Salesforce Tech Lead

Job Title: Salesforce Tech Lead
Location: Chesterbrook/Malvern PA (Hybrid)

Job Description:

• 8-9 years of Salesforce development experience, with at least 3+ years in a technical lead role.
• Hands-on experience with Salesforce Financial Services Cloud (FSC), including its data model (Household, Financial Account, Financial Goal, Financial Holding), Action Plans, and industry-specific business processes for banking, wealth management, and insurance clients.
• Strong hands-on experience with Apex, LWC, Flows, Visualforce, SOQL/SOSL, and Salesforce APIs.
• This role involves a mix of hands-on development, technical leadership, and mentoring of junior developers.
• Good Experience in Salesforce integration with external systems.
• Strong understanding of Salesforce architecture, best practices, and design patterns.
• Effective communication skills and the ability to collaborate with both technical and non-technical stakeholders.
• Experience in managing and leading teams in a fast-paced, high-demand environment.
• Knowledge on Agent force and Data Cloud.
• Solid understanding of Salesforce architecture, data model, and security model.
• Experience with Agile/Scrum methodologies.

Responsibilities:

• Lead design and configuration of Financial Services Cloud (FSC) capabilities, including Household and Client relationship models, Financial Accounts, Financial Goals, and Action Plans, for financial services clients.
• Lead the design, development, and deployment of scalable Salesforce solutions using Apex, Visualforce, Lightning Web Components (LWC), and Flows.
• Provide technical leadership to a team of Salesforce developers, ensuring adherence to coding best practices and project standards.
• Collaborate with business analysts, architects, and product owners to translate business requirements into functional and technical solutions.
• Review code, provide mentorship, and enforce coding and architectural standards across the development team.
• Drive development across Salesforce clouds like Sales Cloud, Service Cloud, and Experience Cloud, leveraging out-of-the-box features where appropriate.
• Guide team members in developing Lightning pages, Dynamic Forms, and building automated flows.
• Manage and troubleshoot integrations with external systems via REST/SOAP APIs, middleware tools, and native Salesforce integration tools.
• Participate and contribute in and drive Agile ceremonies such as sprint planning, reviews, and retrospectives.
• Stay updated with Salesforce releases and features and recommend adoption strategies to enhance system capabilities.
• Act as a point of contact for offshore/onshore coordination and stakeholder communication.
• Ensure quality assurance through test coverage, unit testing, and continuous integration practices.

Key Role Requirement:

• Strong understanding of Financial Services Cloud (FSC)-specific security model, record types, and compliance considerations for banking, wealth, and insurance industry clients.
• Strong Salesforce development experience including Apex, Visualforce, LWC, and Salesforce Flows.
• Proven history in leading Salesforce development teams and delivering Salesforce projects.
• Hands-on experience with trigger frameworks, integration patterns, and deployment strategies (CI/CD).
• Strong understanding of Salesforce data models, sharing rules, security models, and governor limits.
• Experience with DevOps tools for Salesforce like Copado, Gearset, or similar is a plus.
• Collaborate with cross-functional teams to identify and resolve technical challenges.
• Ability to collaborate with teams and communicate technical solutions to non-technical stakeholders.
• Knowledge of Data Cloud and Agent Force is desirable.
• Monitor the performance of Salesforce solutions and implement optimizations as needed.
• Lead troubleshooting and debugging efforts for complex Salesforce-related issues.
• Implement and enforce best practices for development, testing, and release management.
• Familiarity with Agile/Scrum methodologies.