The Tech Lead is the single technical owner accountable for the successful delivery of a Salesforce-centric digital onboarding platform built for a global credit-bureau client. Salesforce is the heart of the solution — it orchestrates the entire B2B registration and onboarding journey: lead capture, identity-validation outcomes, disposition logic, and contract e-signature. You own the Salesforce build end to end and keep it aligned with the surrounding integration and infrastructure layers.
This is a high-autonomy role and the sole senior Salesforce voice on the engagement. You take architectural direction and turn it into shipped, production-grade Salesforce metadata — objects, Record Types, Flows, Apex, LWC, permission model, and managed-package configuration (DocuSign eSignature). You also hold the technical relationship with the integration microservices and cloud platform that read from and write to the org: you don't build those daily, but you define the contracts, guard the data model, and make sure a schema or automation change never blindsides them.
Here is the truth: this is a Salesforce Platform (Core/CRM) role. We're looking for a builder who lives in the Salesforce org — declarative and programmatic — and who is senior enough to own the platform-level decisions that everything else depends on.
RESPONSIBILITIES:
Salesforce Delivery Ownership: You own the "how" of the Salesforce build — data model, automation (Flows + Apex), UI (LWC/screen flows), permission sets, Record Types, and packaging — from detailed technical design through deployment.
Platform-Level Design Authority: You are the guardian of the org's data model and automation architecture. Schema changes, sharing/visibility, and process design go through you, and you keep them coherent as the solution grows.
Engineering Rigor & Quality: You enforce production-grade Salesforce standards — Apex test coverage ≥ the org bar, FLS/sharing correctness, governor-limit awareness, and metadata/CLI-based deployment (SFDX/`sf`).
Integration Contract Ownership: You define and protect the API/data contracts between Salesforce and the backend integration services (identity validation, CRM sync, e-signature, and the SFCC B2B commerce component). You coordinate — not necessarily hand-build — the non-Salesforce layers, ensuring changes stay backward-compatible.
Proactive Risk Management: You surface dependencies, scope creep, and technical debt before they block delivery — especially coupling between the org schema, its automations, and the services that consume them — and bring solutions, not just problems.
Communication & Alignment: You translate Salesforce platform constraints (limits, callout/identity constraints, packaging realities) into plain language for non-technical PMs and client stakeholders, and keep engineering, PM, and design aligned on decisions and status.
Engineering Leadership & Mentorship: You lead and mentor Salesforce (and adjacent) engineers through technical reviews, coaching, and hands-on support, fostering a psychologically safe, high-accountability, high-quality culture.
REQUIREMENTS:
Proven Salesforce Technical Leadership: A significant track record (Senior/Lead level) delivering complex Salesforce Platform (Sales/Service Cloud, Core CRM) projects and supporting them in production. You can take a vague goal and turn it into shipped, stable org configuration and code.
Deep Salesforce Platform Expertise (hands-on):
Apex (triggers, services, async, test classes) and governor-limit-aware design.
Flows — record-triggered and screen flows — as a first-class automation tool.
LWC for custom UI where declarative isn't enough.
Data model & security: custom objects, Record Types, permission sets/permission-set groups, FLS, sharing.
Deployment & ALM: SFDX source format, metadata/CLI deployment (`sf`), sandboxes, change/branching strategy, CI-based deploys.
Integration surface: REST/Apex callouts, Connected Apps & OAuth 2.0 (incl. M2M client-credentials), Platform Events/outbound patterns.
Integration & Cloud Awareness (coordinate, not necessarily build): Enough fluency in API-based integrations and a cloud/microservice backend (Node/NestJS on AWS is the current stack, including an SFCC B2B commerce component) to own the contracts and reason about the end-to-end flow. Deep AWS/Terraform/backend build experience is a plus, not a requirement.
Multi-Workstream & Multi-Party Delivery: Comfortable running structured build and live operational/support work in parallel, and aligning technical direction across agency, client, and corporate platform teams within a controlled, security-gated environment.
Communication: Excellent English (written and verbal); Spanish strongly preferred for day-to-day work with a Chile-based client and team.
People Leadership & Mentorship: Proven experience leading and mentoring engineers through coaching, technical guidance, and constructive feedback.
NICE TO HAVE:
Salesforce certifications: Platform Developer I/II, App Builder, and/or an Architect-track credential.
Familiarity with test-driven development (TDD) / high-coverage delivery as a working practice.
DocuSign eSignature for Salesforce (or comparable managed-package e-signature) configuration experience.
Domain exposure to financial services, credit bureau, or identity/KYC onboarding flows, and comfort in regulated / enterprise-security contexts (VPN, corporate proxies, restricted egress, DevSecOps gates).
Familiarity with Node.js/NestJS, AWS (ECS Fargate), Terraform, Okta/SSO, and Jenkins/Bitbucket CI/CD as the surrounding platform.
CMS-driven frontends (Next.js / Contentful) exposure.
Skills Required
- Proven technical leadership delivering complex Salesforce Platform (Sales/Service Cloud, Core CRM) projects
- Hands-on Apex (triggers, services, async, test classes) with governor-limit-aware design
- Expertise with Salesforce Flows (record-triggered and screen flows)
- Experience building Lightning Web Components (LWC)
- Data model and security: custom objects, Record Types, permission sets/groups, FLS, sharing
- Deployment & ALM: SFDX source format, metadata/CLI deployment (sf), sandboxes, CI-based deploys
- Integration surface: REST/Apex callouts, Connected Apps & OAuth 2.0 (incl. M2M client-credentials), Platform Events/outbound patterns
- Ownership of integration contracts and coordination with backend microservices/SFCC commerce component
- Enforce production-grade Salesforce standards (Apex test coverage, FLS/sharing, governor-limit awareness)
- Ability to run multi-workstream, multi-party delivery in a security-gated environment
- Excellent English (written and verbal)
- People leadership and mentorship experience for engineering teams
- Spanish language ability for day-to-day work with Chile-based client/team
- Familiarity with Node.js/NestJS, AWS (ECS Fargate), Terraform, Okta/SSO, Jenkins/Bitbucket CI/CD
- DocuSign eSignature for Salesforce or comparable managed-package e-signature experience
- Salesforce certifications (Platform Developer I/II, App Builder, Architect-track)
- Domain exposure to financial services, credit bureau, identity/KYC, and regulated enterprise security contexts
- Familiarity with CMS-driven frontends (Next.js / Contentful)
- Familiarity with test-driven development (TDD) and high-coverage delivery practices
What We Do
Digital to our core, we are purpose built to transform possibilities for people. We solve complex problems with well-executed solutions tailor-made for continuous growth — we’re ambitious and our clients are too. We work with well-funded start-ups, global brands, and Fortune 1000 companies spanning industries and audiences, including EA, Moderna, League Health, and Realtor.com.
