VP, Head of CRM Technology (Salesforce)

About the role

An asset management firm in New York City is seeking a VP, Head of CRM Technology to join their team in Midtown Manhattan. This player-coach role combines hands-on CRM and data architecture leadership with team mentoring, stakeholder partnership, and ownership of the Salesforce ecosystem and related data platforms. Shift: Day; Schedule: Monday to Friday; Hours: Standard business; Setting: Hybrid (at least 4 days onsite).

Responsibilities

• Own the strategy, architecture, and roadmap for the CRM technology ecosystem
• Lead hands-on development and technical oversight across Salesforce and related data applications
• Manage CRM data integrations, including inbound and outbound data flows and enterprise interfaces
• Oversee CRM data architecture, including master data management, warehousing, and analytics platforms
• Partner with senior stakeholders and mentor the CRM development team while coordinating with vendors and business leaders

Qualifications

• 10+ years of experience in CRM or Data Application Development
• Hands-on experience with C#, Python, .NET Core, and SQL Server
• Deep knowledge of Salesforce integration patterns, including REST, SOAP, Bulk API, Platform Events, and CDC
• Experience with Azure App Services, Azure SQL, Microsoft Fabric, ETL patterns, and advanced SQL
• Experience leading technical teams and communicating effectively with executive and senior business stakeholders
• Experience with CI/CD practices across Salesforce environments

Skills

• Salesforce certification
• Exposure to Salesforce Apex, LWC, and Flow
• Background in asset management or hedge fund environments
• Experience with Databricks, Snowflake, Azure DevOps, microservices, job schedulers, or MDM concepts
• Knowledge of portfolio management data and CRM object models