Salesforce Technical Lead - Financial Services Cloud Posted On 28/10/2026

Job Information Term November 23, 2026 to December 31, 2026

Assigned Recruiter(s) Madhumitha Mulakaluri

Job Opening ID 11816

Technology

Number of Positions 1

Work Experience 7-10 Years

City Montreal

State/Province Quebec

H1B

Job Description 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 DevOps 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.

Key Requirements

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

DevOps 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

Requirements DESIRED

Development standards (Flow, LWC, Apex)

CI/CD (e.g. GitHub Actions)

2 to 5 year CRM roadmaps

Business workshops in Discovery and Strategy & Assess phases

ASSET

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

Profiles to Exclude

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

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📌 Salesforce Technical Lead (Montreal)
🏢 Maarut
📍 Montreal