Salesforce Developer

• Design and implement complex Salesforce solutions supporting CMS workflows and business rules
• Develop and maintain custom functionality using Apex, Lightning Web Components (LWC), Flow, and Platform Events
• Configure and enhance Salesforce capabilities to support business and technical requirements
• Develop and support Salesforce integrations with internal and external systems using REST and/or SOAP APIs
• Support scalable and secure delivery of Salesforce enhancements within Agile sprint cycles
• Contribute to solution delivery activities while ensuring alignment with technical and business objectives
• Ensure code quality, performance, and maintainability of Salesforce solutions
• Support adherence to CI/CD and DevSecOps practices within Salesforce environments
• Collaborate with cross-functional teams and stakeholders to support successful solution delivery and implementation

Senior Salesforce Developer

• Perform data analysis to support business and operational reporting needs
• Develop analytical products and reports using BI tools and Salesforce reporting capabilities
• Write and execute complex queries to respond to client data requests
• Design and implement Salesforce dashboards and reporting solutions
• Develop Salesforce components including Apex, Lightning components, and related solutions
• Support integrations between Salesforce and external data sources and APIs
• Ensure adherence to code quality, data quality, and performance best practices
• Support scalable and secure delivery of reports and solutions within Agile sprint cycles and on an ad-hoc basis

Senior Data Analyst – Salesforce Developer

• Participating in the full application life cycle for the Medicaid Enterprise Systems Hub (MESH): architecture, design, development, testing, and deployment, with end-to-end ownership of complex features
• Writing, testing, and deploying high-performance, reusable, and reliable Apex code that powers MESH submission, review, approval, MDBT, and reporting workflows
• Creating and customizing Lightning Web Components (LWC) and Lightning pages to enhance both the internal CMS interface and the external State Medicaid Agency (SMA) portal, ensuring consistency across the dual-interface architecture
• Designing data models and implementing Salesforce objects, including custom objects, fields, and relationships, that support APDs, contracts, vendors, projects, certifications, the Master Detailed Budget Table (MDBT), and integrated state profiles
• Performance-engineering Salesforce applications using code optimization techniques, modular development practices, lazy loading, query analysis and optimization, caching solutions, and asynchronous workflows that respect Salesforce governor limits
• Leading options analyses, proof-of-concept implementations, and validations for proposed solutions including AI-assisted submission analysis, T-MSIS bidirectional integration, configurable workflow templates, and Microsoft 365 integration
• Identifying risks, managing change, and designing cloud solutions that are efficient, scalable, secure, and aligned with CMS ARS 5.1, FedRAMP Moderate, and CMS Salesforce SEI Center of Excellence governance
• Gathering technical requirements, decomposing user stories, and translating dependencies for the technical delivery team
• Working closely with designers, engineers, and the Senior Business Analyst to gather and implement product, front-end, and back-end requirements, including Section 508 / WCAG 2.0 AA accessibility
• Designing and reviewing REST and SOAP integrations between Salesforce and external systems including T-MSIS, MBES/MacFin, Microsoft 365, CMCS DataConnect, and Power BI
• Assisting users with troubleshooting and resolving platform issues, supporting Tier 2 and Tier 3 escalations from the Technical Support team
• Participating in agile processes including daily stand-ups, demos, retrospectives, and sprint planning
• Documenting development processes, technical designs, and architectural decisions in CMS-approved tools (Confluence, GitHub) to ensure team coverage, code maintainability, and successful contract transition
• Staying up to date on Salesforce trends, releases, new features, and product roadmaps, including reviewing and signing off on product compatibility with upcoming Salesforce releases
• Setting and enforcing Salesforce best practices and coding standards that promote code reusability, maintainability, performance, and security
• Implementing mature unit and integration testing to achieve and sustain the 90% automated test coverage required by CMS deliverable standards
• Leading cross-team collaborations and disseminating information through knowledge-sharing sessions and communities of practice (including the MACBIS HCD CoP)
• Leading and enforcing an automation-first approach to reduce manual configurations within the Salesforce platform using custom Apex scripts, Robotic Process Automation, and declarative tooling
• Supporting hiring efforts for the program, including conducting résumé screens, technical interviews, and culture-and-values assessments
• Coaching, mentoring, and managing a team of Salesforce Developers as direct reports

• 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

• Help develop Salesforce solutions under guidance from senior engineers.
• Help build scalable and reliable components using Salesforce technologies such as Lightning Web Components (LWC), Apex classes, and Visualforce pages.
• Follow established standards set by the Architecture and Engineering teams.
• Maintain clean, efficient code for Salesforce customizations and configurations.
• Participate in code reviews to learn best practices and improve technical skills.
• Collaborate with team members to ensure quality and consistency in deliverables.
• Help implement integrations between Salesforce and third-party applications using tools like REST APIs and middleware solutions.
• Learn and apply security protocols and integration best practices under the supervision of experienced professionals.
• Configure Salesforce features using declarative tools such as Flows, Process Builder, and Validation Rules.
• Help develop custom components and functionality using Apex and Lightning Web Components.
• Write unit tests for developed functionality and help maintain code quality best practices through peer review of solutions.
• Participate in system audits and help identify areas for improvement related to performance, security, and maintainability.
• Stay informed about new Salesforce features and tools.

Salesforce Engineer

• Design and build complex Salesforce solutions using Apex (classes, triggers, batch, async), Lightning Web Components (LWC), and declarative tooling (Flow, custom metadata).
• Own the full development lifecycle: requirements analysis, technical design, code review, testing, and production deployment through sandbox environments using Salesforce CLI and SFDX.
• Establish and enforce coding standards, test coverage requirements, and architectural best practices across the Salesforce platform.
• Lead technical design reviews and contribute to a culture of engineering excellence on the BizTech team.
• Build and maintain Data Cloud (Data 360) data streams, data model objects (DMOs), calculated insights, and activation targets to support unified customer profiles.
• Develop and configure Agentforce agents, Einstein AI features, and prompt templates to automate workflows and enhance the seller and support experience.
• Collaborate with data engineering teams to integrate Salesforce with external data lakes (Databricks) using SQL, REST/SOAP APIs, and MuleSoft or direct connectors.
• Write and optimize SQL queries for data validation, exploration, and pipeline debugging across Databricks and Salesforce Data Cloud.
• Manage the full deployment lifecycle across scratch orgs, sandboxes (dev, QA, staging, UAT), and production using Salesforce DX, SFDX CLI, and source-driven development workflows.
• Build and maintain CI/CD pipelines (GitHub Actions, Bitbucket, Jenkins, Coapdo, Gearset or equivalent) for automated testing, static analysis (PMD/ESLint), and deployment gating.
• Champion version control best practices: branching strategy, pull request reviews, and release management in Git.
• Comfortable operating in a terminal environment; able to script and automate routine tasks using shell, Python, or Node.js.
• Design and implement integrations between Salesforce and external platforms including NetSuite, Workday, Clari, Certinia, and MuleSoft.
• Evaluate and recommend platform architecture decisions, balancing declarative vs. programmatic approaches for scalability, performance, and maintainability.
• Maintain data integrity, governor limit awareness, and security best practices (sharing rules, field-level security, platform encryption) across all solutions.
• Partner with business stakeholders, product owners, and business analysts to translate complex requirements into technical specifications.
• Conduct code reviews and provide constructive, educational feedback to developers and admins.
• Develop and maintain technical documentation for system architecture, integration patterns, and deployment runbooks.

• Design and develop custom solutions on the Salesforce platform (Apex, Flows, Lightning Web Components).
• Collaborate with business analysts and stakeholders to translate requirements into technical solutions.
• Ensure solutions follow Salesforce best practices and coding standards.
• Participate in code reviews, testing, and deployment activities.
• Support data modeling, integrations, and migrations.
• Troubleshoot and resolve Salesforce issues in a timely manner.
• Stay current with Salesforce releases and recommend improvements.
• Maintain clear documentation of solutions and processes.

• 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

• 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

• Develop, and maintain Salesforce solutions using Apex, Lightning Web Components (LWC), and Flow, leveraging both declarative and programmatic approaches.
• Build and support Salesforce features across custom development and configuration.
• Build and support Salesforce integrations using APIs (REST/SOAP) and file-based exchange mechanisms.
• Develop AI-enabled features leveraging Salesforce Einstein and agentic AI patterns where applicable.
• Support production systems, including troubleshooting, debugging, and resolution of incidents.
• Contribute to continuous improvement of development standards, code quality, and deployment practices.
• Collaborate with operations, testing, security, and compliance teams to ensure secure and reliable delivery.
• Participate in DevSecOps practices, including version control and CI/CD pipelines as applicable.

• Participating in the full application life cycle: architecture, design, development, testing and deployment
• Writing, testing, and deploying high-performance, reusable, and reliable Apex code
• Creating and customizing Lightning Components to enhance the user interface
• Designing data models and implementing Salesforce objects, including custom objects, fields, and relationships
• Performance engineering Salesforce applications using code optimization techniques, modular development practices, lazy loading, query analysis and optimization, caching solutions, and asynchronous workflows
• Contributing to options analyses, proof-of-concept implementations, and validations for proposed solutions
• Identifying risks, managing change, and designing cloud solutions that are efficient and scalable
• Gathering technical requirements and understanding user stories to translate dependencies to the technical delivery team
• Working closely with designers and engineers to gather and implement product, front-end, and back-end requirements
• Assist users with troubleshooting and resolving problems of the platform
• Participating in Agile processes, including daily standups, demos, retrospectives, and sprint planning
• Documenting development processes, technical designs, and other relevant information to ensure team coverage and code maintainability
• Implementing mature unit and integration testing to ensure systems work as intended
• Promoting cross-team collaborations and disseminating information through knowledge-sharing sessions, communities of practice, etc.
• Implementing an automation-first approach to reduce manual configurations within the Salesforce platform using custom Apex scripts, Robotic Process Automation, etc.

• 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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