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Salesforce Financial Services Cloud
Weekday (YC W21). Design and lead end-to-end Salesforce Solution and Technical Architecture for banking and financial-services implementations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Salesforce Solution and Technical Architecture, particularly within the Banking and Financial Services domain, with a strong focus on Salesforce Financial Services Cloud and integration with core banking systems. Capable of translating complex business requirements into scalable technical solutions while providing leadership and guidance to development teams.
Highest-signal resume keywords
Salesforce Financial Services Cloud (FSC)OmniStudio Solutions DesignApex DevelopmentIntegration ArchitectureKYC/AML Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce Solution ArchitectureOmniScriptsIntegration ProceduresFlexCardsDataRaptorsLightning Web Components (LWC)Salesforce FlowREST APIsSOAP APIsEnterprise Application Architecture
Soft Skills
Stakeholder ManagementCommunicationPresentationAnalytical SkillsProblem-Solving
Industry Keywords
BankingFinancial ServicesKYCAMLCustomer OnboardingLoan OriginationFinancial AccountsTechnical DocumentationArchitecture DiagramsImplementation Standards
Tech Stack
Tools & technologiesCloudSOAP
About the role
Key responsibilities & impact- Design and lead end-to-end Salesforce Solution and Technical Architecture for banking and financial-services implementations
- Architect solutions using Salesforce Financial Services Cloud (FSC) and the FSC data model
- Design and implement OmniStudio solutions, including OmniScripts, Integration Procedures, FlexCards, and DataRaptors
- Define scalable integration architectures between Salesforce, core banking platforms, and external financial-services systems
- Design solutions using Apex, Lightning Web Components (LWC), Flow, REST APIs, and SOAP APIs
- Translate complex business and functional requirements into scalable Salesforce technical solutions
- Architect workflows supporting KYC/AML, customer onboarding, loan origination, financial accounts, and related banking processes
- Review technical designs, integration approaches, data models, and implementation strategies
- Provide technical guidance to Salesforce developers and implementation teams
- Lead architecture discussions, solution walkthroughs, technical reviews, and stakeholder presentations
- Identify technical risks, dependencies, scalability concerns, and integration challenges and recommend appropriate solutions
- Ensure Salesforce solutions follow security, performance, integration, and development best practices
- Collaborate with business stakeholders, product teams, developers, architects, and other technology teams
- Support technical troubleshooting, design decisions, and resolution of complex implementation issues
- Contribute to technical documentation, architecture diagrams, solution specifications, and implementation standards
Requirements
What you’ll need- 15+ years of experience in Salesforce, enterprise application architecture, solution architecture, or related technology roles
- Strong hands-on expertise in Salesforce Financial Services Cloud (FSC)
- Deep experience with OmniStudio, including OmniScripts, Integration Procedures, FlexCards, and DataRaptors
- Proven experience designing enterprise-level Salesforce Solution / Technical Architectures
- Strong understanding of the Salesforce FSC data model and financial-services use cases
- Strong hands-on knowledge of Apex, LWC, Salesforce Flow, REST APIs, and SOAP APIs
- Extensive experience integrating Salesforce with core banking and enterprise systems
- Strong domain expertise in Banking and Financial Services
- Practical understanding of KYC/AML, customer onboarding, loan origination, financial accounts, and related banking workflows
- Proven experience working on complex Salesforce transformation and integration programs
- Strong client-facing experience with excellent stakeholder management, communication, presentation, and influencing skills
- Ability to translate business requirements into practical, scalable, and technically sound architecture solutions
- Strong analytical and problem-solving skills with the ability to resolve complex technical challenges
- Ability to work independently in a remote environment and collaborate effectively with distributed teams
- Experience providing technical leadership, mentoring development teams, and driving architecture decisions
- Immediate or short-notice availability for a contract engagement will be an advantage