We are looking for a highly experienced Salesforce Technical Lead with strong expertise in Financial Services Cloud (FSC) within the Insurance domain.
Role Overview:
The ideal candidate will lead design and development efforts, drive best practices, and collaborate with business and technical stakeholders to deliver scalable Salesforce solutions.
Key Responsibilities
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Lead end-to-end design and development of Salesforce solutions in the Insurance domain.
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Provide technical leadership across Salesforce FSC implementations
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Translate business requirements into scalable technical designs
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Act as a subject matter expert (SME) for Insurance lifecycle processes (lead to policy servicing)
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Drive integration strategy and implementation (CTI, SSO, external systems)
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Collaborate with architects, product owners, and business stakeholders
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Mentor developers and ensure adherence to best practices and coding standards
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Support production issues and continuous improvement initiatives
Required Experience & Skills
Salesforce & Domain Expertise
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10+ years of salesforce implementation
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3+ years of experience in Salesforce Financial Services Cloud (FSC) within the Insurance domain
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3+ years of experience as a Salesforce Lead in Insurance projects.
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Strong understanding of Insurance business processes, including:
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Lead management
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Quote management
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Policy lifecycle (pre-bind and post-bind servicing)
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Customer interactions and account management
Salesforce Functional & Technical Skills
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Minimum 2+ years hands-on experience with Salesforce core functionalities:
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Leads
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Accounts
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Contacts
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Quotes
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Interactions
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Post-bind policy lifecycle
Integration & Supporting Technologies
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1+ year of experience with Five9 CTI integration
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1+ year of experience with Okta or other SSO solutions
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Hands on experience in developing integration with Guidewire
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Strong understanding of Salesforce integrations (REST/SOAP APIs, middleware)
Preferred Skills
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Salesforce certifications (e.g., Platform Developer, Application Architect, FSC certification)
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Experience in Agile/Scrum methodologies
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Strong problem-solving and stakeholder management skills
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Prior onsite/offshore coordination experience
Ideal Candidate Profile
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Proven track record in leading Salesforce implementations in Insurance
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Strong communication and leadership abilities
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Ability to work onsite and collaborate with cross-functional teams
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Hands-on technical expertise combined with strategic thinking
Nice to Have
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Knowledge of data migration and data governance in Salesforce
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Exposure to additional CTI tools or identity providers
