Salesforce CRM Lead (Financial Services)

TL;DR

Salesforce CRM Lead (Fintech): Owning and leading the CRM strategy and architecture for insurance clients, focusing on Salesforce customization, development, and integration with core systems. Focus on ensuring compliance with industry regulations, data governance, and leveraging expertise in Apex, Visualforce, and Lightning Web Components.

Location: Onsite in New York, NY

Salary: $118,650–$139,992 per year

Company

hirify.global is a global business and technology transformation partner, helping organizations accelerate their dual transition to a digital and sustainable world with 340,000 team members in over 50 countries.

What you will do

• Own the CRM strategy and architecture for financial services and insurance clients.
• Lead Salesforce customization and development efforts.
• Integrate CRM with policy administration, billing, and marketing systems.
• Ensure compliance with industry regulations and data governance.

Requirements

• Expertise in Apex, Visualforce, and Lightning Web Components.
• Strong understanding of Salesforce data models and security settings.
• Experience with REST and SOAP integrations.
• Familiarity with insurance workflows and regulatory standards.
• Must be legally authorized to work in the US.

Culture & Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage.
• Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada).
• Paid time off (12-25 days vacation, company holidays, personal days, sick leave).
• Employee assistance programs.
• Opportunities for career shaping and professional growth in a collaborative global community.