CRM Architect

Responsibilities

• Serve as the primary architect for the CRM platform, overseeing day-to-day configuration, user support, and system optimization.
• Design and customize CRM objects, fields, workflows, reports, dashboards, and page layouts to address evolving business needs.
• Collaborate with internal stakeholders to gather insights and translate requirements into CRM solutions that align with growth and VIP strategies.
• Implement improvements to enhance the usability, efficiency, and accuracy of the CRM platform for both the VIP team and broader business functions.
• Ensure high data integrity by creating validation rules, implementing data governance processes, and conducting regular audits.
• Provide user training and ongoing support to promote the adoption of best practices and maximize the value of the CRM system.
• Monitor system performance, troubleshoot issues, and ensure the seamless operation of the CRM platform.
• Stay updated on emerging CRM capabilities and updates, recommending innovations that support business growth and VIP offerings.
• Support the development of actionable reporting and analytics, enabling the VIP and Growth teams to make data-informed decisions.
• Maintain thorough documentation of processes, configurations, and system changes to ensure operational continuity and transparency.

Requirements

Development & Architecture
• Expert knowledge of Apex (classes, triggers, async jobs: Batch, Queueable, Scheduled).
• Strong experience with Lightning Web Components (LWC), Aura (maintenance), and modern front-end design patterns.
• Deep understanding of data model design (custom objects, relationships, large datasets, selective queries, indexing).
• Advanced SOQL/SOSL with governor limit optimization.


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


Security & Compliance
• Mastery of Salesforce security model (profiles, permission sets, roles, sharing, restriction rules).
• Knowledge of Salesforce Shield (encryption, event monitoring, field audit trail).
• Experience with PII handling, GDPR, and financial compliance.
• Familiarity with Okta SSO, SCIM provisioning, session security controls.


Scalability & Performance
• Proven experience in CRM architecture roles (e.g., Salesforce), supporting both sales and service functions.
• Designing resilient, scalable solutions in multi-million record orgs.
• Experience with transactional integrity, async design, retry logic.
• Skills in performance optimization 


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


Soft Skills
• Strong problem-solving capabilities and the ability to translate complex business requirements into system solutions.
• Excellent communication and collaboration skills to work effectively with cross-functional stakeholders.
• Self-starter with the ability to manage multiple priorities in a fast-paced, dynamic environment.

Nice to Have

• Experience in quality assurance and system testing.
• Experience supporting high-value client segments such as VIPs, with a focus on B2C sales and account management (e.g., iGaming, fintech, or crypto-related industries).
• Familiarity with integrations of communication platforms such as SMS, WhatsApp, Telegram, etc.
• Hands-on experience with Salesforce platforms or certifications such as Salesforce Administrator, Advanced Admin, or App Builder (preferred but not required).