Salesforce Technical Lead - Financial Services Cloud

Job summary

Lead technical design and architecture reviews for a large-scale Financial Services Cloud modernization, including integrations, code quality, development standards, and DevOps practices. Shape multi-year CRM roadmaps and Salesforce governance, facilitate discovery and strategy workshops, and present architecture recommendations to executives.

Job details

The client is looking for the Salesforce technical reference of a Wealth Management CRM modernization program, centered on Financial Services Cloud (360 client view, financial relationship management, onboarding, personalized service). The role spans two registers: technical design and review (application architecture, integrations, critical code review, development standards) and strategic influence (2 to 5 year roadmaps, Salesforce governance, Discovery and Strategy & Assess workshops, work with vice-presidents). The position replaces an existing resource and sits within a team culture focused on meeting deadlines. Mastery of FSC, Sales Cloud and Service Cloud is explicitly named, as is DevOps in a large-scale FSC deployment. Target candidate: a Salesforce technical lead or technical architect who has designed and delivered at least one large-scale Financial Services Cloud implementation in an institution, with API and event-driven integrations to legacy systems. Still practices code review and standards definition (Apex, LWC, Flow, CI/CD) while presenting architecture recommendations to executive bodies. Key Requirements: Large-scale complex Salesforce implementations in an institutional context Mastery of Financial Services Cloud, Sales Cloud and Service Cloud Salesforce integration in complex business environments, API integration and distributed architectures Salesforce security and sharing model DevOps in a large-scale Salesforce FSC deployment Structured communication for executive bodies, documenting and presenting architecture recommendations, working with executives (DP, VP, PVP) Political awareness and understanding of decision-making mechanisms Requirements DESIRED Development standards (Flow, LWC, Apex) CI/CD (e.g. GitHub Actions) 2 to 5 year CRM roadmaps Business workshops in Discovery and Strategy & Assess phases ASSET Process automation with BPM / BPA solutions (e.g. Pega, workflows) Profiles to Exclude: Profile listing Sales Cloud or Service Cloud with no demonstrated Financial Services Cloud project. Salesforce developer profile with no demonstrated responsibility for architecture, standards or team code review. Enterprise or business architect profile with no demonstrated hands-on Salesforce delivery (Apex, LWC, Flow, integrations). Salesforce administrator or functional consultant profile limited to configuration, with no API or event-driven integration design. Profile whose Salesforce implementations are limited to small organizations, with no large-scale institutional context on the resume. Profile with no demonstrated presentation of recommendations to leadership bodies

What you’ll do

Lead technical design and architecture reviews for a large-scale Financial Services Cloud modernization, including integrations, code quality, development standards, and DevOps practices. Shape multi-year CRM roadmaps and Salesforce governance, facilitate discovery and strategy workshops, and present architecture recommendations to executives.

Requirements

Candidates should have led the design and delivery of at least one large-scale Financial Services Cloud implementation in an institutional setting, with expertise in Sales Cloud, Service Cloud, complex integrations, and Salesforce security. They should combine hands-on technical leadership in code review and standards with the ability to communicate architecture recommendations to executives and navigate organizational decision-making.

Listed skills

• CI/CD · Preferred
• Apex · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Services Cloud
• Sales Cloud
• Service Cloud
• Salesforce Architecture
• API Integration
• Event-Driven Integration
• Salesforce Security and Sharing
• Apex
• Lightning Web Components
• Flow
• DevOps
• CI/CD
• Architecture Reviews
• Code Review
• Executive Communication
• CRM Roadmapping
• Communication
• Governance
• Workflow Management
• Influencing Skills
• Leadership
• Decision Making
• Financial Services
• Customer Relationship Management
• Sales
• Application Programming Interface (API)
• Salesforce
• Applications Architecture
• Wealth Management
• Ability To Meet Deadlines
• Relationship Management
• Business Process Automation
• Github
• Salesforce Apex
• Personalized Service
• Technical Design
• Event-Driven Programming
• Business Architecture
• API System Integration
• Salesforce Security
• Salesforce Certified Administrator
• Salesforce Development

Job areas

• Technology
• Software
• Management & Leadership
• Finance & Accounting
• Consulting
• Salesforce Technical Lead
• Salesforce Administrator
• Database Designers and Administrators
• Database Administrators

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