Technical Architect Salesforce
Resume:
Jack Liu
Email: *******@*******.***
Phone; 609-***-****
Home address: **** **** ** ************ ** 08691
Overview:
Professional Summary
Accomplished Salesforce Platform Technical Architect with 15 years of experience in the Salesforce. Extensive expertise in designing, implementing, and optimizing Salesforce to drive business transformation. Adept at collaborating with stakeholders to align technology strategies with business goals. Proficient in managing cross-functional teams, leading complex projects, and ensuring regulatory compliance in financial services.
13 years of expertise in Salesforce, Sales Cloud, Service Cloud, Marketing Cloud and Financial Cloud.
6 years of expertise in n designing and implementing in Lightning Web Components (LWC).
5 years of expertise in integration use MuleSoft.
Proven expertise in architecting end-to-end Salesforce ecosystems, delivering enterprise-grade applications, and enhancing user experience with optimized performance. Strong technical leadership skills combined with hands-on experience in Salesforce development, customization, and integrations.
Seeking a challenging role to contribute strategic leadership and technical vision to an innovative organization.
Skills:
•Salesforce Architecture & Design Sales Cloud, Service Cloud and Financial Services Cloud (FSC)
•Development: Apex, Lightning Web Components (LWC), Aura Components, Visualforce
•Integration: REST/SOAP APIs, MuleSoft, middleware tools, third-party integrations
•Deployment & Tools: CI/CD, Salesforce DX, Git, Jenkins, VS code.
•Data Management: SOQL, SOSL, Data Loader, ETL tools.
•Salesforce Mobile Application Development
•Technical Leadership & Team Management
•Business Process Automation
•Agile & Waterfall Project Management
•Cloud Security & Governance
•Stakeholder Engagement & Communication
•Solution Architecture & Design Patterns
•IT Languages:
oAPEX, Salesforce, Lightning Web Component (LWC)/Open-Source Aura Framework. JavaScript, Ract.JS, .NET framework C#/Java; PERL and Unix Shell scripts; UNIX/Linux/C/C++. MuleSoft Anypoint Studio
•RDBMS: Oracle,SQL Server, MY-SQL.
Work Experience:
08/2023 – Present: TD Bank, Sr. Salesforce Architect
•Responsible for Architecture and high-level solution design and implementing for Migration Salesforce Sales Cloud/ Service Cloud to Salesforce Financial Cloud.
•Led a team of 10+ developers to deliver custom LWC-based applications that improved system usability and performance by 30%.
•Designed and developed RESTful APIs using MuleSoft Anypoint Studio for integrating multiple internal and external systems, including Bank Payment Transaction API with Salesforce.
•Advised C-level executives on cloud technology trends, risks, and opportunities, influencing key strategic decisions.
•Implemented Omni Channel and Case Auto assign Management application.
•Define development guidelines and test execution plans. Do team code review, handle the project deploy, release and bug fix.
•Guide the Scrum Master and Technical Leads on technical dependencies and activity sequencing within the project.
01/2022~05/2023 First Republic Bank Salesforce Architect
•Responsible for Architecture designing and implementing the Private Wealth Management Web application Client onboarding and Case Management system with Salesforce Sales Cloud/ Salesforce Financial Service Cloud.
•Developed and deployed custom Lightning Web Components to improve the user experience and meet business requirements.
•Redesign the Salesforce sales cloud for Mobile Application. ReactJS LWC.
•Collaborated with product owners and development teams to define cloud requirements for new applications and services.
05/2020 – 01/2022 McKinsey Investment Office Salesforce Architect Manhattan, New York
•Responsible for Integration Salesforce Financial with Salesforce Sales Cloud / Marketing cloud on nCino’s Bank Operating System, collection business requirements form stakeholder and implementation coding and testing
•Integration Salesforce Sales with MuleSoft /Web Service Use C# Web API 2.0
•Configured and managed MuleSoft API Manager for API governance, security policies, and monitoring performance through the Anypoint Platform.
•Integration Salesforce with DocuSign / design and coding Salesforce PDF view and integration with DocuSign
•Environment: SFDC Force Page, Apex, Lightning Web Component (LWC), Visualforce, C# and MS SQL server SSIS and SSDT, DocuSign Einstein Analytics Reporting / Salesforce Financial to Salesforce Sales Cloud and Service cloud on nCino’s Bank Operating System. MuleSoft Anypoint Studio.
01/2019 – 04/2020 Tata consulting Service, Salesforce Architect
•Citigroup Mexico Salesforce migration to US Salesforce, upgrade Citigroup Mexico Classic Salesforce to Lightning Salesforce, localization Spanish Contents to international Global model for salesforce. Standardize Global business processes (Currently Mexico was locally business processes)
•Merge and migration salesforce.com US and Mx to one Standardize source code to reduce developing and maintenance cost.
•Develop the billing system ForcePage convert to PDF Billing statement.
•Data structure US and Mx to One Standardize Global Data structure
•Migration Data structure US and Mx to One Standardize Global Data structure
•migration Salesforce Standardize report tool (like Einstein Analyst Report)
Use C# / Kingsway Soft Adapter with WebAPI2.0
•integrating on-premises infrastructure with AWS for Web API.
•Environment: SFDC ForcePage, Apex, Lightning Web Component (LWC), React.JS, Visualforce, C# and MS SQL server SSIS and SSDT, Einstein Analytics Reporting. Salesforce Sales Cloud / Marketing cloud
12/2016 – 12/2018 Bank of New York Mellon, Salesforce Architect Manhattan, New York
•Designed and implemented Credit Risk Control Application. Use SFDC orce.com REST API. with WebAPI2.0
•integrating on-premises infrastructure with AWS for Web API. With MuleSoft Anypoint Studio.
•Maintenance product Wealth Management trading / Account and Mast Agreement Documentary System, Salesforce Lightning Web Component (LWC) React.JS /Open-Source Aura Framework.
Java Servlet and Tomcat Servlet with WebAPI2.0, Salesforce Sales Cloud / Marketing cloud/Service Cloud.
•Environment: SFDC ForcePage, Apex, Lightning Web Component, Visualforce, Java Servlet and Tomcat Servlet with WebAPI2.0 on Salesforce Sales Cloud and Service cloud
12/2015 – 12/2016 Deutsche Bank Salesforce Architect Jersey City NJ
•Designed and implemented wealth management system with Salesforce CRM product for accounts money transfer validation and Anti-Money Laundering (AML)
•Used SFDC Force Page, Apex, Visualforce, Sales Cloud/Lightning Web Component, SFDC workflow and Web-service/Force.com REST API. (inbound Webservice and outbound Webservice)
Used IBM MQ and Java Servlet and Tomcat Servlet host the web service.
•implementation of Salesforce workflow Batch Apex and Schedule Apex for accounts money transfer validation.
•Environment: Salesforce Sales Cloud and Service cloud
05/2014 – 12/2015 Bank of America Salesforce Architect, Work location: Pennington NJ
•Designed and implemented wealth management system with Salesforce CRM product for marketing lead. Open accounts. Used: Used SFDC ForcePage, Apex, Sales Cloud/ Lightning Component, Visualforce, SFDC Webservice
•Designed and implemented CDOL (Client Document Online) in Salesforce Lightning a research project for Mobile device
•Designed and implemented Advanced Telephony Platform (ATP) Connects System with Lightning Web Component, the ATP include Outlook and Telephony (CTI) Integration with Salesforce CRM product (SFDC Call Center Model), Remote call control, Call notification, VOIP, audio/video conferencing and Instant Messaging, trading chat.
•Environment: Salesforce Service Coud, LWC/ Apex, Visualforce/JavaScript/HTML5, SQL database MuleSoft
04/2013 –05/2014 JP Morgan Chase Bank Salesforce Architect Manhattan Plaza, New York and Tampa FL
•Led a team of cloud architects to enhance existing Chase Credit Card Account On-boarding Application.
•Used: Used Salesforce Cloud ForcePage, Apex, Visualforce, SFDC Webservice.
•JavaScript/HTML/Angular JS/jQuery.
•Designed and implemented Chase On-boarding/ transaction Anti-Money Laundering (AML) Application.
•Used: C#/ASP.NET, JavaScript/HTML/Angular JS/jQuery and Web service WCF as middle-ware.
•Designed and implemented payment transaction use Blue wolf ESI (Enterprise salesforce Integration)
•Used: WPF/C#/ Oracle database and Toad for Oracle, Salesforce (CRM). Write SQL queries, stored procedures, triggers, Package and function.
•Environment: Salesforce (CRM), C#/WPF/WCF, ASP.NET, JavaScript/HTML/Angular JS/jQuery .NET framwork3.5/4.0/4.5/5.0, Microsoft Enterprise Library, Oracle database on Service cloud and Commerce Cloud
12/2009 – 04/2013 Deutsche Bank Salesforce Developer Jersey City NJ
•Designed and implemented Deutsche Bank Trading voice system with Salesforce CRM product (SFDC Call Center Model), Remote call control, call notification, VOIP, audio/video conferencing and Instant Messaging, trading BPM, MS WF and Automation work follow. Integration with Tibco EMS Message
•Used SFDC ForcePage, Apex, JAVA, Visualforce, SFDC Webservice.
•Used Tibco EMS Java framework
•Convert SAP – Date Model to SFDC Data Model.
•Designed and implemented a MS Outlook Plug-In integration with JIRA application for bug tracking system.
•Used: C#/WPF, ASP.NET, JavaScript, jQuery.
•Develop the MS Excel, WinForms and IE browser data transfer UI automation system.
•Without change application source code to integrates the application, use the MS_UI Automation .NET framwork3.5/4.0. WPF, MVC3.0 MS Excel Object Library.
•Designed and implemented a dB Atlas website, integration with JIRA application for bug tracking system,
•Used: Design patterns MVP, Dynamic Date, Linq2SQL, ASP. Net/C#/framwork4.0, Silverlight, HTML5 and CSS3, jQuery, WCF. SQL Server.
Environment: SFDC ForcePage, Apex, JAVA, HTML5, JavaScript, jQuery. C++/C#/WinForms/WPF, MS UI_Automation.NET framwork3.5/4.0. WPF, Microsoft Enterprise Library, SQL Server, ADO.NET, and LINQ, MS Excel Object Library. MVVM /NVC/MVP,
02/2007 – 12/2009 Merrill Lynch Senior Developer
•Develop and enhance the real-time data ticker plant and order management trading GUI application CRM reporting (Salesforce).
•Developed the RUDP Socket Order System.
•Used: C++/C#/WinForms/WPF, Salesforce (CRM).
•Analyzed Private Client’s new Business requirements and implemented new functionality to the Global Private Client Trading (GPCT) System and Portfolio Management System.
•The GPCT System integrates with the Wealth Management Workstation (WMW) applications and Advanced Telephony Platform used by Merrill Lynch Advisory branch offices. Used: C++/C#/ WinForms/ Salesforce (CRM).
•Designed and implemented Advanced Telephony Platform (ATP) Connects System with the trading workflow, the ATP include Outlook and Telephony (CTI) Integration with Salesforce CRM product (SFDC Call Center Model), Remote call control, Call notification, VOIP, audio/video conferencing and Instant Messaging, trading chat.
•ATP used by Merrill Lynch Advisory branch offices of 3000 professional brokers and investment advisors.
Environment’s ForcePage, Apex, C#/C++/Win32API, ASP.NET, XML/XSLT, Web service, SQLserver2005, Salesforce CRM, Windows XP/ Windows Vista
05/2006 – 02/2007 AVAYA Inc. Senior Developer
•Developed and integrated Avaya’s software telephone with SFDC Call center solution CTI framework Build the Installation and configuration package with salesforce.com AppExchange products.
•Used SFDC ForcePage, Apex, JAVA, Visualforce, SFDC Webservice.
•Converted Avaya’s software telephone system from Visual C++6.0 (MFC, ActiveX, COM/DCOM) to .NET. 2.0.
•Developed and integrated Avaya’s software telephone system (Citrix version) with Citrix Presentation Server 4.5.
•Designed and implemented components for the telephone system.
•Designed and implemented Avaya’s “Web Click to Call” telephone dialing components. Used: IP, C#, .NET ASP.NET.
•Lead a team of 3 developers, builders and testers.
Environment: SFDC ForcePage, Apex, Integrated C#.NET class modules (managed .NET modules) and VC6.0 COM modules co-exist. C#.NET, ASP.NET, ADO.NET, VB.NET, SQL Server2000 databases, Web server.
12/2004 – 05/2006 Franklin Electronic Publishing, Inc. Technical Architect
•Managed the implementation of the Japanese Seiko Dictionary Data conversion system.
•System converts SGML Documents to XML Documents.
•Used: Linux/ UNIX C MS XML4.0 SDK, XSL.
•Design and implemented E-Books Web Server system, integrating with Franklin Dictionary to E-Book
•Used: ASP.NET, C#.
•Design and implemented E-New/E-Book Content Management System
•Used: ASP.NET, C#.
Environment: Linux/ UNIX C++, MS XML4.0 SDK, XSL, DTD, C# .NET, ASP.NET, under UNIX/Linux and Windows XP
5/04 – 12/04 Checkpoint Systems, Inc. Sr. software Developer
•Designed and implemented intellectualized Radio Frequency (RFID) Library Circulation Secure System.
•Converted existing VB 6.0 system to .NET, utilizing UNICODE.
•Managed and executed the project plan; tracking and reporting project status and costs.
•Designed and implemented Web Services, Web Server system, integrated with the RFID Library Circulation Secure System and Crystal Reports System.
Environment: Integration of VB.NET class modules (managed .NET modules) and VC6.0 COM modules (Visual C++, MFC, ActiveX, COM/DCOM unmanaged modules) so they co-exist. C# .NET, ASP.NET, ADO.NET, VB.NET, SQL Server2000 databases, Web server, ASP, XML, IIS, FTP, TCP/IP Socket communication under Windows XP/2000.
01/1999 – 5/2004 Siemens’ Corporate Research, Inc. Project Leader
•Responsible for all Siemens products: internationalization and localization (Japanese).
•Managed products’ internationalization and localization, scope definition, planning and control.
•Managed and executed the project plan.
•Managed and coordinated the project’s local and international team resources.
•Tracked and reported project status and costs.
•Designed and implemented Motion-Control PLC System (electronic and software motor control), utilizing TCP/IP and securities account database to control the PLC.
•Worked closely with cross functional researcher’s team and lead a team of developers, builders and testers.
Environment: C#, .NET ASP.NET, ADO.NET, VB.NET, JAVA, Web Services (WSDL, XSD, SOAP), MS SQL Server 2000, Oracle8i, /PL_SQL. Visual C++ (MFC, ActiveX, Direct X, COM/DCOM, Web server, ASP, XML) & VB, under Windows 2000/XP, TCP/IP, securities account Database, MS-ACCESS database.
03/1995 – 01/1999 INTELLIGENT VISIONS & IMAGE SYSTEM Inc, Tokyo, Japan Project Leader
•Responsible for Developed CAD CEUS/CAE for UNISYS, Inc, migration CAD CEUS/CAE from Unix C++ to VC++ on PC.
•Designed and implemented 3D auto mesh generator programming for the CAD CEUS/CAD/CAE, end-user for Japan TOYOTA Inc.
Environment: Visual C++/ SDK/MFC (PC version); C/C++ (UNIX Version), FORTRAN under Sun UNIX and HP UNIX.
09/1990 – 03/1995 JAPAN NIKKEI INFORMATION SYSTEMS Inc, Tokyo, Japan
Software Developer at Nikkei CAD/CAE department
•Responsible for Developed 3D modeling AutoCAD application for CAE simulation.
Environment: MS-C, Auto-Lisp, High-c386, Visual C++/ SDK/MFC
09/1987 – 09/1990 NORTHEAST ENERGY INDUSTRY UNIVERSITIES, Jilin, China Teacher
•Taught C language/AutoCAD/CAE to college students.
Environment: C / DOS and UNIX
Education:
•MS, Computer Engineering; Dalian University of Technology 1995.09~1997.07
•BS, Mechanical Engineering; Qingdao University of Chemistry Institute 1978.09~1982.07
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