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Lead CRM Developer

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Onsite

Lead CRM Developer

X-Team

Lead CRM Developer

Skills

CRMZoho CRMSalesforceHubspotCustomer.io

19 days ago

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Important information


Contract type:

Freelance / Contract

Location:

United States

Work mode:

Onsite

Published on:

3 October 2026

What they need


This is a contractor role through X-Team

The Mission

Help lead a complete platform migration off Salesforce onto a modern target CRM platform. You will be embedded in the core engineering team owning and executing the end-to-end technical transition—absorbing the existing environment, rebuilding healthcare data pipelines, and executing a seamless cutover before the May 2027 hard deadline without disrupting clinical operations or patient engagement.

The Role

In this high-impact engineering role, you will take complete end-to-end technical ownership of the CRM transition, serving as both hands-on implementer and technical strategist. You will begin by taking over existing custom Apex, Flows, and configurations during an initial overlap with the outgoing lead before leading the architecture, rebuild, and cutover to a new enterprise destination CRM.

  • Salesforce Ownership & Handoff: Take over configuration, custom Apex/Flows, and active integrations in the current Salesforce setup during an initial transition overlap with the outgoing lead.
  • CRM Platform Evaluation & Selection: Analyze business requirements and recommend the ideal target CRM platform (e.g., HubSpot, Dynamics 365, Zoho, Zendesk, or healthcare-specific CRMs).
  • Integration Rebuild: Redesign and re-architect active data syncs connecting the CRM to athenaOne (EHR), JotForm, Vonage, Customer.io, Artera, and internal REST APIs/Webhooks.
  • Migration Strategy & Cutover: Author and execute the end-to-end data migration plan, including field mapping, schema migration, historical data cleanup, cutover execution, and rollback safeguards.
  • Stakeholder & Business Alignment: Partner directly with operations and product leaders to ensure the new CRM drives core business outcomes and patient engagement workflows.

The Must-Haves

  • Deep Salesforce Engineering & Non-Salesforce CRM Breadth: Senior-level background writing custom Apex and Flows alongside proven hands-on experience implementing non-Salesforce CRMs (e.g., HubSpot, Dynamics 365).
  • End-to-End Platform Migration Experience: Proven track record of personally leading and executing at least one full-lifecycle CRM migration off a legacy platform to a new platform.
  • 100% Hands-On Technical Execution: Ability to personally write data pipelines, configure integrations, write custom scripts, and execute schema/data migrations without delegating core execution.
  • Complex Healthcare & API Integration Experience: Hands-on experience rebuilding active data syncs and integrations using REST APIs and Webhooks across multi-system environments (e.g., EHRs like athenaOne, telephony, forms, or messaging platforms).
  • Business & Product Acumen: Track record of evaluating CRM platforms against user adoption, operational efficiency, cost optimization, and core business metrics rather than technical specs alone.

The Bonus Skills

  • Healthcare Domain & EHR Experience: Prior experience integrating CRMs with healthcare ecosystem tools such as athenaOne, Artera, or HIPAA-compliant data pipelines.
  • Multi-Platform Exposure: Hands-on familiarity with healthcare-specific CRMs or enterprise platforms such as Zoho or Zendesk.

Personal Traits

  • Product & Business-Minded: You view engineering through the lens of patient engagement and clinical operations efficiency, evaluating tooling based on long-term business value.
  • Pragmatic Execution & Ownership: You take total personal accountability for cutover success, schema mapping, and rollback safeguards without relying on junior developers.
  • Exceptional Cross-Functional Communicator: You bridge the gap seamlessly between technical integration details and high-level strategy when aligning with operations and product leaders.

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