Salesforce CRM Delivery Lead #3599262
3 days ago
Hauppauge
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., • 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. About us: Axiom Path is a global solutions provider leveraging AI and pre-built analytics to deliver exceptional services across various domains. Our core values (Accountability, Excellence, Integrity, and Community) guide us in providing optimized results and unparalleled service. We are an equal opportunity employer, a SIA-recognized diversity-owned firm, committed to diversity and inclusion.