Senior Director, Salesforce Platform

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

`ENTERPRISE TECHNOLOGY

Senior Director, Salesforce Platform

Global platform strategy, product leadership and value realization

REPORTS TO-Chief Information Officer

SCOPE-Global enterprise platform

PRIMARY PARTNERS-Business, Technology, Security and Data

Role purpose

The Senior Director, Salesforce Platform is the enterprise leader accountable for the strategy, governance, investment, operating model and business outcomes of Finastra’s global Salesforce ecosystem. The role sets the multi-year platform direction across customer-facing capabilities, ensuring Salesforce is secure, scalable, resilient, economically sustainable and aligned to Finastra’s enterprise architecture and transformation priorities.

Operating at executive and cross-functional level, the Senior Director converts business strategy into a prioritized platform portfolio, aligns senior stakeholders on investment and trade-offs, and leads a global organization spanning product, architecture, engineering, delivery and operations. The role is accountable not only for delivery, but also for adoption, simplification, value realization and the long-term health of the platform.

Enterprise mandate

·   Own the global Salesforce platform strategy, target state and multi-year investment roadmap across Sales, Service, Marketing, Experience, Revenue and integration capabilities.

·   Provide enterprise-wide direction for platform products, architecture, data, integration, security, controls, delivery and operations.

·   Chair or lead senior governance forums that resolve priorities, funding, risk, architectural exceptions and cross-business trade-offs.

·   Create measurable business value from Salesforce investments through adoption, process simplification, standardization and disciplined portfolio management.

·   Build a high-performing global platform organization and an effective ecosystem of internal teams, implementation partners and strategic vendors.

Key accountabilities

1. Platform strategy and executive leadership

·   Define and own the enterprise Salesforce vision, strategic principles, target architecture and roadmap, aligned to Finastra’s business and technology strategies.

·   Advise the CIO and senior business leaders on platform opportunities, constraints, investment choices, sequencing and risk.

·   Translate enterprise priorities into a coherent portfolio of products, programs and releases with clear outcomes and executive sponsorship.

·   Position Salesforce as a strategic enterprise platform while preventing fragmented solutions, unnecessary customization and duplicated capability.

2. Portfolio, investment and value realization

·   Own platform portfolio planning, business cases, funding recommendations and benefits realization across run, change and transformation investments.

·   Establish transparent prioritization based on customer and business value, regulatory or operational risk, architectural fit, cost and delivery capacity.

·   Define and report executive-level measures covering adoption, experience, revenue enablement, service outcomes, delivery performance, reliability, risk and total cost of ownership.

·   Take corrective action where investments are not producing expected outcomes, including scope, delivery model, product or partner changes.

3. Enterprise governance and operating model

·   Establish and continuously improve the global platform operating model, decision rights, governance forums, standards and controls.

·   Drive consistent product management, architecture, engineering, DevSecOps, testing, release, environment and service-management practices.

·   Ensure alignment with enterprise architecture, cyber security, privacy, data governance, risk, audit and regulatory requirements.

·   Manage platform health, lifecycle, capacity, resilience, technical debt and exception remediation through explicit ownership and funded plans.

4. Product and capability leadership

·   Lead end-to-end product ownership across Salesforce domains, with accountable product leaders, outcome-based roadmaps and well-governed backlogs.

·   Standardize reusable capabilities and common processes across business units while enabling justified differentiation where it creates material value.

·   Drive an experience-led approach for users, customers and partners, supported by research, analytics, feedback and adoption planning.

·   Maintain an enterprise view of dependencies across Salesforce, MuleSoft, data platforms and the wider application landscape.

5. Architecture, data and engineering excellence

·   Be accountable for the architectural integrity and engineering quality of the platform, working through enterprise and domain architecture authorities.

·   Promote configuration and standard capability before customization, with clear guardrails for extensions and technical exceptions.

·   Advance API-led integration, trusted data, interoperability, automation and responsible use of platform AI capabilities.

·   Ensure solutions meet non-functional expectations for performance, availability, scalability, maintainability, observability and recoverability.

6. Delivery and operational accountability

·   Provide executive oversight of a multi-team global delivery portfolio, ensuring predictable execution, quality, risk management and benefits realization.

·   Own the integrated platform plan across products, programs, releases and operational commitments, resolving material dependencies and constraints.

·   Ensure robust service ownership, incident and problem management, continuity, release readiness and operational acceptance.

·   Create a culture of evidence-based delivery, rapid escalation and continuous improvement without compromising security or control.

7. Stakeholder, vendor and commercial leadership

·   Act as the senior enterprise point of accountability for Salesforce, building alignment across Sales, Customer Support, Marketing, Operations, Finance, Data, Security and Technology.

·   Lead strategic relationships with Salesforce and delivery partners, including executive governance, performance management, commercial negotiation and remediation.

·   Optimize licensing, consumption, partner capacity and sourcing models to improve value, flexibility and cost transparency.

·   Communicate strategy, decisions, progress, risks and measured outcomes clearly to executive stakeholders and governance bodies.

8. Organization and talent leadership

·   Build and lead a diverse, high-performing global organization across product management, architecture, engineering, analysis, quality, delivery and platform operations.

·   Define organization design, leadership accountabilities, workforce strategy, location mix, succession plans and critical skill development.

·   Develop senior leaders who can operate across business and technology boundaries and take end-to-end accountability for outcomes.

·   Foster a culture of customer focus, inclusion, ownership, innovation, learning and constructive challenge.

Experience and capabilities

Leadership experience

·   Significant senior leadership experience accountable for a complex, enterprise-scale technology platform or product portfolio in a global organization.

·   Demonstrated success shaping and delivering multi-year business and technology transformation with measurable outcomes.

·   Experience influencing C-suite and senior functional leaders, resolving competing priorities and making enterprise-level investment trade-offs.

·   Proven leadership of global, multi-disciplinary teams and strategic partner ecosystems through change.

Salesforce and platform expertise

·   Deep understanding of the Salesforce ecosystem and enterprise deployment considerations across Sales Cloud, Service Cloud, Revenue Cloud, Marketing Cloud, Experience Cloud and MuleSoft.

·   Strong grasp of platform architecture, CRM and customer data models, integration patterns, security, release management, licensing and platform constraints.

·   Ability to distinguish strategic platform capability from local requirements and to govern configuration, customization and extension decisions.

Commercial and financial acumen

·   Experience owning substantial technology budgets, investment portfolios, contracts, licensing and vendor performance.

·   Ability to build credible investment cases, manage benefits, optimize total cost of ownership and connect technology measures to business results.

Leadership attributes

·   Enterprise mindset with the judgement to balance growth, experience, speed, resilience, control and cost.

·   Clear, concise executive communication and the confidence to challenge constructively and make difficult decisions.

·   Strong customer and outcome orientation, with high standards for accountability, transparency and follow-through.

·   Ability to lead through ambiguity, create alignment across organizational boundaries and sustain momentum across a complex change agenda.

Preferred qualifications

·   Bachelor’s or Master’s degree in technology, business or a related discipline, or equivalent professional experience.

·   Relevant Salesforce architecture, product or platform certifications are advantageous.

·   Experience with enterprise architecture, product management, Agile-at-scale or service-management disciplines is advantageous.

·   Experience in financial services, regulated technology or a global software organization is desirable.

Success measures

Outcome area

Evidence of success

Business value

Roadmap investments deliver agreed commercial, customer, service and productivity outcomes.

Adoption and experience

Priority capabilities are adopted, effective and positively experienced by users and stakeholders.

Platform health

The platform is scalable, resilient, secure, compliant and supported by a funded plan for lifecycle and technical debt.

Delivery performance

Portfolio commitments are delivered predictably with transparent quality, risk, dependency and benefit measures.

Economic performance

Licensing, partner spend and total cost of ownership are actively governed and optimized.

Leadership and capability

A strong succession pipeline, clear accountability and durable internal capability reduce key-person and partner dependency.

Executive confidence

Senior stakeholders have clear visibility of decisions, progress, risk and realized outcomes, with strong alignment on priorities.

Role interfaces

·   Reports to: Chief Information Officer.

·   Direct leadership scope: Senior product, architecture, engineering, delivery and platform operations leaders, with matrix leadership across dependent teams.

·   Key internal partners: Sales, Customer Support, Marketing, Operations, Finance, Procurement, Data, Enterprise Architecture, Cyber Security, Risk and wider Technology teams.

·   Key external partners: Salesforce, strategic systems integrators and specialist platform partners.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:

Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.

Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*

Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.

Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.

Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

*Specific benefits may vary by location.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.