Salesforce Lead
OSI Digital
Role: Salesforce Lead
Position Type: Full time
Location: Dallas, TX
Roles and Responsibilities
Lead the design, architecture, and implementation of Salesforce solutions across Sales Cloud, Service Cloud, and Experience Cloud. Experience with Data Cloud is a strong plus.
Act as the primary Salesforce solution advisor to business stakeholders, translating business requirements into scalable Salesforce architecture and implementation strategies.
Provide technical leadership and guidance to Salesforce developers, administrators, and integration teams across onshore and offshore delivery models.
Design and oversee implementation using Salesforce declarative capabilities and programmatic development (Apex, Triggers, LWCs, Batch Jobs, Platform Events, Flows).
Define and implement integration architecture with external systems using APIs, middleware, event-driven architecture, and Salesforce integration best practices.
Lead the design and optimization of business processes across Sales, Service, and customer engagement workflows.
Drive Salesforce governance, best practices, code quality, and development standards across the implementation lifecycle.
Collaborate with enterprise architects, product owners, and cross-functional teams to ensure Salesforce solutions align with enterprise architecture and business strategy.
Lead Agile delivery teams, including sprint planning, backlog refinement, architecture reviews, and technical design sessions.
Mentor and coach Salesforce developers and administrators on architecture patterns, development practices, and platform capabilities.
Provide guidance on data architecture, data migration strategies, and data governance within Salesforce.
Oversee Salesforce CPQ implementations, including pricing strategies, price rules, approval processes, and quote lifecycle management (preferred).
Participate in client workshops, solution discovery sessions, and roadmap planning to define long-term Salesforce strategy.
Drive Lightning Experience adoption and migration strategies where applicable.
Ensure alignment with security, compliance, and Salesforce platform governance frameworks.
Skills and Qualifications
10+ years of CRM and enterprise application experience, with 7+ years in Salesforce platform implementations.
Strong expertise across Sales Cloud, Service Cloud, and Experience Cloud solution architecture.
Deep technical knowledge of Apex, Triggers, Lightning Web Components (LWC), SOQL, Platform Events, and Salesforce Flows.
Proven experience in Salesforce solution architecture, enterprise integration design, and scalable platform design.
Experience leading large-scale Salesforce implementations and transformation programs.
Strong knowledge of Salesforce data model design, data migration strategies, and data governance.
Experience with Salesforce CPQ (Advanced Approvals, Price Rules, Quote Configuration) is preferred.
Strong understanding of integration patterns including REST/SOAP APIs, middleware platforms, and event-driven architectures.
Demonstrated ability to lead distributed teams and manage complex delivery environments.
Exceptional stakeholder management, client communication, and presentation skills.
Strong experience with Agile methodologies and delivery frameworks.
Salesforce certifications such as Application Architect, System Architect certifications are highly desirable.
Bachelor’s degree in Computer Science, Information Systems, Business Administration, or equivalent experience.
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