The Role
Manage the Salesforce platform, leading a cross-functional team, setting technical direction, ensuring clean integration, and aligning business strategy with platform priorities.
Summary Generated by Built In
Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
We’re looking for a Salesforce Platform Manager to lead our in-house Salesforce team and take end-to-end ownership of the platform as a core business system.
This role is not about micromanaging tickets or being the smartest admin in the room. It’s about setting technical direction, enabling specialists, and ensuring Salesforce scales cleanly across Sales, Service, and post-sale operations.
Our Salesforce footprint spans:
- Sales Cloud (complex sales motions)
- Service Cloud & Agentforce (support, automation, AI-assisted workflows)
- Salesforce CPQ (high-volume SaaS + complex Enterprise deals)
- Heavy automation and Flow-driven business logic
You’ll lead a team of strong individual contributors with deep domain expertise, and your job is to align them, unblock them, and keep the platform healthy and intentional.
How will you contribute?
- Platform Ownership & Strategy
- Own Salesforce as a long-term platform, not a collection of features
- Set and maintain a clear vision for: Architecture, Automation patterns, Custom vs standard trade-offs, Ensure Salesforce evolves deliberately as the business grows and changes
- Team Leadership
- Lead and grow a cross-functional Salesforce team, including: Functional architects / Flow specialists, CPQ specialists, Admins and developers.
- Create space for specialists to own their domains while maintaining coherence across the platform.
- Establish clear ownership boundaries, decision-making norms, and review practices.
- Technical Direction
- Be hands-on enough to: Review designs, Challenge assumptions, Spot architectural risk early.
- Hands-off enough to: Trust domain experts, avoid becoming the single point of failure.
- Promote consistent patterns across Flows, CPQ, integrations, and data models
- Business Partnership
- Act (or better still, grow your team members into a position where they can act) as the senior Salesforce partner to: Sales / SalesOps, Global Services, Global Support, Revenue Operations / Finance, Legal.
- Translate business strategy into platform priorities.
- Push back on short-term fixes that create long-term fragility.
- Delivery & Operational Excellence
- Balance roadmap work with operational stability
- Ensure: Clean deployments and release management, Sensible technical debt management, Strong documentation and knowledge sharing.
- Establish metrics for platform health, not just delivery velocity
- What Success Looks Like
- Salesforce supports complex business processes without constant firefighting.
- Specialists can move fast within clear architectural guardrails.
- Sales, Support and Service teams trust the system and rely on it.
- New products, pricing models, or service motions don’t require rethinking the entire platform.
- The Salesforce team is seen as a strategic partner, not an order-taking function.
What will you bring?
- 7+ years working with Salesforce in increasingly senior roles
- Experience leading in-house Salesforce teams (not just projects or consultancies)
- Strong working knowledge of: Sales Cloud and Service Cloud, Salesforce automation (Flow-first environments), CPQ concepts and lifecycle impacts (even if not the deepest CPQ expert)
- Experience with CPQ in SaaS or subscription businesses
- Familiarity with, or eagerness to learn, Agentforce, AI-driven service workflows, or advanced Service Cloud features.
- Background working closely with Finance, RevOps, or Legal stakeholders.
- Salesforce Architect or advanced cloud certifications.
- Proven ability to lead senior ICs and specialists.
- Comfortable making - and defending - architectural decisions.
- Able to balance speed, flexibility, and maintainability.
- Knows when to say “not now” and when to invest properly.
- You think in systems and trade-offs, not tools.
- You value clarity, ownership, and sustainable design.
- You respect deep expertise and know how to leverage i
- You care as much about what not to build as what to build.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Top Skills
AI
Cpq
Sales Cloud
Salesforce
Service Cloud
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The Company
What We Do
Smarsh provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries.







