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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Salesforce Portal Owner / Developer - **Company:** Triple Point - **Location:** London, UK - **Contract:** Permanent contract - **Skills:** Artificial Intelligence, JIRA, Cloud Computing, Continuous Integration, Customer Data Management, DevOps, Electronic Signatures, Salesforce.Com, Service Design, Software Engineering, Web Content Accessibility Guidelines, Lexis, Apex Code, Information Technology, Figma, DocuSign, Software Version Control - **Published:** September 9, 2026 - **Apply:** https://www.collegerecruiter.com/job/2856363656-salesforce-portal-owner--developer ## About the Role * Proven experience building complex, client-facing financial calculations in Salesforce (e.g. illustrations, valuations, payment schedules, withdrawals, exit / buyback). * Data protection and regulatory rigour - hands-on experience safeguarding large volumes of personal and financial data under GDPR / UK GDPR and FCA obligations, managing data-subject requests, and handling security and privacy incidents in a regulated environment. * Hands-on integration of onboarding and application journeys end to end - KYC / AML providers (e.g. LexisNexis), document generation and e-signature (e.g. DocuSign), and payments. * Salesforce development across Service and Experience Cloud, with Sales Cloud awareness (FSC preferred). * Strong UX and product design - journey design, usability, accessibility (WCAG), prototyping and design tooling (e.g. Figma). * Market and competitor analysis - benchmarking portal and product offerings and translating findings into a backlog. * AI-assisted delivery and design - source control, DevOps agents and AI-generated prototypes., * Bachelor's degree of Computer Science, Software Engineering or a related technical discipline. * Salesforce Certified Administrator, Platform Developer I and Experience Cloud Consultant - core to this role. * Financial Services Cloud (FSC) exposure - preferred, not essential. * Salesforce DevOps / release experience (source control, CI/CD) to support as secondary deployer. * A recognised data-protection / privacy qualification (e.g. BCS Foundation Certificate in Data Protection, or IAPP CIPP/E). * Financial services / wealth and investment products (e.g. VCTs, ISAs, income or lending products). * Composable / "headerless" front-end patterns and design systems. * Working knowledge of Jira and a controlled change / delivery process. ## Description As our Salesforce Portal Owner / Developer you own the end-to-end client digital journey - the investor and adviser portals and the experiences behind them. You are hands-on in Experience Cloud, building the components and complex financial calculations that power onboarding, illustrations, applications and servicing, and you continually improve the platform. This is a high-trust role: the portals hold significant client and investor personal and financial data in a highly regulated, high-risk part of the business, and you are their day-to-day data owner. It blends Salesforce development, product ownership, UX design and a rigorous risk-and-compliance discipline. During the transformation you steer the partner-delivered rebuild; day to day you own and evolve the live client experience, and remain its in-house owner long after the programme completes., * Own the end-to-end client digital journey across the investor and adviser portals - roadmap, UX and delivery. * Act as day-to-day data owner for the portal estate, treating data protection as first-order - GDPR / UK GDPR and FCA obligations (including Consumer Duty), data-subject requests, retention and access control - and lead GDPR, security and regulatory incident management (containment, remediation and reporting) with the DPO and Compliance. * Build and maintain the portal hands-on in Experience Cloud - Lightning Web Components, Apex and scheduled jobs - across onboarding, illustrations, applications and servicing. * Own the complex client-facing financial calculations - illustrations and valuations, interest / return and payment schedules, withdrawals, and exit / buyback logic - keeping them accurate and well-tested. * Own onboarding and application journeys end to end - KYC / AML (e.g. LexisNexis), document generation and e-signature (e.g. DocuSign). * Design and continuously improve the user experience - journey design, usability, accessibility (WCAG) and prototyping - for an intuitive, self-service-first portal. * Keep the estate healthy - access and login (MFA / SSO), correspondence and notifications, tax / ISA statements, and data quality. * Lead market and competitor intelligence - benchmark peer offerings and feed findings into the product backlog. * Act as secondary deployer for portal releases under the Architect's DevOps and release model, and use AI to accelerate delivery and design (source control, DevOps agents, AI-generated prototypes). During the transformation * Partner with the Salesforce delivery partner on the portal rebuild - shape requirements, acceptance criteria and design, and provide product ownership and technical assurance. * Lead the modernisation of portal journeys - modern, reusable, composable experiences that re-use our existing Salesforce data. * Support portal DevOps (source control, CI/CD), under the architect's design authority., Within the first year: a modernised, benchmarked client journey in delivery; accurate, well-tested financial calculations and a smooth onboarding-to-servicing experience; measurable gains in usability and self-service; and a secure, compliant, well-controlled portal estate (GDPR / UK GDPR and FCA), with clear in-house ownership of the client experience and its data. ## Related Videos - [Building the Next Generation of Software](https://www.wearedevelopers.com/videos/100186-building-the-next-generation-of-software) - [Boost Productivity with AI: Figma & Playwright MCP Workflows - Aris Markogiannakis](https://www.wearedevelopers.com/videos/1768-boost-productivity-with-ai-figma-playwright-mcp-workflows-aris-markogiannakis) - [Improving quality with Agentic AI with Rovo Dev and Xray](https://www.wearedevelopers.com/videos/2005-improving-quality-with-agentic-ai-with-rovo-dev-and-xray) - [Inside Bitpanda's Tech Stack: Scaling a European Fintech Leader - Markus Dorner](https://www.wearedevelopers.com/videos/1979-inside-bitpanda-s-tech-stack-scaling-a-european-fintech-leader-markus-dorner) - [Designing the Future of Human<>Agent Collaboration](https://www.wearedevelopers.com/videos/1447-designing-the-future-of-human-agent-collaboration) - [Collaboration Quantified: Lessons from Open Source Developer Networks](https://www.wearedevelopers.com/videos/1422-collaboration-quantified-lessons-from-open-source-developer-networks) ## Related Articles - [Highest Paying Tech Companies for Developers](https://www.wearedevelopers.com/magazine/220-highest-paying-tech-companies-for-developers) - [Coffee with Developers - Maria Apazoglou - Making AI understandable for all in production](https://www.wearedevelopers.com/magazine/475-coffee-with-developers-maria-apazoglou-making-ai-understandable-for-all-in-production) - [Dev Digest 120 - Apple and peers](https://www.wearedevelopers.com/magazine/455-dev-digest-120-apple-and-peers) - [How We Built a Worry-Free System That Runs for 10+ Years – And What We’d Do Again](https://www.wearedevelopers.com/magazine/751-how-we-built-a-worry-free-system-that-runs-for-10-years-and-what-we-d-do-again) - [Events like RSAC Get You CISOs. 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