Summary
✨ AI‑Generated
Lead the architecture and delivery of enterprise CRM solutions for financial-services organizations. You will own technical design, hands-on implementation, integration patterns, security architecture, data modeling, and governance, while guiding a cross-functional squad of developers, administrators, QA, business analysts, data specialists, and integration engineers. You will also serve as the primary technical advisor for client stakeholders and shape API-first and event-driven solutions.
Highlights
High-impact technical leadership role owning end-to-end Salesforce architecture, implementation, integration, and governance for financial-services engagements. The position combines hands-on engineering with technical leadership, coaching of cross-functional teams, enterprise security design, and direct engagement with client stakeholders.
Description
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 & Design 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.
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).Govern data strategy (Data Cloud, ETL/ELT, dedupe/matching, data quality, consent, archival/retention) and metadata management
.Own NFRs: performance, scalability, resiliency, observability (e.g., Splunk/New Relic), multi-org/multi-geo strategy, and compliance (OSFI, PIPEDA, SOC2).Delivery & Leadership Translate business capabilities (Onboarding/KYC, Lending, Wealth Planning, Claims, Contact Center) into solution blueprints, user stories, acceptance criteria, and Definition of Ready/Done.
Lead build with hands-on configuration and code reviews: Apex, Flows, LWC, SOQL, Async Patterns, External Services, Named Credentials.
Establish DevOps (Git branching, CI/CD with Azure DevOps/GitHub Actions/Bitbucket Pipelines, Salesforce DX, scratch orgs, packaging).Enforce quality: unit test coverage, mutation tests, st
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.
“Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.”
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