About this role
Job Description
The 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
Requirements
DESIRED
- 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 p