Lead Salesforce Engineer
Core
Architect, configure, and support multiple customized Salesforce instances while designing scalable CRM solutions for a wealth management firm.
Role type
Lead Salesforce Engineer (CRM Architecture & Implementation)
Builds
Scalable CRM solutions, automation, custom integrations, and data migration pipelines.
Domain
Financial Services / Wealth Management / RIA
Required skills
Salesforce declarative development, Apex, Lightning Web Components, data migration leadership, team leadership, project scoping, vendor management, QA standards, system conversion.
Preferred skills
Salesforce Advanced Admin, Platform App Builder certification, wealth management domain knowledge, fintech experience.
Technologies
Apex, Flow, Lightning Web Components, Salesforce API, Cloud CRM.
Responsibilities
Architect and configure customized Salesforce instances; build automation and custom functionality; lead data migrations and system conversions; manage external vendors and implementation teams; scope requests and oversee QA/release standards; mentor Implementation Specialists.
Seniority
Senior, hands-on IC with leadership responsibilities
