Telus Digital

Principal Consultant - Financial Services Cloud

Remote, US · Principal

Sponsorship not specifiedDetected 19 days ago

AgileStakeholder ManagementSalesforceCRMLeadershipCommunicationCollaborationProblem SolvingPublic Speaking

About the role

This individual will serve as a trusted advisor to executive stakeholders, providing strategic guidance and architectural leadership across the Salesforce ecosystem.
Serve as a strategic advisor to client stakeholders, including executive leadership, business sponsors, operations leaders, and technology teams.
Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies across Salesforce and external platforms.

Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned with Salesforce and industry best practices.
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.

Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field.
7+ years of Salesforce platform experience.
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.
Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
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.

This listing is sourced directly from Telus Digital's careers page and normalized into a canonical job model.