Protiviti

Salesforce Service Technical Lead

Protiviti
Posted 10/20/2026full-timeUnited StatesSenior💰 $178,000 - $302,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce Service Cloud solution design, including case management and telephony integration, while applying financial services domain knowledge to enhance customer workflows and operational controls. Proven ability to lead technical teams, mentor future leaders, and manage diverse client portfolios across multiple industries.

Highest-signal resume keywords
Salesforce Service Cloud Solution DesignSalesforce Configuration and DevelopmentTelephony and Contact Center SolutionsFinancial Services Domain KnowledgeTechnical Leadership and Mentoring

Tech Stack

Tools & technologies
CloudSOAP

About the role

Key responsibilities & impact
  • Lead technical design for Salesforce Service solutions from discovery and architecture through build, testing, deployment, stabilization, and ongoing improvement
  • Lead Service Cloud solution design across case management, Omni-Channel, routing, queues, entitlements, milestones, knowledge, service console, messaging, automation, reporting, dashboards, and supervisor capabilities
  • Design and oversee Salesforce-integrated telephony and contact center capabilities
  • Partner with telephony vendors, infrastructure teams, security teams, and contact center stakeholders to resolve cross-platform dependencies
  • Apply financial services domain knowledge to solution decisions involving customer and household context, secure data handling, auditability, consent, privacy, service workflows, complaints, escalations, and operational controls
  • Assess and document choices among Salesforce-native configuration, Flow, packaged capabilities, APIs, middleware, Apex, Lightning Web Components, and vendor solutions
  • Provide technical leadership to administrators, developers, integration engineers, and support resources through solution reviews, task planning, estimation, mentoring, code reviews, and quality gates
  • Define and enforce standards for security, access, data architecture, integrations, automation, error handling, logging, monitoring, deployment, performance, and maintainability
  • Lead technical triage and root-cause analysis for production incidents
  • Coordinate with product owners, business analysts, QA, and release teams on requirements, testing, deployment, and rollback plans
  • Maintain solution designs, architecture diagrams, integration inventories, interface specifications, data mappings, security models, environment plans, runbooks, support documentation, and decision logs
  • Support release planning, CI/CD, source control, environment strategy, sandbox refreshes, data migration, production validation, and transition to operations
  • Monitor the Salesforce roadmap and release impacts; identify opportunities to simplify solutions, retire technical debt, improve agent experience, and strengthen platform resilience
  • Mentor team members, develop future leaders, contribute to thought leadership, and support training
  • Strengthen client relationships, identify new business opportunities, develop projects, and pursue new work
  • Oversee successful completion of project work plans and manage a diverse client portfolio across multiple industries

Requirements

What you’ll need
  • Bachelor’s degree in a relevant discipline, such as Information Systems, Computer Science, Engineering, or related field
  • 9+ years working in professional services or industry
  • 5+ years serving as a Technical Lead and/or Solution Architect or comparable technical owner
  • Proficiency in Microsoft Office, especially Word, Excel, and PowerPoint; secondary emphasis on Visio and Access
  • Hands-on experience delivering or supporting Salesforce-integrated telephony, CTI, voice, contact center solutions, or Call Center as a Service
  • Strong hands-on knowledge of Salesforce configuration and development, including Flow, security and sharing, data modeling, Apex, Lightning Web Components, SOQL, REST or SOAP APIs, event-driven integration, and platform limits
  • Experience with Salesforce Service Cloud solution design across case management, Omni-Channel and routing, queues, entitlements, milestones, knowledge, email-to-case, web-to-case, service console, messaging, automation, reports, dashboards, and supervisor capabilities
  • Experience designing Salesforce-integrated telephony and contact center capabilities, including CTI and voice integration patterns, softphone experiences, call routing, IVR handoffs, screen pops, activity capture, call disposition, recording and transcript considerations, and agent productivity workflows
  • Financial services domain knowledge
  • Experience establishing business relationships and professional networks, including with senior executives
  • Experience pursuing business development opportunities and obtaining new work or clientele
  • Leadership and direct supervisory experience, including performance appraisals, mentoring, coaching, work oversight, cross-team coordination, and motivating teams
  • Ability to translate and communicate issues, risks, or challenges to client personnel, including executives
  • Professional certification such as Service Cloud Consultant, Platform Developer I or II, Application Architect, System Architect, Integration Architect, Data Architect, Sharing and Visibility Architect, or B2C Solution Architect strongly preferred
  • Successful completion of a background check required for employment

Benefits

Comp & perks
  • Annual bonus plan with 16% bonus target opportunity and/or discretionary stock compensation opportunities
  • Medical, dental, and vision coverages
  • FSA and HSA healthcare accounts
  • Life and accident insurance
  • Adoption and fertility assistance
  • Paid parental leave up to 10 weeks
  • Short-term and long-term disability
  • 401(k) savings and investment plan with employer match of 50% on the first 6% of contributions
  • Choice Time Off (CTO) for vacation, personal needs, and sick time; new hires receive up to 20 days per calendar year
  • Up to 11 paid holidays each calendar year
  • Hybrid work model combining in-person and remote work
  • Flexible work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Salesforce ConfigurationApexLightning Web ComponentsFlowSOQLREST APIsSOAP APIsData ModelingCTI IntegrationAutomation
Soft Skills
LeadershipMentoringCommunicationBusiness DevelopmentClient Relationship Management
Tools & Technologies
Microsoft OfficeSalesforceVisioAccess
Certifications & Qualifications
Service Cloud ConsultantPlatform Developer IPlatform Developer IIApplication ArchitectSystem ArchitectIntegration ArchitectData ArchitectSharing and Visibility ArchitectB2C Solution Architect
Industry Keywords
Financial ServicesProfessional ServicesContact CenterOmni-ChannelCase ManagementOperational ControlsClient Portfolio ManagementCross-Platform DependenciesTechnical DebtAgent Productivity Workflows