Company Description

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.

Real impact – We help doctors help patients.

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.

Job Description

We 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 Team 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?

Directly responsible for running the CRM team: Developers, Admins, and Support

Designs ownership and accountability models so the right person owns the right problem — bugs, platform work, and business requests are assigned based on expertise and capacity

Maintains visibility of all open issues across Support and Sprint boards

Works with Head of CRM to identify skill gaps and propose training or hiring plans

Organises knowledge sessions on platform capabilities, architecture patterns, and tooling

Drives code reviews, technical documentation, and engineering best practices

Maintains up-to-date team capacity across all Sprint cycles

Governs capacity allocation across three work stream types: Business Requests, Bug tickets, and Technical / Platform tickets

Collaborates daily with Project Managers to refine, prioritise, and execute the Salesforce backlog

Participates in all Scrum ceremonies: Sprint Planning, Refinement, Daily Stand-up, Review, and Retrospective

Owns the Retrospective — facilitates the session, captures actions, and follows up on outcomes

Translates business requirements into well-scoped technical solutions and user stories

Proactively surfaces blockers, dependencies, and technical debt to stakeholders

Accountable for all solutions reaching Production as aligned by PMs

Sets and upholds quality standards across the full delivery lifecycle: design, build, test, and release

Reviews all significant solution designs before development begins — ensuring scalability and best practices

Challenges scope where technical risk or debt is underestimated, proposing well-reasoned alternatives

Platform Roadmap

Co-owns the CRM platform roadmap alongside the Head of CRM and Product Managers

Presents roadmap proposals and technical trade-offs to Head of CRM and stakeholders

Tracks Salesforce seasonal releases; proactively assesses impact and opportunity for DocPlanner

Drives cross-market platform standardisation — identifying where fragmented solutions can be unified into scalable, reusable architecture

Partners with IT, data, and business teams on cross-platform integrations





Owns the documentation and assignment logic for all Salesforce platform permissions

Oversees Salesforce org health: configuration, security model, data integrity, and performance

Technical Leadership & AI Innovation

Designs and oversees scalable solutions across Sales Cloud or Service Cloud, and other Salesforce products

Leads the design and deployment of agentic solutions: autonomous AI agents, prompt templates, agent actions, and orchestration flows

Defines 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 asked

Architects 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 channels

Owns 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 stages

Evaluates new Salesforce features, AppExchange products, and third‑party tools for relevance and adoption

Defines and enforces coding standards, governance frameworks, and CI/CD deployment processes

CRM Migrations

Lead end-to-end CRM migration projects — from legacy systems or HubSpot into Salesforce including data mapping, cleansing, transformation, and validation

Partner with data and analytics teams to ensure referential integrity, historical data preservation, and zero-downtime cutovers

Document migration runbooks and own post-migration hypercare phases

Qualifications

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 Platform App Builder

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.

What to Expect from Our Hiring Process

We like to keep things transparent and efficient! Here’s what the process usually looks like (though it might vary slightly depending on the role):

Intro Chat – A first call with our Talent Partner Ashleigh Hill to explore mutual fit around relevant skills, value alignment, and motivation.

Hiring Manager Interview – A deeper conversation about your background, aspirations, and experience with Denisa Cekrezi and your potential manager in this role.

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.

Team Coffee & Chat! – An informal discussion with your future work besties!

Final Interview – A final conversation with another stakeholder from our Integral Salesforce Team.

Why You’ll Love It Here

Global Benefits

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 In

At 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 our Glassdoor to 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.

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📌 Salesforce Team Lead (Laza)
🏢 Docplanner
📍 Laza