CRM Architect
We are looking for a proactive and forward-thinking individual to take on the role of CRM Architect in support of our VIP and Growth teams. The primary focus of this position will be to manage the implementation, setup, and continuous maintenance of a dedicated CRM system. The ideal candidate will have specialized knowledge in CRM solutions, particularly Salesforce, and be able to strategically solve business challenges while collaborating on the scaling of the VIP program and growth-related initiatives. This role is pivotal in delivering top-notch experiences for our relationship managers and high-value clients, while also facilitating business growth through effective CRM utilization.
Responsibilities:
- Act as the lead architect for the CRM platform, responsible for its day-to-day setup, user support, and optimization.
- Customize CRM components including objects, fields, workflows, reports, as well as page layouts to address changing business requirements.
- Work closely with internal stakeholders to gather insights and translate their needs into CRM solutions that align with growth and VIP strategies.
- Implement enhancements to improve the CRM system's usability, efficiency, and accuracy, benefiting both the VIP team and other business functions.
- Ensure data integrity by establishing validation rules, executing data governance processes, and conducting regular audits.
- Provide user training and continuous support to encourage best practices adoption and maximize CRM system value.
- Monitor system performance, troubleshoot issues, and ensure the seamless functioning of the CRM platform.
- Stay informed on emerging CRM capabilities and updates, offering recommendations on innovations to support business growth and VIP services.
- Support the development of informative reporting and analytics, enabling informed decision-making for the VIP and Growth teams.
- Maintain detailed documentation of processes, configurations, and system modifications to ensure operational stability and transparency.
Requirements:
Development & Architecture:
- Proficiency in Apex programming, including classes, triggers, and async jobs like Batch, Queueable, and Scheduled.
- Solid experience with Lightning Web Components (LWC), Aura framework, and modern front-end design principles.
- In-depth knowledge of data model design encompassing custom objects, relationships, large datasets, selective queries, and indexing.
- Advanced skills in SOQL/SOSL queries with a focus on optimizing governor limits.
Integrations & APIs:
- Hands-on familiarity with REST/SOAP APIs, External Services, Platform Events, and Change Data Capture.
- Designing secure integrations utilizing techniques like Named/External Credentials, OAuth flows, JWT, mTLS/IP restrictions.
- Experience with event-driven architectures linked to Salesforce such as AWS EventBridge, Kafka, Pub/Sub.
Security & Compliance:
- Expertise in the Salesforce security model involving profiles, permission sets, roles, sharing rules, and restriction rules.
- Familiarity with Salesforce Shield for encryption, event monitoring, and field audit trail functionalities.
- Understanding of PII handling, GDPR regulations, and financial compliance standards.
- Knowledge of Okta SSO, SCIM provisioning, and session security controls.
Scalability & Performance:
- Proven track record in CRM architecture roles, particularly in Salesforce, supporting sales and service functions.
- Developing resilient, scalable solutions in orgs with millions of records.
- Competence in maintaining transactional integrity, asynchronous design, and incorporating retry logic.
- Proficiency in performance optimization strategies.
Operations & Governance:
- Understanding of CI/CD processes such as SFDX, Git, and scratch orgs.
- Ability to document architecture decisions, data flows, Entity Relationship Diagrams, as well as integration contracts.
- Experience in logging, monitoring, and error handling for integrations and jobs.
- Thorough knowledge of best practices and platform capabilities in CRM systems.
Soft Skills:
- Excellent problem-solving skills to translate intricate business requirements into system solutions.
- Strong communication and collaboration abilities to effectively engage with diverse stakeholders.
- Proactive individual capable of managing multiple priorities in a dynamic, fast-paced environment.
Nice to Have:
- Experience in quality assurance and system testing.
- Previous exposure to supporting high-value client segments such as VIPs in B2C sales and account management within industries like iGaming, fintech, or crypto.
- Understanding of integrations with communication platforms like SMS, WhatsApp, and Telegram.
- Hands-on experience with Salesforce platforms or certifications like Salesforce Administrator, Advanced Admin, or App Builder (preferred but not obligatory).
