Job Description

Job Summary

The Senior Salesforce Engineer will play a pivotal role in enhancing and scaling the company's Salesforce platform for client onboarding and lifecycle management. This is a hands-on engineering role responsible for translating business needs into well-architected Salesforce solutions. The ideal candidate will partner closely with stakeholders across Sales, Client Management, Technology, Operations, and Product to define and implement a long-term Salesforce roadmap aligned with our business growth. This role is not a managerial position but demands deep technical proficiency, sound architectural judgment, and hands-on experience with the Salesforce platform. We are focused on maximizing the use of native Salesforce capabilities and minimizing over-customization to ensure scalability, maintainability, and ease of enhancement. The ideal candidate combines strong coding abilities with a configuration-first mindset, and thrives in environments that prioritize sustainable architecture, platform governance, and long-term extensibility.

Reports to: SVP of Technology Projects

Duties and Responsibilities

• Lead effort to define Salesforce strategy and architecture
• Collaborate with stakeholders across business and technology teams to gather requirements and define the Salesforce roadmap.
• Design and implement scalable and maintainable Salesforce solutions using Apex, Lightning Web Components (LWC), Flow, and Salesforce declarative tools.
• Prioritize configuration and native features over custom code to maintain a streamlined and supportable implementation.
• Evaluate, recommend, and lead the implementation of dynamic form technologies and client intake flows, including options such as Formstack or native Salesforce Dynamic Forms, to enable scalable and flexible client information capture.
• Write clean, modular Apex code using design patterns such as Trigger-Handler-Service and enforce one-trigger-per-object practices.
• Ensure all logic is bulkified and resilient to Salesforce governor limits to support high-volume B2B workloads.
• Lead efforts to externalize logic and rules using Custom Metadata Types and Dynamic Forms to minimize code bloat.
• Develop and maintain secure, high-performance integrations between Salesforce and internal/external systems via REST/SOAP APIs and middleware.
• Manage version control and CI/CD using GitLab, ensuring adherence to best practices for code management, peer reviews, and automated deployments.
• Participate in sprint planning, demos, retrospectives, and story grooming sessions as part of an Agile development team.
• Document architecture decisions, deployment runbooks, and system usage patterns to support team alignment and future maintainability.
• Evaluate and recommend AppExchange tools where appropriate, ensuring alignment with the company's long-term technical strategy.
• Manage team of Salesforce partners/consultants to execute on a development plan

Basic Qualifications

• 7+ years of hands-on Salesforce engineering experience in fast-paced or high-growth environments.
• Proficiency in Apex, Lightning Web Components (LWC), SOQL, Flow, Mulesoft and Salesforce platform APIs.
• Experience working with Salesforce Sales Cloud and building custom workflows that support business operations.
• Hands-on experience with Formstack and/or Salesforce Dynamic Forms to support flexible data collection and client onboarding workflows.
• Strong understanding of Salesforce architecture, security/sharing models, and governor limits.
• Familiarity with GitLab for source control and experience implementing CI/CD pipelines for Salesforce development.
• Demonstrated understanding of scalable Salesforce architecture, including governor limits, asynchronous processing, and metadata-driven configuration.
• Experience implementing CI/CD pipelines using GitLab and Salesforce DX or equivalent tooling.
• Solid grasp of Apex testing strategies and automated deployment best practices.
• Bachelor’s degree in Computer Science, Information Systems, or related field—or equivalent practical experience.
• Excellent problem-solving ability and communication skills.

Preferred Qualifications

• Salesforce certifications such as Platform Developer I/II, Administrator, or Application Architect.
• Previous experience in B2B payments or FinTech environments.
• Experience with trigger frameworks, modular code structure, and platform governance models.
• Experience using Custom Metadata, Dynamic Forms, or Custom Settings to build configurable business rules.
• Comfort working with Agile/Scrum processes, user stories, and structured release planning.
• Familiarity with tools such as JIRA, Confluence, Postman, and Salesforce Data Loader.

Bonus Points

• Experience integrating Salesforce with CPQ, DocuSign, or customer identity solutions.
• Exposure to MuleSoft or other iPaaS solutions for large-scale integrations.

Working Philosophy

We believe scalable Salesforce development requires the right balance of configuration, clean code, and disciplined platform governance.

We look for engineers who:

• Avoid unnecessary customization in favor of native tools.
• Build solutions that are easy to extend and hand off.
• Invest in documentation and automated deployment pipelines.
• Design for growth — not just for the immediate sprint.

Job Type

• Job Type: Full-time
• Compensation: Competitive salary based on experience, medical, vision, and dental insurance, 401K, PTO, HSA, and FSA. We also support ongoing professional development, including Salesforce training and certification reimbursement.

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