Be Part Of A Dynamic Team:

Join a growing financial services organization focused on helping small and mid-sized businesses access lending solutions that support expansion, working capital needs, and long-term success. The technology team is investing heavily in Salesforce, CRM modernization, and AI-enabled workflows to improve internal execution and customer experience. This is a hands-on, collaborative environment where priorities move quickly, communication matters, and technology leaders have direct impact on how the business scales.

What's In Store For You:

This is a direct hire opportunity based in Hauppauge, NY with a hybrid schedule requiring onsite collaboration at least 2 days per week. The role offers direct visibility to executive technology leadership, ownership over high-priority Salesforce and AI-connected initiatives, and the chance to help build a stronger internal Salesforce delivery function. Benefits include comprehensive health, dental, and vision coverage, 401(k) with company match, generous PTO, career growth opportunities, and a collaborative, growth-oriented culture.

How You Will Make An Impact

• Lead Salesforce CRM delivery across prioritized business and technology initiatives, ensuring projects move forward with clear ownership, alignment, and urgency.
• Manage and coordinate a blended Salesforce delivery team that may include internal staff, offshore resources, nearshore resources, developers, QA, and Salesforce administration support.
• Partner directly with technology leadership and business stakeholders to clarify priorities, define delivery schedules, and keep teams accountable to execution.
• Support hands-on Salesforce development and solution design across Sales Cloud, Experience Cloud, CRM workflows, integrations, automation, and user-facing enhancements.
• Help drive Salesforce-related AI initiatives, including practical use of tools such as Einstein, Agentforce, Gemini, Claude, and other AI-enabled business workflows.
• Run or support daily standups, sprint planning, backlog refinement, project updates, demos, and delivery check-ins.
• Improve development discipline by strengthening documentation, code review practices, release coordination, QA alignment, and project timeline visibility.
• Translate lending business needs into scalable Salesforce CRM solutions that improve speed, visibility, and operational efficiency.

Are You A Proven Salesforce CRM Leader Ready To Make An Impact?

• 5–7 years of Salesforce CRM experience, including hands-on development, configuration, solution design, or technical delivery leadership.
• Strong understanding of Salesforce CRM workflows, including leads, opportunities, pipeline management, business process automation, and user adoption.
• Experience with Apex, Lightning Web Components, Visualforce, SOQL, Flow Builder, integrations, and Salesforce platform customization.
• Experience leading or coordinating Salesforce developers, QA resources, admins, offshore teams, nearshore teams, or cross-functional delivery groups.
• Lending experience is strongly preferred; commercial lending, SMB lending, alternative lending, fintech, loan origination, or related financial services experience is highly valuable.
• Practical familiarity with Salesforce AI tools such as Einstein or Agentforce, and comfort working in an environment using AI platforms such as Gemini and Claude.
• Experience working in smaller, fast-moving environments where priorities shift and execution speed matters.
• Strong Agile/Scrum familiarity, including standups, sprint planning, backlog refinement, demos, and delivery tracking.
• Ability to communicate clearly with both technical and non-technical stakeholders.
• Strong sense of ownership, urgency, collaboration, and accountability.
• Salesforce certifications are helpful but not required when supported by strong hands-on experience.
• Experience with Git, CI/CD, DevOps practices, DocuSign, Conga, Slack, Demand Tools/Data Loader, Ocrolus, OwnBackup, or similar tools is a plus.