The Role
Architect end-to-end Salesforce Financial Services Cloud solutions, govern financial data models, establish implementation standards, and resolve complex architectural issues. Collaborate with project managers, administrators, and developers on scalable, secure Salesforce implementations. The role requires expertise in Service Cloud, FSC objects and automation, Apex, Lightning Web Components, integrations, DevOps, source control, and deployment pipelines. Financial services experience and Salesforce certifications are advantageous.
Summary Generated by Built In
We are:
Wizeline, a global AI-native technology solutions provider, develops cutting-edge, AI-powered digital products and platforms. We partner with clients to leverage data and AI, accelerating market entry and driving business transformation. As a global community of innovators, we foster a culture of growth, collaboration, and impact.
With the right people and the right ideas, there’s no limit to what we can achieve
Are you a fit?
Sounds awesome, right? Now, let’s make sure you’re a good fit for the role:
Key Responsibilities
- Solution & Architecture Design: Architect end-to-end Salesforce FSC solutions that align with business goals while ensuring long-term application stability, security, and scalability.
- FSC Data Model Governance: Model and structure key financial objects and complex relationships (Personal/Household Accounts, Account-Account Relations, Financial Account Roles, Transactions, Holdings, Financial Goals, Life Events, and Interaction Summaries).
- Technical Leadership & Consulting: Collaborate closely with project managers, Salesforce Administrators, and Developers to set implementation standards and resolve high-level technical challenges.
- Education: Bachelor’s degree in Computer Science, Software Engineering, or equivalent proven work experience.
- Salesforce Experience:
- Extensive background in architecture or senior-level development within Salesforce CRM platforms, with specific domain expertise in Service Cloud and Financial Services Cloud (FSC).
Salesforce Developer - Domain Experience Bonus: Prior experience architecting or implementing classic Service Cloud projects within the financial, banking, or insurance sectors (e.g., legacy enterprise setups for banking or insurance institutions) will be highly favorable. Strong familiarity with financial business structures and domain logic built on Service Cloud allows for an immediate, seamless transition into FSC.
- Extensive background in architecture or senior-level development within Salesforce CRM platforms, with specific domain expertise in Service Cloud and Financial Services Cloud (FSC).
- FSC Functional Mastery: Advanced hands-on knowledge of FSC standard financial objects, relationship mapping, process automation, and business rules setup.
- Development & Integration Literacy:
- Solid understanding or proficiency in Apex, Lightning Web Components (LWC), Aura, and Visualforce.
- Working knowledge of Salesforce APIs (REST/SOAP) for connecting with banking ecosystems.
- DevOps & Source Control: Hands-on familiarity with SFDX, Git source control (branching strategies), and automated deployment pipelines (e.g., Azure DevOps / Azure Pipelines).
- Soft Skills: Excellent communication skills, strong analytical thinking, and the ability to solve complex, high-level software and architectural issues.
- Official Salesforce Certifications: Salesforce Application / System Architect, Financial Services Cloud Accredited Professional, or Service Cloud Consultant.
- Experience with middleware integration platforms such as MuleSoft or enterprise integration patterns.
- Familiarity with Commerce Cloud or omnichannel banking solutions.
- Graduates or participants of specialized Salesforce bootcamps (e.g., Deloitte Bootcamp).
What we offer:
- A High-Impact Environment
- Commitment to Professional Development
- Flexible and Collaborative Culture
- Global Opportunities
- Vibrant Community
- Total Rewards
*Specific benefits are determined by the employment type and location.
Find out more about our culture here.
Skills Required
- Bachelor’s degree in Computer Science, Software Engineering, or equivalent proven work experience
- Extensive architecture or senior-level development experience with Salesforce CRM platforms
- Specific experience with Salesforce Service Cloud and Financial Services Cloud
- Advanced hands-on knowledge of Financial Services Cloud financial objects, relationship mapping, process automation, and business rules
- Proficiency or solid understanding of Apex, Lightning Web Components, Aura, and Visualforce
- Working knowledge of Salesforce REST and SOAP APIs
- Familiarity with SFDX, Git source control, branching strategies, and automated deployment pipelines
- Excellent communication, analytical thinking, and complex problem-solving skills
- Experience architecting or implementing Service Cloud projects in financial, banking, or insurance sectors
- Salesforce Application Architect or System Architect certification
- Financial Services Cloud Accredited Professional certification
- Service Cloud Consultant certification
- Experience with MuleSoft or enterprise integration patterns
- Familiarity with Commerce Cloud or omnichannel banking solutions
- Participation in a specialized Salesforce bootcamp
Wizeline Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wizeline and has not been reviewed or approved by Wizeline.
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Healthcare Strength — Core coverage spans medical, dental, vision, life and disability insurance, with private medical commonly included in Mexico. Additional support such as EAP and wellness programs is also referenced.
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Leave & Time Off Breadth — Paid vacation, holidays, sick leave, volunteer time, and parental leave are called out, alongside flexible or remote work options. Unlimited PTO is mentioned in some contexts.
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Retirement Support — Savings and retirement elements appear across regions, including a 401(k) in the U.S. and a savings fund and profit sharing in Mexico. These components provide structured long-term financial benefits.
Wizeline Insights
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The Company
What We Do
Wizeline, a global technology services provider, builds the best digital products and platforms at scale. We focus on measurable outcomes, partnering with our customers to modernize core technologies, mature data-driven capabilities, and improve user experience.
