Salesforce Developer

• Provide industry best practices and serve as a trusted client advisor on customer data strategy and AI.
• Drive requirement gathering and serve as the Salesforce Data 360 platform expert.
• Lead discovery and architecture of customer data strategies, ensuring alignment between business goals, data models, and AI-driven use cases.
• Assess existing data ecosystems to define the optimal Data 360 architecture and migration strategy.
• Design scalable, secure data architectures.
• Work with clients to build out their strategy and roadmap.
• Tie outcomes to business value (return on investment) through storytelling.
• Coach and mentor junior team members and follow new Salesforce product and technical capabilities.

Salesforce Solution Architect, Data & AI

• Lead and own the technical solution design across Data 360 and Agentforce—including data streams, DLOs, DMOs, identity resolution, calculated insights, segments, real-time activation, and the agent topics, instructions, and actions that consume that data.
• Design scalable and secure data architectures on Salesforce Data 360—defining ingestion patterns, harmonization, identity resolution rules, and zero-copy / data federation strategies.
• Deep dive into the limits and boundaries of Data 360 and Agentforce, finding novel solutions to drive business outcomes.
• Architect RAG and Generative AI solutions leveraging Unstructured DMOs, Retrievers, Search Indexes, and Document Processing, applying RAG best practices.
• Collaborate with customers, Project Managers, Solution Architects, Developers, and UX Designers to translate business needs into well-architected solutions.
• Oversee and contribute to all stages of the project lifecycle—from initial design through development, testing, and final deployment.
• Define integration frameworks and reference architectures connecting Data 360, MuleSoft, enterprise data warehouses, and other systems using real-time and batch patterns.
• Establish DevOps, source control, and CI/CD practices for data and AI solutions.
• Coach and mentor developers and junior architects, and follow and understand new Salesforce products and technical capabilities.

Salesforce Technical Architect, Data & AI

• Facilitate business process reviews to identify customer requirements
• Translate customer requirements into Salesforce design
• Configure Salesforce Field Service Cloud solutions
• Develop technical requirements and specifications
• Drive best practice UX design into solution delivery
• Manage all aspects of projects and customer communications
• Deliver customer end user training and documentation
• Oversee successful completion of assigned projects
• Lead vision and strategy discussions

Salesforce Solution Architect, Field Service

• Drive revenue growth by leading and securing complex Salesforce opportunities for High-Growth, High-Value (HGHV) and key clients
• Shape ERM’s Salesforce architecture standards, solution governance, and delivery excellence
• Strengthen ERM’s technical brand through client advisory, executive engagement, and thought leadership
• Build and develop Salesforce technical capability across regions through mentoring and leadership
• Improve operational performance through excellent scoping, architecture quality, and delivery rigor

Consulting Director – Salesforce Technical Architect

• Provide industry best practices and serve as a trusted client advisor
• Drive requirement gathering and serve as the Salesforce platform expert
• Work with the client to build out their strategy and roadmap, enabling both quick wins and longer-term strategic goals
• Leverage Salesforce technology such as Experience Cloud, Service Cloud, and Knowledge
• Provide input on detailed design specifications, infrastructure, and project plans
• Translate business requirements into well-architected solutions
• Coach and mentor junior technical and functional team members
• Follow and understand new Salesforce product and technical capabilities

Salesforce Solution Architect, Experience Cloud

• Identifying, defining, and documenting problems or situations that require attention or improvement
• Locating, collecting and organizing information that enhances the understanding of a problem or situation and that facilitates effective communication of it to others
• Study, examine and interpret problem or complex situations by separating into discrete components.
• Simplify and better understand how the components fit together and why they are arranged in particular ways
• Analyze, Design and champion software solutions thru configuring existing systems and possibly writing some basic code
• Construct, configure, and maintain complex Salesforce objects and processes
• Create and or update documentation
• Adhere to appropriate system development standards and process methodology
• Develop functional, integration, regression and stress test plans
• Translate business requirements into technical solutions

Senior Salesforce Developer

• Facilitate business process reviews to identify customer requirements and processes
• Translate customer requirements into contact center design, leveraging best practices and minimizing the need for custom development
• Configure Salesforce Service Cloud Voice and Amazon Connect solutions
• Develop technical requirements and specifications for customers and the technical delivery team
• Drive best practice contact center design into each and every aspect of solution delivery
• Effectively manage aspects of projects and customer communications
• Deliver customer end user training and documentation
• Oversee and be accountable for the successful completion of all aspects of assigned projects
• Exercise independent judgment, and take the lead role on enterprise level projects with minimal direction from senior management
• Lead vision and strategy discussions with contact center and customer service leadership and management
• Architect and build best-in-class implementations of Service Cloud
• Configure Salesforce Solutions using point-and-click tools available on the platform (e.g., Process Builder and Visual Flows)
• Understand and leverage Salesforce Platform to implement scalable solutions
• Partner with our Artificial Intelligence team to create innovative Salesforce solutions for our customers
• Acquire new technical expertise and understanding of latest Salesforce features and major launches
• Understanding of contact center routing strategies in Salesforce and Amazon Connect

Salesforce Solution Architect, Service Cloud Voice

• Discuss reporting needs with business users to design dashboards and reports that will provide data visibility for leadership, business groups, and the general user population
• Review business reporting requirements and translate those requirements into technical reporting & dashboard specifications
• Provide insight to business users and technical team members regarding the best way to build reports and dashboards
• Develop dataflows and lenses in an existing Salesforce Einstein Analytics tool to support business requirements
• Establish best practices and standards for dataflow, lenses, and dashboard development and deployment
• Establish operations and refresh standards based on globally aligned data strategy

Salesforce Technical Architect

• Collaborate with stakeholders to understand pricing and billing processes
• Document functional requirements and create solution architecture, System Architecture and Entity Relationship Diagram
• Excellent understanding of Quote to Cash end to end business process
• Configure Salesforce CPQ for complex pricing, discounting, and bundling
• Experience with Salesforce Billing or integration with Billing platforms like Zone Billing for invoicing, payment collection, and revenue recognition
• Design subscription and recurring revenue models
• Experience building Usage products
• Guide clients to make buy vs build decisions
• Design integrations with NetSuite, ERP systems, Billing platforms, Payment gateways, and tax engines and implement them
• Develop custom workflows, approval processes, and automation for CPQ and Billing
• Configure reports and dashboards as per client requirement
• Prepare configuration runbooks and guide development team
• Create documentation for CPQ billing processes and Conduct user training
• Support deployment and post-implementation enhancements

Salesforce Architect – Revenue Cloud, CPQ

• Lead a team of Salesforce developers and administrators while actively contributing to technical design, development, and problem-solving.
• Participate directly in system design and architecture, building scalable solutions using Salesforce technologies.
• Remain hands-on with the codebase by contributing to the development efforts, designing and architecting solutions, issue resolution, and supporting critical enterprise applications.
• Conduct detailed code reviews and ensure code quality, performance, security, and maintainability.
• Drive the full software development life cycle, including design, development, testing, release, and post-deployment support in an Agile/Scrum environment.
• Own engineering execution for releases, including hands-on involvement in deployment processes, CI/CD pipelines, and troubleshooting release issues.
• Establish and enforce development standards, coding best practices, and release processes while leading by example through direct technical contributions.
• Ensure adherence to security, compliance, and data protection requirements, including implementing secure coding practices.
• Stay current with Salesforce’s annual releases and actively evaluate and implement new platform capabilities.
• Identify and resolve technical risks, bottlenecks, and system limitations through direct investigation and hands-on problem-solving.
• Promote a culture of accountability, ownership, and continuous technical improvement within the team.
• All other duties assigned.

Salesforce Technical Engineering Manager

• Lead business process discovery sessions to define scalable, enterprise-grade Salesforce solutions aligned to customer objectives
• Own end-to-end solution architecture across Salesforce platforms (Service Cloud, Order Management, Commerce, Consumer Goods Cloud), ensuring alignment to best practices and long-term scalability
• Define and govern solution design, including data models, integrations, and system architecture, to support complex business requirements
• Provide architectural oversight throughout the full delivery lifecycle (design, build, test, deploy, and post-go-live), ensuring quality and consistency
• Drive UX and solution design strategy to deliver intuitive, efficient, and scalable user experiences
• Act as the primary technical authority and strategic advisor to both client stakeholders and internal delivery teams
• Translate business requirements into scalable technical solutions and guide development teams on implementation approach
• Lead technical design reviews and ensure adherence to architectural standards and best practices
• Own deployment strategy and release governance, including environment strategy, risk mitigation, and rollback planning
• Provide oversight on testing strategy (unit, integration, UAT), ensuring solutions meet functional and technical requirements
• Define data architecture and modeling strategies to support customizations and integrations
• Identify and proactively mitigate technical risks, ensuring successful project delivery
• Partner cross-functionally to align business and technical stakeholders, ensuring clear communication and shared objectives
• Support post-go-live strategy, including optimization, scalability planning, and continuous improvement initiatives

Salesforce Solution Architect, Commerce – B2B

• Define and drive the technical architecture for the Salesforce platform across multiple squads, balancing new capability delivery against tech debt reduction
• Establish engineering standards, code review practices, and development patterns that work across a team of varying skill levels including embedded contractors
• Mentor and develop other Salesforce engineers, building team capability rather than concentrating knowledge
• Own cross squad technical decisions for integrations between Salesforce and Ibotta's rewards content, distribution, and billing platforms
• Identify opportunities to apply AI and automation to Salesforce development workflows, and guide the team on when agentic approaches are appropriate vs. traditional ones
• Partner with engineering managers, product managers, and architecture leaders to define and execute the Salesforce platform technical roadmap
• Reduce system complexity in codebases and drive simplification that the whole team can maintain
• Develop new automation and integrations with the Ibotta platform that support business requirements
• Build new user experiences consisting of custom objects, workflows, validations and formulas while adhering to Salesforce best practices
• Implement and troubleshoot integrations between Salesforce and the Ibotta platform that accurately transfers data between multiple systems, including external systems
• Manage and improve the Salesforce DevOps process including efficient deployment processes, expectations for code, and managing sandbox environments using Copado, Git and Jira
• Keep current with new Salesforce features and functionality, providing recommendations for improvements, and teaching others
• Provide high quality, reliable, scalable and high-throughput solutions
• Create and maintain technical documentation on integrations with the platform
• Embrace and uphold Ibotta’s Core Values: Integrity, Boldness, Ownership, Teamwork, Transparency, & A good idea can come from anywhere

Staff Salesforce Engineer

• Design, develop, and deploy scalable Salesforce solutions across Service Cloud and Experience Cloud
• Develop and maintain custom Apex classes, triggers, batch jobs, and asynchronous processes (Future, Queueable)
• Build and enhance Lightning Web Components (LWCs) using JavaScript and Apex to improve UI/UX and functionality
• Configure and automate Salesforce using Flows, validation rules, record types, custom objects, and page layouts
• Contribute to both declarative (30–50%) and programmatic development efforts
• Integrate Salesforce with external systems via APIs and web services
• Develop and execute unit and integration tests, ensuring code quality and platform stability
• Implement and manage Salesforce security model (Profiles, Permission Sets, Roles, OWD, sharing rules)
• Support data migration and updates using tools such as Data Loader and Workbench
• Collaborate with cross-functional teams in an Agile/Scrum environment
• Participate in client-facing discussions, providing input on solution design and technical feasibility
• Support code promotion and deployments using tools such as Gearset, Git, and CI/CD pipelines
• Maintain detailed time tracking and documentation aligned to project requirements.

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