CRM Architect

5 days ago

Charlotte, United States Columbus McKinnon Full time

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

  • CRM Architect

    3 weeks ago

    Charlotte, United States Columbus McKinnon Full time

    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...

  • CRM Architect

    7 days ago

    Charlotte, NC, United States Columbus McKinnon Full time

    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...

  • Salesforce CRM Architect

    5 days ago

    Charlotte, United States Columbus McKinnon Full time

    A leading industrial solutions provider in Charlotte is looking for a CRM Architect/Manager. The successful candidate will oversee CRM system design and Salesforce optimization, manage user adoption, and lead team initiatives to enhance CRM strategy and performance. Requires substantial CRM management experience and Salesforce expertise. This role offers a...

  • Dynamics 365 Architect Case Management

    6 days ago

    Charlotte, United States Guidehouse Full time

    A consulting firm is seeking a Microsoft Dynamics Architect in Charlotte, NC. The role involves designing and delivering case management solutions, gathering technical requirements, and driving CRM implementations. Candidates must have extensive experience in Microsoft Dynamics CRM and be able to work in a hybrid environment. Competitive compensation is...

  • Dynamics 365 Architect — Enterprise CRM

    2 days ago

    Charlotte, United States Dovel Technologies, Inc Full time

    A leading technology firm is seeking a Microsoft Dynamics Architect to design and deliver case management solutions. The ideal candidate will have over 8 years of professional experience, including 5 years managing enterprise CRM solutions. Responsibilities include gathering technical requirements, driving Dynamics CRM implementations, and developing...

  • HubSpot CRM Solutions Architect

    5 days ago

    Charlotte, United States digitalJ2 Full time

    Overview About Us At digitalJ2, we help B2B companies transform their revenue operations by implementing and scaling HubSpot. Our clients rely on us not just for execution but for strategic, scalable solutions that connect technology, process, and people. As we continue to grow, we’re looking for a HubSpot Solutions Architect to join our team. The Role As...

  • Senior D365 Solutions Architect

    5 days ago

    Charlotte, United States CliftonLarsonAllen Full time

    A leading professional services firm in Charlotte is seeking a Senior D365 Solutions Architect. This role involves designing and implementing Dynamics 365 solutions, with a focus on Customer Insights and CRM. The ideal candidate will have at least 7 years of experience in Microsoft Dynamics 365 and relevant technical competencies. Join a firm that offers...

  • Senior D365 Solutions Architect

    5 days ago

    Charlotte, United States CLA (CliftonLarsonAllen) Full time

    A leading professional services firm is seeking a Senior D365 Solutions Architect to enhance its Enterprise IT team in Charlotte, NC. The candidate should have extensive Dynamics 365 experience, particularly in Customer Insights and CRM, with a solid background in data integration and analytics. This role is critical for driving customer engagement and...

  • CRM Product Owner

    4 days ago

    Charlotte, United States Apex Systems Full time

    Job #: Job Title: CRM Product OwnerDuration: 12 MonthsLocation: Charlotte, NCPayrate: $60.00 – 61.37 /hr Position Summary The Digital CRM Product Owner (PO) is responsible for providing business metric and program analysis, and project support at several different levels. The PO will be assisting the overall CRM team in architecting and developing...

  • CRM Strategy Director

    1 week ago

    Charlotte, United States Charlotte Staffing Full time

    CRM Strategy DirectorOur Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances...