Salesforce Tech Lead Financial Services Cloud Apex LWC MuleSoft
Role Summary
Were 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). Youll 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 static code analysis (PMD CodeScan) performance tests and regression automation (Tosca/Selenium/Cypress).
Manage environments & releases: sandboxes strategy seed data test data management feature toggles change control.
Coach and mentor developers; perform technical assessments and upskilling.
Security Risk & Compliance
Implement Salesforce Shield (Event Monitoring Field Audit Trail Encryption at Rest) Transaction Security Policies and platform security hardening (MFA Session Security IP restrictions).
Ensure compliance with OSFI guidelines PIPEDA Records Retention consent and marketing preferences and Canadian data residency considerations.
Partner with InfoSec and Risk for threat modeling and penetration test remediation.
Stakeholder Management
Act as technical SME in client workshops design reviews and steering committees.
Create decision logs ADRs architecture diagrams (C4/UML) and traceability from requirements to deployment.
Drive value
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