defined where needed
- Payment milestones make sense
- Change control language is clear
- Commercial Risk Detection
Build a system to identify common issues before the deal is signed. Risks to catch:
- Scope too broad
- Estimate too optimistic
- Fixed-fee exposure
- Missing customer dependencies
- Underestimated data / integration work
- Non-standard terms introduced late
- Delivery leader brought in too late
- Staffing model not executable
- Approval path unclear
Practical Deliverables
This role should create and maintain:
- Deal qualification checklist
- Commercial model decision tree
- Fixed-fee readiness checklist
- Estimation assumptions checklist
- Margin / risk review checklist
- SOW commercial quality checklist
- Approval trigger guide
- Assumptions and exclusions library
- Commercial risk heatmap
- Standard guidance for T&M, fixed capacity, fixed fee, and hybrid deals
Key Partners
Sales Excellence
- Align on when ProServe should engage
- Improve deal qualification
- Reduce late-stage sales escalations caused by unclear scope
PS Operations
- Ensure deal structure can be booked, approved, staffed, and tracked correctly
- Avoid mismatches between SOW, approvals, and system setup
Growth & Offering
- Turn repeatable offerings into clear commercial models
- Define standard scope, pricing assumptions, and delivery boundaries
GDC
- Validate offshore / onshore delivery assumptions
- Confirm skill availability and delivery feasibility
Practices
- Confirm product-specific effort drivers
- Validate assumptions for Data Cloud, Agentforce, MuleSoft, Industry Clouds, and multi-cloud work
Delivery Innovation & Governance
- Align commercial guardrails with delivery risk controls
- Ensure governance focuses on real risk, not unnecessary process
Legal / RevRec / Finance
- Define early triggers for legal terms, fixed fee, fixed capacity, milestone billing, and revenue recognition review
What Success Looks Like
- Fewer poorly shaped deals reach approval stage
- Fewer SOW rework cycles
- Fewer pricing / system mismatches
- Better estimate quality
- Better margin predictability
- Cleaner handoff to delivery
- Faster approvals because required inputs are clear upfront
- Field teams know which commercial path to take and when to escalate
Minimum Qualifications
- 10+ years in professional services, services sales, deal shaping, solutioning, delivery, or services operations
- Strong understanding of scoping, estimation, SOWs, pricing assumptions, approvals, and delivery handoff
- Experience with T&M, fixed capacity, fixed fee, and hybrid commercial models
- Ability to identify commercial risk before signature
- Experience working with Sales, Delivery, Operations, Legal, Finance, RevRec, GDC, and Practice teams
- Strong ability to turn messy deal experience into simple checklists, guardrails, and decision trees
A Day in the Life
Not included in the source posting: benefits.
Skills
Who can apply
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