Decision Foundry

Salesforce Developer

• Demonstrate analytical thinking and problem-solving skills to define technical scope for prototypes that accelerate solutions.
• Deliver solutions and designs across Health Cloud Group Benefits and Administration, Vlocity components, Service Cloud, Health Cloud Care Management, and Scheduling.
• Apply strategic thinking when making data model and security model changes, ensuring alignment with Master Data Management, Data Governance, Security, and Compliance guidelines and standards.
• Serve as a key point of contact for business, operations, and technical coworkers, communicating clearly in writing and verbally.
• Listen actively and ask specific questions to quickly understand the problems customers, members, and coworkers are facing.
• Identify gaps between business processes and standard or custom Salesforce processes, providing solution options and recommendations that leverage standard Salesforce features whenever possible.
• Champion documentation across off-shore and on-shore teams establishing and maintaining the processes and standards that empower every team member to make the best design decision they can.
• Demonstrate commitment to core competencies of being authentic, curious, creative, empathetic, and outcome-oriented.

Salesforce Solutions Lead

Salesforce Consultant

• Lead discovery sessions, stakeholder interviews, and requirements workshops with WHS stakeholders.
• Prepare and facilitate current-state assessments, process mapping, and future-state design sessions.
• Serve as the primary liaison between business stakeholders and technical teams.
• Translate requirements into user stories, acceptance criteria, and functional designs.
• Work closely with Salesforce Architects to align business needs with scalable Experience Cloud solutions.
• Configure and implement Experience Cloud solutions, including portals, user access, page layouts, and workflows.
• Design and optimize user journeys within Experience Cloud (login, case management, self-service, etc.).
• Support backlog grooming, sprint planning, and Agile delivery activities.
• Validate solutions through demos, prototypes, and stakeholder feedback loops.
• Support User Acceptance Testing (UAT), including test scenario creation and defect triage.
• Provide training frameworks and support end-user adoption efforts (in partnership with BA/support teams).
• Ensure compliance with federal security, governance, and data standards.
• Act as a trusted advisor to stakeholders on Salesforce capabilities, limitations, and best practices.

Salesforce Consultant – Experience Cloud

Customer Success Manager

• North American Strategy & Execution (B2C)
• Local Roadmap: Own the North American CRM campaign and content calendar from end-to-end; design, build, and deploy multi-channel campaigns (Email, Push, In-App) that capitalize on local trends and seasonal moments.
• Growth & Optimization: Identify opportunities to drive user acquisition and marketplace density. Run continuous A/B tests on segmentation, content, and timing to improve core metrics (Conversion, CTR, and Churn).
• Data & Segmentation: Utilize internal tools (Looker, Amplitude and Braze) to build sophisticated audience segments based on behavior, geography, and user preferences.
• Support & Cross-Functional Collaboration (B2B)
• B2B Lead Nurturing: Collaborate with B2B Marketing / Sales to build automated communication funnels that move prospective partners (restaurants, retailers) from prospective leads to qualified leads to close.
• Supply Engagement: Support the supply side of the marketplace by communicating value to existing partners, helping them maximize their impact on the platform.
• Global Partnership & Systems
• Lifecycle Management: Partner with global to improve opportunities within lifecycle and localization —from onboarding and early adoption to retention and reactivation—optimizing global templates to resonate with North American consumers.
• Tool & Process Optimization: Partner with Global CRM and Tech teams to maximize the effectiveness of technical stack and capabilities.
• Feedback Loop: Provide local insights and technical requirements to help the global team develop scalable automation tools and templates that work for regional markets.
• Innovation: Act as the lead for North American experimentation, piloting new CRM features or personalization tactics before global rollout.

CRM Manager

• Review and understand documented user stories.
• Partner with Lead Salesforce Engineer to define and develop solutions that ensure alignment with industry best practices, technical strategies, and priorities.
• Consistent and dependable in delivering core technology solutions that deliver outcomes and meets/exceeds the teams expectations for stability, scalability, resilience, etc.
• Implement new features and enhancements using established development standards and approved change‑management processes.
• Conduct unit testing and collaborate closely with Quality Assurance Engineers to support functional and performance testing across Salesforce and integrated applications.
• Provide ongoing support for service requests, routine maintenance tasks, and general application operations.
• Continuously evaluate and improve technology solutions to ensure software stability, scalability, and resilience.
• Leverage automation tools to streamline testing, optimize workflows, and drive process improvements.
• Support observability and monitoring tools to ensure system health and deliver proactive issue detection and notifications.
• Provide guidance to junior engineers helping them learn foundational engineering skills.
• Provide domain expertise on software products in their area to junior engineers to help them learn/grow their skills and contribute as part of the team.
• Provide technical expertise and help the team problem solve technical/software issues.
• Actively participate in the technology community through forums, events, and/or open-source or personal project contributions.

Senior Salesforce Engineer

• Serve as the global subject matter expert on Salesforce usability, workflow design, automation, and analytics.
• Lead continuous improvement initiatives to reduce clicks, remove friction, and improve seller productivity.
• Act as CRM product owner for Sales, managing the prioritization and intake of new features and solutions.
• Ensure the end-to-end sales tech ecosystem works together in a seamless, intuitive way.
• Act as the global leader for Salesforce and the broader sales tech stack, promoting adoption through storytelling, best practices, and real-world examples.
• Build and deliver compelling training (live, virtual, self-serve) that helps sellers unlock more value from Salesforce, Korn Ferry Sell, Highspot / Showpad, and the mobile experience.
• Partner with data & analytics team members to design and govern high-impact dashboards and reporting suites that help sellers prioritize actions and equip leaders with visibility into performance.

Global CRM Lead

• Design, develop, test, and deploy customized Salesforce solutions across Sales Cloud, Service Cloud, Data Cloud, and Marketing Cloud.
• Build and maintain Apex classes, triggers, Visualforce pages, Lightning Web Components (LWC), and custom APIs.
• Develop and manage flows, process builders, and declarative automation tools.
• Architect and implement data models, sharing rules, and security frameworks aligned to enterprise standards.
• Lead integrations between Salesforce and external systems using REST/SOAP APIs, MuleSoft, or middleware platforms.
• Optimize platform performance, conduct code reviews, and enforce engineering best practices.

Salesforce Engineer

Software Engineer

• Design and ship Agentforce agents end-to-end: Topics, Actions, Instructions, Prompt Templates, and the Apex that backs them.
• Configure Data Cloud grounding (DMOs, Data Graphs, retrieval patterns) so agents respond with real customer context.
• Implement Agentforce Voice deployments: CTI integration, real-time transcription, intent detection, call summarization, escalation routing.
• Build the Service Cloud foundation agents sit on: Case Management, Omni-Channel routing, Knowledge, Entitlements, SLA Milestones.
• Design escalation logic that routes between autonomous handling and human agents based on case value, confidence, and business rules.
• Own the Apex, LWC, and integration code that ties agents to the rest of the client's Salesforce org and external systems.
• Lead technical discovery, scope Agentforce engagements, and translate support operation goals into concrete agent designs.
• Run eval and quality review for agent responses before anything hits production.

Salesforce Administrator

• System Architecture & Strategy: Lead the configuration and maintenance of the Salesforce platform, including managing complex flows, custom objects, and advanced validation rules
• Stakeholder Collaboration: Act as the primary technical consultant for department heads (Sales, Marketing, Success) to translate business needs into technical solutions
• Release Management: Own the sandbox-to-production deployment lifecycle, ensuring seamless updates and minimal downtime
• Technical Debt Refactoring: Audit and retire aged Process Builders and Workflows, migrating complex logic into high-performance, scalable Salesforce Flows
• System Architecture: You will lead the optimization of our CRM data architecture, ensuring our core systems are refined and primed to support our next phase of global enterprise scale
• Process Automation: Partner with Sales, Finance, and Legal to automate high-friction manual tasks (e.g., Lead Routing, Deal Desk, and Order Entry)
• Change Management: Lead the documentation of system changes and provide technical enablement to ensure high adoption of new, simplified layouts
• Salesforce Architecture: Lead and manage the evolution of the overall Salesforce architecture ensuring scalability, performance and alignment with organizations direction and business objectives
• GTM Stack Integration: Own the health of our critical bi-directional syncs, specifically between Salesforce, HubSpot, and NetSuite, ensuring seamless lead-to-cash data flow.
• Governance Enforcement: Implement and enforce data governance standards that prevent data decay at the point of entry, ensuring our forecasting and reporting are 100% reliable.
• Mass Data Management: Lead the data governance initiatives that underpin our reporting and sales forecasting, delivering a transparent and actionable view of our global sales to the executive suite

Senior Salesforce Administrator

• Translate business requirements into well-architected Salesforce solutions — from data modelling to UX design
• Lead solution design across cross-functional teams, owning deliverables end-to-end
• Build and review AI-assisted code, setting standards for prompt governance and output validation
• Develop proof-of-concept builds to qualify requirements and showcase platform capabilities
• Swarm on high-priority issues as part of a tight-knit team of admins and developers
• Stay ahead of Salesforce releases and emerging AI tooling — and bring what's relevant back to the team

Senior Salesforce Developer

• Own and resolve post-go-live technical requests from customers, including configuration updates, data imports, and managed service tasks, with a focus on timely resolution and high customer satisfaction.
• Collaborate with CSMs and the Support team to triage and manage technical escalations from live customers.
• Work closely with Product and Engineering to support customer rollouts of new features and managed package upgrades.
• Track and log time against customer requests, ensuring transparency in effort and accurate scoping.
• Translate customer needs into defined technical requirements and solution designs.
• Draft, scope, and refine customer-facing Statements of Work (SOWs) for new or expanded post-go-live servicesDeliver configuration updates in Salesforce, including objects, fields, flows, layouts, reports, dashboards, and permission sets.
• Maintain documentation and best practices to support recurring or common post-go-live needs.
• Participate in planning and stand-ups to track deadlines, progress, and scope changes for ongoing work.
• Identify opportunities to improve customer outcomes through better configuration, automation, and data structure.

Support Engineer

• Design, develop, and maintain Salesforce Sales Cloud solutions using:
• - Custom objects, fields, record types, page layouts, and Lightning Experience
• - Flows (record-triggered, screen, scheduled), validation rules, approval processes
• - Apex (classes, triggers, batch, schedulable) and SOQL/SOQL as needed
• - Lightning Web Components (LWC) for custom UI and extensions
• - Support end-to-end Sales Cloud processes including Accounts & Contacts, Lead management and conversion, Opportunity lifecycle and forecasting
• - Proposal and pipeline management
• Design, implement, and support bi-directional integration between Salesforce and enterprise systems, including Oracle ERP (Financials), Oracle HCM, Deltek (Vantagepoint / Vision), Microsoft Outlook / Exchange / Microsoft 365.
• Lead and support data migration, conversion, and synchronization efforts:
• - Data mapping, transformation, cleansing, and validation
• - Large-volume data loads using Data Loader, Data Import Wizard, or ETL tools
• Manage Salesforce administration activities including:
• - User provisioning, roles, profiles, permission sets, and sharing rules
• - Security model design aligned with business and compliance requirements
• Provide Level 2/3 technical support for Salesforce incidents, enhancements, and defects.

Salesforce CRM Technical Analyst

• Manage and oversee the planning, execution, and delivery of Salesforce.com projects using Agile methodologies, ensuring they meet business requirements, timelines, and budgets.
• Lead cross-functional teams, including Salesforce Developers, Administrators, Business Analysts, and 3rd party consulting firms to ensure successful project delivery.
• Partner with internal business product owners to understand and translate sales, service center, and marketing strategies into Salesforce.com system and process requirements.
• Provide thought leadership and recommend best practices for Salesforce.com solutions by identifying dependencies on other systems and developing comprehensive solutions for complex problems.
• Actively participate in client meetings to prove updates on project status, address concerns, identify new opportunities for growth, and ensure customer satisfaction and retention.
• Manage project risks and issues and develop and implement mitigation strategies as needed.