Salesforce Tech Lead/Architect

Join a growing credit union dedicated to leveraging cutting-edge technology to improve member services and financial products. We are seeking a Salesforce Tech Lead/Salesforce Architect with deep expertise in Financial Services Cloud (FSC) to support our client’s digital transformation initiatives. As part of a collaborative team, you will play a critical role in optimizing the customer experience and enhancing the efficiency of the client’s financial services through Salesforce solutions.

Role:

• Lead the architectural design, roadmap planning, and development of Salesforce solutions centered around Financial Services Cloud (FSC) in collaboration with a Delivery Manager and Solutions Architect

• Define and oversee the integration strategy, ensuring seamless connectivity between Salesforce FSC, core banking systems, and third-party applications, including robust API management.

• Provide technical leadership and mentorship to the Salesforce development team, establishing best practices in system architecture, coding, and security across the Salesforce platform.

• Develop and manage OmniStudio components (FlexCards, OmniScripts, DataRaptors), aligning them with the credit union’s business processes and ensuring the delivery of optimal solutions.

• Collaborate with business stakeholders and senior management to translate complex business requirements into scalable, secure, and high-performance technical solutions while ensuring alignment with long-term business goals.

Requirements:

Technical Expertise:

• 7+ years of Salesforce experience, with a minimum of 3 years in a Tech Lead or Architect role specializing in Financial Services Cloud (FSC).

• Proven experience architecting and implementing Salesforce FSC solutions, integrating with other financial systems and platforms.

• Expertise in Salesforce platform architecture, including Apex, Lightning Web Components (LWC), SOQL, and security models (Profiles, Roles, Sharing Rules, Permission Sets).

• Deep experience with OmniStudio (FlexCards, OmniScripts, Integration Procedures, DataRaptors) and leading its integration into complex workflows.

• Salesforce certifications preferred: Salesforce Certified Application Architect, Salesforce Certified System Architect, Salesforce Certified Technical Architect (CTA) preferred.

Nice to Have:

Salesforce OmniStudio Developer Certification and experience with MuleSoft for advanced integration work.

Functional Knowledge:

• Strong background in designing secure, compliant, and scalable solutions for financial institutions.

• Ability to lead a technical team, working autonomously while collaborating with key business and technical stakeholders to ensure successful project delivery.

Benefits:

Opportunity to lead impactful projects within a growing credit union that values innovation and member-centric solutions.

This role is perfect for a visionary Salesforce Architect who thrives in shaping long-term technical strategies and leading the development of innovative FSC solutions. 

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