Salesforce Technical Lead - Financial Services Cloud

Posted On 28/10/2026

Term November 23, 2026 to December 31, 2026

Assigned Recruiter(s) Madhumitha Mulakaluri

Job Opening

Technology

Number of Positions 1

Work Experience 7-10 Years

City Montreal

State/Province Quebec

H1B

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 Dev Ops 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.

• 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
• Dev Ops 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

• Development standards (Flow, LWC, Apex)
• CI/CD (e.g. Git Hub Actions)
• 2 to 5 year CRM roadmaps
• Business workshops in Discovery and Strategy & Assess phases

• Process automation with BPM / BPA solutions (e.g. Pega, workflows)

• 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 profile with no demonstrated hands‑on Salesforce delivery (Apex, LWC, Flow, integrations).
• Salesforce administrator or functional consultant profile limited to configuration, with no API or event-driven integration design.
• Profile whose Salesforce implementations are limited to small organizations, with no large-scale institutional context on the resume.
• Profile with no demonstrated presentation of recommendations to leadership bodies