Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
As our Salesforce Portal Owner / Developer, you will own the end-to-end client digital journey, focusing on the investor and adviser portals. This role blends Salesforce development, product ownership, UX design, and a rigorous risk-and-compliance discipline, acting as the day-to-day data owner for sensitive client and investor information in a highly regulated environment.
Responsibilities
- Own the end-to-end client digital journey across the investor and adviser portals, including roadmap, UX, and delivery.
- Act as day-to-day data owner for the portal estate, prioritizing data protection under GDPR/UK GDPR and FCA obligations.
- Lead GDPR, security, and regulatory incident management with the DPO and Compliance.
- Build and maintain the portal using Experience Cloud, including Lightning Web Components, Apex, and scheduled jobs.
- Own and maintain complex client-facing financial calculations, ensuring accuracy and testing.
- Own onboarding and application journeys end-to-end, including KYC/AML, document generation, and e-signature.
- Design and continuously improve the user experience for an intuitive, self-service-first portal.
- Maintain the health of the portal estate, including access, login, correspondence, and data quality.
- Lead market and competitor intelligence to inform the product backlog.
- Act as secondary deployer for portal releases under the Architect's DevOps and release model.
- Utilize AI to accelerate delivery and design.
- Partner with the Salesforce delivery partner on the portal rebuild, shaping requirements and providing technical assurance.
- Lead the modernization of portal journeys using existing Salesforce data.
- Support portal DevOps under the architect's design authority.
Requirements
- Strong, hands-on Experience Cloud (Community) development experience with LWC, JavaScript, HTML/CSS, and Apex.
- Proven experience building complex, client-facing financial calculations in Salesforce.
- Hands-on experience safeguarding personal and financial data under GDPR/UK GDPR and FCA obligations.
- Experience managing data-subject requests and handling security/privacy incidents in a regulated environment.
- Hands-on integration of onboarding and application journeys end-to-end.
- Salesforce development experience across Service and Experience Cloud, with Sales Cloud awareness.
- Strong UX and product design skills, including journey design, usability, accessibility, and prototyping.
- Experience with market and competitor analysis for portal and product offerings.
- Experience with AI-assisted delivery and design, including source control, DevOps agents, and AI-generated prototypes.
Skills
- Experience Cloud
- Lightning Web Components (LWC)
- JavaScript
- HTML
- CSS
- Apex
- Salesforce development
- Product ownership
- UX design
- Risk and compliance
- Data protection
- GDPR
- UK GDPR
- FCA obligations
- Consumer Duty
- Data-subject requests
- Incident management
- Onboarding
- Illustrations
- Applications
- Servicing
- Financial calculations
- Valuations
- Payment schedules
- Withdrawals
- Exit/buyback logic
- KYC/AML
- LexisNexis
- Document generation
- E-signature
- DocuSign
- Usability
- Accessibility (WCAG)
- Prototyping
- MFA
- SSO
- DevOps
- Source control
- CI/CD
- AI tooling
- Figma
- Jira
Location
- Hybrid/flexible working
Work Type
- Hybrid
- Flexible working
Experience Level
- Senior
Education Level
- Bachelor's degree in Computer Science, Software Engineering, or a related technical discipline
- Salesforce Certified Administrator
- Salesforce Platform Developer I
- Salesforce Experience Cloud Consultant
Benefits
- Contributory pension
- Ongoing learning and development opportunities
- Opportunities for professional development and career progression
- Access to AI tools
About the Company
- Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities since 2004.
- Manages over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture investment strategies.
- Offers investments to both private (retail) and institutional clients.
- Has over 230 employees committed to improving the world.
- Certified B Corp.
- Signed up to the Principles for Responsible Investment.
- Named a Sunday Times 'Best Place to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals.
- Discrimination of any kind based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
- Aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Actively encourages individuals from various backgrounds to apply.