Salesforce Platform Lead

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The Financial & HR Technology team supports the organization's core business systems, Workday HCM/FIN and Salesforce, and owns the architecture, security, integration, and governance of these platforms as the company scales and transforms its revenue operations. As Salesforce transitions from a department-level sales tool to the organization's central CRM, this team is expanding to provide the technical depth and governance structure that shift requires.

We are seeking a Salesforce Technical Lead to serve as the central technical owner of our Salesforce environment. This role goes beyond traditional Salesforce administration: you will architect our security model, data governance standards, and integration strategy as Salesforce becomes the system of record for customer and prospect data across an evolving technical environment.

You will work closely with our technology team to manage data flows between Salesforce and other applications, including our OMS and Workday, and you will partner with our existing Salesforce Administrator, who continues to support day-to-day needs for the Enterprise Sales team, to establish and enforce platform-wide standards.

This is a highly visible, high-ownership role for someone who wants to build a governance and technical function from the ground up rather than maintain an existing one.

• Develop and own the org-wide security model: profiles, permission sets, permission set groups, role hierarchy, sharing rules, and org-wide defaults
• Establish data access governance standards as multiple business units and teams onboard to Salesforce
• Conduct periodic security and access audits

• Define and enforce data quality standards, deduplication processes, and field-level governance
• Partner with the IT team and business stakeholders to determine system-of-record ownership for shared data domains (e.g., employee/org data, customer master data)
• Establish data management policies to support a global, multi-department Salesforce user base
• Ensure platform practices align with relevant data privacy and compliance requirements (e.g., SOC 2, GDPR/CCPA)

• Design, build, and maintain integrations between Salesforce and other systems, including Workday and Fluent
• Own API strategy and middleware usage (e.g., Confluent, Mule Soft, Dell Boomi, or equivalent) for Salesforce-connected systems
• Partner with the IT team on bidirectional data flows (e.g., CRM data, order data, Salesforce provisioning, user lifecycle)

• Own the Salesforce release management process, including sandbox strategy, change sets/Dev Ops tooling), and deployment governance
• Define and maintain a data backup and disaster recovery strategy for the platform
• Manage Salesforce license allocation and cost optimization as adoption expands
• Provide technical oversight and mentorship to the Salesforce Administrator, who continues to manage day-to-day Sales team support
• Serve as the escalation point for complex configuration, security, or integration issues
• Support the expansion of Salesforce usage across teams and business units beyond Sales, including training and enablement for new user groups
• Develop scalable admin processes and documentation to support a growing, distributed user base

What We're Looking For

• 7+ years of Salesforce administration/architecture experience, including at least 2 years in a platform-owner or lead capacity (not solely front-line business support)
• Salesforce Advanced Administrator certification required;
  Platform App Builder or Sales Cloud/Service Cloud Consultant certifications strongly preferred
• Demonstrated experience designing security architecture at scale (org-wide defaults, complex sharing rules, permission set groups), not just user and license management
• Hands-on integration experience: REST/SOAP APIs and middleware tools such as Confluent, Mule Soft, Dell Boomi, or similar
• Experience supporting multi-department or global Salesforce implementations
• Strong understanding of data governance principles, including data quality, deduplication, and master data management concepts
• Excellent cross-functional communication skills; ability to work closely with Workday and other systems counterparts

Preferred Qualifications

• Experience working on Salesforce initiatives involving ERP (such as Workday) and/or OMS platforms (e.g., integrations, implementations, enhancements,…