Principal CRM Architect – Salesforce

Role Overview

• Own and govern the Salesforce CRM architecture, including platform boundaries, customization strategy, integration standards, and scalability guardrails
• Define the target-state architecture and oversee implementation of Salesforce Agentforce solutions
• Translate complex business workflows into scalable, secure, and maintainable Salesforce technical solutions.
• Design and implement intelligent agent systems tailored for Enrollment, Placement, Application, and Student Success teams.
• Leverage Salesforce Data Cloud to create unified learner profiles and power AI-driven recommendations.
• Integrate Einstein features (e.g., Next Best Action, Opportunity Scoring, Case Classification) into student support workflows.
• Define architectural patterns and guardrails for productivity features such as Macros, Quick Text, automated emails, and GPA/activity-based triggers.
• Act as the technical lead for coordination with SI and Salesforce, ensuring solution integrity, timely sign-offs, and delivery alignment throughout the entire project lifecycle.
• Guide sprint demos, participate in gap analysis reviews, and validate user stories and change requests throughout the project lifecycle.
• Ensure compliance with enterprise architecture, data privacy, and internal coding/configuration standards.
• Provide technical leadership and mentorship to internal Salesforce admins, developers, and analysts.
• Lead technical workshops, architecture reviews, and training sessions for internal teams and stakeholders.
• Support training design and delivery in partnership with change management and end-user enablement teams.

Requirements

• 15+ years in enterprise CRM platforms, with 8-10+ years operating as a Salesforce Technical / Solution Architect in large-scale environments.
• Demonstrated ownership of Salesforce architecture decisions across multiple teams or programs (not limited to a single project or pod).
• Hands-on architectural experience with Salesforce Service Cloud and production-grade Agentforce or advanced Service Cloud implementations.
• Deep technical understanding of Omni-Channel routing, Einstein Bots, Voice, Service Cloud Voice or other IVR CTI integrations, and Live Chat.
• Strong expertise and experience on integration patterns in Apex, Lightning Web Components (LWC), Salesforce APIs, and automation using Flow.
• Proven experience designing and integrating with third-party systems (CTI, chatbots, LMS, etc.).
• Familiarity with Salesforce data security models, permission sets, and role hierarchies.
• Salesforce Application Architect or System Architect certification required.

Tech Stack

• Cloud

Benefits

• Medical, dental, and vision coverage
• Life insurance, disability, and 401(k) employer match
• Free snacks and drinks in-office
• Generous paid holidays and leave policies, including unlimited PTO
• Additional time off benefits include: volunteer days, parental leave, and a company-wide winter break