Director - Technical Consulting (Salesforce Financial Services Cloud)
Salesforce · Posted Oct 12
Customer relationship management, cloud computing, enterprise software, and artificial intelligence solutions
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About the role
Salesforce Professional Services' Global Delivery Centre (GDC) delivers strategic, end-to-end multi-cloud engagements across all Salesforce technologies as a trusted delivery partner, with a focus on growth, innovation, performance and impact. The role sits in the Architects' Practice, where the team enables, deploys and builds the careers of technical architects working on Salesforce Industries Clouds and Enterprise AI Architecture. This Director, Technical Consulting position leads capacity planning, hiring, training and mentoring of Technical Architects, and guides enterprise-level customer engagements spanning architecture governance, integration and AI-first delivery methodology, including Financial Services Cloud.
What you will do
- You’ll be responsible for planning capacity, hiring, training, and mentoring our Technical Architects, as well as guide them on their CTA journey and their upskilling path across modern AI platforms.
- Serve as a trusted advisor to the client, guiding customers and colleagues in rationalizing and deploying emerging technologies and Enterprise AI Architecture that drive increased business value.
- Identify and lead internal critical initiatives to grow the Industries Architects’ consulting practice; serving as an active contributor to the community’s overall knowledge base and expertise, specifically driving the evolution of an AI-First Delivery & Engineering methodology within the practice.
- Work closely on projects with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs.
- Lead Enterprise Architecture and Governance for an enterprise-level customer engagement. Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business stakeholders that shape the architectural vision, integrate scalable predictive/generative AI environments, and establish a program architectural roadmap.
- Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying.
- Lead a project team of developers focused on driving optimized solutions for our clients leveraging Salesforce Industries Clouds, ensuring teams leverage developer assistants (e.g., Cursor, Claude, GitHub Copilot) to accelerate delivery and enforce platform security.
- Ensure the success of these teams while securing the highest CSAT and business outcomes, focusing on Performance Evaluation & ROI by collaborating with customers to establish evaluation frameworks that measure AI performance and business value.
- Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party stakeholders.
- Establish trust with the customer’s leadership, promoting and/or implementing best practices with SFI and Salesforce.
- Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion.
Skills used in this role
What the employer is looking for
- 18+ years of experience leading Salesforce technical consulting projects.
- Strong application design skills combined with strong data, integration, and security architecture skills.
- Expertise in one or multiples of → Salesforce Industries Cloud, Sales/Service/Experience Cloud, and Vlocity OmniStudio, as well as familiarity with Agentforce.
- Expertise in one or multiple domains of → Financial Services, Health & Life Sciences, Manufacturing and Automotive, Retail and Consumer Goods, etc.
- Integration Architecture (Must have)
- Platform Security (Must have)
- Identity and Access Management / Integration Security
- Sharing and Visibility (Must have)
- Data Architecture and Management (Must have)
- Architectural Design Patterns
- Apex Design Patterns (Must Have)
- Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others).
- Proficiency in English.
Preferred qualifications
- CTA
- Salesforce Certifications (Admin, Developer, Sales, and Service Clouds, System and Application Architect).
- OmniStudio Developer/Consultant
- Thorough individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies, including hands-on delivery patterns for generative AI and agentic frameworks.
- Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience.
- A great listener with the ability to communicate with people in diverse roles.
- Proven ability to analyze, design, and optimize business processes via technology and integration.
- Resourceful and innovative thinker who can work through and solve problems.
- Adept at navigating/mediating conflict and fostering healthy dialogue.
- Strong interpersonal skills - nurture effective working relationships with others.
- Exceptional analytical skills - experience overseeing and managing business metrics, productivity, AI evaluation frameworks, and outcomes.
Benefits and support
- Compensation and benefits are detailed in the job posting
About Salesforce
Salesforce, Inc. is a leading global cloud-based enterprise software company specializing in customer relationship management (CRM) and artificial intelligence solutions. Through its integrated Customer 360 platform, the company provides applications for sales, customer service, marketing automation, e-commerce, and analytics. Powered by innovations like Agentforce, Salesforce helps businesses bridge human capability with autonomous AI agents to drive customer success.
- Industry
- Cloud Computing
- Company size
- 87000+ employees
- Founded
- 1999
- Location
- San Francisco, California, USA
- Funding stage
- Public Company
Funding
Public Company · $25B raised
- 2026-03Post-IPO Debt$25B
- 2003-01Venture Round$1M
- 2001-06Series D$46.9M
- 1999-11Series C$13.2M
- 1999-06Series B$3.8M
Leadership
Chair, Chief Executive Officer & Co-Founder
President & Chief Operating and Financial Officer
Co-Founder & Chief Technology Officer, Slack
President & Chief Strategy Officer
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