Back to Search
We are looking for a candidate with strong Salesforce technical expertise to join one of our client projects in the financial services and trading domain. The role will focus on designing and implementing scalable Salesforce CRM solutions, handling high-volume transactional data, and ensuring compliance with regulatory requirements.
This is a client-facing role, where you will collaborate closely with business stakeholders, technical teams, and compliance experts to deliver a Salesforce platform that supports trading operations, partner ecosystems, and financial services workflows.
Responsibilities
- Define scalable CRM architecture aligned with client’s trading operations and business needs
- Design secure data models and implement role-based access controls for sensitive trading and partner data
- Oversee integrations with trading systems, ERP, and financial platforms
- Build and optimize Salesforce solutions using Apex, LWC, SOQL, Flows, and Triggers
- Translate client business processes (partner onboarding, trade lifecycle, settlements) into workflows, automations, and integrations
- Apply best practices for CRM governance, audit readiness, and compliance (MiFID II, GDPR, KYC/AML)
- Implement Salesforce integration patterns with trading systems, data warehouses, and financial platforms
- Leverage Salesforce Connect and External Objects for real-time access to external trading data
- Ensure data quality through deduplication, cleansing, and validation strategies
- Act as a trusted advisor to the client’s leadership team
- Ensure Salesforce solutions maximize revenue opportunities and strengthen collaboration with partners/traders
- Support DevOps processes with Salesforce DX, CI/CD, and regulated release governance
Requirements
- 5+ years in Salesforce development/architecture, ideally in financial services, trading, or capital markets
- Proven track record delivering CRM solutions for partner/trader ecosystems
- Strong expertise in high-volume data handling and multi-entity relationship management
- Salesforce platform expertise: Apex, LWC, Flows, SOQL, Triggers
- Advanced Salesforce data modeling (Accounts, Opportunities, Custom & External Objects)
- Hands-on experience with real-time APIs, event-driven architectures (e.g., Platform Events, Kafka connectors)
- Knowledge of Salesforce security and compliance models (role hierarchy, permission sets, sharing rules)
- Familiarity with financial compliance frameworks (MiFID II, GDPR, KYC, AML)
- Strong DevOps skills (Salesforce DX, CI/CD, release governance)
- Ability to communicate effectively in both written and spoken English (B2 level or higher)
Nice to have
- Salesforce Certified Platform Developer II
- Salesforce Certified Platform Integration Architect
- Salesforce Certified Sharing & Visibility Architect
- Salesforce Certified Technical Architect (CTA) – highly desirable
Looking for something else?
Find a vacancy that works for you. Send us your CV to receive a personalized offer.
Find me a job