CRM Engineer (Salesforce)

Best Workplaces™ in Canada 2020 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2020 - 2025 | Best Workplaces™ for Mental Wellness 2023 - 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces™ for Inclusion 2021, 2024 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2020, 2021, 2024 | Best Workplaces™ for Professional Development 2025  | Best Workplaces™ for Young Talent 2026  

One of Canada’s Most Trusted Investment Brands. 

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are.
Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately 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 thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $17.8 billion (April 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach. 

We’re more than investors — we’re 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 human—always approachable. 
• Succeed together, one investment at a time. 
  

These aren’t just words—they define how we think, how we invest, and how we work.
 

Now, we’re entering our next chapter. We’re 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 what’s next. 

Thriving in Our Entrepreneurial Culture 

At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll 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. You’ll 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, you’ll have everything you need to develop both now and over the longer term. 

The Opportunity 

We're growing our CRM engineering capability and looking for a hands-on Salesforce professional to join our sales technology team. You'll 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. You'll 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 expected annual base salary for this role is 100,000-110,000  with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program.

At PICTON Investments, being employee-owned means we 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. 

You’ll 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 we're looking for

A technically capable builder with solid Salesforce fundamentals

You have a solid foundation in Salesforce administration and configuration, and you're 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

• 3–5 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 

At PICTON 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 origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at
[email protected].

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.