Salesforce Tech Team Lead

Company DescriptionAt Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries (through brands like ZnanyLekarz, Doctoralia, MioDottore, DoktorTakvimi, and jameda). Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently, so they can focus on what really matters: caring for their patients.Learn more about our products here:pro.doctoralia.esWhy join us?Real impact - We help doctors help patients. Your work truly makes a difference.At scale, yet agile - 3,000+ employees, but still fast, flexible, and hands-on.? Shape the future, sustain growth - Make a difference nowandbuild for long-term success.Job DescriptionWe are building the CRM team that will define how Salesforce powers every patient and doctor touchpoint at DocPlanner. This is not a maintenance role. You will own a product domain end-to-end, shaping how our Sales, Customer Success, or Customer Care teams operate and you will do it on one of the world’s most-used healthcare platforms.We are looking for a Salesforce Tech Lead to own the technical direction of our Salesforce practice and lead a cross-functional team of Salesforce professionals. You will be the bridge between delivery and engineering , partnering closely with Project Managers to prioritize and execute the Salesforce backlog, while driving the adoption of AI-powered automation, and ensuring seamless HubSpot-Salesforce synchronization. A strong background in CRM migrations is essential.How will you make an impact?Team LeadershipDirectly responsible for running the CRM team: Developers, Admins, and SupportDesigns ownership and accountability models so the right person owns the right problem - bugs, platform work, and business requests are assigned based on expertise and capacityMaintains visibility of all open issues across Support and Sprint boardsWorks with Head of CRM to identify skill gaps and propose training or hiring plansOrganises knowledge sessions on platform capabilities, architecture patterns, and toolingDrives code reviews, technical documentation, and engineering best practicesMaintains up-to-date team capacity across all Sprint cyclesGoverns capacity allocation across three work stream types: Business Requests, Bug tickets, and Technical / Platform ticketsBacklog Execution & DeliveryCollaborates daily with Project Managers to refine, prioritise, and execute the Salesforce backlogParticipates in all Scrum ceremonies: Sprint Planning, Refinement, Daily Stand-up, Review, and RetrospectiveOwns the Retrospective - facilitates the session, captures actions, and follows up on outcomesTranslates business requirements into well-scoped technical solutions and user storiesProactively surfaces blockers, dependencies, and technical debt to stakeholdersAccountable for all solutions reaching Production as aligned by PMsSets and upholds quality standards across the full delivery lifecycle: design, build, test, and releaseReviews all significant solution designs before development begins - ensuring scalability and best practicesChallenges scope where technical risk or debt is underestimated, proposing well-reasoned alternativesPlatform RoadmapCo-owns the CRM platform roadmap alongside the Head of CRM and Product ManagersPresents roadmap proposals and technical trade-offs to Head of CRM and stakeholdersTracks Salesforce seasonal releases; proactively assesses impact and opportunity for DocPlannerDrives cross-market platform standardisation - identifying where fragmented solutions can be unified into scalable, reusable architecturePartners with IT, data, and business teams on cross-platform integrationsOwns the documentation and assignment logic for all Salesforce platform permissionsOversees Salesforce org health: configuration, security model, data integrity, and performanceTechnical Leadership & AI InnovationDesigns and oversees scalable solutions across Sales Cloud or Service Cloud, and other Salesforce productsLeads the design and deployment of agentic solutions: autonomous AI agents, prompt templates, agent actions, and orchestration flowsDefines AI adoption strategy within the Salesforce platform - identifying generative AI use cases to augment sales, service, and ops workflows - and drives adoption org-wide, not just implements what is askedArchitects and manages Salesforce Omni-Channel routing, WhatsApp for Salesforce, Live Agent, and Embedded Chat - ensuring seamless handoffs between bots and human agents across all Customer Care channelsOwns the architecture and ongoing health of the Salesforce-HubSpot bidirectional sync, resolving conflicts, aligning with RevOps on funnel handoffs, and designing integration logic across custom objects and lifecycle stagesEvaluates new Salesforce features, AppExchange products, and third-party tools for relevance and adoptionDefines and enforces coding standards, governance frameworks, and CI/CD deployment processesCRM MigrationsLead end-to-end CRM migration projects - from legacy systems or HubSpot into Salesforce including data mapping, cleansing, transformation, and validationPartner with data and analytics teams to ensure referential integrity, historical data preservation, and zero-downtime cutoversDocument migration runbooks and own post-migration hypercare phasesQualificationsWhat will help you thrive?7+ years of hands-on Salesforce experience (Admin + Development)2+ years in a technical lead or team lead role managing Admins and DevelopersProven experience with AI agents, prompt templates, and agent actionsHands-on experience with HubSpot-Salesforce, Slack-Salesforce native sync and/or API-based integrationHands-on experience withOmni-Channel routing, WhatsApp for Salesforce, and Live Agent / MessagingDemonstrated track record of leading CRM migration projects (data mapping, ETL, cutover management)Strong proficiency in Apex, LWC, SOQL, and Flow BuilderExperience with Salesforce DX, Git-based deployment, and CI/CD pipelinesStrong communicator able to align engineering, product, and business stakeholdersHands-on experience withJirafor sprint and backlog management, refining, and tracking tickets through the full delivery lifecycleCertifications (Required or Strongly Preferred)Salesforce Certified AdministratorSalesforce Certified Platform App BuilderSalesforce Certified Sales Cloud ConsultantSalesforce Certified Service Cloud ConsultantSalesforce AI Associate or AI Specialist (strongly preferred)Salesforce Platform Developer I or II (a plus)Salesforce Certified Sharing and Visibility Architect (a plus)Certified Scrum Master (CSM) or Professional Scrum Master (PSM) (a plus)Nice to HaveFamiliarity with HubSpot Operations Hub for advanced sync logicBackground in RevOps, Sales Ops, or Marketing Ops environmentsExperience migrating from legacy CRMs into SalesforceKnowledge of Data Cloud for unified customer profiles and AI groundingExperience withEinstein Bots or Agentforce agentsconnected to WhatsApp and chat channelsFamiliar with Plauti and Rollup HelperWhat We’re Looking ForBeyond the technical skills, we’re looking for someone wholeads by example, someonewho can zoom in on a tricky Apex bug and zoom out to align a quarter’s roadmap with business goals. You bring structure to complexity, communicate clearly across teams, and take genuine pride in both the quality of your platform and the growth of your people.We expect someone who doesn’t wait to be told what matters ,you identify high-value opportunities, define the approach, and bring others along. You’re collaborative, structured, and genuinely invested in growing your team.What to Expect from Our Hiring ProcessWe like to keep things transparent and efficient! Here’s what the process usually looks like (though it might vary slightly depending on the role):1??Intro Chat- A first call with our Talent PartnerAshleigh Hillto explore mutual fit around relevant skills, value alignment, and motivation.2?? Hiring Manager Interview- A deeper conversation about your background, aspirations, and experience withDenisa Cekreziand your potential manager in this role.Take this chance to ask anything on your mind-it’s just as much about making sure we’re the right fit for you, too.3?? Business Case -A take-home exercise incl. a few days’ preparation time, designed to understand how you approach real-life problems. You’ll then walk us through your approach in a collaborative discussion with the hiring manager and the team to discuss your thoughts and findings.4??Team Coffee & Chat! -An informal discussion with your future work besties!5?? Final Interview (Optional)- A final conversation with another stakeholder from our Global Salesforce Team.6?? References & Offer!Why You’ll Love It HereGlobal Benefits -No matter where you are, you’ll have access to:Healthcare insurance - so you can focus on what matters.Wellness that works for you - from gym memberships to mental health support, we’ve got you covered.Time off that counts - whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance.Local Perks -Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave.Career Growth -We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths-whether within your team or through cross-functional projects.A Truly Global Team -Work with talented people from all over the world in a diverse and inclusive environment.? Flexibility That Works for You -Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules. Prefer an office setting? You’re welcome at any of our hubs in Barcelona, Warsaw, Curitiba, Rio de Janeiro, Mexico City, Bogotá, Munich, Rome or Bologna.Please note:At this time, we are not able to sponsor visas for this position. To apply, you must already have the legal right to work in your country of residence or the location of the role.What We Believe InAt Docplanner, our values guide everything we do:Focus on results -we’re here to make an impact.Think like an owner -take responsibility, drive outcomes.?? Keep it simple, keep it lean -smart solutions over complexity.Be respectful and radically honest -openness builds trust.Learn and be curious -growth is part of the job.Don’t just take our word for it-check out ourGlassdoorto hear what our people say!_________________________We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We welcome applicants from all walks of life, regardless of gender, disability, or background, and are dedicated to fostering an inclusive workplace where everyone feels valued and empowered to contribute.

What will help you thrive? 7+ years of hands-on Salesforce experience (Admin + Development) 2+ years in a technical lead or team lead role managing Admins and Developers Proven experience with AI agents, prompt templates, and agent actions Hands-on experience with HubSpot-Salesforce, Slack-Salesforce native sync and/or API-based integration Hands-on experience with Omni-Channel routing, WhatsApp for Salesforce, and Live Agent / Messaging Demonstrated track record of leading CRM migration projects (data mapping, ETL, cutover management) Strong proficiency in Apex, LWC, SOQL, and Flow Builder Experience with Salesforce DX, Git-based deployment, and CI/CD pipelines Strong communicator able to align engineering, product, and business stakeholders Hands-on experience with Jira for sprint and backlog management, refining, and tracking tickets through the full delivery lifecycle Certifications (Required or Strongly Preferred) Salesforce Certified Administrator Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant Salesforce AI Associate or AI Specialist (strongly preferred) Salesforce Platform Developer I or II (a plus) Salesforce Certified Sharing and Visibility Architect (a plus) Certified Scrum Master (CSM) or Professional Scrum Master (PSM) (a plus) Nice to Have Familiarity with HubSpot Operations Hub for advanced sync logic Background in RevOps, Sales Ops, or Marketing Ops environments Experience migrating from legacy CRMs into Salesforce Knowledge of Data Cloud for unified customer profiles and AI grounding Experience with Einstein Bots or Agentforce agents connected to WhatsApp and chat channels Familiar with Plauti and Rollup Helper What We’re Looking For Beyond the technical skills, we’re looking for someone who leads by example, someone who can zoom in on a tricky Apex bug and zoom out to align a quarter’s roadmap with business goals. You bring structure to complexity, communicate clearly across teams, and take genuine pride in both the quality of your platform and the growth of your people. We expect someone who doesn’t wait to be told what matters ,you identify high-value opportunities, define the approach, and bring others along. You’re collaborative, structured, and genuinely invested in growing your team.

At Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries (through brands like ZnanyLekarz, Doctoralia, MioDottore, DoktorTakvimi, and jameda). Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently, so they can focus on what really matters: caring for their patients. Learn more about our products here: pro.doctoralia.es Why join us? Real impact - We help doctors help patients. Your work truly makes a difference. At scale, yet agile - 3,000+ employees, but still fast, flexible, and hands-on. ? Shape the future, sustain growth - Make a difference now and build for long-term success.