Technical Lead (Salesforce)

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.