Senior Salesforce Technology Lead

About the role

The Senior Salesforce Technology Lead will drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging Salesforce Financial Services Cloud (FSC). This role will play a critical part in modernizing and transforming our legacy CRM ecosystem, leading the migration to FSC while enabling scalable, secure, and business-aligned solutions.

Responsibilities

• Lead the end-to-end transformation from legacy CRM to Salesforce Financial Services Cloud, including architecture, design, and implementation
• Define and implement scalable Salesforce architectures, leveraging best practices across Sales Cloud, Service Cloud, and FSC
• Partner with business stakeholders to understand requirements, prioritize initiatives, and translate them into technical solutions
• Design and deliver industry-specific solutions for financial services, including client onboarding, relationship management, servicing, and compliance workflows
• Provide technical leadership and hands-on development guidance across Salesforce configuration and custom development
• Lead and mentor onshore/offshore development teams and external vendors, ensuring high-quality, timely delivery
• Manage solution governance, standards, and DevOps practices, ensuring alignment with enterprise architecture and security requirements
• Oversee data migration strategy and execution from legacy CRM systems to Salesforce FSC
• Manage integrations with upstream and downstream systems (e.g., policy admin systems, data platforms, APIs, middleware)
• Provide effort estimation, resource planning, and delivery management across multiple concurrent initiatives
• Collaborate with cross-functional teams including Product, Architecture, Data, Security, and Operations
• Act as a trusted advisor to business and technology stakeholders

Requirements

• Bachelor’s degree in Computer Science, Information Systems, or related field
• 10+ years of Salesforce experience, including Sales Cloud and/or Service Cloud, with increasing leadership responsibility
• Proven experience leading large-scale Salesforce implementations or CRM transformation programs
• Strong knowledge or exposure to Financial Services Cloud (FSC) (hands-on FSC experience preferred; equivalent domain exposure acceptable)
• Financial services industry experience (e.g., insurance, banking, wealth management)
• Extensive hands-on experience with: Salesforce configuration (flows, workflows, validation rules, security model), Apex (classes, triggers, batch jobs), SOQL/SOSL, Integration patterns (REST/SOAP APIs, middleware tools)
• Experience designing and executing data migration strategies from legacy systems
• Strong understanding of Salesforce data models, security architecture, and governance frameworks
• Experience with DevOps tools and CI/CD pipelines in Salesforce environments
• Demonstrated ability to lead, manage, and mentor distributed development teams (onshore/offshore and vendors)
• Experience with Agile/Scrum delivery methodologies
• Excellent communication skills with the ability to bridge business and technical stakeholders

Preferred Qualifications

• Salesforce certifications such as: Salesforce Certified Application or System Architect, Salesforce Platform Developer I/II, Sales/Service Cloud Consultant, Financial Services Cloud Accreditation (highly desirable)
• Experience in CRM modernization or legacy platform sunsetting programs
• Familiarity with data architecture, MDM, and enterprise integration frameworks