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

• Lead architecture design and implementation for end-to-end Salesforce solutions focused on customer experience, usability, scalability, and system reliability.
• Develop and execute the Salesforce team’s strategic roadmap within Workplace Solutions, aligning technical decisions with business priorities.
• Collaborate with business stakeholders and UX experts to map customer and user journeys; transform insights into technical enhancements.
• Architect integrations among Salesforce and other enterprise platforms, improving workflows and supporting personalized customer engagements.
• Drive innovation by exploring and applying emerging Salesforce technologies and architectural best practices.
• Actively participate in Agile Release Train (ART) events—such as PI Planning and backlog refinement—providing guidance to accelerate iterative delivery.
• Mentor engineers, analysts, and product owners on customer-centric architecture and promote a culture of continuous improvement.
• Travel to Omaha as necessary to partner directly with cross-functional teams.

Salesforce Architect

• Design, build, and maintain Salesforce CPQ solutions including product catalogs, complex bundles (multi-level configurable products), pricing models (list, block, percent-of-total, contracted pricing), discount schedules, product rules, price rules, quote templates, and approval workflows.
• Translate business requirements directly into working solutions — acting as your own BA, developer, and QA throughout the lifecycle, and partnering with Sales Ops, Finance, Order Management, and Provisioning teams.
• Build and maintain core Salesforce customizations using Apex (triggers, batch, queueable, future, async), Lightning Web Components (LWC), Aura, Visualforce (legacy), and Salesforce Flows.
• Design and implement inbound and outbound integrations between Salesforce and ERP, billing, finance, provisioning, and other enterprise systems using REST/SOAP APIs, OAuth, named credentials, Platform Events, Change Data Capture, and Bulk/Streaming APIs.
• Collaborate closely with our dedicated integration/middleware team (who own MuleSoft, Boomi, and Workato) to design contracts, troubleshoot integration flows, and ship end-to-end solutions together.
• Own the renewals, amendments, co-terming, and contract lifecycle flows within CPQ.
• Manage your own deployments using SFDX, Git-based source control, and CI/CD pipelines (Copado, Gearset, Flosum, or similar).
• Own production support for the CPQ stack — investigate quote calculation issues, pricing edge cases, and integration failures, and drive long-term remediation.
• Write unit tests, perform peer code reviews, and uphold engineering quality standards across the team.
• Use AI tools (e.g., Agentforce Vibes / vibe coding, Copilot, Claude) as part of your day-to-day workflow — we expect every engineer on the team to lean on AI to ship faster and better.

Senior Salesforce Developer – Quote to Cash

• Design and build Service Cloud functionality: case management, case routing and assignment, queues, omni-channel, escalation rules, milestones, entitlement processes, SLA enforcement, and service console experiences for support engineers.
• Implement and maintain complex asset and entitlement management — multi-level asset hierarchies, asset-based entitlements, warranty / contract linkage, and asset-to-case association used by support engineers every day.
• Own Email-to-Case (and Web-to-Case where applicable): configure routing addresses, parsing rules, threading, attachments, on-behalf-of handling, and bounce management.
• Build and maintain Experience Cloud / Partner Portal sites — page design (LWR or Aura templates), navigation, sharing and visibility, audience targeting, knowledge surfacing, case submission, asset visibility, and self-service flows.
• Build core Salesforce customizations using Apex (triggers, batch, queueable, async), Lightning Web Components, Aura, and Salesforce Flows.
• Design and implement integrations between Salesforce and the post-sale ecosystem — telemetry / monitoring platforms, RMA / logistics systems, parts and inventory, knowledge bases, chat / voice platforms, and field service tooling — using REST/SOAP APIs, OAuth, named credentials, Platform Events, Change Data Capture, and Bulk/Streaming APIs.
• Collaborate closely with our dedicated integration / middleware team (who own MuleSoft, Boomi, and Workato) to co-design contracts, troubleshoot cross-system flows, and ship end-to-end solutions together.
• Partner directly with support engineers, services managers, and partner-success leaders to gather requirements and ship iteratively.
• Own production support for the post-sale Salesforce stack: triage, root-cause analysis, hotfix, and long-term remediation.
• Manage your own deployments using SFDX, Git-based source control, and CI/CD pipelines (Copado, Gearset, Flosum, or similar).
• Use AI tools (e.g., Agentforce Vibes / vibe coding, Copilot, Claude) as part of your day-to-day workflow — we expect every engineer on the team to lean on AI to ship faster and better.

Senior Salesforce Developer – Post Sale

• 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

• Review and analyze system specifications
• Identify one or more technical solutions to discuss with clients
• Create a solid technical solution based on best practices
• Collaborate with the team to design, develop and maintain all development
• Determine and coordinate time estimates and priorities
• Help troubleshoot/reproduce bugs and errors as well as execute test cases (manual or automated) based on business requirements and/or technical specifications
• Communicate to all internal stakeholders and log issues
• Acknowledge client issues immediately and respond to any client communications by established internal timelines
• Communicate directly with clients to identify core issue(s) and respond daily with progress updates on open tickets
• Document and communicate estimated timeframe and scope hours/cost for fixes
• Work with cross-functional teams to ensure quality through the system development life cycle while meeting all deadlines
• Collaborate with project team and engineers to develop effective strategies and test plans
• Develop and maintain a working knowledge, and documentation of deployment and version control methodologies
• Help manage and contribute to internal applications
• Communicate with engineering leadership on demo and client application setup time requirements
• Set up templated applications from the AppExchange with clients
• Work with sales team to design demo and implement environments

Salesforce Engineer – Manager

• Own the technical health and architecture of the Salesforce environment.
• Maintain sound development standards and release management discipline.
• Partner with the Head of Commercial (GTM/Rev) Ops to translate business priorities into a sequenced backlog.
• Operate independently within agreed priorities, surfacing risks and trade-offs proactively.
• Own ongoing support, troubleshooting, and enhancement of Salesforce CPQ, including product configuration, pricing logic, quote templates, and approval workflows.
• Design and build custom Apex, Lightning Web Components, and integrations to extend native CPQ functionality.
• Partner with Finance and Sales Ops on Quote-to-Cash improvements, including billing system integrations and renewal automation.
• Serve as a senior Salesforce administrator, managing users, profiles, permission sets, sharing rules, and security configuration for globally distributed teams.

Senior 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

• As an A1M Salesforce Developer, you work openly and collaboratively on agile teams to contribute to the development of complex, scalable systems.
• You build components of user-centered applications.
• While you are comfortable working independently, you are eager to help improve team processes and help teammates learn and grow -- as they help you in turn.

Software Engineer – Salesforce Developer

• 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

• Design and deliver Salesforce solutions aligned to business requirements, global standards, and agreed architecture.
• Advise on best practices and scalable architecture that align to business operations and objectives.
• Work closely with US stakeholders to gather, refine, and translate requirements into scalable technical solutions.
• Collaborate closely with the UK Salesforce team to ensure consistency, avoid duplication, and maintain a single, aligned platform.
• Develop and maintain custom Salesforce functionality using Apex, Lightning Web Components (LWC), and SOQL.
• Contribute to delivery within Agile sprint cycles, including estimation and implementation.
• Troubleshoot and resolve complex technical issues using debugging tools and logs.
• Ensure high-quality code through best practices and testing standards.
• Work with source control and version management (e.g., Git, Gearset).
• Support and follow DevOps processes, including CI/CD pipelines and deployment practices.
• Support integrations between Salesforce and other systems where required, including Hubspot, Unit4, Docusign, and other platforms.
• Maintain and provide clear user training and technical documentation and contribute to shared knowledge across teams.
• Identify opportunities to improve system performance, scalability, and efficiency.
• Lead technical and business workshops and discovery sessions.

• 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

• 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.

• Act as the primary technical escalation for Salesforce production issues (P1/P2).
• Lead incident triage, troubleshooting, and root‑cause analysis.
• Resolve complex issues across Apex, LWC, Flows, integrations, security, and data.
• Partner with Systems, Integration, and Security teams on cross‑platform issues.
• Support releases, hotfixes, and production changes.
• Identify trends in support tickets and drive platform improvements.
• Mentor developers and support engineers on best practices.
• Perform Salesforce administration tasks including: Managing profiles, permission sets, roles, and sharing rules Supporting user access, troubleshooting permissions, and license usage

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