Salesforce Lead

OSI DigitalDallas, TX
Onsite

About The Position

The Salesforce Lead will be responsible for the design, architecture, and implementation of Salesforce solutions across Sales Cloud, Service Cloud, and Experience Cloud. This role acts as the primary Salesforce solution advisor to business stakeholders, translating business requirements into scalable Salesforce architecture and implementation strategies. The Lead will provide technical leadership and guidance to Salesforce developers, administrators, and integration teams, overseeing design and implementation using both declarative capabilities and programmatic development. They will also define and implement integration architecture with external systems, lead the design and optimization of business processes, and drive Salesforce governance, best practices, and development standards. Collaboration with enterprise architects, product owners, and cross-functional teams is key, as is leading Agile delivery teams and mentoring junior Salesforce professionals. Guidance on data architecture, migration, and governance, as well as oversight of Salesforce CPQ implementations and client workshops, are also core responsibilities. The role also involves driving Lightning Experience adoption and ensuring alignment with security, compliance, and governance frameworks.

Requirements

  • 10+ years of CRM and enterprise application experience, with 7+ years in Salesforce platform implementations.
  • Strong expertise across Sales Cloud, Service Cloud, and Experience Cloud solution architecture.
  • Deep technical knowledge of Apex, Triggers, Lightning Web Components (LWC), SOQL, Platform Events, and Salesforce Flows.
  • Proven experience in Salesforce solution architecture, enterprise integration design, and scalable platform design.
  • Experience leading large-scale Salesforce implementations and transformation programs.
  • Strong knowledge of Salesforce data model design, data migration strategies, and data governance.
  • Strong understanding of integration patterns including REST/SOAP APIs, middleware platforms, and event-driven architectures.
  • Demonstrated ability to lead distributed teams and manage complex delivery environments.
  • Exceptional stakeholder management, client communication, and presentation skills.
  • Strong experience with Agile methodologies and delivery frameworks.
  • Bachelor’s degree in Computer Science, Information Systems, Business Administration, or equivalent experience.

Nice To Haves

  • Experience with Data Cloud is a strong plus.
  • Experience with Salesforce CPQ (Advanced Approvals, Price Rules, Quote Configuration) is preferred.
  • Salesforce certifications such as Application Architect, System Architect certifications are highly desirable.

Responsibilities

  • Lead the design, architecture, and implementation of Salesforce solutions across Sales Cloud, Service Cloud, and Experience Cloud.
  • Act as the primary Salesforce solution advisor to business stakeholders, translating business requirements into scalable Salesforce architecture and implementation strategies.
  • Provide technical leadership and guidance to Salesforce developers, administrators, and integration teams across onshore and offshore delivery models.
  • Design and oversee implementation using Salesforce declarative capabilities and programmatic development (Apex, Triggers, LWCs, Batch Jobs, Platform Events, Flows).
  • Define and implement integration architecture with external systems using APIs, middleware, event-driven architecture, and Salesforce integration best practices.
  • Lead the design and optimization of business processes across Sales, Service, and customer engagement workflows.
  • Drive Salesforce governance, best practices, code quality, and development standards across the implementation lifecycle.
  • Collaborate with enterprise architects, product owners, and cross-functional teams to ensure Salesforce solutions align with enterprise architecture and business strategy.
  • Lead Agile delivery teams, including sprint planning, backlog refinement, architecture reviews, and technical design sessions.
  • Mentor and coach Salesforce developers and administrators on architecture patterns, development practices, and platform capabilities.
  • Provide guidance on data architecture, data migration strategies, and data governance within Salesforce.
  • Oversee Salesforce CPQ implementations, including pricing strategies, price rules, approval processes, and quote lifecycle management (preferred).
  • Participate in client workshops, solution discovery sessions, and roadmap planning to define long-term Salesforce strategy.
  • Drive Lightning Experience adoption and migration strategies where applicable.
  • Ensure alignment with security, compliance, and Salesforce platform governance frameworks.
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