Director, Software Engineering, Customer Experience Platforms

Are you driven to build and scale platforms that power seamless end-to-end customer experiences

The Director Software Engineering Customer Experience Platforms leads engineering delivery architecture strategy and technical operations across CFA Institutes digital ecosystemincluding enterprise CMS and Salesforce platforms. Youll drive secure scalable and integrated solutions that support content CRM and omnichannel engagement while leading high-performing teams and translating complex business needs into reliable modern engineering outcomes.

This role is responsible for evaluating current (as-is) and future-state (to-be) architectures across CMS and Salesforce ecosystems; ensuring alignment with enterprise architecture standards; enabling personalization and omnichannel engagement; managing engineering risk; overseeing delivery execution; developing digital talent; and ensuring production stability observability and service reliability across customer-facing platforms.

What Youll Do

Platform Strategy & Architecture Leadership

• Lead the architecture development enhancement integration and maintenance of CFA Institutes customer experience platforms including CMS and Salesforce.

• Define and govern a composable digital experience architecture leveraging headless CMS Salesforce platform capabilities and API-first integration patterns.

• Architect scalable secure and extensible solutions enabling personalized omnichannel customer journeys.

• Ensure alignment with enterprise architecture standards integration patterns and security frameworks.

• Conduct as-is and to-be architecture assessments across CMS and Salesforce ecosystems to drive modernization and scalability.

CMS & Digital Experience Platforms

• Own engineering strategy and delivery for enterprise CMS platforms (Acquia/Drupal) including headless and hybrid architectures.

• Enable content lifecycle management publishing workflows localization and multi-channel content distribution.

• Ensure seamless integration between the CMS and various downstream digital channels.

• Support personalization A/B testing and dynamic content delivery capabilities.

Salesforce Platform Engineering

• Lead engineering ownership of Salesforce platform ecosystem (e.g. Sales Cloud Service Cloud Experience Cloud Marketing Cloud as applicable).

• Define and govern Salesforce architecture including data model integration patterns and extensibility strategy.

• Oversee development of custom applications automations and integrations using Salesforce platform capabilities.

• Ensure scalability data integrity security and performance of Salesforce environments.

• Partner with business stakeholders to enable customer lifecycle management engagement and revenue operations.

Integration & Customer Data Ecosystem

• Define and oversee integration strategy across CMS Salesforce identity platforms data platforms and enterprise systems.

• Ensure robust API and event-driven integration patterns enabling real-time customer data exchange and orchestration.

• Oversee identity and access management (SSO OAuth2 SAML) and customer identity resolution.

• Enable customer 360 data architecture in partnership with Data & Analytics teams.

Engineering Delivery & Operational Excellence

• Ensure high-quality delivery of customer-facing digital platforms with strong SLAs and reliability.

• Maintain CI/CD pipelines DevSecOps practices and release governance for CMS and Salesforce platforms.

• Oversee vendors supporting CMS Salesforce and digital experience capabilities and services.

Customer Experience & Commercial Enablement

• Architect solutions supporting customer acquisition engagement retention and monetization models.

• Enable capabilities such as subscriptions customer segmentation campaign orchestration and partner experiences.

• Serve as senior technical advisor for digital experience and CRM-related initiatives.

Data Analytics & Personalization

• Enable telemetry across CMS and Salesforce platforms to support customer behavior analytics and journey optimization.

• Support personalization engines segmentation and campaign performance tracking.

• Evaluate AI/ML use cases for content personalization recommendations and automation.

Talent & Organizational Leadership

• Build mentor and develop high-performing engineering teams including both FTE and vendor resources.

• Drive capability development in platform engineering interoperability standards and modern architecture patterns.

• Foster a culture of accountability experimentation and continuous improvement.

• Collaborate across Product Education Partnerships Security and Enterprise Architecture to ensure shared understanding of technical direction and priorities.

What Were Looking For

• Bachelors degree required; masters degree or equivalent experience preferred.

• 8 years of progressive software engineering and platform experience including enterprise-scale architecture and distributed systems.

• 3 years of managerial experience with responsibility for people leadership platform delivery and operational outcomes.

• Demonstrated experience designing and delivering multi-tenant SaaS or API-first platforms serving enterprise or B2B clients.

• Experience with Salesforce platform (Sales Service Experience Marketing Cloud).

• Experience with enterprise CMS platforms (headless or hybrid).

• Experience integrating enterprise systems such as CRM CMS identity providers and analytics platforms.

• Experience designing customer experience platforms and omnichannel architectures.

• Familiarity with customer data platforms (CDPs) personalization tools and marketing technologies.

• API-first microservices integration identity and enterprise architecture requirements

Please note that visa sponsorship is not available for this role at this time.

No agencies please.

#LI-TB1

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200000 charterholders across 160 markets we drive professional growth ethical behavior and better markets. We care about our employees well-being offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness education and support programs

If you feel this opportunity could be the next step in your career we encourage you to click Apply and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education experience or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee group of employees or prospective employee on the basis of race color national origin citizenship or immigration status religion creed or belief age marital or partnership status marital or family status care giver status pregnancy and maternity sexual and other reproductive health decisions physical abilities/qualities disability sexual orientation gender gender identity or expression predisposing genetic characteristic military or veteran status status as a victim or witness of domestic violence or sex offense or stalking unemployment status infectious disease carrier status migrant worker status educational background socio-economic status geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment including but not limited to recruitment hiring compensation training development promotion demotion layoff recall furlough transfer leave of absence and dismissal. This is a global policy that applies to all CFA Institute employees regardless of location.

If due to a disability or current medical condition you need an accommodation or assistance to complete a job application you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.