Salesforce Developer

Key Responsibilities

• Serve as the primary administrator for a ~100-user Salesforce org utilizing Financial Services Cloud and Einstein 1 licenses.
• Oversee user setup, profiles, permission sets, role hierarchy, queues, and security controls.
• Maintain data integrity through validation rules, duplicate management, and scheduled data audits.
• Develop and manage reports, dashboards, and list views to deliver actionable business insights.
• Deliver end-user support and training; create documentation outlining system processes and best practices.
• Design and implement scalable solutions using Apex (triggers, classes), Lightning Web Components (LWC), Flows, and other programmatic tools.
• Customize FSC objects, record types, page layouts, and business processes tailored to the wealth management/RIA industry.
• Integrate third-party applications, including document management, e-signature, custodial platforms, and marketing automation systems.
• Leverage Einstein 1 capabilities to provide AI-driven insights such as predictive analytics, opportunity scoring, and workflow optimization.
• Identify and develop use cases for embedded AI within Salesforce.
• Manage large volumes of structured and unstructured data in Salesforce Data Cloud to create unified and harmonized client profiles.

Qualifications

• 3+ years of experience in Salesforce Administration and/or Development.
• Strong understanding of wealth management, RIA operations, or financial services industry workflows.
• Proficiency in Apex, Flows, Lightning components, and Salesforce DX.
• Experience supporting and administering a user base of 50+ in a Salesforce production environment.
• Familiarity with Salesforce Einstein 1 features and capabilities.
• Experience with Data Cloud ingestion configuration, model mapping, and segment creation.
• Experience with Salesforce Administrator Certification (ADM 201) and 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).