Role: Technical Lead (Salesforce)
Location: Can be remote in CA
Required to have CA State/Gov experience
Required:
- 3+ yrs of Higher ED experience
- Lead Salesforce implementations in higher education environments.
- Architect solutions using Education Cloud (formerly EDA) for recruitment, admissions, advising, and student services.
Role Summary
The Technical Lead (Salesforce) provides strategic and hands-on technical leadership for the design, implementation, and evolution of Salesforce solutions, with a strong focus on higher education use cases and Education Cloud. This role balances deep platform expertise with product-oriented decision-making, vendor oversight, and cross-functional collaboration to ensure scalable, secure, and integration-aware CRM solutions aligned with institutional goals.
Core Skills
- Salesforce architecture, configuration, development, and customization
- Technical leadership and vendor management
- Strategic thinking and product-oriented decision support
- Integration-aware solution design
Key Responsibilities
Salesforce Platform Architecture & Development
- Design, configure, and customize Salesforce solutions using flows, validation rules, and complex automation.
- Develop scalable, secure data models and permission structures aligned with governance standards.
- Guide Salesforce release management, environment strategy, and DevOps practices.
- Review and validate vendor-delivered technical designs and code.
Education Cloud & Higher Education Solutions
- Lead Salesforce implementations in higher education environments.
- Architect solutions using Education Cloud (formerly EDA) for recruitment, admissions, advising, and student services.
- Ensure compliance with FERPA, data privacy, and institutional data governance requirements.
- Collaborate with academic and administrative stakeholders.
Technical Leadership & Governance
- Lead and mentor Salesforce system administrators and business analysts.
- Establish technical standards, best practices, and architectural guardrails.
- Perform code reviews, solution validation, and quality assurance.
- Translate business requirements into technical direction.
Implementation Vendor Oversight
- Partner with Salesforce implementation vendors.
- Validate vendor solution designs against strategic goals and user needs.
- Ensure deliverables align with internal standards and long-term maintainability.
- Identify technical risks and recommend mitigation strategies.
- Confidently challenge vendor recommendations when misaligned with institutional priorities.
Cross-Functional Collaboration & Communication
- Collaborate with Project Managers on scope, timelines, and dependencies.
- Coordinate with Organizational Change Management teams on adoption and training.
- Partner with service delivery leadership on prioritization and roadmap alignment.
- Evaluate enhancement requests against strategic objectives and technical sustainability.
- Clearly communicate tradeoffs and recommendations.
Integrations & Enterprise Systems
- Apply systems thinking to balance immediate needs with long-term platform health.
- Collaborate with enterprise integration teams.
- Assess integration impacts on CRM design and performance.
Qualifications
- Bachelor s degree in a related field or equivalent experience.
- 7 10 years of Salesforce experience, including large-scale implementations.
- Salesforce certifications demonstrating platform expertise.
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