Senior Salesforce Technical Lead

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

Job summary

Cloud Peritus seeks a Senior Salesforce Technical Lead to steer complex Financial Services Cloud programs. You will define technical direction, review code, and stay hands-on to prevent surprises. This role demands deep FSC expertise and a record of delivering production-grade Salesforce solutions.

You will lead a distributed team across the US and India, influence architecture, and partner with clients to drive design decisions and successful outcomes in multi-cloud environments.

Qualifications

• Minimum 14+ years of technology experience with 10+ years hands-on Salesforce delivery.

Responsibilities

• Own end-to-end technical delivery for a FSC workstream.

Skills

Apex

LWC

SOQL

SOSL

Flow

Integrations

Security governance

CI/CD

Team leadership

Client-facing

FSC implementations

MuleSoft

Copado

Gearset

Tools

MuleSoft

Copado

Gearset

Job description

Job function: Engineering · Information Technology · Consulting

Industries: IT Services and IT Consulting · Financial Services

Travel: [25-30%]

Openings: Multiple — immediate start

The Role

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

You lead the build. You are the senior technical voice on an FSC program — setting technical direction, making the calls the team argues about, reviewing the code that ships, and staying hands-on enough that nobody can snow you.

We're looking for depth, not breadth-with-a-résumé. You should have taken FSC implementations from blank org to production and back through hypercare, more than once, and you should be able to explain exactly where the standard product ends and custom work has to begin.

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.