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Introduction

At IBM Consulting, we transform Financial Services organizations by putting Salesforce at the center of customer experience, service, and operations innovation. Together with our clients, we co-create, reimagine, and engineer the Salesforce platform across businesses — delivering breakthrough experiences that revolutionize industries. Our leadership in AI, automation, data, and customer-centric design allows us to unlock new value and set a bold vision for the future of financial services. With over 12,000 Salesforce success stories, 50+ specializations, and a 5-star CSAT score, IBM Consulting is one of Salesforce’s most recognized and awarded partners globally.Joining our Financial Services Salesforce Practice means becoming part of a team that leads the way in co-innovation, leveraging industry-specific accelerators, pre-built intelligent workflows, and new industry-ready solutions . You’ll work with top banks, insurers, and wealth managers to deliver personalized, AI-powered experiences, accelerate marketing and service transformation, and simplify complex ecosystems — all while advancing your career at the forefront of the Salesforce and financial services industries.

Your role and responsibilities

* Serve as a trusted advisor to clients, leading the design and architecture of Salesforce-based solutions aligned to business objectives.

* Own the end-to-end technical solution, ensuring scalability, security, and adherence to best practices across Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, Data Cloud, and Agentforce.

* Lead and mentor multi-disciplinary technical teams, performing code and design reviews to uphold delivery excellence.

* Translate business requirements into well-architected solutions that leverage Salesforce platform capabilities, including Apex, Lightning Web Components (LWC), Flows, SOQL, and Agentforce-specific features.

* Guide clients in defining their Salesforce strategic roadmap, data architecture, and integration strategies with systems such as MuleSoft, Boomi, or Informatica.

* Participate in Agile delivery, leading architecture and technical design sessions, sprint planning, and backlog grooming activities.

* Oversee data migration strategies, governance practices, and ensure robust platform security, compliance, and performance.

* Engage with client executives and business stakeholders, providing clear technical guidance, articulating the business value of proposed solutions, and influencing decision-making.

Required technical and professional expertise

* 10+ years of enterprise architecture or consulting experience.

* 8+ years of hands-on Salesforce technical leadership experience.

* 5+ years leading Salesforce Financial Services Cloud implementations.

* Salesforce certifications: Application Architect, Administrator, Financial Services Cloud Consultant, System Architect, and Data Cloud (or ability to obtain).

* Expertise across Salesforce core clouds (FSC, Sales, Service) and emerging technologies (Data Cloud, Agentforce).

* Strong proficiency in Apex, Lightning Components, Flows, SOQL, and Salesforce integration patterns.

* Demonstrated experience with enterprise integration solutions such as MuleSoft.

* Proven ability to lead Agile delivery teams and drive iterative solution development.

* Deep knowledge of data migration, governance best practices, and platform security principles.

* Exceptional communication and stakeholder management skills.

* Knowledge of banking, insurance, and wealth/asset management industry domains.

Preferred technical and professional experience

* Salesforce Certified Technical Architect (CTA) or on the CTA journey.

* Experience designing Salesforce solutions integrated with external platforms (e.g., AWS, Snowflake).

* Experience designing and implementing Agentforce solutions for enhanced service workflows and agent enablement.

* Previous experience with Financial Services compliance and regulatory environments.

* Background in broader customer data strategy, personalization, and experience transformation initiatives.

* Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent work experience).

IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.