Shape institutional CRM modernization with Financial Services Cloud, API-led integration, and enterprise governance. This hybrid Montreal contract requires fluent French.
The Salesforce Technical Lead will serve as the core technical authority for a client’s Financial Services Cloud program. The position covers Client 360, financial relationship management, onboarding, and personalized service. It combines hands-on architecture with strategic advisory work, including roadmaps, governance, and workshops involving vice presidents.
Key Responsibilities
Architect Salesforce connections with legacy backends and data sources
Balance technical architecture with enterprise advisory responsibilities
Define two to five year modernization roadmaps
Lead Discovery and Assess workshops for executive stakeholders