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Salesforce Developer
MarinerSalesforce Developer managing development and optimization of Salesforce solutions for a financial services firm. Collaborates with teams to enhance platform capabilities and provides user support.
Core Competencies
Role fitUse this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Administration and Development, particularly within Financial Services Cloud, with a strong focus on user management, data integrity, and the implementation of scalable solutions using Apex and Lightning Web Components. Proficient in leveraging AI-driven insights and managing complex data structures to enhance client profiles and operational efficiency.
ATS Keywords
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Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- 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 features 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.
Requirements
What you’ll need- 3+ years of experience in Salesforce Administration and/or Development
- Experience working in or supporting Salesforce Financial Services Cloud
- 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
- Salesforce Administrator Certification (ADM 201)
- 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)
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses