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Principal Salesforce Consultant Financial Services Cloud & Agentforce - West Monroe
Salesforce Developer
Lead enterprise Salesforce transformations for financial services, focusing on Financial Services Cloud, Agentforce, AI-driven solutions, and end‑to‑end architecture while advising senior executives and driving practice growth.
About the role
Key Responsibilities
- Serve as a trusted advisor to C‑level stakeholders, defining strategy and roadmap for Salesforce Financial Services Cloud and Agentforce implementations.
- Architect, design, and oversee complex, AI‑enabled solutions that modernize client operations and enhance customer experiences.
- Lead cross‑functional delivery teams through Agile methodologies, ensuring high‑quality releases of Apex, Lightning Web Components, and integration services.
- Drive business development activities, including proposal creation, client workshops, and practice thought leadership.
- Mentor senior consultants and engineers, fostering technical excellence and knowledge sharing across the Salesforce practice.
Requirements
- 10+ years of experience delivering large‑scale Salesforce solutions, with deep expertise in Financial Services Cloud and Agentforce.
- Proven track record designing and implementing AI/ML integrations within the Salesforce platform.
- Strong background in Apex, Lightning Web Components, data migration, and system integration (REST/SOAP, MuleSoft preferred).
- Excellent communication and stakeholder management skills, capable of influencing executive audiences.
- Demonstrated leadership in Agile delivery and mentorship of senior technical staff.