Tech Lead (Salesforce) -

Maarut • Quebec, QC

8d

About The Position

We are currently seeking a Salesforce Technical Lead – Financial Services Cloud (FSC) to support the implementation and evolution of CRM solutions. This role acts as the Salesforce technical lead and is responsible for defining the architecture, integrations, and technical standards to fully leverage the capabilities of Salesforce FSC in a complex and integrated environment. The candidate will be expected to collaborate with enterprise architects, business architects, data tech leads, and development teams, design robust, scalable, and secure Salesforce architectures, ensure Salesforce integration with data foundations, legacy systems, and external platforms, and act as a technical expert for delivery teams.

Requirements

• A senior Salesforce FSC architect with the ability to make a real impact in complex institutional environments, not a Salesforce developer promoted to architect.
• The role encompasses both technical architecture design (data models, security, integration, DevOps) and participation in strategic CRM governance over 2 to 5 years, which requires comfortable working with executive levels (VP, PVP).
• This also requires knowledge of financial processes related to high-value clients: onboarding, 360-degree view, and financial relationship management.
• Mastery of FSC is non-negotiable and must be demonstrated in real-world, large-scale institutional implementations.
• The candidate must also be able to work in an iterative Agile environment and facilitate Discovery workshops with multiple stakeholders.
• Proficiency in Salesforce Financial Services Cloud (FSC) with large-scale implementations in an institutional context.
• Salesforce architecture design (data, security, sharing, performance, scalability).
• Salesforce integration with legacy systems and external platforms, API/middleware/event patterns.
• Definition and application of Salesforce development standards (Flow, LWC, Apex).
• DevOps and CI/CD practices in a Salesforce context (e.g., GitHub Actions).
• Ability to facilitate workshops (Discovery, Strategy & Assessment) with multidisciplinary stakeholders.

Nice To Haves

• Proficiency in Sales Cloud and Service Cloud in addition to FSC.
• Experience collaborating with executives (CEO, VP, PVP) and understanding of institutional decision-making processes.
• Development of strategic CRM roadmaps over 2 to 5 years.
• Simultaneous management of multiple initiatives in demanding environments.
• Experience with BPM/BPA solutions (e.g., Pega, workflows) for process automation.
• Previous experience in the financial sector.

Responsibilities

• Design architectures based on Salesforce Financial Services Cloud.
• Define Salesforce application models: Data, Security and sharing, Performance and scalability, translate challenges into capabilities and transformation opportunities using Salesforce FSC.
• Advise organizations on the evolution of their customer-centric operating model.
• Design and optimize solutions based on: Salesforce Financial Services Cloud.
• Leverage FSC for: 360° customer view, Financial relationship management, Customer onboarding, Personalized customer service.
• Ensure the consistency of Salesforce solutions in complex and integrated IT environments.
• Define integration patterns: middleware, APIs, events.
• Ensure alignment with data foundations and the 360 model.
• Guide data synchronization and management strategies.
• Define development standards (Flow, LWC, Apex).
• Guide DevOps and CI/CD practices (e.g., GitHub Actions).
• Ensure the quality and maintainability of solutions.
• Implement initiatives to automate processes using: Salesforce, BPM/BPA solutions (e.g., Pega, workflows).
• Develop 2- to 5-year strategic CRM roadmaps.
• Ensure alignment between: Business strategy, Salesforce CRM capabilities, IT architecture.
• Participate in Salesforce governance (standards, prioritization, key decisions).
• Contribute to the delivery of complex Salesforce projects using Agile or iterative methodologies.
• Lead business workshops during the following project phases: Discovery, Strategy & Assessment.
• Coordinate the design of a Salesforce Financial Services Cloud roadmap and collaborate with: Sponsors, Business analysts, Business architects, Salesforce architects, Project managers.
• Manage multiple initiatives simultaneously in demanding environments.
• Support teams in implementation.
• Review critical solutions and code.
• Ensure the overall consistency of the solution architecture.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior