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

• Help architect, develop, and evolve our Salesforce Platform
• Guide and mentor developers to implement a global CRM solution in Salesforce.com with a focus on Sales Cloud
• Defining, maintaining , and championing standard application development methodologies, integration patterns, and coding standard and guiding team members to comply with those standards
• Supporting and instructing on best practices for advanced apex programming concepts including core design patterns, limits and bulk patterns, efficient and reliable trigger handling, asynchronous operations, and unit testing
• Lead technical design sessions, designing and documenting technical solutions that are aligned with business objectives
• Collaborate with quality assurance team to provide guidance in designing functional and automated test plans for solutions
• Salesforce build and release management to support multiple streams of development
• Interact and effectively collaborate with technical and non-technical colleagues

Senior Lead Salesforce Developer

• 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

• Own the Salesforce platform architecture
• Lead technical design and delivery for complex Salesforce features
• Directly manage two Salesforce Engineers
• Architect and maintain integrations between Salesforce and enterprise systems
• Define and enforce coding standards, design patterns, and release management practices
• Lead discovery and requirements analysis sessions
• Evaluate third-party AppExchange solutions
• Manage technical debt and platform security posture
• Drive Salesforce release management
• Advise on Salesforce roadmap alignment
• Partner with the Data Architect on Salesforce data governance
• Contribute to cross-platform architecture decisions

Salesforce Technical Lead

• 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

• Spend the majority of your time developing on the Salesforce platform, specializing in Apex (Triggers, Async, Frameworks), LWC/Aura, and complex Flows.
• Maintain a deep understanding of Salesforce security (Sharing/Visibility), Data Modeling, and design patterns.
• Build and maintain high-performing Web Services (REST/SOAP) utilizing modern authentication and authorization patterns.
• Own the end-to-end lifecycle by performing rigorous code reviews, managing GitHub PRs, and navigating CI/CD deployment processes (including merge conflict resolution).
• Guide and support fellow team members, fostering a culture of continuous learning and technical growth.
• Actively participate in the SCRUM process—providing accurate story sizing, meeting deadlines, and escalating blockers proactively.
• Expertly leverage the Developer Console, Workbench, and Debug Logs to analyze performance issues and squash bugs.

• 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

• Lead the architectural design and implementation of Salesforce Financial Services Cloud (FSC) solutions tailored for the insurance industry
• Define end-to-end system architecture, ensuring loose coupling, scalability, and compliance with enterprise standards
• Leverage data integration solutions such as event streaming, application API, ETL tools for consuming and providing access to Salesforce data
• Develop and maintain a robust data model for insurance-specific FSC objects such as Policy, Claims, Financial Accounts, and Relationships
• Design solutions that ensure seamless integration with policy administration systems, underwriting platforms, claims processing, and regulatory compliance tools
• Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices
• Oversee configuration, customization, and integration efforts, ensuring optimal use of Salesforce’s declarative capabilities
• Ensure high-quality delivery through code reviews, design reviews, and architectural governance
• Collaborate with business stakeholders, product owners, and insurance domain experts to translate business requirements into technical solutions

Salesforce Solutions Architect

• Design, develop, and maintain custom Salesforce applications, Apex classes, Visualforce pages, Platform Events, Lightning Components, and triggers.
• Implement and configure Salesforce features, including custom objects, fields, flows and validation rules.
• Develop and maintain integrations between Salesforce and other internal and external systems using APIs, web services, and middleware.
• Perform data migration, data quality analysis, and data cleansing activities.
• Collaborate with business analysts and stakeholders to gather requirements, translate them into technical specifications, and propose effective Salesforce solutions.
• Write and maintain technical documentation, including design specifications, test plans, and release notes.
• Conduct unit testing, integration testing, and support user acceptance testing (UAT).
• Provide ongoing support, troubleshooting, and maintenance for existing Salesforce applications.
• Stay up-to-date with new Salesforce releases, features, and best practices.
• Participate in code reviews to ensure adherence to development standards and best practices.

• 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 long-term technical roadmap for Salesforce, prioritizing security, performance, and multi-year scalability.
• Design and optimize complex integrations between Salesforce and external systems (NetSuite, Marketing Automation).
• Act as the technical lead standing at the intersection of Salesforce and our other GTM applications, ensuring data integrity and real-time synchronization across the stack.
• Set the gold standard for our development lifecycle, including coding standards (Apex/LWC), branching strategies, and CI/CD pipelines.
• Proactively identify architectural technical debt and propose clear, actionable modernization strategies to keep our platform lean and performant.
• Work closely with the Director of Business Systems and stakeholders across Finance and HR to ensure technical projects directly enable company-wide growth goals.

• 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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