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.
Learn more about our products here: pro.doctoralia.es
Why join us?
Real impact – We help doctors help patients. Your work truly makes a difference.
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 Tech 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?
Team Leadership
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 Administrator
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant
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. Take this chance to ask anything on your mind—it’s just as much about making sure we’re the right fit for you, too.
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 (Optional) – A final conversation with another stakeholder from our Global Salesforce Team.
References & Offer!
Why You’ll Love It Here
Global Benefits – No matter where you are, you’ll have access to:
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!
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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.
