Bilingual Salesforce consultants for Financial Industry Client

Our Financial Industry Client is looking for Salesforce consultants for a project.

• French fluency (spoken/written) — required
• English - Optional
• Location - Quebec or Montreal
• Hybrid - 2 days in office
• Rate - present a range of candidates at a range of rates, be conservative
• Duration - 1 year with potential to go to 2 years
• Full Set of profiles expected by May 28
• Start Expected July 2

Salesforce Developer

Responsibilities

• Design, develop, and deploy Salesforce solutions (Apex, Lightning Web Components, APIs)
• Translate business requirements into technical solutions in collaboration with functional teams
• Perform unit testing, code reviews, and ensure quality and maintainability
• Participate in integrations (ETL/ESB/API), incident resolution, and performance optimization
• Contribute to technical documentation and compliance with standards (CI/CD, security, governance)

Desired Profile

• 5+ years of Salesforce experience with strong knowledge of Apex, LWC, SOQL, and flows; DevOps/CI-CD knowledge is an asset
• Salesforce certifications preferred (Platform Developer I/II)
• Experience in financial services environments (banking, insurance, fintech, asset management) — mandatory

Salesforce Project Manager

Responsibilities

• Lead Salesforce project delivery (planning, budget, quality, risks, dependencies)
• Coordinate teams (development, QA, BA, business) and facilitate Agile ceremonies (Scrum/Kanban)
• Manage stakeholder communication and reporting (KPIs, milestones, decisions)
• Manage scope, changes, and ensure achievement of objectives
• Ensure deliverable compliance and user adoption (UAT, training, change management)

Desired Profile

• Proven experience managing IT / CRM projects (Salesforce strongly preferred)
• Excellent leadership, communication, and risk management skills
• Financial services experience — mandatory

Salesforce QA / Tester

Responsibilities

• Define testing strategy (functional, integration, regression, performance — where applicable)
• Design and execute test cases; prepare and support UAT campaigns
• Document, qualify, and track defects (prioritization, reproduction, retesting)
• Contribute to test automation (where applicable) and continuous improvement
• Ensure traceability (requirements → tests) and quality standards

Desired Profile

• QA experience on Salesforce / CRM; proficiency with test management and defect tracking tools
• Detail-oriented, rigorous, and collaborative with developers and business teams
• Financial services experience — mandatory

Salesforce Business Analyst (BA)

Responsibilities

• Gather, analyze, and formalize business requirements (workshops, interviews, documentation)
• Write user stories, acceptance criteria, and functional specifications
• Ensure alignment between business and IT (processes, data, business rules)
• Contribute to backlog prioritization with the Product Owner and sprint preparation
• Support testing (UAT), training, and change management

Desired Profile

• BA experience on Salesforce implementations; strong analytical and synthesis skills
• Knowledge of CRM processes (sales, customer service, operations) and Agile methodologies
• Financial services experience — mandatory

Salesforce Functional Analyst

Responsibilities

• Translate business requirements into Salesforce functional solutions (configuration and design)
• Configure Salesforce (objects, fields, flows, rules, security, profiles, permissions)
• Prepare functional documentation and support testing and deployment phases
• Participate in data model design and data governance
• Train and support end users (materials, sessions, hypercare)

Desired Profile

• Salesforce functional experience (Sales Cloud / Service Cloud / Experience Cloud depending on context)
• Admin / Advanced Admin certifications are an asset
• Financial services experience — mandatory

Salesforce Architect

Responsibilities

• Define the target Salesforce architecture (clouds, data model, security, performance)
• Design integration architecture (API, middleware, events) and technical patterns
• Establish governance (standards, principles, design reviews, technical debt management)
• Ensure scalability, resilience, and compliance (audit, traceability, confidentiality)
• Coach teams and guide technical decisions aligned with business constraints

Desired Profile

• 8+ years of Salesforce experience, including solution/technical architecture; strong integration expertise
• Architect certifications preferred (Application/System Architect, CTA — asset)
• Financial services experience — mandatory

SME (Subject Matter Expert) – Salesforce (Financial Services)

Responsibilities

• Provide business expertise (banking/insurance/asset management) to guide the solution
• Clarify end-to-end processes and business rules (e.g., KYC, onboarding, claims, compliance)
• Participate in/facilitate workshops, validate user stories, and secure acceptance criteria
• Ensure functional consistency, regulatory compliance, and quality of deliverables
• Support UAT, training, and adoption (user feedback, continuous improvement)

Desired Profile

• Recognized business expertise in financial services; ability to translate needs into clear requirements
• Good understanding of CRM/Salesforce tools; Agile experience
• Financial services experience — mandatory