Senior Salesforce Technical Lead

Cloud Peritus; United States; Hybrid; USD 180,000 - 240,000; Full time

Job summary

Cloud Peritus is seeking a Senior Salesforce Technical Lead for a remote-hybrid role with travel. The position demands 14+ years in tech and 10+ years in Salesforce FSC delivery, guiding end-to-end technical work, architecture translation, and governance across multi-cloud programs.

You will mentor distributed teams, own CI/CD and release processes, and drive integration patterns with REST/SOAP and middleware. Strong client-facing skills preferred.

Qualifications

• 14+ years in technology with 10+ years delivering Salesforce FSC projects.
• Deep FSC implementation experience across full lifecycle.
• Expert-level Apex, LWC, SOQL/SOSL, Flow, and declarative vs programmatic decisions.
• Strong Sales Cloud and Service Cloud knowledge.
• Proven API integration delivery and middleware experience.

Responsibilities

• Own end-to-end technical delivery for FSC programs or large workstreams.
• Translate architecture to design; enforce standards and automation strategy.
• Lead design/code reviews and act as final technical approver for your stream.
• Mentor distributed US/India teams; manage 8–10 devs/admins in overlapping hours.
• Develop FSC configurations and Salesforce Industries/OmniStudio components.

Skills

Salesforce

Technical leadership

Apex

LWC

SOQL

Flow

Integration design

MuleSoft

CI/CD

Code reviews

Tools

SFDX

Gearset

Copado

Flosum

MuleSoft

Boomi

Informatica

Job description

Job function: Engineering - Information Technology - Consulting

Industries: IT Services and IT Consulting - Financial Services

Travel: [25-30%]

Openings: Multiple - immediate start

Senior Salesforce Technical Lead

Location: [REMOTE]

Workplace type: [Hybrid]

Employment type: Full-time

Seniority: Mid-Senior level

Job function: Engineering - Information Technology - Consulting

Industries: IT Services and IT Consulting - Financial Services

Travel: [25-30%]

Openings: Multiple - immediate start

What You'll Do

Technical leadership

• Own end-to-end technical delivery for an implementation or a major workstream within multi-cloud programs.
• Translate solution architecture into technical design: object model extensions, sharing and visibility design, automation strategy, integration patterns.
• Set and enforce coding standards, design patterns, and the automation strategy (Flow vs. Apex vs. Industries tooling) — and document the reasoning.
• Run design reviews and code reviews; act as final technical approver for your workstream.
• Lead, mentor, and technically manage a distributed team of [8-10] developers and admins across US and India, in an overlapping-hours model.

Hands-on build

• Build and guide FSC configuration: Person Accounts vs. Individual model, Financial Accounts, Financial Holdings, Financial Goals, Householding and Relationship Groups, Relationship Mapping, ARC, Action Plans, Interaction & Interaction Summaries, Record Alerts, Business Rules Engine, Discovery Framework, Compliant Data Sharing.
• Develop and review Apex, LWC, SOQL, Flow, and Salesforce Industries/OmniStudio components to production quality.
• Design and implement integrations — REST/SOAP APIs, Platform Events, Change Data Capture, Salesforce Connect/External Objects, middleware (MuleSoft, Boomi, Informatica) — to core banking, Mortgage, Insurance, custodial, market data, document, and e-signature systems.
• Lead large-scale data migration and data quality workstreams; design for LDV (large data volume) with skinny indexes, selective queries, and archival strategy in mind.
• Design for scale and governance: governor limits, bulkification, async patterns, sharing recalculation, and org-wide performance.

Quality, security & DevOps

• Own the CI/CD pipeline and release process — Flosum, Copado, Gearset, SFDX, Git branching strategy, environment/sandbox strategy.
• Drive test strategy: Apex test coverage that means something, automated regression, SIT, performance testing, and hypercare readiness.
• Implement security and compliance controls — Shield Platform Encryption, Field Audit Trail, Event Monitoring, profiles/permission sets, compliant data sharing for regulated data.
• Manage technical debt deliberately, and say so out loud when a shortcut is being taken.

Client & practice

• Present technical designs and trade-offs to client architects, IT leadership, and security review boards.
• Provide estimates that hold up, and flag scope and risk before it becomes a problem.
• Support pre-sales — solutioning, technical POVs, demos, and estimation for new FSC pursuits.
• Contribute accelerators, reference implementations, and reusable components to the Cloud Peritus CoE.

What You Bring (Required)

• Minimum 14+ years of technology experience, with 10+ years hands-on Salesforce delivery.
• Deep, demonstrable Financial Services Cloud implementation experience — multiple full-lifecycle FSC programs where you owned the technical outcome.
• Expert-level Apex, Lightning Web Components, SOQL/SOSL, Flow, and the Salesforce platform's declarative‑vs‑programmatic decision surface.
• Strong Sales Cloud and Service Cloud technical depth.
• Proven integration delivery — API design, middleware, event‑driven patterns, error handling and retry design, and real‑world experience with financial services source systems.
• Experience leading and mentoring distributed onshore/offshore engineering teams.
• Solid grasp of Salesforce security, sharing architecture, and data governance in a regulated environment.
• Production‑grade CI/CD and release management experience.
• Consulting or client‑facing delivery background strongly preferred.

Nice to Have

• Certifications: Platform Developer II, Application Architect and/or System Architect, Integration Architect, Data Architect, Financial Services Cloud Accredited Professional, Sales/Service Cloud Consultant, JavaScript Developer I.
• Salesforce Industries / OmniStudio and Vlocity‑lineage tooling at depth.
• Data Cloud, Agentforce, Einstein, or Marketing Cloud integration experience.
• MuleSoft certification or equivalent enterprise integration credential.
• Experience with nCino, ICE Mortgage/Encompass, FIS, Fiserv, Jack Henry, Plaid, Envestnet/Yodlee, DocuSign, or comparable FS platforms.
• Flosum, Copado, or Gearset certification.

First 90 Days — What Good Looks Like

• Day 30: You own the technical design and implementation for your workstream and have identified the top three technical risks on the program.
• Day 60: Your team is shipping on a clean CI/CD pipeline, code reviews are consistent, and the client’s technical stakeholders come to you first.
• Day 90: A production release has gone out under your technical ownership, and you’ve raised at least one reusable asset into the CoE.