• Collaborating with the Salesforce Lead Engineer and the Solutions Architect to propose, conceptualize, design, implement, and develop solutions from end to end • Owning the technical blueprint for assigned features — anticipating edge cases, preventing technical debt, and designing for long-term maintainability • Perform testing, debugging, change control, and documentation for major projects within the program • Develop Apex (classes and triggers), Lightning Web Components, and Flows to extend Salesforce in order to support business requirements • Create Salesforce custom API endpoints and consume external APIs to integrate with other systems used in the organization • Take ownership of release cycles to implement and deploy new/updates to existing applications and code • Collaborate with IT / Developers for other systems in order to integrate across the business • Working with Service Cloud Voice and Omni-Channel to enable telephony solutions • Design, implement, and maintain Agentforce agents — defining Topics, Instructions, and guardrails to build autonomous workflows that stay within business rules • Leverage Data Cloud to unify customer profiles and ensure AI agents operate on accurate, consistent data • Implement least-privilege access models using Permission Sets and Salesforce Shield to protect sensitive policyholder data • Use AI-assisted development tools responsibly — critically evaluating generated code for correctness, security, and architectural fit

• Lead the end-to-end architecture and roadmap for Salesforce CRM/Sales Cloud. • Design scalable CRM processes across accounts/contacts, leads, opportunities, forecasting, proposal generation, legal review, and key account planning. • Define data models, security architecture, sharing rules, and governance standards. • Architect integrations with Oracle EBS, Oracle Cloud Fusion HCM & ERP, Oracle PPM, Deltek Vantagepoint, Power BI, and enterprise data platforms. • Lead multi‑phase Salesforce implementations, enhancements, and releases. • Establish governance for configuration, development, testing, and documentation. • Oversee data migration, cleansing, and data quality frameworks. • Lead and mentor a small team of Salesforce admins, analysts, and developers. • Design & Deliver dashboards, forecasting models, and pipeline analytics.

• Lead the design, development, and deployment of Salesforce solutions, focusing on FSC-specific features like Financial Goals, Action Plans, and Life Events. • Translate business requirements into well-architected technical solutions within the Salesforce platform. • Develop and customise Salesforce applications using Apex, Visualforce, Lightning Web Components, and Flows. • Integrate Salesforce with external systems and platforms via APIs and middleware. • Conduct system analysis, troubleshoot technical issues, and ensure data integrity and security. • Collaborate with business stakeholders, analysts, and cross-functional teams to deliver high-quality solutions. • Provide mentorship and technical guidance to junior consultants and developers. • Stay up to date with Salesforce releases, features, and best practices.

• Design & Implement Salesforce Solutions: Develop complex Salesforce Processes & Flows • Collaborate with GTM Teams: Gather requirements and translate them into scalable technical solutions • Technical Leadership: Provide architectural guidance and mentorship • Agile Methodologies: Participate in sprint planning • Cross-Functional Integration: Collaborate with engineering and product teams • Continuous Improvement: Lead ongoing enhancements of Salesforce functionalities • Ensure Compliance & Security: Maintain adherence to coding standards and Salesforce best practices