About the Role
We are seeking a Systems Engineer with deep expertise in enterprise CRM design, integration, and automation to support our real estate investment, sales, and financial management operations. The ideal candidate will have hands-on experience building scalable Salesforce solutions, integrating into external systems including property management platforms and accounting software, and delivering actionable reporting and analytics frameworks.
Responsibilities:
Architect Salesforce solutions including Sales Cloud, custom objects, complex data models, and junction objects for property lifecycle management.
Lead enterprise integrations between Salesforce and external systems, including property management platforms, accounting software (QuickBooks), and other financial tools.
Design scalable workflow automation frameworks using approval processes, Validation rules, and event-driven logic to streamline operations.
Develop enterprise reporting and analytics frameworks, including dashboards and operational reports to support strategic business decisions.
Translate business requirements from real estate, construction, and financial teams into technical architecture, platform specifications, and actionable solutions.
Align Salesforce data models with financial standards and accounting structures to ensure accurate reporting and compliance.
Establish governance standards and best practices for Salesforce configuration, data management, and integration workflows.
Collaborate with stakeholders to optimize CRM processes for property acquisition, sales, investor tracking, and transaction closing workflows.
Evaluate new Salesforce features, tools, and integrations to continuously enhance the platform’s capabilities.
Requirements
3+ years in Salesforce architecture and enterprise solution design.
Expertise in Salesforce Sales Cloud, data modeling, workflow automation, and system integrations.
Experience with financial systems integration (QuickBooks preferred).
Strong analytical, problem-solving, and communication skills.
Salesforce certifications are a plus.