CRM Engineer (Salesforce)

Picton Mahoney Asset Management•Toronto, ON

3d•CA$100,000 - CA$110,000•Hybrid

About The Position

At Picton Mahoney Asset Management (PICTON Investments), we are seeking a hands-on Salesforce professional to join our sales technology team as a CRM Engineer. This role is crucial for growing our CRM engineering capability. You will work directly within our Salesforce environment, focusing on building flows, configuring objects, writing Apex code, and maintaining essential integrations that support our sales and service operations. This is a practical, build-focused position where you will collaborate with sales leaders, operations teams, and business stakeholders to translate operational challenges into scalable Salesforce solutions across Sales Cloud, Service Cloud, and Financial Services Cloud.

Requirements

A technically capable builder with solid Salesforce fundamentals.
Solid foundation in Salesforce administration and configuration, with building confidence in development.
Understanding of how CRM systems connect to real business processes.
Ability to work with non-technical stakeholders to get things built right.
3–5 years of hands-on Salesforce experience, ideally in a sales-focused or financial services environment.
Salesforce Administrator certification (Platform Developer I a strong plus).
Ability to gather requirements from business stakeholders and turn them into well-scoped Salesforce solutions.
Comfort working in cross-functional teams alongside sales, operations, and marketing colleagues.
A proactive mindset — you identify problems before they escalate and suggest practical improvements.

Nice To Haves

Experience with Financial Services Cloud (FSC) or regulated industry environments
Exposure to Salesforce Marketing Cloud or Agentforce or Data Cloud or Slack
Familiarity with territory management configuration
Experience presenting solutions or supporting executive demos
Financial services domain knowledge (banking, insurance, or fintech)

Responsibilities

Build and maintain automated workflows using Salesforce Flows, with growing exposure to Apex and Lightning Web Components (LWC).
Configure and maintain Salesforce environments across Sales Cloud, Service Cloud, and Financial Services Cloud (FSC) — managing objects, fields, page layouts, validation rules, and permission sets.
Develop and maintain reports, dashboards, and analytics views that give sales teams and leadership clear visibility into pipeline and performance.
Support the configuration and upkeep of third-party integrations including RingCentral, Riva, and Marketing Cloud.
Participate in requirements gathering sessions with business stakeholders — translating operational needs into documented, actionable Salesforce solutions.
Support UAT cycles, assist with stakeholder demos, and help deliver user training for new features and process changes.
Support data management including imports, deduplication, and data quality governance.
Help migrate workflows and manual processes — including Excel-based reporting — into integrated Salesforce environments.
Maintain technical and workflow documentation, keeping CRM processes clearly documented for the wider team.
Deliver ad hoc reporting and data support for sales leadership and cross-functional business stakeholders.
Explore and begin contributing to AI-driven automation opportunities using Agentforce under the guidance of senior team members.
Support Marketing Cloud-related initiatives that connect sales and marketing engagement within the Salesforce ecosystem.