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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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Vacancy posted 2 days ago
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