CRM Technical Lead

Role: CRM Technical Lead

Location: Cleveland OH Fulltime Position

Key Responsibilities:

• Own end-to-end technical strategy and implementation for CRM capabilities (customer onboarding, journeys, sales automation, campaigns, support workflows).
• Lead a team of developers to design, develop and deploy robust, scalable and secure software solutions in compliance with enterprise standards
• Translate product goals and customer needs into scalable, high-performance architecture and clean code.
• Collaborate with the product owner and squad members to define stories, tasks, and acceptance criteria.
• Provide hands-on engineering leadership-write code, conduct code reviews, and remove blockers.
• Drive integration with core banking, data lakes, marketing platforms, and third-party CRM solutions.
• Ensure platform security, performance, compliance, and auditability in line with financial regulations.
• Partner with enterprise architecture, data governance, security, and DevOps teams to align with broader tech strategy.
• Mentor engineers in design patterns, test automation, and clean code practices.
• Support release planning, capacity estimation, and iterative delivery through Agile ceremonies.
• Conduct code reviews to ensure adherence to development standards and improve team skills.
• Provide direction and recommendations on solutions for security vulnerabilities
• Represent Security variances in Security Technology review meetings.
• Identify performance bottlenecks and implement solutions to ensure system scalability, reliability, availability.
• Drive high standards for code quality, testing and documentation.
• Provide recommendations for tools and develop plans and strategies to improve overall hygiene for code development, delivery and release practices.
• Continue to develop a culture of modern software development practices.
• Own the applications and operational system tasks associated with the applications.
• Ensure seamless communication between development teams, other departments such as QA, Enterprise Architecture etc.
• Ensure timely delivery and continuous improvement.

Skills:

• Solid experience with Oracle Siebel (25.1 and higher) and exposure / exposure to modern CRM ecosystems (Salesforce, Microsoft Dynamics, Pega, or custom-built platforms).
• Experience with Siebel installation, ecosystem and infrastructure.
• Solid backend engineering experience (Java/.NET/Node.js preferred). Front-end familiarity (React/Angular) is a plus.
• Deep knowledge of integration patterns: APIs (REST/GraphQL), messaging (Kafka/MQ), ETL pipelines.
• Strong Relational Database experience (SQL, Oracle).
• Familiarity with customer data platforms (CDPs), campaign management tools, and personalization engines.
• Strong knowledge of DevOps practices, code management (bitbucket, Gitlab), CI/CD pipelines, containerization (Docker, Jenkins, Kubernetes) and cloud infrastructure.
• Utilized code review tools such as SonarQube.
• Experience with automated testing frameworks such as Cypress, Mocha etc.
• Experience working in Agile squads using Scrum or Kanban.
• Good understanding of CI/CD pipelines, infrastructure as code (Terraform, CloudFormation), and DevOps tools.
• Comfort working with cloud platforms (AWS, Azure, or Google Cloud Platform).
• Financial services or regulated industry experience is a strong plus.

Experience:

• 8+ years of software engineering experience, with at least 2 years in a technical leadership role.
• 7+ years of experience with Oracle Siebel and exposure / experience with modern CRM ecosystems (Salesforce, Microsoft Dynamics, Pega, or custom-built platforms).
• 5+ years of experience with databases such as Oracle, SQL.
• 2+ years of experience in a tech lead role demonstrating leadership and team management skills.
• 5+ years of experience in banking / finance industry.