Salesforce Solution Engineer

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

📋 Description

• Assist in the design, setup, testing, and implementation of Salesforce solutions for clients in the Financial Services sector.

• Collaborate with clients and internal teams to collect, clarify, and document business requirements.

• Convert findings from discovery sessions into user stories, functional requirements, process flows, and solution documentation.

• Assist with Salesforce configurations and features, including custom objects, fields, page layouts, flows, validation rules, approval processes, reports, dashboards, permissions, and role hierarchies.

• Support implementations across various Salesforce products such as Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and associated partner solutions.

• Engage in solution design discussions and help document gaps, risks, dependencies, and follow-up actions.

• Aid in data management activities, which include documentation of data structures, preparation for migration, data quality assessment, and reporting requirements.

• Develop and maintain comprehensive documentation, including user stories, test scripts, training materials, process maps, configuration notes, and client-facing guides.

• Participate in testing activities, such as UAT planning, preparation of test cases, issue tracking, and support for defect resolution.

• Provide training, enablement, and ongoing support to clients post-launch.

• Contribute to Saasinct’s internal delivery practices by identifying improved methods for documentation, configuration, testing, and Salesforce support.

⛳️ Requirements

• 2–4 years of practical experience with Salesforce in administration, configuration, business analysis, implementation, or consulting roles.

• Proven experience in gathering requirements and converting business needs into Salesforce configurations and functional solutions.

• Strong comprehension of Salesforce declarative configurations and platform capabilities.

• Excellent communication skills to effectively engage with clients, business users, technical teams, and internal stakeholders.

• A solid foundation in Salesforce Admin with a keen interest in developing technical expertise.

• Comfort in a growth-stage environment that may require creating clarity, enhancing processes, and operating with minimal structure.

• A curious mindset with a readiness to learn quickly about Salesforce products, Financial Services workflows, and partner solutions.

• A practical, client-focused approach that balances technical possibilities with usability, adoptability, and sustainability.

🏝️ Benefits

• Health, dental, and vision insurance coverage.

• 401(k) matching program.

• Support for Salesforce certification.

• Opportunities for professional development.