Salesforce Developer

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main administrator for a Salesforce organization with approximately 100 users, utilizing Financial Services Cloud and Einstein 1 licenses.

• Supervise user setup, profiles, permission sets, role hierarchy, queues, and security protocols.

• Ensure data integrity through validation rules, duplicate management, and regular data audits.

• Create and manage reports, dashboards, and list views to provide actionable insights for business decisions.

• Provide end-user support and training; generate documentation that outlines system processes and best practices.

• Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programming tools.

• Tailor FSC objects, record types, page layouts, and business processes to fit the wealth management/RIA sector.

• Integrate third-party applications, such as document management, e-signature, custodial platforms, and marketing automation systems.

• Utilize Einstein 1 features to deliver AI-driven insights, including predictive analytics, opportunity scoring, and workflow optimization.

• Identify and develop use cases for embedded AI within Salesforce.

• Handle large volumes of structured and unstructured data in Salesforce Data Cloud to create unified and harmonized client profiles.

⛳️ Requirements

• Minimum of 3 years of experience in Salesforce Administration and/or Development.

• Experience working with or supporting Salesforce Financial Services Cloud.

• Strong comprehension of wealth management, RIA operations, or workflows in the financial services industry.

• Proficiency in Apex, Flows, Lightning components, and Salesforce DX.

• Experience in supporting and administering a user base of over 50 in a Salesforce production environment.

• Knowledge of Salesforce Einstein 1 features and capabilities.

• Experience with Data Cloud ingestion configuration, model mapping, and segment creation.

• Salesforce Administrator Certification (ADM 201).

• Salesforce Platform Developer I Certification.

• Experience with Salesforce Shield, encryption, and compliance controls.

• Familiarity with marketing and client communication tools integrated with Salesforce (e.g., Pardot, Marketing Cloud, or third-party integrations).

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development

• Bonuses