Salesforce Technical Architect - Financial Services Cloud, Marketing Cloud & Data360

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The opportunity

EY Studio+ is helping clients modernize how they sell, serve, engage, and operate through Salesforce Financial Services Cloud (FSC), Marketing Cloud, Data 360 (Formerly Data Cloud), Agentforce, and AI-enabled ways of working.

We're looking for a senior, hands-on technical architect - someone with deep Financial Services Cloud implementation experience who still configures, codes, and builds, not just designs on paper and hands off. This role also requires current, working knowledge of Salesforce's AI-native marketing stack - Agentforce Marketing and Marketing Cloud Next. You will contribute across discovery, definition, design, build, test, deploy, and adoption, working closely with clients and delivery teams to translate business needs into scalable Salesforce solutions.

This job posting relates to an existing vacancy within our organization.

Your key Responsibilities

• Configure and extend the Financial Services Cloud data model for banking, wealth management, and insurance clients.
• Build and configure Data 360 pipelines end-to-end: data ingestion, identity resolution, calculated insights, segmentation, and activation into Marketing Cloud and Agentforce.
• Hands-on development within Agentforce Marketing / Marketing Cloud Next (and Marketing Cloud Engagement where clients haven't migrated): journeys, AMPscript/SSJS, Journey Decisioning, Content Builder, and API-based integrations.
• Write and review Apex, Flow, LWC, and REST/SOAP integrations connecting FSC, Data 360, and Marketing Cloud.
• Configure and test Agentforce agents (Prompt Builder, topics/actions, Data 360 grounding) for marketing and service use cases, including escalation paths and human-in-the-loop review points.
• Use modern delivery tools and AI-enabled productivity tools to accelerate requirements analysis, documentation, testing, and solution validation while maintaining quality and judgment.

Design, discovery and delivery leadership:

• Lead or support discovery sessions to understand client objectives, FSC-specific operational needs, user journeys, and measurable outcomes.
• Translate functional requirements into solution designs across FSC, Marketing Cloud, Data 360, integrations, security, and reporting.
• Identify gaps between current and future-state capabilities, including data readiness and technical debt.
• Create solution documentation, user stories, acceptance criteria, and configuration specs for developers, testers, and client stakeholders.
• Contribute to Agile ceremonies, sprint planning, demos, UAT, defect triage, release prep.
• Mentor consultants on hands-on configuration practices as well as client communication.
• Apply quality, risk, privacy, cybersecurity, and responsible AI considerations throughout.

Skills and attributes for success

• Deep, current Financial Services Cloud expertise. Comfortable in the FSC data model and industry-specific processes.
• Current on Salesforce's AI-native marketing direction: familiarity with Agentforce Marketing, Marketing Cloud Next, Journey Decisioning, and how Data 360 grounds AI agents -  able to speak to how this differs from legacy Marketing Cloud Engagement.
• Working knowledge of Agentforce and Prompt Builder: agent instructions, topics/actions, knowledge retrieval, testing, escalation patterns.
• Strong communication skills to translate between business stakeholders and technical delivery teams.
• Ability to identify risk across people, process, technology, data, security, privacy, and adoption.

To qualify for the role you must have:

• A four-year bachelor’s degree in Information Systems, Computer Science, Engineering, MIS, or a related field.
• 5-7 years of Salesforce Marketing and Data Cloud/Data 360 implementation and consulting experience, including at least 2-3 years of hands-on Financial Services Cloud configuration and delivery.
• Demonstrate technical work - Apex, Flow, LWC, AMPscript/SSJS, SOQL, REST/SOAP APIs, recent experience with Salesforce's current AI-native marketing capabilities (Agentforce Marketing / Marketing Cloud Next, Data 360, Agentforce), in addition to classic Marketing Cloud Engagement.
• Track record of successfully leading Salesforce Marketing and Data cloud transformation projects Experience within teams of five or more people.
• Experience facilitating or supporting requirements, design, or process workshops with client stakeholders.
• Experience with Salesforce integrations, data migration concepts, relational database concepts, and agile delivery methods.
• Relevant and valid Salesforce certification(s):

• Financial Services Cloud Accredited Professional
• Marketing Cloud Developer or Engagement Administrator/Consultant
• Data Cloud Consultant
• Application Architect or System Architect credential a strong plus

• Ability to manage multiple priorities, work independently, and travel based on client needs.

What we look for

We are looking for top performers with a passion for technology, business transformation, and client impact. The ideal candidate leads client conversations, stays current on Salesforce fast -moving AI roadmap and is comfortable working through ambiguity while keeping their hands on the keyboard.

What we offer you

The EY benefits package is designed to support your physical, emotional, financial, and social wellbeing. Our extensive benefits include comprehensive medical, dental, and prescription drug coverage, as well as mental health benefits, a robust Employee Assistance Program and group savings plans to promote your overall wellbeing. We offer generous time off, including personal days, vacation days, and additional firm-wide holidays, along with the option to purchase extra vacation days. Employees can take advantage of EY's exclusive learning programs tailored just for them. We also provide internal opportunities for career development and advancement, enabling you to grow within the firm. Get involved in meaningful volunteering through EY Ripples and make a positive impact in the community.

EY reports salary ranges in accordance with applicable provincial pay transparency legislation. Individual salaries within the anticipated salary ranges noted below are determined through a wide variety of factors including but not limited to internal equity, education, relevant experience, knowledge, and applicable skill sets.

• Toronto & Montreal: $114,000 to $171,000

Are you ready to shape your future with confidence? Apply today.

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Inclusiveness at EY 

Inclusiveness is at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world. 

Learn about our commitment to Inclusiveness at https://www.ey.com/en_ca/about-us/corporate-responsibility/equity 

At EY, we use artificial intelligence (AI) tools as one element of our recruitment process to enhance efficiency and improve the candidate experience. While AI supports us in our process, human judgment and decision-making remain integral in our candidate experience. We are committed to the responsible use of AI, and our practices are continuously reviewed and refined to ensure they align with ethical principles and regulatory requirements.

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