Salesforce Engagement Manager

Closeloop Technologies; India; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Closeloop Technologies seeks a Salesforce Engagement Manager/Architect to drive a remote Salesforce engagement end-to-end. You will lead architecture, delivery coordination, stakeholder management, and business systems analysis with a focus on CPQ (Steelbrick) and Quote-to-Cash processes.

The role requires 8+ years of Salesforce experience, strong platform knowledge, and the ability to align business requirements with scalable technical solutions while coordinating cross-functional teams.

Qualifications

• 8+ years of Salesforce experience with solution architecture and delivery leadership.
• Strong CPQ (Steelbrick) and Quote-to-Cash experience including pricing, quoting, renewals and order workflows.
• Broad Salesforce platform knowledge: configuration, Apex, LWC, Flows, APIs, data model, security and CI/CD.

Responsibilities

• Act as the primary engagement and solution leadership for Salesforce delivery and decisions.
• Lead end-to-end Salesforce solution design and architecture for scalable, secure implementations.
• Guide CPQ configuration, pricing, quoting, renewals and order workflows, including integrations.

Skills

Salesforce CPQ

Quote-to-Cash

Solution architecture

Agile/Scrum

CI/CD

Apex

LWC

Flows

REST APIs

Security & governance

Education

Salesforce Platform App Builder

Salesforce Platform Developer I

Salesforce CPQ Specialist

Tools

Apex

LWC

Flows

REST APIs

Job description

Job Title: Salesforce Engagement Manager/ Architect

Experience: 8+ years

Location: Remote

Employment Type: Full-time

Role Overview

Lead a Salesforce engagement across solution architecture, delivery coordination, stakeholder management, and business systems analysis. The role requires strong Salesforce platform expertise with particular focus on Salesforce CPQ (Steelbrick) and Quote-to-Cash / Quote-to-Order processes. The individual will translate business priorities into scalable functional and technical solutions while coordinating Business Analysts, Developers, QA Engineers, Release Management, Product Owners, and Administrators.

Key Responsibilities

• Act as the primary engagement and solution leadership point for day-to-day Salesforce delivery, priorities, risks, dependencies, and technical decisions.
• Lead end-to-end Salesforce solution design and technical architecture, ensuring scalable, secure, supportable, and high-quality implementations.
• Lead solutioning for Salesforce CPQ (Steelbrick), including product configuration, pricing, quoting, renewals, quote-to-order workflows, integrations, and related platform enhancements.
• Translate business requirements into clear functional and technical recommendations, solution options, process designs, user stories, acceptance criteria, and implementation approaches.
• Perform business systems analysis as required, including requirements clarification, process analysis, impact assessment, backlog refinement, and acceptance-criteria review.
• Drive solution estimation, sprint planning, architecture reviews, release planning, and delivery governance.
• Coordinate with Business Analysts, Developers, QA Engineers, Release Managers, Product Owners, and Administrators to ensure smooth Agile delivery.
• Review Salesforce configurations, Apex, LWC, Flows, APIs/integrations, data and security implications, and deployment strategies to ensure quality and platform best practices.
• Establish and reinforce Salesforce development standards, security practices, architecture principles, and platform governance.
• Provide technical guidance, architecture oversight, and escalation support for complex enhancements, defects, production issues, and cross-system dependencies.
• Manage stakeholder communication around technical decisions, delivery status, risks, dependencies, anticipated delays, and resolution plans.
• Maintain appropriate architecture, solution, process, and decision documentation.
• Participate actively in sprint planning, daily standups, backlog refinement, sprint reviews, retrospectives, release planning, and other delivery meetings as required.
• Coach and mentor team members through technical guidance, solution reviews, code reviews, and knowledge-sharing initiatives.
• Drive continuous platform improvement by recommending Salesforce capabilities, architectural improvements, and process optimizations.

Required Skills & Experience

• 8+ years of Salesforce experience, including solution architecture and delivery leadership responsibilities.
• Strong hands-on understanding of Salesforce CPQ (Steelbrick) and Quote-to-Cash / Quote-to-Order processes, including product configuration, pricing, quoting, renewals, and order-related workflows.
• Strong Salesforce platform knowledge across configuration, Apex, LWC, Flows, REST APIs/integrations, data model, security model, governor limits, CI/CD, and deployment considerations.
• Strong expertise in Sales Cloud and Service Cloud; Experience Cloud experience is preferred.
• Demonstrated business systems analysis capability, including translating business requirements into clear functional and technical solutions.
• Experience with solution estimation, sprint planning, architecture reviews, delivery governance, and Agile/Scrum delivery.
• Strong stakeholder management, written communication, documentation, facilitation, and problem-solving skills.
• Experience leading and mentoring distributed/offshore Salesforce teams.
• Ability to balance architecture quality, delivery timelines, changing priorities, and cross-functional dependencies.
• Ability to work with a minimum 4-hour daily overlap with U.S. Eastern Time business hours.

Certifications

• Salesforce Platform App Builder
• Salesforce Platform Developer I
• Salesforce CPQ Specialist - Strongly Preferred
• Maintain the required daily overlap with U.S. Eastern Time business hours and be available for standups, sprint ceremonies, and real-time collaboration during the overlap window.
• Work within Agile/Scrum methodology and actively participate in ceremonies appropriate to the role.
• Maintain clear documentation and promptly communicate material issues, risks, dependencies, and anticipated delays.
• Follow applicable security, access-control, confidentiality, privacy, and acceptable-use requirements.
• Adapt to changing priorities and assignments within the scope of the role while maintaining delivery quality.