Technical Lead – Salesforce

🕒 March 18

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BTG Pactual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1983

💸 Finance

💳 Fintech

🏦 Banking

💰 Private Equity Round on 2010-11

Finance • Fintech • Banking

BTG Pactual is a global financial services firm that specializes in investment banking, wealth management, and asset management. They offer a range of financial products and services, including investment simulations, fixed income calculations, and private pension plans, which help clients make informed investment decisions based on their risk profiles and financial goals. The firm is committed to providing excellent service and innovative financial solutions to clients around the world through their comprehensive app and online platforms.

📋 Description

• Structure and prioritize the CRM backlog (epics, features, user stories), aligning business value, technical feasibility and dependencies. • Lead discovery with business areas, understanding value hypotheses, operational pain points and impact metrics. • Provide technical leadership to a team of Salesforce developers, defining acceptance criteria, coding standards, integrations and release quality. • Ensure adherence to architectures and standards defined by Salesforce Architecture (technical governance, limits, integrations, security and data). • Organize the development lifecycle (CI/CD, environments, releases, UAT, deployments), ensuring predictability and reduced rework. • Act as a multi-stakeholder interface with commercial channels, operations, compliance, data, marketing and customer service. • Build quarterly and semi-annual roadmaps, balancing strategic initiatives, technical debt and incremental improvements. • Define and track product metrics (adoption, value, internal NPS, incidents, operational efficiency) and engineering metrics (lead time, cycle time, throughput, rework, incident rate, velocity). • Run prioritization and decision-making sessions, balancing scope, time and impact. • Map risks and dependencies, remove blockers and ensure coordination across squads and vendors. • Orchestrate the UAT, rollout and change management process with key stakeholders. • Create the minimal functional and technical documentation necessary to ensure traceability and support. • Support critical incidents and root cause analyses when the solution involves CRM. • Ensure that deliveries improve the internal and external user experience, increasing efficiency, conversion and data accuracy.

🎯 Requirements

• Experience with Salesforce (Sales, Service or Experience), with practical expertise in metadata, data model, limits, integrations and security. • Ability to read and discuss technical topics in LWC, Apex, Platform Events, APIs and Salesforce CI/CD. • Experience in product discovery, user stories, user journeys, process mapping (BPMN) and acceptance criteria. • Experience in backlog prioritization, refinement and governance. • Knowledge of integrations (REST/SOAP), messaging/events and adjacent platforms (Data Cloud, Marketing Cloud, ERP, KYC, channels). • Familiarity with lean/flow metrics (lead time, throughput, cycle time, incidents, rework, velocity). • Hands-on experience with tools such as Jira, Confluence, Miro or equivalents. • Experience with continuous delivery processes (environments, releases, CI/CD). • Understanding of data governance, compliance and regulatory requirements is a plus in the financial context. • Bachelor's degree in Engineering, Computer Science, Information Systems or related fields.

🏖️ Benefits

• Profit Sharing (PLR) • Meal and Food Allowance • Health Insurance • Dental Plan • Childcare Allowance / Babysitting Support • Transportation Voucher • WellHub • TotalPass • Employee Assistance Program (EAP) • Optional plans such as Private Pension and Life Insurance • Pharmacy Discounts • Nutrition Program • Maternity Program • Extended Maternity and Paternity Leave – Empresa Cidadã program.