Technical Lead, Commercial Systems & Salesforce

Avid Bioservices; Tustin (CA); On-site; USD 124,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) matching

Paid time off

Job summary

Avid Bioservices seeks a Technical Lead for Commercial Systems & Salesforce to own the Salesforce CRM ecosystem. You will drive configuration, development, and integrations with ERP, contract management, PM tools, and BI platforms to enable growth and operational excellence.

You will partner with Business Development, Marketing, Finance, and IT to translate complex sales processes into scalable Salesforce workflows, build dashboards, and ensure data governance across systems.

Qualifications

• Bachelor’s degree and 5–8 years Salesforce/commercial systems experience.
• Salesforce Advanced Administrator and/or Platform App Builder cert preferred.
• 5+ years Salesforce administration and 3+ years development.
• Experience supporting CPQ, pricing models, quote generation workflows, or proposal development.

Responsibilities

• Architect and configure scalable Salesforce solutions for programs, pricing, and contracts.
• Develop Apex, LWC, and Flow-based solutions.
• Build and manage ERP and contract-management integrations.
• Design dashboards and reports for pipeline, revenue, and forecasting.
• Ensure data integrity across commercial and operational systems.

Skills

Salesforce admin

Salesforce dev

Apex

LWC

Flow automation

SOQL/SOSL

CRM governance

Data analytics

Education

Bachelor's degree

Tools

D365 ERP

Contract management

Project management tools

BI platforms

Job description

Looking to join a passionate team dedicated to developing and manufacturing life-saving biopharmaceuticals? Avid Bioservices is a leading clinical and commercial biologics CDMO focused on creating innovative solutions to meet the needs of our clients and improve patient outcomes.

Your Role:

The Technical Lead, Commercial Systems & Salesforce serves as the business owner and technical lead for the commercial technology ecosystem, with primary responsibility for Salesforce CRM. This role partners closely with Business Development, Business Operations, Program Management, Marketing, Finance and IT to ensure commercial processes, data, reporting and system capabilities support organizational growth and operational excellence.

Key Responsibilities:

Salesforce Configuration & Technical Development

• Architect and configure scalable Salesforce solutions including:
  • Custom objects for programs, tech transfer, manufacturing campaigns, and development stages
  • Complex opportunity structures (multi-phase programs, amendments, change orders)
  • Automated approval processes for pricing and contracts
  • Revenue schedules tied to development milestones
• Develop and maintain custom solutions using:
  • Apex classes and triggers
  • Lightning Web Components (LWC)
  • SOQL/SOSL
  • Flow automation
• Build and manage integrations with:
  • ERP systems (e.g., D365)
  • Contract management platforms
  • Project management tools
  • Data warehouses / BI platforms
  • Marketing automation platforms (Account Engagement/Pardot)
• Website forms, event platforms, and lead generation tools
• Ensure data integrity across commercial and operational systems.

Business Analysis

• Partner with Business Development, Strategic Partnerships, Alliance Management, Marketing, Program Management, and Finance to gather and document business requirements
• Support complex CDMO sales processes including:
  • Revenue forecasting tied to clinical milestones
• Translate long-cycle, consultative sales processes into scalable Salesforce workflows.
• Develop and maintain ad hoc and one off Excel based analyses and reports, including:
  • Deal specific revenue, margin, or milestone scenario modeling
  • Executive, Board, or investor driven commercial analyses not yet systematized in Salesforce
  • Reconciliation between Salesforce, Finance models, and operational data sources
• Partner with stakeholders to determine which recurring ad hoc analyses should be produced into standard dashboards or system reports over time
• Optimize lead management processes including lead capture, routing, qualifications, scoring, lifecycle progression, and handoff
• Analyze lead source performance, campaign attribution, account engagement, and conversion metrics to identify opportunities for pipeline growth and process improvement
• Develop dashboards for:
  • Pipeline visibility by modality (mAbs, ADCs, bispecifics, etc.)
  • Forecast accuracy, bookings and capacity demand signals
  • Account-level performance analytics
  • Proposal win/loss analytics
  • Lead generation performance
  • Marketing-sourced and marketing-influenced pipelines
  • Lead-to-opportunity conversion rates
  • Campaign ROI and attribution analysis
  • Digital engagement metrics across target accounts
  • Sales and marketing funnel performance
  • Account-based marketing (ABM) effectiveness

Reporting & Dashboarding

• Design reporting frameworks that support:
  • Long-term capacity planning
  • Revenue projections across clinical phases
• Build executive dashboards for leadership visibility
• Support KPI tracking for Business Development and Strategic Partnerships.
• Establish reporting framework that enables end-to-end visibility from campaign response through opportunity creation, bookings, and revenue realization
• Deliver executive-level reporting that connects marketing investments to pipeline generation, opportunity progression, revenue outcomes, and ROI

Governance, Compliance & Data Security

• Ensure Salesforce architecture aligns with:
  • Regulatory awareness (GxP-adjacent processes where applicable)
  • Audit traceability
  • Data security best practices
• Maintain documentation for system validation support if required
• Support change management and release cycles
• Ensure data governance standards are maintained across Salesforce CRM and Account Engagement
• Manage attribution models, naming conventions, and reporting standards to ensure accurate commercial performance measurement

Minimum Qualifications:

• Bachelor’s degree (B.A.) or equivalent from four-year college or university, plus 5-8 years of relevant Salesforce and commercial systems experience
• Salesforce Certified Advanced Administrator and/or Salesforce Certified Platform App Builder certification preferred.
• 5+ years Salesforce administration experience
• 3+ years Salesforce development experience
• Strong experience with Apex, Lightning Web Components, Flow, APIs, reporting, forecasting and CRM governance
• Experience supporting CPQ, complex pricing models, quote generation workflows, or proposal development development processes preferred
• Life sciences or CDMO experience preferred
• Experience developing marketing attribution models, lead funnel analytics, campaign performance reporting, and ROI dashboards
• Strong understanding of B2B demand generation, account-based marketing (ABM), lead lifecycle management, and CRM-marketing automation alignment

Position Type/Expected Hours of Work:

This role is a full-time onsite position. Days and hours of work are Monday through Friday 8:00 a.m. to 5:00 p.m. unless otherwise stated by Supervisor. The employee must also have the ability to work overtime and/or weekends when necessary.

Compensation:

We offer competitive compensation packages for this role, including a base salary, performance-based bonuses, and comprehensive benefits such as health, dental, and vision insurance, 401(k) matching, and paid time off.

The compensation range for this role is $124,000 - $150,000 annually depending on experience and qualifications. Additionally, we offer opportunities for career growth and development as well as a supportive and inclusive work environment.

Who you are:

• You have a \"bring it on!\" team player approach and an unshakable positive attitude, always ready to tackle anything that comes your way.
• Your written and verbal skills are out of this world, and you communicate with clarity and confidence.
• You have exceptional multitasking skills and an unparalleled attention to detail that ensure the smooth running of everything.
• You are a master at building relationships, capable of establishing connections with anyone, be it team members, clients, vendors, or suppliers.

Physical Demands & Work Environment:

In this dynamic role, expect a blend of regular activities like sitting, standing, and walking, with occasional physically engaging tasks such as lifting objects up to 25 pounds. The work environment might expose you to electrical shocks, toxic chemicals, vibrations, or loud noise levels occasionally. However, reasonable accommodations are available to enable individuals with different abilities to perform effectively, ensuring a supportive and adaptable work setting. Your visual acuity, including close, distance, and color vision, will be essential in navigating through the diverse day-to-day demands of this position.