CRM Engineer (Salesforce)

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One of Canadas Most Trusted Investment Brands.

AtPicton Mahoney Asset Management (PICTON Investments)being alternative isnt just what we doits who we are.
Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA

With a team of 223 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing over $18.6 billion (May 31 2026)for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking approach.

Were more thaninvestors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.

• Redefine the way investors invest.

• Be humanalways approachable.
• Succeed together one investment at a time.
  

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracy-free environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

AtPICTON Investments youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performance-based bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

Were growing our CRM engineering capability and looking for a hands-on Salesforce professional to join our sales technology team. Youll work directly within our Salesforce environment building flows configuring objects writing Apex and maintaining the integrations that keep our sales and service operations running.

This is a practical build-focused role. Youll partner with sales leaders operations teams and business stakeholders to translate real operational challenges into clean scalable Salesforce solutions across Sales Cloud Service Cloud and Financial Services Cloud.

The expectedannualbase salary for this role is 00 with the final number depending on your experience skills and education.On top of that youll be eligible for our discretionary bonus program.

AtPICTONInvestmentsbeing employee-owned meanswe take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package including profit sharing health and wellness coverage life and disability insurance paid time off and holidays learning and development programs and more many of which are fully covered or subsidized by us.

Youll have the opportunity to learn and lead

• Build and maintain automated workflows using Salesforce Flows with growing exposure to Apex and Lightning Web Components (LWC).
• Configure and maintain Salesforce environments across Sales Cloud Service Cloud and Financial Services Cloud (FSC) managing objects fields page layouts validation rules and permission sets.
• Develop and maintain reports dashboards and analytics views that give sales teams and leadership clear visibility into pipeline and performance.
• Support the configuration and upkeep of third-party integrations including RingCentral Riva and Marketing Cloud.
• Participate in requirements gathering sessions with business stakeholders translating operational needs into documented actionable Salesforce solutions.
• Support UAT cycles assist with stakeholder demos and help deliver user training for new features and process changes.
• Support data management including imports deduplication and data quality governance
• Help migrate workflows and manual processes including Excel-based reporting into integrated Salesforce environments.
• Maintain technical and workflow documentation keeping CRM processes clearly documented for the wider team.
• Deliver ad hoc reporting and data support for sales leadership and cross-functional business stakeholders.
• Explore and begin contributing to AI-driven automation opportunities using Agentforce under the guidance of senior team members.
• Support Marketing Cloud-related initiatives that connect sales and marketing engagement within the Salesforce ecosystem.

What were looking for

A technically capable builder with solid Salesforce fundamentals

You have a solid foundation in Salesforce administration and configuration and youre building confidence in development. You understand how CRM systems connect to real business processes and you know how to work with non-technical stakeholders to get things built right.

You also bring

• 35 years of hands-on Salesforce experience ideally in a sales-focused or financial services environment.
• Salesforce Administrator certification (Platform Developer I a strong plus).
• Ability to gather requirements from business stakeholders and turn them into well-scoped Salesforce solutions.
• Comfort working in cross-functional teams alongside sales operations and marketing colleagues.
• A proactive mindset you identify problems before they escalate and suggest practical improvements.

Nice to have

• Experience with Financial Services Cloud (FSC) or regulated industry environments
• Exposure to Salesforce Marketing Cloud or Agentforce or Data Cloud or Slack
• Familiarity with territory management configuration
• Experience presenting solutions or supporting executive demos
• Financial services domain knowledge (banking insurance or fintech)

Our Commitment to Employees

AtPICTON Investments we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) PICTON Investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave top-up recognition awards semi-annual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.
These offerings are designed to support your career growth well-being and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investments
is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national welcome applications from candidates with diverse experiences globally. Canadian experience is not you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at
.

PICTON Investments
does not accept unsolicited resumes emails calls or any other form of communication from third-party recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Please note: We use AI-assisted tools to support parts of our recruitment process including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.

Please note: We use AI-assisted tools to support parts of our recruitment process including summarizing interview notes aligning candidate profiles with job requirements and initial resume screening. All decisions are made by our hiring team.

Required Experience:

Manager