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Role Overview
We are looking for an experienced Salesforce Technical Lead with 8–12 years of Salesforce ecosystem experience and a proven track record of working with enterprise clients, leading technical teams, and delivering complex Salesforce implementations.
The ideal candidate will possess strong hands-on development expertise, excellent solution design capabilities, solid knowledge of Salesforce DevOps and CI/CD practices, and the ability to translate complex business requirements into scalable, secure, and maintainable technical solutions.
The candidate will lead and mentor Salesforce developers, conduct client-facing technical discussions, drive architectural decisions, and manage end-to-end technical delivery. Knowledge of Salesforce Agentforce, AI-powered solutions, and emerging Salesforce AI capabilities is highly desirable. Experience with enterprise clients in the Financial Services or Banking domain will be a significant advantage.
Key Responsibilities
1. Technical Leadership & Team Management
Lead and mentor Salesforce developers, providing technical direction, code-level guidance, and continuous knowledge sharing.
Own technical delivery across Salesforce projects, ensuring quality, scalability, maintainability, and adherence to established standards.
Conduct code reviews, design reviews, technical walkthroughs, and development quality assessments.
Break down business requirements into technical tasks, estimate effort, allocate work, and track execution.
Identify technical risks, resolve complex challenges, and drive timely resolution of critical production issues.
Promote engineering best practices and continuous improvement across development teams.
2. Solution Design & Architecture
Lead requirement analysis, technical discovery sessions, solution design discussions, and technical workshops with enterprise clients.
Translate business and functional requirements into scalable Salesforce technical designs and implementation approaches.
Design solutions covering Salesforce customization, integrations, automation, data models, security, and system performance.
Evaluate alternative technical approaches and recommend solutions based on scalability, maintainability, security, and business value.
Prepare and review technical design documents, integration specifications, estimates, and implementation plans.
Identify dependencies, integration challenges, platform limitations, and opportunities for optimization.
3. Enterprise Client Engagement
Work directly with client stakeholders, architects, business analysts, project managers, and technical teams.
Lead technical discussions, present solution recommendations, manage expectations, and address client concerns.
Communicate complex technical concepts effectively to technical and business audiences.
Collaborate with distributed teams across geographies and support delivery aligned with US business hours.
Contribute to technical estimations, solution proposals, pre-sales discussions, and feasibility assessments when required.
4. Salesforce Development & Platform Expertise
Provide hands-on technical guidance and contribute to complex development using Apex, Lightning Web Components (LWC), Aura, Visualforce, SOQL/SOSL, Flows, and Salesforce APIs.
Design and implement custom Salesforce functionality, asynchronous processing, event-driven solutions, and enterprise integrations.
Work with Batch Apex, Queueable Apex, Scheduled Apex, and Platform Events.
Ensure appropriate implementation of Salesforce security, sharing models, governor-limit optimization, and platform best practices.
Troubleshoot complex application issues and drive performance optimization across Salesforce implementations.
5. DevOps, Release Management & Engineering Excellence
Apply Salesforce DevOps best practices, including version control, branching strategies, CI/CD pipelines, and release management.
Work with Salesforce DX, Git/GitHub, VS Code, and deployment tools such as Copado, AutoRABIT, Gearset, or Jenkins.
Drive deployment automation, code quality checks, release planning, environment management, and deployment troubleshooting.
Collaborate with QA and release teams to improve deployment reliability, reduce manual effort, and maintain release quality.
Promote engineering standards, automation, and continuous improvement throughout the development lifecycle.
6. Salesforce AI & Agentforce
Demonstrate an understanding of Salesforce Agentforce, agentic AI, and AI-enabled business process automation.
Evaluate how Agentforce can integrate with Salesforce workflows, business processes, and enterprise data.
Contribute to the evaluation, design, and implementation of AI-powered Salesforce solutions.
Understand Prompt Builder, Data Cloud, grounding, AI agent configuration, and responsible AI practices.
Support Agentforce implementation initiatives where required.
7. Delivery Governance & Cross-Functional Collaboration
Manage technical dependencies, delivery risks, code quality, and production issues.
Balance hands-on technical contributions with team leadership and delivery ownership.
Collaborate with project managers, architects, QA, DevOps, and business stakeholders to achieve delivery objectives.
Support Agile/Scrum practices, sprint planning, release coordination, and technical delivery reviews.
Drive continuous improvement in development processes, solution quality, and engineering efficiency.
Required Technical Skills & Competencies
8–12 years of overall experience in the Salesforce ecosystem, with strong hands-on Salesforce development expertise.
Proven experience working with enterprise clients and delivering complex Salesforce implementations.
Prior experience leading Salesforce developers and mentoring technical team members.
Strong hands-on experience with Apex, Lightning Web Components (LWC), Aura, Visualforce, SOQL/SOSL, and Salesforce Flows.
Experience with Batch Apex, Queueable Apex, Scheduled Apex, Platform Events, and asynchronous processing.
Strong understanding of REST/SOAP APIs, Named Credentials, OAuth, and enterprise integrations.
Strong knowledge of Salesforce security, sharing models, governor limits, performance optimization, and data modelling.
Strong experience with Sales Cloud and Service Cloud.
Experience with solution design, technical discovery, effort estimation, and translating business requirements into implementation plans.
Solid understanding of Salesforce DevOps, CI/CD, release management, and deployment automation.
Hands-on experience with Git/GitHub, Salesforce DX, VS Code, and automated deployment tools.
Understanding of Salesforce Agentforce and AI-powered Salesforce capabilities.
Strong client-facing communication, technical leadership, and problem-solving skills.
Ability to manage technical dependencies, delivery risks, and production issues.
Must-Have Skills
Salesforce Development
Apex
Lightning Web Components (LWC)
SOQL/SOSL
Salesforce Flows
Salesforce Sales Cloud
Salesforce Service Cloud
REST/SOAP APIs and Enterprise Integrations
Salesforce Security & Sharing Models
Salesforce Solution Design & Technical Architecture
Salesforce DevOps & CI/CD
Git/GitHub and Salesforce DX
Code Reviews & Technical Leadership
Effort Estimation & Technical Delivery
Client-facing Technical Discussions
Team Mentoring & Problem-Solving
Salesforce Platform Developer I (PD1) Certification
Salesforce Platform Developer II (PD2) Certification
Good to Have Skills
Salesforce Experience Cloud
Salesforce Financial Services Cloud (FSC)
Salesforce Marketing Cloud
Salesforce Revenue Cloud
Salesforce Administrator Certification
Salesforce Sales Cloud Certification
Salesforce Service Cloud Certification
Salesforce Application Architect Certification
Salesforce Agentforce and AI-powered implementations
Prompt Builder, Data Cloud, grounding, and AI agent configuration
MuleSoft, Boomi, or similar middleware platforms
Copado, AutoRABIT, Gearset, or Jenkins
Experience in Financial Services, Banking, Insurance, or regulated enterprise environments
Agile/Scrum delivery practices
Pre-sales solutioning and technical feasibility assessments
Desired Attributes
Strong leadership, mentoring, and team management capabilities.
Excellent verbal and written communication skills.
Exceptional solutioning, analytical, and problem-solving abilities.
Ability to independently lead technical discussions with enterprise clients.
Strong ownership, accountability, and decision-making skills.
Ability to manage competing priorities while maintaining technical quality and delivery commitments.
Collaborative mindset with a focus on continuous improvement and engineering excellence.
Ability to balance hands-on development with technical leadership.
Comfortable working with global teams and overlapping US business hours.
Interest in emerging Salesforce technologies, Agentforce, and AI-driven solutions.
Interview Process
2-3 rounds of discussion.
