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.
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.
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.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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