Architect (Sales, Support, Marketing Cloud)


Portland, ME, US
  • Job Type: Full-Time
  • Function: IT
  • Post Date: 03/26/2021
  • Website:
  • Company Address: 3050 S Delaware St, #202, San Mateo, CA, 94403

About Guideline

Guideline. Helping people save for a better future.

Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.

Job Description

Guideline is looking for an experienced and motivated technical architect to take the ownership of our Sales, Support, and Marketing Cloud applications.

Our first commercial product – Guideline 401(k) – has been doing remarkably well in the marketplace. Following a $80 mil funding round, we work to efficiently and reliably support the increasing business volume and to launch new products.

What will you be working on?

In this position you will be responsible for the entire SFDC technology stack, including configurations, workflows, custom application functionality, integrations, as well as the vision and the roadmap for the future state of the system. Equally importantly, you will serve as a playing coach for the business teams’ super-users to enable their taking over day-to-day admin work so you can focus on moving the application functionality forward.

The Team

Guideline is a technology company. We feature a fully fledged engineering team, which created the majority of technology the company operates on. You will work closely with our technical and business teams distributed across the continental US with the principal office locations in the SF Bay Area, San Diego, Austin, and Portland, ME. This position will report to the Director of Information Technology. 

Detailed Responsibilities

  • Become an expert on how Guideline operates in terms of marketing, sales, on-boarding, account management, and customer support.
  • Perform hands-on configuration of all new and existing functionality including custom objects, page layouts, validations, workflows, process builders, reports/dashboards, and customized applications to support internal and customer-facing Salesforce environments.
  • Build new Salesforce applications for Sales, Service, and Marketing Cloud. For Marketing Cloud, create, test, and deploy email campaigns including personalization and dynamic content.
  • Train the super-users to become system administrators for their respective teams. Assist application users by tracking, analyzing, and solving user problems based on an understanding of business process workflow within the application. Serve as a technical escalation point for the super-users.
  • Assist the super-users in preparing materials and conducting the end-user training sessions, creating user guides, system workflows, and other application documentation, including standard operating procedures (SOPs).
  • Act as a trusted advisor to the CTO in deciding on Salesforce roadmap and strategy. Provide Salesforce platform expertise and architectural governance. Build/maintain a technical SFDC roadmap that supports our business roadmaps as they evolve.
  • Work with team members to develop specifications and technical designs for complex projects using a combination of out of the box features and custom code. Effectively leveraging Salesforce configuration and technical/functional capabilities to meet stakeholder requirements.
  • Keep up to date with Salesforce releases, features, best practices, and the larger ecosystem.
  • Evaluate, recommend, and integrate 3rd party technologies.
  • Maintain an ongoing comprehensive understanding of the cloud-computing ecosystem.

Required qualifications

  • 5 years of designing Salesforce solutions, their administration, configuration, and hands-on development  experience.
  • Application Architect or/and System Architect certification.
  • Marketing Cloud Admin or/and Marketing Cloud Developer certification.
  • Strong communication skills across varying levels of stakeholders, both verbal and written, including the ability to translate technical subject matter to non-technical audiences.
  • Bachelor's CS degree or equivalent combination of education and experience.

Required technologies

  • Detailed knowledge of APEX API’s, Classes, Triggers, Callouts, Events, component life cycle, Visualforce, Lightning Components,  SOQL, SOSL, SQL.
  • Proficiency with Cloud Pages, Smart Forms, Web Collect, Collect Tracking, Email Studio, Social Studio, Journey Builder, Automation studio.
  • Deep understanding of HTML, Javascript, and CSS.

Desirable, but not required qualifications

  • Certified Technical Architect certification
  • Working experience with ETL tooling, products
  • Prior work with OO languages (Java, Python, Ruby, C#, C++, etc.)
  • Knowledge of Google Analytics

More about Guideline

At Guideline, we’re helping people save for a better future.  Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance.  And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.

With over 10,000 clients and billions of dollars in assets under management, in just a few years of operations, we’re well on our way to making smart retirement planning easy for everyone.

We have raised $144M to date with top-tier investors.

Employee Benefits

  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.