CRM Architect

We are looking for a proactive and growth-oriented individual to fill the role of a CRM Architect. In this position, you will be responsible for supporting our VIP and Growth teams by managing the setup, customization, and ongoing maintenance of our CRM platform. The ideal candidate should have a solid grasp of CRM solutions (e.g., Salesforce), possess a strategic mindset to address business hurdles, and serve as a valuable partner in expanding the VIP program and growth-related projects. Your contributions will be crucial in delivering an exceptional experience for our relationship managers, high-value clients, and driving business growth through our CRM system.

Responsibilities

• Act as the lead architect for the CRM platform, overseeing its daily setup, user assistance, and performance optimization.
• Design and personalize CRM elements such as objects, fields, workflows, reports, dashboards, and page layouts to accommodate evolving business requirements.
• Work closely with internal stakeholders to gather insights and transform requirements into CRM solutions that align with growth strategies and VIP initiatives.
• Implement enhancements to improve the usability, efficiency, and accuracy of the CRM platform for the VIP team and broader business functions.
• Uphold high data integrity by establishing validation rules, implementing data governance procedures, and conducting regular audits.
• Provide user training and ongoing support to encourage the adoption of best practices and maximize the utility of the CRM system.
• Monitor system performance, address issues as they arise, and ensure the smooth operation of the CRM platform.
• Stay abreast of emerging CRM capabilities and updates, suggesting innovative solutions that support business growth and VIP services.
• Aid in developing actionable reporting and analytics to assist the VIP and Growth teams in making data-driven decisions.
• Maintain detailed documentation of processes, configurations, and system changes for operational consistency and transparency.

Requirements

Development & Architecture

• Proficient in Apex (classes, triggers, async jobs: Batch, Queueable, Scheduled).
• Strong background in Lightning Web Components (LWC), Aura (maintenance), and contemporary front-end design patterns.
• Thorough understanding of data model design, custom objects, relationships, large datasets, selective queries, and indexing.
• Advanced skills in SOQL/SOSL with a focus on optimizing governor limits.

Integrations & APIs

• Hands-on experience with REST/SOAP APIs, External Services, Platform Events, and Change Data Capture.
• Designing secure integrations with Named/External Credentials, OAuth flows, JWT, mTLS/IP restrictions.
• Familiarity with event-driven architectures (AWS EventBridge, Kafka, Pub/Sub) connected to Salesforce.

Security & Compliance

• Mastery of Salesforce security model including profiles, permission sets, roles, sharing, and restriction rules.
• Knowledge of Salesforce Shield features such as encryption, event monitoring, and field audit trail.
• Experience in PII handling, GDPR compliance, and financial regulations.
• Familiarity with Okta SSO, SCIM provisioning, and session security controls.

Scalability & Performance

• Proven track record in CRM architecture roles (e.g., Salesforce), supporting sales and service functions.
• Designing resilient, scalable solutions in multi-million record organizations.
• Familiarity with transactional integrity, async design, and retry logic.
• Proficient in performance optimization techniques.

Operations & Governance

• Understanding of CI/CD processes (SFDX, Git, scratch orgs).
• Ability to document architecture decisions, ERDs, and integration contracts.
• Experience with logging, monitoring, and error handling in integrations and jobs.
• In-depth knowledge of best practices and platform capabilities in CRM systems.

Soft Skills

• Strong problem-solving abilities to translate complex business requirements into viable solutions.
• Excellent communication and collaboration skills to engage effectively with cross-functional stakeholders.
• Self-driven with the capability to manage multiple priorities in a dynamic, fast-paced environment.

Nice to Have

• Experience in quality assurance and system testing.
• Background in supporting high-value client segments like VIPs, with an emphasis on B2C sales and account management within industries such as iGaming, fintech, or cryptos.
• Familiarity with integrating communication platforms like SMS, WhatsApp, or Telegram.
• Hands-on experience with Salesforce platforms or relevant certifications such as Salesforce Administrator, Advanced Admin, or App Builder (preferred but not mandatory).