Lead Salesforce Engineer

Vaco; Saint Petersburg (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonuses

Medical insurance

Dental insurance

Vision benefits

401(k) retirement plan

Job summary

Vaco Recruiter Services is seeking a Lead Salesforce Engineer for a wealth management firm to own the delivery and evolution of its RIA CRM platform. The role is hands-on, overseeing architecture, configuration, and extensions while managing implementations, QA, data migrations, integrations, and external developers.

You will mentor Implementation Specialists, lead vendor relationships, and drive projects from planning through production, ensuring documentation and release standards are met.

Qualifications

• 5+ years hands-on Salesforce in declarative development and admin.
• Experience with customized or multi-instance environments.
• Direct experience with Practifi or Financial Services Cloud on Salesforce.
• Experience leading admins, implementation specialists, or outside developers.
• Proven delivery of client-facing implementations on committed timelines.

Responsibilities

• Architect, configure, and support multiple customized Salesforce instances; design scalable CRM solutions balancing firm-specific needs with platform standards.
• Build automation and functionality via Flow, custom objects, validation rules, Lightning pages, reports, and dashboards; extend with custom development where needed.
• Build and maintain CRM integrations; lead data migrations (export, transformation, validation, loading, reconciliation).
• Lead CRM onboarding and system conversion projects from scope to production.
• Scope requests, plan and oversee the implementation team, and own QA and release standards.
• Manage external Salesforce vendors to scope, timeline, quality, and budget; track risks and communicate status.
• Maintain documentation standards; mentor Implementation Specialists and grow the CRM capability.

Skills

Salesforce

Leadership

CRM Architecture

Data Migrations

Integrations

Tools

Practifi

Financial Services Cloud

Job description

Wealth management firm seeks a Lead Salesforce Engineer to own the delivery and evolution of its RIA CRM platform. Hands-on leadership role: architecting, configuring, and extending customized Salesforce environments while overseeing implementation, QA, data migrations, integrations, and outside developers.

Responsibilities

• Architect, configure, and support multiple customized Salesforce instances; design scalable CRM solutions balancing firm-specific needs with platform standards.
• Build automation and functionality via Flow, custom objects, validation rules, Lightning pages, reports, and dashboards; extend with custom development where needed.
• Build and maintain CRM integrations; lead data migrations (export, transformation, validation, loading, reconciliation).
• Lead CRM onboarding and system conversion projects from scope to production.
• Scope requests, plan and oversee the implementation team, and own QA and release standards.
• Manage external Salesforce vendors to scope, timeline, quality, and budget; track risks and communicate status.
• Maintain documentation standards; mentor Implementation Specialists and grow the CRM capability.

Requirements

• 5+ years hands-on Salesforce, deep in declarative development and admin across complex environments.
• Experience with customized or multi-instance environments.
• Direct experience with Practifi, Financial Services Cloud, or a comparable financial services platform on Salesforce.
• Experience leading admins, implementation specialists, or outside developers.
• Proven delivery of client-facing implementations on committed timelines.

Preferred

• Wealth management, RIA, or fintech experience; Salesforce Advanced Admin / Platform App Builder certification.
• Apex, LWC, or API/custom integration experience.
• Experience leading data migrations and system conversions.

• The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.