CareerPlan

Salesforce Service Technical Lead

CHICAGO, USFull-time2026-10-20 → 2026-11-10

Core

Lead Salesforce Service Cloud solutions for financial services clients, managing end-to-end design, implementation, and optimization of service operations and telephony capabilities.

Role type

Senior IC Salesforce Service Technical Lead / Associate Director

Builds

Salesforce Service Cloud solutions, integrated telephony/contact center capabilities, and client service strategies

Domain

Financial services + Salesforce CRM

Required skills

Salesforce Service Cloud architecture, Salesforce-integrated telephony (CTI, voice, IVR), Apex, Lightning Web Components, Flow, SOQL, REST/SOAP APIs, technical leadership, business development, project management

Preferred skills

Experience with Amazon Connect, Genesys, Five9, NICE, Salesforce Voice, financial services domain knowledge

Technologies

Salesforce, Flow, Apex, LWC, SOQL, REST, SOAP, Amazon Connect, Genesys, Five9, NICE

Responsibilities

Own end-to-end technical design for Salesforce service solutions, lead Service Cloud solution design across case management and automation, design Salesforce-integrated telephony and contact center capabilities, provide technical leadership to administrators and developers, lead technical triage and root cause analysis for production incidents, pursue business development opportunities and identify new client work

Seniority

Senior, hands-on IC with leadership responsibilities