Senior Salesforce Technology Lead

Guardian is seeking a Senior Salesforce Technology Lead to drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging Salesforce Financial Services Cloud (FSC). This role will play a critical part in modernizing and transforming our legacy CRM ecosystem, leading the migration to FSC while enabling scalable, secure, and business-aligned solutions. 

This is a hands-on leadership role requiring deep Salesforce expertise, strong architectural acumen, and the ability to lead cross-functional teams and vendor partners to deliver end-to-end solutions. 

You Will 

• Lead the end-to-end transformation from legacy CRM to Salesforce Financial Services Cloud, including architecture, design, and implementation 

• Define and implement scalable Salesforce architectures, leveraging best practices across Sales Cloud, Service Cloud, and FSC 

• Partner with business stakeholders to understand requirements, prioritize initiatives, and translate them into technical solutions 

• Design and deliver industry-specific solutions for financial services, including client onboarding, relationship management, servicing, and compliance workflows 

• Provide technical leadership and hands-on development guidance across Salesforce configuration and custom development 

• Lead and mentor onshore/offshore development teams and external vendors, ensuring high-quality, timely delivery 

• Drive solution governance, standards, and DevOps practices, ensuring alignment with enterprise architecture and security requirements 

• Oversee data migration strategy and execution from legacy CRM systems to Salesforce FSC 

• Manage integrations with upstream and downstream systems (e.g., policy admin systems, data platforms, APIs, middleware) 

• Provide effort estimation, resource planning, and delivery management across multiple concurrent initiatives 

• Collaborate with cross-functional teams including Product, Architecture, Data, Security, and Operations 

• Act as a trusted advisor to business and technology stakeholders 

You Have 

• Bachelor’s degree in Computer Science, Information Systems, or related field 

• 10+ years of Salesforce experience, including Sales Cloud and/or Service Cloud, with increasing leadership responsibility 

• Proven experience leading large-scale Salesforce implementations or CRM transformation programs 

• Strong knowledge or exposure to Financial Services Cloud (FSC) (hands-on FSC experience preferred; equivalent domain exposure acceptable) 

• Financial services industry experience (e.g., insurance, banking, wealth management) 

• Extensive hands-on experience with:  

• Salesforce configuration (flows, workflows, validation rules, security model) 

• Apex (classes, triggers, batch jobs) 

• SOQL/SOSL 

• Integration patterns (REST/SOAP APIs, middleware tools) 

• Experience designing and executing data migration strategies from legacy systems 

• Strong understanding of Salesforce data models, security architecture, and governance frameworks 

• Experience with DevOps tools and CI/CD pipelines in Salesforce environments 

• Demonstrated ability to lead, manage, and mentor distributed development teams (onshore/offshore and vendors) 

• Experience with Agile/Scrum delivery methodologies 

• Excellent communication skills with the ability to bridge business and technical stakeholders 

Preferred Qualifications 

• Salesforce certifications such as:  

• Salesforce Certified Application or System Architect 

• Salesforce Platform Developer I/II 

• Sales/Service Cloud Consultant 

• Financial Services Cloud Accreditation (highly desirable) 

• Experience in CRM modernization or legacy platform sunsetting programs 

• Familiarity with data architecture, MDM, and enterprise integration frameworks 

Location 
Hybrid,

Holmdel NJ, New York NY, Bethlehem PA

Our Promise 
Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards 

We Offer 

• Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way. 

• Competitive compensation package. 

• Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period. 

• Life and disability insurance. 

• A great 401(k) with company match. 

• Tuition assistance, paid parental leave and backup family care. 

• Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent. 

• Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best. 

• Employee Resource Groups that advocate for inclusion and diversity in all that we do. 

• Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability. 

About Guardian 
Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health, and wealth. We help companies take care of their employees. And we help people recover and thrive after unexpected loss. 

 
From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing for our policyholders and customers has guided everything we do. Our dedication to customers has helped us remain one of the most highly rated in client satisfaction and 
financial strength. And as one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at www.GuardianLife.com. 

 
© Copyright 2021 The Guardian Life Insurance Company of America, New York, NY 

#GuardianIT 
Equal Employment Opportunity 
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. 

Salary Range:

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [email protected], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [email protected].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here. 

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.