Verified today
Senior Manager, Technical Consulting
About the role
Senior Manager, Technical Consulting (Finance or Insurance domain exp mandatory) leads a technical consulting team at Salesforce’s Global Delivery Centre. The role blends people leadership, career coaching, and project oversight with hands‑on technical architecture. Responsibilities include managing up to 35 direct reports, delivering 25% billable technical work on Financial Services domain projects, hiring, training, and mentoring consultants, and serving as a trusted advisor to clients on emerging technologies. The manager drives internal initiatives to grow the Insurance and Financial Services practice, leads enterprise architecture and governance, conducts functional and technical workshops, and ensures high CSAT and business outcomes. Required experience: 18+ years leading Salesforce technical consulting projects, 8+ years people management, strong application design, data, integration, and security architecture skills, and expertise in Salesforce Financial Services Cloud, Salesforce Insurance Cloud, Sales/Service/Experience Cloud, and Vlocity OmniStudio. Must have Integration Architecture, Platform Security, Identity and Access Management, Sharing and Visibility, Data Architecture, Architectural Design Patterns, Apex Design Patterns, and proficiency in Apex, Lightning, LWC, HTML, CSS, JavaScript, Web Components. Preferred: Salesforce certifications, OmniStudio developer, strong communication, analytical, and problem‑solving skills.
What you’ll do
- You’ll have up to 35 reports under your scope of responsibility. You will be required to deliver technical work (as a senior technical architect) on Financial Services domain projects at 25% utilization and balance that with leading your team of Technical Consultants, Architects and Managers.
- You’ll be responsible for hiring, training, and mentoring our Technical Consultants on Insurance and Financial Services so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into highest-quality solutions that meets the customers’ needs.
- Serve as a trusted advisor to the client, guiding customers and colleagues in rationalizing and deploying emerging technologies that drive increased business value.
- Identify and lead internal critical initiatives to grow the Insurance and Financial Services consulting practice; serving as an active contributor to the community’s overall knowledge base and expertise.
- Work closely on projects with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs.
- Lead Enterprise Architecture and Governance for an enterprise-level customer engagement. Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business stakeholders that shape the architectural vision, and establish a program architectural roadmap.
- Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying.
- Lead a project team of developers focused on driving optimized solutions for our FSC clients leveraging Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, and Experience Cloud.
- Ensure the success of these teams while securing the highest CSAT and business outcomes.
- Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party stakeholders.
- Establish trust with the customer’s leadership, promoting and/or implementing best practices with SFI and Salesforce.
- Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion.
What you’ll bring
- 18+ years of experience leading Salesforce technical consulting projects and handling individual contributors.
- 8+ years of people management and Technical Architecture experience
- Strong application design skills combined with strong data, integration, and security architecture skills
- Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Salesforce Insurance Cloud, Sales/Service/Experience Cloud, and Vlocity OmniStudio
- Expertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management
- Integration Architecture (Must have)
- Platform Security (Must have)
- Identity and Access Management / Integration Security
- Sharing and Visibility (Must have)
- Data Architecture and Management (Must have)
- Architectural Design Patterns
- Apex Design Patterns (Must Have)
- Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)
- Proficiency in English
Nice to have
- Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect)
- OmniStudio Developer/Consultant
- Thorough individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies
- Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience
- A great listener with the ability to communicate with people in diverse roles
- Proven ability to analyze, design, and optimize business processes via technology and integration
- Resourceful and innovative thinker who can work through and solve problems
- Adept at navigating/mediating conflict and fostering healthy dialogue
- Strong interpersonal skills - nurture effective working relationships with others
- Exceptional analytical skills - experience overseeing and managing business metrics, productivity, and outcomes