Senior Salesforce Architect & Delivery Lead

Dynasty Financial Partners; Florida; Hybrid; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Dynasty Financial Partners is seeking a Lead Salesforce Engineer to lead the delivery and evolution of its CRM Platform for RIAs across the Dynasty network. This hands-on leadership role architects, configures, and extends customized Salesforce environments while guiding implementation, QA, data migrations, and integrations.

The ideal candidate has deep Salesforce administration and platform experience, plus strong wealth management context, and the ability to translate advisor workflows into

Qualifikationen

• 5+ years of hands-on Salesforce experience in complex environments.
• Experience with customized or multi-instance Salesforce.
• Direct experience with Practifi or Salesforce FSC.
• Ability to design CRM solutions around end-user workflows.
• Experience leading admins, engineers, or partners.
• Strong ability to deliver CRM implementations on timelines.
• Balancing customization with scalable platform standards.

Aufgaben

• Architect, configure, and support multiple Salesforce instances.
• Design scalable CRM solutions across RIAs.
• Build automation using Salesforce Flow, objects, rules, pages, reports.
• Extend Salesforce with custom development as needed.
• Lead data migrations: export, transform, load, validate.
• Manage CRM components of onboarding and system conversions.
• Lead delivery, QA, and release readiness.

Kenntnisse

Salesforce

Platform architecture

CRM implementations

Team leadership

Data migration

Requirements analysis

Vendor management

Tools

Practifi

Salesforce FSC

Apex

LWC

APIs

Jobbeschreibung

Dynasty Financial Partners is seeking a Lead Salesforce Engineer to lead the delivery and evolution of its CRM Platform for RIAs across the Dynasty network. This hands-on leadership role architects, configures, and extends customized Salesforce environments while guiding implementation, QA, data migrations, and integrations.

The ideal candidate has deep Salesforce administration and platform experience, plus strong wealth management context, and the ability to translate advisor workflows into