Tech Lead (Salesforce) -

We are currently seeking a Salesforce Technical Lead – Financial Services Cloud (FSC) to support the implementation and evolution of CRM solutions.

This role acts as the Salesforce technical lead and is responsible for defining the architecture, integrations, and technical standards to fully leverage the capabilities of Salesforce FSC in a complex and integrated environment.

The candidate will be expected to:

• Collaborate with enterprise architects, business architects, data tech leads, and development teams.
  
• Design robust, scalable, and secure Salesforce architectures.
  
• Ensure Salesforce integration with data foundations, legacy systems, and external platforms.
  
• Act as a technical expert for delivery teams.
  
• Key Role Elements and Responsibilities
  
• Salesforce Technical Architecture
  
• Design architectures based on Salesforce Financial Services Cloud.

• Define Salesforce application models: Data, Security and sharing, Performance and scalability, translate challenges into capabilities and transformation opportunities using Salesforce FSC. Advise organizations on the evolution of their customer-centric operating model. Integration and ecosystem
  
• Design and optimize solutions based on: Salesforce Financial Services Cloud
  
• Leverage FSC for:360° customer view
  
• Financial relationship management
  
• Customer onboarding
  
• Personalized customer service
  
• Ensure the consistency of Salesforce solutions in complex and integrated IT environments.
  
• Define integration patterns: middleware, APIs, events.
  
• Ensure alignment with data foundations and the 360 model.
  
• Guide data synchronization and management strategies.
  
• Governance and standards
  
• Define development standards (Flow, LWC, Apex)
  
• Guide DevOps and CI/CD practices (e.g., GitHub Actions).
  
• Ensure the quality and maintainability of solutions. Implement initiatives to:
  
• Automate processes using:
  
• Salesforce
  
• BPM/BPA solutions (e.g., Pega, workflows)
  
• Governance, strategy, and transformation
  
• Develop 2- to 5-year strategic CRM roadmaps.
  
• Ensure alignment between:
  
• Business strategy
  
• Salesforce CRM capabilities
  
• IT architecture
  
• Participate in Salesforce governance (standards, prioritization, key decisions).
  
• Project delivery and collaboration
  
• Contribute to the delivery of complex Salesforce projects using Agile or iterative methodologies.
  
• Lead business workshops during the following project phases:
  
• Discovery
  
• Strategy & Assessment
  
• Coordinate the design of a Salesforce Financial Services Cloud roadmap and collaborate with:
  
• Sponsors
  
• Business analysts
  
• Business architects
  
• Salesforce architects
  
• Project managers
  
• Manage multiple initiatives simultaneously in demanding environments.
  
• Support teams in implementation.
  
• Review critical solutions and code.
  
• Ensure the overall consistency of the solution architecture.
  

Skills

Salesforce & CRM Skills

Large-scale, complex Salesforce implementations in an institutional context.

Proficiency in:

• Financial Services Cloud
  
• Sales Cloud
  
• 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 context.
  
• Analytical and Strategic Skills
  
• Clear, structured communication adapted to executive levels.
  
• Ability to document and present architectural recommendations.
  
• Political acumen and understanding of decision-making processes.
  
• Ability to work with executives (DP, VP, PVP).
  
• Delivery, Collaboration, and Leadership
  
• Management and coordination of complex projects.
  
• Work with multidisciplinary teams. Influence without direct authority.
  
• Clear, accessible, and value-driven communication.
  
• Technical leadership and ability to influence.
  

Requirements

REQUIRED PROFILE SCOPE

• A senior Salesforce FSC architect with the ability to make a real impact in complex institutional environments, not a Salesforce developer promoted to architect.
  
• The role encompasses both technical architecture design (data models, security, integration, DevOps) and participation in strategic CRM governance over 2 to 5 years, which requires comfortable working with executive levels (VP, PVP).
  
• This also requires knowledge of financial processes related to high-value clients: onboarding, 360-degree view, and financial relationship management.
  
• Mastery of FSC is non-negotiable and must be demonstrated in real-world, large-scale institutional implementations. The candidate must also be able to work in an iterative Agile environment and facilitate Discovery workshops with multiple stakeholders.
  

REQUIREMENTS QUALIFICATION TABLE

REQUIRED

• Proficiency in Salesforce Financial Services Cloud (FSC) with large-scale implementations in an institutional context | Mandatory | All requirements met
  
• Salesforce architecture design (data, security, sharing, performance, scalability) | Mandatory | All requirements met
  
• Salesforce integration with legacy systems and external platforms, API/middleware/event patterns | Mandatory | All requirements met
  
• Definition and application of Salesforce development standards (Flow, LWC, Apex) | Mandatory | All requirements met
  
• DevOps and CI/CD practices in a Salesforce context (e.g., GitHub Actions) | Mandatory | All requirements met
  
• Ability to facilitate workshops (Discovery, Strategy & Assessment) with multidisciplinary stakeholders | Mandatory | All requirements met
  

DESIRED

• Proficiency in Sales Cloud and Service Cloud in addition to FSC | Required Experience | All Requirements
  
• Experience collaborating with executives (CEO, VP, PVP) and understanding of institutional decision-making processes | Required Experience | All Requirements
  
• Development of strategic CRM roadmaps over 2 to 5 years | Required Experience | All Requirements
  
• Simultaneous management of multiple initiatives in demanding environments | Required Experience | All Requirements
  

ASSET

• Experience with BPM/BPA solutions (e.g., Pega, workflows) for process automation | One option is sufficient | One option present = sufficient coverage
  
• Previous experience in the financial sector | Required Experience | All Requirements
  

WHAT WE DON'T WANT

• Salesforce developer profile without experience in large-scale solution architecture.
  
• Profile limited to Sales Cloud or Service Cloud without real exposure to FSC.
  
• Candidate without experience in an institutional context (insurance, banking, significant financial sector).
  
• Purely technical profile with no experience interacting with executive stakeholders or participating in governance workshops.
  
• Candidate without experience integrating Salesforce with legacy systems and distributed architectures.