Salesforce Technical Lead

| Lone Tree, CO, USA
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Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

The Retail Salesforce CRM platform at Schwab is the centerpiece of a multiyear strategy to transform and consolidate all the advice, sales, and service interactions our reps track as they work with clients on making their financial future dreams a reality.

This Salesforce Technical Lead Engineer is an exciting opportunity for someone who is eager to continue to advance their technical skillset, demonstrate leadership and be an integral part of a dynamic team that is fundamental to our company's success! You will be at the center of this evolution, bringing a passion for technology and excellence.

The position involves a balanced mix of design, leadership, and hands-on exploration, focused on our rep-facing Salesforce platform. This role requires a consistent track record in architecting enterprise solutions and leading multiple development teams to deliver business capabilities on time and with high-quality.

You will be:

  • Leading the development team to deliver capabilities from inception to production.
  • Leading daily design activities, promoting Agile practices, and coordinating with key collaborators to meet project deadlines and budget.
  • Estimating capability costs and collaborating with Technology and Product Leadership for efficient task prioritization and sequencing
  • Partnering with Schwab domain and enterprise architects to build scalable solutions.
  • Influencing external vendor partners to meet Schwab standards and ensure platform health.
  • Ensuring quality through automated testing, effective alerting, and proactive monitoring of solutions
  • Driving development and release process improvements through best practices and standards
  • Proactively identifying risks, establishing mitigation plans, and maintaining documentation and code quality standards
  • Excellent communication skills, both written and verbal, with extensive experience in succinctly synthesizing data and developing recommendations in strong business stories with PowerPoint, and effectively presenting to executive audiences.
  • Strong planning and organizational skills; ability to run multiple projects that vary in scope and complexity simultaneously, with a high sense of urgency.
  • Excellent understanding of and desire to shape Architecture and Development Standards.
  • Providing regular mentorship and technology support to the team

What you have


  • A minimum of 10 years of Salesforce development experience
    • At least 5 years as Lead and/or Architect.
    • Proven experience using development best practices Configuration and Customization framework of in User Configuration, Security & Visibility Features such as OWD, Role Hierarchy, Sharing Rules, Custom Settings & Metadata Setup.
    • Experience working with the development platform: Apex Code (Triggers, Controllers and Batch classes), Visualforce pages, Web Service APIs and the Lightning Platform (Aura /LWC framework).
    • Several years showing proficiency with OAuth, real-time web service and asynchronous messaging integration patterns.
    • In-depth knowledge and experience in Scaled Agile principles, object-oriented analysis, iterative development process, design patterns, web application development and performance engineering.

Preferred Qualifications:

  • Salesforce Administrator, Developer, and/or Architect certifications desired.
  • Experience in CI/CD using Atlassian tools like Bitbucket & Bamboo desired.
  • Experience with Financial Services Cloud and migration to FSC is a plus.
  • Experience with OmniStudio Components is a plus.
  • Financial Services / Retail Brokerage, Call Center experience is a plus.
  • Technical proficiencies with Java, Spring PCF and Kafka desired.
  • Experience with ETL technologies like Informatica Power Center and/or Talend is preferred.
  • Experience with database technologies like Oracle, SQL Server or MongoDB is preferred.

"In addition to the salary range, this role is also eligible for bonus or incentive

More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 61 open jobs at Charles Schwab, click here.
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