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Senior Implementation Manager / Salesforce Solutions Architect

Overview

We are seeking a Salesforce Solutions Architect to serve as Senior Implementation Manager, leading the Implementation Specialists team in a player/coach capacity. This role combines hands-on Salesforce architecture and team management responsibilities.

The Senior Implementation Manager will work directly with senior leadership to ensure high-quality customization, integration, and administration of the organization's CRM Platform. The ideal candidate excels at cross-team collaboration, including with Client Success Managers, Support Desk teammates, and third-party vendors, while delivering scalable and strategic Salesforce solutions.

Key Responsibilities

Leadership & Management

• Supervise and mentor the Junior Implementation Specialist, ensuring successful project execution.
• Manage team resources across weekly sprints for optimal allocation and utilization.
• Lead system conversion projects and new integration implementations with accurate, timely delivery.
• Coordinate with third-party developers, balancing workload across internal and external resources, while managing project timelines and budgets.

Technical Expertise

• Oversee daily customization of multiple Salesforce instances.
• Design and manage complex workflows using Salesforce declarative tools.
• Develop and deploy custom reports and dashboards tailored to CSM requirements.
• Configure integration between Salesforce and external platforms.
• Perform data exports, transformations, and imports between systems.
• Ensure all deliverables align with project scope and quality standards.
• Manage QA processes for all team deliverables.
• Write work item descriptions and document instance changes.
• Stay current on Salesforce releases, recommending new features for adoption.

Collaboration & Communication

• Partner effectively with Client Success Managers and Support Desk teammates.
• Work closely with third-party technology vendors to ensure seamless integration.
• Track and report project resource usage and provide regular stakeholder updates.

Strategic Planning

• Navigate a fast-paced environment with shifting priorities and complex challenges.
• Translate business requirements into actionable Salesforce implementation work.
• Recommend system improvements and feature adoption to enhance organizational outcomes.

Requirements

• 5+ years of Salesforce Administrator experience.
• 3+ years' Salesforce Solutions Architect experience.
• 1+ year of people management experience.
• Proven ability to translate business requirements into Salesforce technical implementations.
• Hands-on experience with Practifi or other financial services ISV Salesforce platforms.
• Proficiency in Microsoft Office (especially Excel).
• Strong knowledge of Salesforce custom objects, flows, triggers, and Lightning components/pages.
• Familiarity with SOQL/SQL.
• Experience in Wealth Management or Financial Services.
• Diligent, detail-oriented, and strategic thinker.

Opportunity

This role is ideal for a candidate ready to step into a leadership position, manage a growing team, and leverage their expertise in Salesforce and Practifi to drive successful implementation projects across a dynamic environment.

We are partnered with a technology first organisation who is growing their portfolio. They are seeking a HubSpot Consultant to help them migrate a division of their organisation onto HubSpot as well as assist with an integration into Salesforce. This remote contract position, with an expected start date of early December, 2025.


Key Responsibilities and Requirements:

- Strong understanding of HubSpot's functionality and integration's with Salesforce.
- Strong Marketing Automation technology skills.
- Excellent communication skills to foster collaboration.
- Ability to analyse and solve complex problems effectively.
- Comfortable in a "Sprint" environment


This role is ideal for a professional who thrives in a collaborative environment and is eager to leverage their expertise to contribute to the team's success.