About the role

As a CRM Solution Engineer, you’ll be a technical expert within our Digital Technology team, responsible for optimising and governing Fisher Funds’ Salesforce CRM platform. You’ll ensure the platform is secure, highly available and scalable, while enabling teams to deliver exceptional client service and trusted outcomes.

This is a hands-on technical leadership role where you’ll play a key part in solution design, delivery and ongoing support. You’ll set technical standards, review work, coach others and make sound architectural trade-offs to keep the platform reliable, supportable and sustainable.

Working closely with Product Owners and a wide range of stakeholders across the business, you’ll proactively identify and resolve complex issues, manage technical risk and debt, and drive continuous improvement across our CRM environment.

Key responsibilities

Platform leadership & solution delivery

• Own the technical health of the Salesforce CRM platform, ensuring high availability, performance, scalability and resilience

• Lead and contribute to end-to-end solution design across new initiatives and enhancements

• Establish and maintain platform standards, patterns and best practices to support long-term sustainability

• Review designs and technical solutions, providing guidance and assurance on quality and architectural alignment

• Make informed architectural trade-offs that balance business needs, risk and platform sustainability

Operational excellence, security & continuous improvement

• Proactively monitor platform performance and diagnose, troubleshoot and resolve complex technical issues

• Safeguard customer and business data through strong security, privacy and access controls

• Identify technical risks, constraints and debt early, implementing pragmatic mitigation strategies

• Drive continuous improvement initiatives to enhance platform reliability, supportability and user experience

Collaboration, coaching & stakeholder engagement

• Partner closely with Product Owners, delivery teams and business stakeholders to translate requirements into clear technical outcomes

• Provide clear, practical advice on technical options and impacts to support informed decision-making

• Coach and support others within the team, sharing knowledge and lifting overall technical capability

Skills & Experience:

• Strong hands-on experience designing, building and supporting scalable Salesforce CRM solutions, with a solid understanding of Salesforce architecture, data modelling, security and integration patterns

• Proven ability to troubleshoot and resolve complex technical issues, balancing hands-on delivery with sound architectural decision-making

• Demonstrated experience managing technical risk and debt, making pragmatic trade-offs that support long-term platform sustainability

• Strong focus on security, privacy and access controls, ideally within a regulated or data-sensitive environment

• Experience working closely with Product Owners and cross-functional teams, translating business requirements into clear, effective technical solutions

• Tertiary qualification in Computer Science, Information Technology, Software Engineering or a related discipline, or equivalent practical experience

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years

• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.

• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

• We have one of the largest client services teams in New Zealand and an award-winning one at that.

• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close – 01 May 2026