TECHNICAL LEAD - Salesforce

JOB DESCRIPTION

Role identification

Develop, enhance, and support the Bank's Salesforce and nCino platforms, delivering scalable, secure and reliable solutions that support lending, customer servicing, operational efficiency, and business growth. Partner with business stakeholders, technology teams, and third-party providers to implement high-quality platform enhancements, integrations, and automation while adhering to Salesforce development best practices, governance standards, and the Bank's strategic objectives.

Key responsibilities

• Own the design and delivery of Salesforce solutions that meet business requirements whilst maintaining platform stability, scalability, and performance.
• Lead the development, enhancement, and support of Salesforce functionality using declarative and programmatic approaches, including Flows, Apex classes, triggers, and Lightning components where required.
• Deliver robust integrations between Salesforce, nCino, and internal or third-party systems using APIs, middleware, and integration best practices.
• Establish and embed Salesforce development standards, coding practices, testing approaches, and release management processes.
• Develop and maintain automated tests and deployment processes to ensure solution quality, reliability, and compliance with change management requirements.
• Collaborate with Product Owners, Business Analysts, Architects, and operational teams to translate business needs into effective technical solutions.
• Review and optimise existing Salesforce and nCino configurations, identifying opportunities to improve automation, user experience, platform performance, and technical debt.
• Monitor platform health, troubleshoot complex issues, and drive root-cause resolution of production incidents.
• Partner with technology and security teams to ensure Salesforce solutions comply with regulatory, governance, data protection, and security requirements.
• Mentor and support colleagues by sharing Salesforce expertise, promoting best practices, and contributing to a collaborative engineering culture.

Risk & regulatory accountabilities

State the role's positioning in the three lines of defence, specific control / risk ownership, and conduct expectations. Every role carries some risk accountability.

• Line of defence: First Line of Defence.
• Risk & control ownership: Supports the operation of technology controls relating to infrastructure, access management, system availability, change management and operational resilience.
• Conduct: Always upholds the FCA/PRA Individual Conduct Rules.

SMCR classification

Complete for every role. Most roles are Conduct Rules staff. Certification and SMF fields apply to specific roles only - confirm with Compliance / HR.

Person specification

Split criteria into Essential and Desirable. Essential required to perform the role and used for shortlisting. Keep criteria objective and job-related to support fair, defensible recruitment.

Degree, professional qualification, apprenticeship, or equivalent practical experience in a technology-related discipline.

Salesforce Administrator certification.

Salesforce Platform Developer I/II certifications.

Additional Salesforce certifications relevant to architecture, integration, or application development.

nCino certifications or formal nCino training.

• Proven experience developing and supporting enterprise Salesforce solutions in a complex business environment.
• Experience designing and implementing Salesforce integrations with internal and external systems.
• Experience building and maintaining Apex classes, triggers, test classes, and Salesforce Flows.
• Experience working within structured software development and change management processes.
• Experience collaborating with technical and non-technical stakeholders to deliver business outcomes.
• Experience troubleshooting and resolving complex platform and integration issues.

• Experience working with the nCino Bank Operating System.
• Experience within banking, financial services, lending, or regulated environments.
• Experience working with CI/CD pipelines and Salesforce DevOps tooling.
• Experience supporting large-scale Salesforce implementations with multiple integrations and business-critical processes.
• Experience with AutoRabit preferable, Gearset or Copado are similar.
• Experience within a regulated financial services environment

• Strong Salesforce platform knowledge, including Sales Cloud and platform automation capabilities.
• Advanced knowledge of Salesforce Flows, validation rules, security model, profiles, permission sets, and sharing architecture.
• Strong Apex development skills, including classes, triggers, asynchronous processing, and test automation.
• Knowledge of Salesforce integration patterns, REST APIs, web services, authentication mechanisms, and data synchronisation approaches.
• Understanding of Salesforce data modelling, data quality management, and platform governance.
• Familiarity with source control management tools such as Git and code editors like VSCode.
• Knowledge of software engineering principles including code quality, testing, documentation, and secure development practices.
• Ability to apply Salesforce practices when designing and implementing solutions.

• Knowledge of nCino configuration, customisation, and lending processes.
• Knowledge of Azure, middleware, or enterprise integration platforms.
• Understanding of banking products, lending lifecycle processes, and regulatory considerations.

Competencies & behaviours

To be completed against the bank's competency framework once finalised (TBC). 

Additional information

Capture anything material not covered above.

• Key relationships / stakeholders: Technology Engineering teams, Data teams, Information Security, Risk & Compliance functions, Change teams, third-party technology providers.
• Budget / P&L responsibility: N/A
• Travel / other requirements: N/A