Principal Consultant - Financial Services Cloud
TELUS DigitalResponsibilities
- Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
- Advise executive leadership, business sponsors, operations leaders, and technology teams.
- Facilitate discovery workshops covering business objectives, customer journeys, operational challenges, compliance requirements, and future-state needs.
- Develop solution designs, architecture diagrams, data models, and implementation roadmaps.
- Architect solutions for onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement.
- Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies.
- Design solutions aligned with privacy, security, auditability, and data retention requirements.
- Lead data migration strategy and planning from legacy CRM, banking, insurance, wealth management, or servicing platforms.
- Provide architectural oversight for design reviews, configuration guidance, testing strategy, deployment planning, and post-production optimization.
- Collaborate with technical architects, developers, business analysts, and project managers.
- Drive adoption of Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce, and related Salesforce capabilities.
- Support pre-sales estimation, proposal development, architecture reviews, executive presentations, and pursuit strategy.
- Mentor consultants and solution engineers and promote architectural standards and best practices across the Salesforce Practice.
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Business, Finance, or a related field.
- At least 7 years of Salesforce platform experience.
- At least 3 years as a Solution Architect, Technical Architect, Lead Consultant, or in an equivalent leadership role.
- Deep expertise in Financial Services Cloud and financial services business processes.
- Experience designing enterprise-scale Salesforce solutions involving multiple clouds, integrations, and complex data migrations.
- Experience with banking, insurance, lending, wealth management, capital markets, or other financial services organizations.
- Strong understanding of financial services security, compliance, governance, and regulatory considerations.
- Proven experience developing enterprise data models, security architectures, and integration frameworks.
- Strong understanding of Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
- Exceptional communication, presentation, stakeholder management, and consulting skills.
- Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps.
- Salesforce Financial Services Cloud Accredited Professional or equivalent credentials are preferred.
- Salesforce Application Architect, System Architect, and Data Cloud Consultant certifications are preferred.
- Experience with core banking, policy administration, wealth management, loan origination, or related financial services technologies is preferred.
- Experience leading enterprise data migration and modernization initiatives is preferred.
- Experience supporting pre-sales activities, solution estimation, and executive presentations is preferred.
- Strong understanding of Agile delivery methodologies and large-scale program execution is preferred.
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About TELUS Digital
At TELUS, our purpose-driven team works together every day to innovate and do good. From providing technology solutions that make our lives safer and easier, to supporting those who need it most, our inclusive, spirited and giving people are passionate about empowering our customers, communities and each other to thrive in our digital world. A company that helps you be your best self at home and at work: Find a place where you truly belong, your opinions are valued and you can be your best self. A career that ignites your full potential: Get the guidance and support you need to explore your interests, build your skills and get where you want to go. A culture that goes beyond the expected to strengthen communities and the planet: Seize the opportunity to make a difference in our communities and do good for our planet as part of our purpose-driven team. An innovative team committed to solving complex, real world problems: Join a digitally-enabled workforce that’s pushing the boundaries to create sustainable change. We're always building Canada, join us at www.telus.com/careers