Salesforce Developer
1 month ago
Location: Dallas, TX (Hybrid 3 days in office)
Duration: Long Term
Management will prioritize candidates with "Financial Services" experience.
We are looking for a senior developer with a minimum of 8 years of financial industry experience working with Salesforce. As a member of the Investor Solutions IT team, the expectations from candidate are as follows:
• Ability to partner with the business analysts to implement a wholistic solution using Salesforces tools and sometimes a
combination with in-house applications to support the sales and investor relations business functions
• Work with the team to strategize, track, and implement tasks related to the migration efforts and new Salesforce
implementation
• Enhance Salesforce platform for our new Private Wealth Solutions business with custom screens, buttons, flows and
calculations
• Help establish a process to manage all Salesforce customizations and user interface changes like page layouts, search
layouts, workflows, calculated fields,
• Build effective application integration strategies by identifying tools to integrate upstream and downstream applications
with the Salesforce platform
• Be organized and able to coordinate with different teams to fulfill different data/functionality requirements from
upstream/downstream applications
• Be able to work independently on development and comfortable with working on multiple projects and deliverables and
escalate delays or issues timely validations, notifications, and alerts
• Monitor the health of Salesforce data replication to local SQL database for custom reporting for fundraising and sales
functions and work with the DBA team to troubleshoot when needed
• Manage Salesforce sandboxes, including data refresh from prod instance and user administration
• Provide ongoing production support with a quick turnaround and accountability to resolve the issue and report/log bugs
in Azure DevOps Boards
Required Skills
• Expertise in creating and managing Salesforce APEX objects, including creating and managing custom fields
• Expertise in using Salesforce SFDX, APIs, SOQL/SOSL, data upload to read and write data in partnership with other
downstream/upstream applications at our client via REST / SOAP (Web API, WCF), and SQL
• Expertise in creating and managing workflows and triggers, calculations, and data uploads
• Experience in designing Salesforce layouts, dashboards, UX
• Good knowledge in integration services, reporting platforms and workflow platforms
• Good knowledge of running through Salesforce development efforts through the IT SDLC process, including development,
testing, QA, and prod release
• Strong communication and writing skills, highly organized, ambition to proactively seek answers and improve process
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