BHG Financial is hiring a Copado Release Lead

Responsibilities

• Orchestrate full lifecycle release planning across multiple Salesforce environments such as Development, UAT, Staging, and Production.
• Establish and manage release timelines, key milestones, and align sprint outputs with Agile/Scrum delivery rhythms.
• Oversee all release-related tasks, epics, and work items in Jira, ensuring boards, backlogs, and roadmaps remain current and accurate.
• Coordinate with developers, administrators, QA teams, architects, and business partners to confirm release scope and deployment readiness.
• Prioritize and manage user story promotions, resolve obstacles, and escalate risks proactively.
• Assess potential downstream effects of upcoming releases and surface concerns early to prevent deployment issues.
• Own the complete sandbox refresh process across all Salesforce environments.
• Develop and maintain a Sandbox Refresh Calendar in Jira, scheduling refreshes ahead of time to reduce impact on development and testing.
• Engage stakeholders before each refresh to verify readiness, identify active work at risk, and communicate blackout periods clearly.
• Coordinate post-refresh actions such as data masking, configuration recovery, app re-authorization, and integration updates.
• Track and manage sandbox-specific dependencies like custom settings, named credentials, and external endpoints to ensure consistent restoration.
• Maintain a detailed Sandbox Inventory in Jira, listing each sandbox’s purpose, branch alignment, refresh frequency, and owner.
• Challenge teams with critical questions about current builds, potential data loss, and testing windows prior to refreshes.
• Regularly assess sandbox health and recommend adjustments to refresh frequency based on evolving release needs.
• Work with Copado Admins to revalidate sandbox connections and pipeline configurations after refreshes.
• Lead a small team of Release Support Specialists handling daily promotion tasks, sandbox coordination, and Jira maintenance.
• Assign tasks, set priorities, and conduct regular stand-ups to keep the team aligned and unblocked.
• Serve as the escalation point for the team when facing release blockers, merge conflicts, or environment issues.
• Participate actively in CAB meetings, representing the release team and advocating for deployment readiness.
• Prepare and present CAB change requests with scope, risk analysis, rollback plans, and testing evidence.
• Ensure all CAB submissions are fully documented in Jira with clear traceability and sufficient detail.
• Raise clarifying questions in CAB when scope, timelines, or risks are unclear to prevent ambiguity in production.
• Maintain and enforce a CAB readiness checklist in Jira, validating all deployments meet criteria before submission.
• Collaborate with Change and Compliance teams to keep CAB templates and governance policies up to date.
• Administer and optimize Copado CI/CD pipelines across all environments, including Metadata and Source Format Pipelines.

Requirements

• Minimum of 5 years of experience in Salesforce delivery, including at least 3 years in a Release Manager or Lead role.
• At least 3 years of hands-on experience with Copado, including pipeline setup, promotion handling, and quality gates.
• Strong grasp of Copado branching models such as feature, promotion, org, and master branches.
• Proven track record with both Copado Metadata Pipeline (Classic) and/or Source Format Pipeline (2nd Gen).
• Solid understanding of Salesforce Metadata API and SFDX/source format principles.
• Direct experience managing sandboxes, including refresh planning, stakeholder coordination, and post-refresh recovery.
• Demonstrated involvement in or facilitation of CAB meetings and change request preparation.
• Proficient in using Jira for release tracking, sandbox scheduling, sprint planning, backlog management, and CAB tracking.
• Experience working within Agile/Scrum frameworks, including sprint planning, backlog grooming, and retrospectives.
• Familiarity with Git fundamentals: commits, merges, conflict resolution, and pull requests.
• Experience setting up and monitoring Copado DevOps Analytics metrics like lead time and change fail rate.
• Ability to independently troubleshoot failed deployments, merge conflicts, and pipeline errors.
• Proven experience leading small technical teams, including mentoring and task delegation.
• Naturally proactive and inquisitive, consistently asking questions to prevent issues before they occur.

Nice to Have

• Copado Admin Certification or willingness to obtain it within 90 days of hire.
• Salesforce Administrator Certification.
• Certified ScrumMaster (CSM) or equivalent Agile credential.
• ITIL Foundation or comparable change management knowledge, particularly related to CAB processes.
• Familiarity with Copado Robotic Testing (CRT / Agentia Testing) for automated quality gates.
• Experience with Copado Agentia Pro (formerly Copado CI/CD) and AI-assisted workflows.
• Understanding of CI/CD concepts beyond Copado, such as GitHub Actions or Jenkins.
• Experience supporting multi-org, multi-cloud Salesforce environments including Sales Cloud, Service Cloud, and Experience Cloud.

Benefits

• Medical, prescription, dental, and vision coverage for employees and eligible dependents
• Competitive paid time off and vacation policies
• One Friday off per month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year of service
• Company-sponsored training and certification programs
• Quarterly award events recognizing top performers with bonus incentives
• Ongoing volunteer opportunities through the BHG Cares program

Work Arrangement

Remote (Worldwide)

Team

Lead a small team of Release Support Specialists

Other

• Based in Latin America (EST / CST time zones preferred)
• Must maintain at least 5 hours of daily overlap with US Eastern or Central time business hours
• Available to attend CAB meetings regularly on Tuesdays and Thursdays during US business hours
• Fluent in English, both written and spoken
• Experienced in distributed, cross-cultural teams with strong asynchronous communication skills
• Comfortable in a fast-paced, high-accountability nearshore delivery environment
• Travel required during first 6 months for onboarding event; ongoing travel of ~5% annually for team gatherings and collaboration
• Applicants must have existing U.S. work authorization without need for sponsorship

This role does not support employer-provided immigration sponsorship. Applicants must already have valid U.S. work authorization that does not require current or future sponsorship.