Salesforce Technical Lead

Salesforce Technical Lead – Financial Services Cloud (FSC), Apex, LWC & Enterprise Integrations

Role Summary

• Lead solution architecture and delivery for Salesforce Financial Services Cloud (FSC) implementations across banking, insurance, and wealth management engagements

• Own end-to-end technical design, hands-on implementation, integration architecture, and governance for scalable, secure, and high-quality Salesforce solutions

• Lead cross-functional teams including Salesforce Administrators, Developers, QA, Business Analysts, Data Engineers, and Integration teams

• Serve as the primary technical point of contact for client stakeholders

Key Responsibilities

Architecture & Design

• Lead Salesforce Financial Services Cloud target architecture including:

• Person Account vs. Individual data model

• Households

• Financial Accounts

• Relationship Management

• Referrals

• Define Salesforce security architecture including:

• Role Hierarchy

• Sharing Rules

• Territory Management

• Platform Encryption / Salesforce Shield

• Design API-first and event-driven integration architectures

• Define integration architecture using:

• MuleSoft / API-led Connectivity

• Batch and Near Real-Time Integrations

• Platform Events

• Change Data Capture (CDC)

• Integrate Salesforce with:

• Core Banking Systems

• Loan Origination Systems (LOS)

• Underwriting Systems

• Custodian Platforms

• Data Warehouses

• Identity Platforms using SSO, SAML, OAuth, and JWT

• Govern enterprise data strategy including:

• Salesforce Data Cloud

• ETL / ELT

• Data Deduplication and Matching

• Data Quality

• Consent Management

• Data Archival and Retention

• Metadata Management

• Ensure non-functional requirements including:

• Performance

• Scalability

• Resiliency

• Observability (Splunk, New Relic)

• Multi-Org / Multi-Geo Strategy

• Compliance with OSFI, PIPEDA, and SOC2

Delivery & Technical Leadership

• Translate business capabilities into solution blueprints, user stories, acceptance criteria, and Definition of Ready/Definition of Done (DoR/DoD) for:

• Customer Onboarding / KYC

• Lending

• Wealth Planning

• Claims

• Contact Center Solutions

• Lead hands-on Salesforce development including:

• Apex

• Flows

• Lightning Web Components (LWC)

• SOQL

• Asynchronous Processing Patterns

• External Services

• Named Credentials

• Conduct architecture reviews, code reviews, and technical governance

• Establish Salesforce DevOps practices including:

• Git Branching Strategy

• CI/CD Pipelines

• Azure DevOps

• GitHub Actions

• Bitbucket Pipelines

• Salesforce DX

• Scratch Orgs

• Packaging Strategy

• Enforce quality standards including:

• Unit Test Coverage

• Mutation Testing

• Code Quality Reviews

Required Skills

• Salesforce Financial Services Cloud (FSC)

• Salesforce Architecture & Solution Design

• Apex Development

• Lightning Web Components (LWC)

• Salesforce Flows

• SOQL

• MuleSoft Integration

• REST/SOAP APIs

• Platform Events & Change Data Capture (CDC)

• Salesforce Data Cloud

• ETL / ELT

• Salesforce Security Model

• Salesforce Shield

• OAuth, SAML, JWT, SSO

• Git

• Salesforce DX (SFDX)

• CI/CD Pipelines

• Azure DevOps / GitHub Actions / Bitbucket Pipelines

• Splunk / New Relic

• Technical Leadership

• Banking, Insurance, or Wealth Management Domain

Essential Skills

• Salesforce Financial Services Cloud (FSC)

• Salesforce Architecture

• Apex

• Lightning Web Components (LWC)

• MuleSoft

• Salesforce Integrations

• Salesforce DX

• CI/CD

• API-First Architecture

• Event-Driven Architecture

• Salesforce Security

• Banking & Financial Services Domain