Engineering Manager, CRM Systems

About Our Client

The organization operates in the fintech industry, focusing on addressing the retirement savings gap among American workers. Many employees lack access to employer-sponsored retirement plans, particularly in small and medium-sized businesses. This company provides affordable and accessible retirement benefit solutions, enabling employers to offer employees a path to financial independence. Supported by notable investors, the organization is growing and innovating within the retirement services space.

About the Opportunity

The Engineering Manager, CRM Systems will lead the Salesforce team responsible for supporting Go-To-Market and Customer Support & Operations workflows across the customer lifecycle. This role involves setting technical strategy, leading the design and delivery of scalable CRM solutions, and integrating AI-powered tools to enhance productivity and customer experience. The position is critical for driving operational efficiency and revenue growth through effective CRM system management.

Responsibilities

• Lead, hire, and develop a team of Salesforce administrators and developers.
• Collaborate with Product to define technical strategy and roadmap for CRM systems.
• Deliver scalable solutions supporting GTM and CS&O workflows.
• Enhance platform architecture, testing, observability, and CI/CD processes.
• Establish and maintain team processes such as sprint planning, design reviews, release management, and incident response.
• Identify opportunities to leverage AI tools like Agentforce for improved productivity and outcomes.
• Evaluate build-versus-buy decisions for new capabilities within CRM systems.

Requirements

• Minimum 5 years leading engineering or technical teams within Salesforce.
• Hands-on software engineering background and understanding of architecture, APIs, integrations, testing, and CI/CD.
• Experience with Salesforce Sales Cloud, Service Cloud, CPQ, Flow, Apex, Lightning Web Components, data modeling, security, and integrations.
• Proven ability to establish engineering best practices for development and operational support.
• Experience directing AI coding agents in a professional context.
• Strong communication skills and stakeholder management.
• Bachelor's degree in Computer Science or related field.