Salesforce Technical Lead - Financial Services Cloud.

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