Salesforce Technical Lead - Financial Services Cloud

Salesforce Technical Lead - Financial Services CloudPosted On 28/10/2026
Job InformationTerm November 23, 2026 to December 31, 2026
Assigned Recruiter(s) Madhumitha Mulakaluri
Job Opening ID 11816
Technology
Number of Positions 1
Work Experience 7-10 Years
City Montreal
State/Province Quebec
H1B
Job DescriptionThe 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
RequirementsDESIRED
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
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