CRM Architect
2 weeks ago
Job Summary/Overview The CRM Architect/Manager provides strategic leadership in customer relationship management, initially focusing on architecting and optimizing Salesforce systems and processes. As the role evolves, responsibilities will expand to include team leadership, governance, and broader CRM program management. This blended position is ideal for candidates seeking to grow from a hands‑on technical architect into a strategic manager, driving CRM strategy, adoption, and continuous improvement across the organization. Essential Duties and Responsibilities Architectural Responsibilities Lead CRM system design, architecture, and roadmap development in collaboration with IS, marketing, sales, and customer service teams. Implement and maintain Salesforce configuration changes, including Flows, assignment rules, approval processes, fields, page layouts, record types, apps, actions, and dashboards. Design and develop custom applications using Apex, Lightning Web Components, and Visualforce. Manage integrations with third‑party applications and external systems (e.g., ETL/iPaaS tools, AppExchange apps). Conduct proactive system maintenance including release updates, health checks, and sandbox management. Oversee data quality initiatives, including imports, deduplication, and automation of data processes. Serve as the company's primary point of contact for our CRM vendor (Salesforce). Support marketing automation efforts (e.g., Pardot) and leverage CRM data for targeted campaigns. Managerial Responsibilities Facilitate Steering Committee/CRM Governance meetings with key stakeholders to help drive activities best aligned with company priorities. Manage user roles, profiles, permissions, and license provisioning. Promote user adoption through training, documentation, and communication of platform changes. Monitor CRM usage and identify opportunities to leverage underutilized features. Respond to user tickets, troubleshoot bugs, and deliver system enhancements to improve usability and performance. Lead change management initiatives and ensure effective communication across teams. Stay current with Salesforce releases and industry best practices. Actively engage in the Salesforce community and represent the company at relevant events. Knowledge, Skills, Competencies, and Abilities Strategic mindset with experience aligning CRM capabilities to business goals. Strong problem‑solving and analytical skills. Proficiency in Apex, Visualforce, Lightning Components, and Salesforce APIs. Solid understanding of Salesforce architecture, data model, and security. Excellent communication and stakeholder management skills. Experience with change management, governance, and documentation. Familiarity with marketing automation platforms and CRM analytics tools. Flexibility to collaborate across time zones. Active engagement in the Salesforce community. Demonstrated ability to transition from technical solution design to team leadership and program management. Required Qualifications Bachelor's degree or equivalent professional qualification. 5+ years of CRM management experience, 3+ years with Salesforce specific experience. Salesforce Administrator certification required; Advanced Administrator or Sales Cloud preferred. Experience with Pardot, Einstein AI, and Translation Workbench is a plus. DevOps/Release management experience preferred. Experience in both hands‑on CRM architecture and team/project leadership is preferred. #J-18808-Ljbffr
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CRM Architect
2 weeks ago
Charlotte, United States Columbus McKinnon Full timeCRM Architect Location: Charlotte, NC, US 28277 Job Summary / Overview The CRM Architect/Manager provides strategic leadership in customer relationship management, initially focusing on architecting and optimizing Salesforce systems and processes. As the role evolves, responsibilities will expand to include team leadership, governance, and broader CRM...
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CRM Architect
2 weeks ago
Charlotte, United States Columbus McKinnon Full timeJob Summary/Overview The CRM Architect/Manager provides strategic leadership in customer relationship management, initially focusing on architecting and optimizing Salesforce systems and processes. As the role evolves, responsibilities will expand to include team leadership, governance, and broader CRM program management. This blended position is ideal for...
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CRM Architect
2 weeks ago
Charlotte, NC, United States Columbus McKinnon Full timeJob Summary/Overview The CRM Architect/Manager provides strategic leadership in customer relationship management, initially focusing on architecting and optimizing Salesforce systems and processes. As the role evolves, responsibilities will expand to include team leadership, governance, and broader CRM program management. This blended position is ideal for...
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CRM Architect
1 week ago
Charlotte, NC, United States Columbus McKinnon Full timeJob Summary/Overview The CRM Architect/Manager provides strategic leadership in customer relationship management, initially focusing on architecting and optimizing Salesforce systems and processes. As the role evolves, responsibilities will expand to include team leadership, governance, and broader CRM program management. This blended position is ideal for...
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CRM DATA ARCHITECT- HYBRID
2 weeks ago
Charlotte, United States Compass Technology Full timeCompass Technology is a dedicated internal team for Compass Group delivering enterprise-wide initiatives that support our diverse customer base and enhance our business operations. Our domain encompasses a vast spectrum of opportunities, from hands-on desk support to Cybersecurity, Cloud Engineering, AI, and Modern Application development. We are committed...
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Manager, CRM
2 weeks ago
Charlotte, United States Dimensional Fund Advisors Full timeJob Description: We are seeking a strategic, outcome-focused Manager of CRM and Reporting Platforms to lead a cross-functional team of CRM developers, Product Managers, and Reporting Analysts. This person will be responsible for managing people, aligning priorities with business stakeholders, and driving the maturity of the Microsoft Dynamics 365 and...
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Senior Dynamics CRM Developer
2 weeks ago
Charlotte, United States Lighthouse Technology Services Full time*Remote Contract-to-Hire Opportunity*Lighthouse Technology Services is partnering with our client to fill their Senior Dynamics CRM Developer position! This is a 6+ month contract-to-hire opportunity based in Charlotte and is open to local and remote candidates. This role will be a W2 employee of Lighthouse Technology Services during the contract period....
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Senior D365 Solutions Architect
4 weeks ago
Charlotte, United States CliftonLarsonAllen Full timeOverview CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA, with more than 8,500 people, 130 U.S. locations, and a global reach, promises to know...
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Senior D365 Solutions Architect
4 weeks ago
Charlotte, United States CliftonLarsonAllen Full timeOverview CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA, with more than 8,500 people, 130 U.S. locations, and a global reach, promises to know...
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Senior D365 Solutions Architect
1 week ago
Charlotte, United States CliftonLarsonAllen Full timeOverview CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA, with more than 8,500 people, 130 U.S. locations, and a global reach, promises to know...