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Salesforce Tech Lead | Financial Services Cloud, Apex, LWC, MuleSoft
Role Summary
We're seeking a Salesforce Tech Lead with deep expertise in Financial Services Cloud (FSC) to lead solution architecture and delivery for enterprise banking/insurance/wealth engagements. You will own the end-to-end technical design, hands-on implementation, integration patterns, and governance for scalable, secure, high-quality Salesforce solutions aligned to business outcomes (KYC/Onboarding, Relationship Management, Lending, Claims, Advisors/Households, and Omni-channel Service). You'll coach a cross-functional squad (admins, developers, QA, BA, data, integration) and serve as the primary technical point-of-contact for client stakeholders.
Key Responsibilities
Architecture &amp; Design
<ul>
<li>Lead FSC target architecture: data model alignment (Person Account vs. Individual, Households, Financial Accounts, Relationships, Referrals), security model (role hierarchy, sharing rules, Territory, Platform Encryption/Shield), and Event-Driven/API-first design.
</li>
<li>Define integration architecture (Mulesoft/API-led, batch/near-real-time, platform events, Change Data Capture) with core banking, LOS, underwriting, custodians, data warehouses, and identity platforms (SSO/SAML/OAuth/JWT).
</li>
<li>Govern data strategy (Data Cloud, ETL/ELT, dedupe/matching, data quality, consent, archival/retention) and metadata management.
</li>
<li>Own NFRs: performance, scalability, resiliency, observability (e.g., Splunk/New Relic), multi-org/multi-geo strategy, and compliance (OSFI, PIPEDA, SOC2).
</li>
</ul>
Delivery &amp; Leadership
<ul>
<li>Translate business capabilities (Onboarding/KYC, Lending, Wealth Planning, Claims, Contact Center) into solution blueprints, user stories, acceptance criteria, and Definition of Ready/Done.
</li>
<li>Lead build with hands-on configuration and code reviews: Apex, Flows, LWC, SOQL, Async Patterns, External Services, Named Credentials.
</li>
<li>Establish DevOps (Git branching, CI/CD with Azure DevOps/GitHub Actions/Bitbucket Pipelines, Salesforce DX, scratch orgs, packaging).
</li>
<li>Enforce quality: unit test coverage, mutation tests, static code analysis (PMD, CodeScan), performance tests, and regression automation (Tosca/Selenium/Cypress).
</li>
<li>Manage environments &amp; releases: sandboxes strategy, seed data, test data management, feature toggles, change control.
</li>
<li>Coach and mentor developers; perform technical assessments and upskilling.
</li>
</ul>
Security, Risk &amp; Compliance
<ul>
<li>Implement Salesforce Shield (Event Monitoring, Field Audit Trail, Encryption at Rest), Transaction Security Policies, and platform security hardening (MFA, Session Security, IP restrictions).
</li>
<li>Ensure compliance with OSFI guidelines, PIPEDA, Records Retention, consent and marketing preferences, and Canadian data residency considerations.
</li>
<li>Partner with InfoSec and Risk for threat modeling and penetration test remediation.
</li>
</ul>
Stakeholder Management
<ul>
<li>Act as technical SME in client workshops, design reviews, and steering committees.
</li>
<li>Create decision logs, ADRs, architecture diagrams (C4/UML), and traceability from requirements to deployment.
</li>
<li>Drive value
</li>
</ul>

Salesforce Tech Lead- Financial Services Cloud

Salesforce Tech Lead- Financial Services Cloud

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