Job Details

Overview

Senior Platform Engineer - CRM & Data Systems at Technology Holding Company. This full-time, hybrid/remote role focuses on architecting and delivering a CRM and data-driven prospecting platform in a zero-to-one environment. The position emphasizes AI-first orchestration to connect people, data, and systems, automating high-impact workflows and surfacing critical insights at the right moment. Location options include San Francisco, CA; New York, NY; and Toronto, Canada.

Base pay range

$200,000.00/yr - $250,000.00/yr

Technology Holding Company | Full-Time | Hybrid/Remote | San Francisco, CA | New York, NY | Toronto, Canada

What You'll Do

• Build the Source of Truth
  • Design a unified system of record + insight to power right-time outreach to top prospects
  • Model entities (accounts, people, firms, signals) with identity resolution and data quality guardrails
  • Ship self-serve reporting and dashboards with clear SLAs and business definitions
• Orchestrate AI-First Workflows
  • Automate multi-step GTM and BD processes across CRM, email, LinkedIn, and messaging platforms
  • Stand up LLM-powered agents for research, content summarization, due-diligence prep, and intelligent follow-ups
  • Implement RAG pipelines to surface the right documents, notes, and signals contextually
  • Fine-tune prompts, implement guardrails, and build evaluation harnesses for accuracy, tone, and safety
• Integrate Data & Systems
  • Build and maintain bidirectional integrations between Salesforce and external data providers
  • Connect APIs, webhooks, and event streams to keep data enriched, clean, and up-to-date
  • Establish privacy, reliability, and change-management practices across the platform
• Prototype Fast, Scale What Works
  • Partner with BD and M&A leaders to identify high-friction workflows and define measurable outcomes
  • Deliver MVP automations rapidly, measure impact, and productionize winning pilots
  • Define scalable standards including runbooks, schemas, system contracts, and SLAs

Technology Stack

Work across Salesforce and greenfield applications with input on our stack, including:

• GTM Workflows: LinkedIn automation, email platforms, Slack integrations, Clay
• Application Development: Python, TypeScript (Node.js, React), GraphQL/REST APIs
• Data Infrastructure: Supabase/PostgreSQL, event streaming/webhooks, identity resolution systems
• AI & Machine Learning: LLM APIs (OpenAI, Anthropic Claude, etc.); LangChain, LlamaIndex; vector stores: Pinecone, Weaviate, pgvector; RAG patterns
• Orchestration & Reliability: n8n, Temporal/Airflow, OpenTelemetry, Datadog monitoring

We maintain a modern, flexible stack with meaningful input on tool selection to deliver business outcomes.

Requirements

• Experience: 4-10 years in software engineering with ownership of CRM-centric platforms and/or revenue operations systems
• Technical Skills: Strong background building data-driven systems and workflow automation; AI/ML integration (LLMs, RAG); API integrations, event-driven architectures; CRM platforms (especially Salesforce) and GTM tool ecosystems
• Leadership & Collaboration: Ability to translate ambiguous business requirements into scalable technical solutions; strong cross-functional partnership; track record of rapid prototyping and scaling; experience establishing technical standards

Compensation & Benefits

• Base Salary: $200,000 - $250,000 USD (equivalent range in CAD for Canadian candidates)
• Equity: Competitive equity package with upside potential
• Benefits: Comprehensive health, dental, and vision coverage
• Growth Opportunity: Direct exposure to M&A activities and portfolio operations

Work Arrangement

• Hybrid: On-site 3 days/week in Toronto, San Francisco, or New York
• Remote: Full remote available for candidates based elsewhere in Canada
• Visa: Open to visa transfers; new visa sponsorship not currently available

The Opportunity: This role offers the chance to architect AI-powered business systems in a high-growth environment, working with leadership to build scalable solutions for modern prospecting, engagement, and portfolio management through intelligent automation.

Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Note: This description reflects the responsibilities and qualifications of the role and is not an exhaustive list of duties.