telus-digital - Principal Consultant - Financial Services Cloud
Requirements
• Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field. • 7+ years of Salesforce platform experience. • 3+ years serving as a Solution Architect, Technical Architect, Lead Consultant, or equivalent leadership role. • Deep expertise in Financial Services Cloud and financial services business processes. • Strong understanding of Financial Services Cloud data architecture, including households, relationships, financial accounts, referrals, goals, interactions, and customer lifecycle management. • Experience designing enterprise-scale Salesforce solutions involving multiple clouds, integrations, and complex data migrations. • Experience working with banking, insurance, lending, wealth management, capital markets, or other financial services organizations. • Strong understanding of security, compliance, governance, and regulatory considerations within financial services environments. • Proven experience developing enterprise data models, security architectures, and integration frameworks. • Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud. • Exceptional communication, presentation, stakeholder management, and consulting skills. • Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps. • Salesforce Financial Services Cloud Accredited Professional or equivalent Financial Services Cloud credentials. • Salesforce Application Architect Certification. • Salesforce System Architect Certification. • Salesforce Data Cloud Consultant Certification. • Experience with core banking systems, policy administration systems, wealth management platforms, loan origination systems, or related financial services technologies. • Experience leading enterprise data migration and modernization initiatives. • Experience supporting pre-sales activities, solution estimation, and executive presentations. • Strong understanding of Agile delivery methodologies and large-scale program execution. • Leadership Competencies • Strategic Leadership — Ability to establish a long-term vision and technology roadmap that aligns with business objectives, customer experience goals, and organizational growth. • Client Partnership — Trusted advisor capable of developing executive-level relationships and guiding organizations through complex transformation initiatives. • Team Leadership — Ability to mentor, coach, and develop high-performing delivery teams while fostering collaboration across functions. • Innovation and Problem Solving — Demonstrates creativity and strategic thinking when addressing complex business and technical challenges. • Accountability and Ownership — Takes responsibility for solution quality, delivery success, and client outcomes. • Character and Service — Leads with integrity, empathy, resilience, and a commitment to helping clients, colleagues, and communities succeed.
Responsibilities
• Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives. • Serve as a strategic advisor to client stakeholders, including executive leadership, business sponsors, operations leaders, and technology teams. • Facilitate discovery workshops to understand business objectives, customer journeys, operational challenges, compliance requirements, and future-state needs. • Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned with Salesforce and industry best practices. • Architect Financial Services Cloud solutions supporting client onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement strategies. • Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies across Salesforce and external platforms. • Design solutions that align with regulatory and compliance requirements including privacy, security, audit-ability, and data retention standards. • Lead data migration strategy and planning efforts, ensuring successful transition from legacy CRM, banking, insurance, wealth management, or servicing platforms. • Provide architectural oversight throughout the project lifecycle, including design reviews, configuration guidance, testing strategy, deployment planning, and post-production optimization. • Collaborate with technical architects, developers, business analysts, and project managers to ensure solution alignment and delivery excellence. • Drive adoption of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce, and related Salesforce technologies. • Support pre-sales activities including solution estimation, proposal development, architecture reviews, executive presentations, and pursuit strategy. • Mentor consultants and solution engineers while promoting architectural standards, delivery methodologies, and best practices across the Salesforce Practice.
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