CRM Marketing / Architect

CRM Architect

Technology & Enterprise Solutions | Senior Leadership Track

Prior experience in construction industry is a strong plus.

Position Summary

The CRM Architect is a senior technical leadership role responsible for designing, implementing, and governing enterprise-wide Customer Relationship Management (CRM) solutions. This individual drives the strategic vision for CRM platforms across the organization, ensures alignment with business objectives, and leads cross-functional teams in delivering scalable, secure, and high-performance CRM ecosystems.

The ideal candidate combines deep technical expertise in CRM platforms (Salesforce, Microsoft Dynamics 365, HubSpot, or equivalent) with strong business acumen, stakeholder management, and an ability to translate complex requirements into robust architectural blueprints.

Key Responsibilities

1. Architecture Design & Strategy

• Define the end-to-end CRM architecture, including data models, integration patterns, and platform configurations.
• Lead the creation of CRM solution design documents, architecture decision records (ADRs), and technical roadmaps.
• Align CRM architecture with enterprise architecture principles, cloud strategy, and technology standards.
• Evaluate and recommend CRM platforms, third-party tools, and vendor products based on business requirements.
• Develop reference architectures and reusable design patterns for CRM implementations.

2. Implementation & Technical Leadership

• Lead and oversee the design and delivery of complex CRM implementations, migrations, and upgrades.
• Provide hands-on technical guidance for development teams on customizations, APIs, and integrations.
• Establish coding standards, best practices, and governance frameworks for CRM development.
• Conduct technical architecture reviews and design walkthroughs with internal teams and vendors.
• Lead proof-of-concept (POC) and pilot efforts for new CRM capabilities and features.

3. Integration & Data Architecture

• Design robust integration frameworks connecting CRM with ERP, marketing automation, data warehouses, and external APIs.
• Define CRM data architecture, master data management (MDM) strategies, and data governance policies.
• Ensure data quality, integrity, and compliance across all CRM-connected systems.
• Architect real-time and batch data flows using middleware platforms (MuleSoft, Dell Boomi, Azure Integration Services, etc.).
• Collaborate with data engineering teams on CRM analytics, reporting, and BI integrations.

4. Stakeholder Engagement & Business Partnership

• Partner with business stakeholders across Sales, Marketing, Customer Success, and Operations to capture CRM requirements.
• Translate business processes and requirements into functional and technical specifications.
• Present CRM architecture strategies to C-suite, board members, and executive steering committees.
• Facilitate workshops, discovery sessions, and design thinking exercises with business teams.
• Act as the primary technical advisor for CRM-related vendor evaluations, RFP responses, and contract negotiations.

5. Governance, Security & Compliance

• Establish and enforce CRM platform governance frameworks, change management processes, and release management practices.
• Ensure CRM solutions comply with regulatory requirements (GDPR, CCPA, SOC 2, ISO 27001, etc.).
• Define role-based access controls (RBAC), data sharing models, and security architecture for CRM platforms.
• Lead CRM platform audits and risk assessments; drive remediation of identified issues.

6. Team Development & Mentorship

• Mentor and coach CRM developers, administrators, and business analysts.
• Lead architecture guilds or communities of practice to drive CRM excellence across the organization.
• Conduct training sessions on CRM platform best practices, new features, and evolving standards.
• Evaluate team skills and recommend targeted training and certification programs.

Qualifications & Requirements

Education

• Bachelor's or Master's degree in Computer Science, Information Technology, Engineering, or a related field.
• Equivalent combination of education and experience will be considered.

Experience

• 10+ years of progressive experience in CRM implementation and enterprise architecture.
• 5+ years in a CRM Architect, Principal Architect, or Lead Architect capacity.
• Proven track record of delivering large-scale CRM programs across multi-cloud and hybrid environments.
• Experience working in Agile, SAFe, or hybrid delivery methodologies.
• Prior experience in regulated industries (Financial Services, Healthcare, Retail, or Manufacturing) is a strong plus.

Certifications (Preferred)

• Microsoft Certified: Dynamics 365 Solution Architect Expert
• PMI-ACP, SAFe Agilist, or equivalent Agile certification