Salesforce Architect/Lead developer-Capital Market

Salesforce Architect/Lead developer-Capital Market

ProViso Consulting

Story Behind the Need:

• Business group: The CRM Global Technology Applications team supporting Global Banking & Markets Wholesale clients
• Project: Salesforce CRM technology has advanced since our last major update. The goal of the Salesforce project is to digitize, modernize our Salesforce instance by enhancing frequently used workflows, connecting with 3rd party data and integrating with other internal systems. You will be responsible for working with consultants and business stakeholders to analyze, verify existing workflow and identify gaps for enhancements, system integrations required. You will remove barriers throughout the project enabling the development and deployment of quality solutions that meet these requirements.
• Reason for request: Project in need of active support for new initiatives

Candidate Value Proposition:

• The successful candidates will have the opportunity to join a collaborative team environment that will be impacting multiple organizational lines within the Bank. Using various techniques and methodologies, the successful candidate will be exposed to new technology in an enterprise environment.

Typical Day in Role / Responsibilities:

• The team is looking for an experienced Salesforce developer/Solution Architect that is well versed in all facets of the Financial Services cloud, acting as a major contributor for solutions, workflows, data models and leveraging best practices to design, test, implement and support the solution.
• Work closely with Business stakeholders to integrate Technology with Business in the areas identified.
• Able to optimize and provide solution to business operations keeping both Salesforce CRM technology and Business needs in mind.
• Well versed in Global Banking and Capital Markets business, to recommend best technology solution and back it up by Proof of concepts.
• Assure quality, security and compliance requirements are met.
• Be flexible and thrive in an evolving environment.
• Adapt to change quickly and adjust work accordingly in a positive manner.
• Must be comfortable working in an org with complex sharing rules and working with vendors to support managed packages.
• Works with key stakeholders within all business functions to align technology solutions with business strategies.
• Supports one or more highly complex business processes.
• Serves as a liaison between the business community and the IT organization in order to provide technical solutions to meet user needs.

Candidate Requirements/Must Have Skills:

• 10+ years software development with 5+ years of hands-on Salesforce development and deployment
• Proficiency in Apex, Visualforce, and SOQL, and understanding of SFDC and ability to implement applications across the Salesforce environments such as
• Proven work experience as a Solution Architect
• 5+ years’ experience in financial industries primarily on Global Banking Markets & Capital Markets
• Well versed with GBM Business knowledge and have experience in implementing technology solutions across several business lines
• Completed at least 2 large scale integration projects using Salesforce
• Hands-on experience with Lightning development, LWC Framework, Batch Processing, Process Builder, SFDC Web Services & APIs, Test Coverage Classes, and custom objects
• 3 + years’ experience working with SOA
• Experience with agile teams – understanding the mindset of working in an agile environment very important*

Nice-To-Have Skills:

• Salesforce Certifications – Salesforce Developer/Consultant / Architect
• Financial Services cloud experience is an asset (not a priority but appreciated if in addition to the above)

Soft Skills:

• Excellent communication skills to work across different business lines and with different users
• Looking for ‘go getter’ personalities who can solve problems and think outside the box
• You must be comfortable with GBM & Capital Markets business partners and product owners while also being able to get technical with the team.
• You must be able to understand and articulate business value and constantly striving for process improvement.
• Data quality and governance is key to everything we do and must be top of mind.
• You are solution-focused, takes initiative to work effectively within established guidelines

Best vs Average:

• Strong candidates would currently be working in Salesforce and have a variety experience with financial industry workflows. Should have proven experience in Solution Architect or similar role

Degrees or certifications:

• Bachelor’s degree in a technical field such as computer science, computer engineering or related field required
• Salesforce Certifications – Salesforce Developer/Consultant/Architect are an asset

Structure and Format:

• 1st round: Video interview, panel discussion (technical and behavioral), 45-60mins. Potential live coding assessment.
• 2nd round: Interview with Director (as needed), 30 mins

Job Details



6 months



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