Software Engineering Leader (Salesforce)

Job Summary We are seeking a Software Engineering Leader to lead our Salesforce engineering team in Phoenix, AZ. This role is responsible for delivering high-quality, scalable CRM solutions that support our enterprise product roadmap and enhance the experience of our financial professionals and clients. As a leader within our Technology organization, you will partner closely with Product Owners, Delivery Coaches, and business stakeholders to ensure timely, efficient delivery of innovative solutions. You will lead, mentor, and develop a team of Salesforce engineers, fostering a high-performing, collaborative environment grounded in Agile principles and continuous improvement. This role plays a critical part in shaping our technical architecture strategy, driving CRM adoption, and aligning engineering efforts with broader business objectives. You will influence both people and technology outcomes, balancing hands-on leadership with strategic vision, while ensuring operational excellence, strong team engagement, and alignment with company standards and goals. Key Deliverables and Responsibilities Deliver high-quality software engineering solutions by collaborating with Product Owners, Delivery Coaches, and customers. Achieve on-time completion of projects aligned with the Enterprise Product Roadmap. Lead team members within the Technology department by conducting regular performance reviews, developing individual career plans, and overseeing recruitment activities. Ensure adherence to company policies and technical standards. Lead Salesforce team members by setting clear objectives, providing ongoing coaching, and facilitating collaboration to drive CRM adoption. Ensure team alignment with company strategies and foster a culture of continuous improvement. Enhance team effectiveness by providing cross-training, monitoring morale through regular surveys, and implementing succession plans. Maintain optimal resource allocation and capacity planning to meet technical and business outcomes within approved budgets. Resolve escalated issues within established SLAs and establish clear structures for high performing teams. Communicate critical updates promptly using the cascading communication model. Collaborate with Technology Leadership, Product Management, and other engineering leaders to drive the vision and evolution of our technical architectural strategy in alignment with the needs of the business and lead the establishment and governance of the architecture road map to support the strategy Promote Agile principles by coaching teams, leading training sessions, and how-to/firsthand examples for the team. Foster transparency, collaboration, and empowerment within the engineering organization and Communities of Practice. Collaborate with peer Software Engineering Leaders, Product Owners, and Technology teams to identify and implement emerging technologies. Advance team training initiatives that align with the Company's strategic vision, tracking progress against defined learning objectives. Represent the department professionally in all company interactions. Communicate organizational goals and project statuses to all relevant stakeholders, ensuring alignment and shared understanding across teams. What We Are Looking For The ideal candidate is a people-first technology leader with Salesforce expertise who combines strong technical acumen, strategic thinking, and leadership to drive execution and long-term innovation. They are an experienced coach and mentor, fostering a collaborative, accountable, and growth-oriented team environment while effectively navigating complexity and communicating across all levels. Thriving in Agile settings, they champion transparency, continuous improvement, and the adoption of emerging technologies to evolve architecture and processes. With a proven ability to lead Salesforce teams, build cross-functional relationships, deliver complex projects on time and within budget, and develop talent through thoughtful workforce and succession planning, they bring a data-driven mindset and clear communication style that ensures alignment and drives meaningful business impact. Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally. You can find more details about our comprehensive benefits package here.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make. Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40. Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/ Work Environments This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.

Recruiting Agencies:

This position is being managed directly by Cambridge's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated. #LI-MM2 #LI-Hybrid At Cambridge, we're not just offering a job — we're inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you'll have everything you need to thrive. Learn more about working at Cambridge here. Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you'll always feel part of something bigger. Discover our culture here.