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• Lead the development of sophisticated Salesforce solutions, including customizations, integrations, and system enhancements.
• Collaborate with business teams to capture requirements and transform them into technical specifications.
• Architect scalable, efficient Salesforce solutions while adhering to best practices and industry standards.
• Oversee integrations between Salesforce and various sales and marketing tools, ensuring smooth data flow and system interoperability.
• Provide leadership and guidance to a team of Salesforce developers and administrators, supporting their professional development.
• Develop and maintain custom Salesforce solutions using Apex, Visualforce, Lightning components, and other tools.
• Implement and customize Salesforce features such as objects, fields, workflows, validation rules, and automation.
• Conduct code reviews to ensure quality and compliance with coding standards.
• Perform unit testing, debugging, and troubleshooting to ensure stability and reliability of Salesforce applications.
• Manage deployments and handle release management within Salesforce environments.
• Offer ongoing technical leadership and support for Salesforce org maintenance and administration.
• Stay informed about Salesforce updates, new features, and emerging technologies, evaluating their impact on our Salesforce ecosystem.
• Work closely with cross-functional teams to drive continuous improvements and innovation in Salesforce solutions.

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• At least 8 years of hands-on Salesforce experience, including configuration, customization, and development, with proven leadership or team lead experience.

• Salesforce Certified Platform Developer II certification.
• Proficiency in Apex, Visualforce, Lightning Web Components, SOQL, SOSL, and Salesforce APIs.
• Experience with Salesforce integration technologies, including REST/SOAP APIs, Platform Events, and Salesforce Connect.
• Deep understanding of Salesforce data model, security, and sharing settings.
• Familiarity with Salesforce development tools such as Salesforce DX, Git, Copado, and CI/CD pipelines.

Job Description:

Key Responsibilities:

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  Design, develop, test, and deploy custom Salesforce applications using Apex, Visualforce, and LWC.
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  Develop and maintain integrations between Salesforce and other enterprise systems using REST and SOAP APIs.
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  Manage Salesforce release cycles, including sandbox testing, regression testing, and production smoke testing.
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  Utilize Salesforce development tools, such as Salesforce DX and Visual Studio Code, for efficient coding and deployment.
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  Implement best practices in version control using Git for code collaboration and management.
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  Troubleshoot and resolve Salesforce issues, ensuring optimal system performance.
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  Collaborate with cross-functional teams, including business analysts and administrators, to deliver scalable Salesforce solutions.

Required Qualifications:

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  Active Secret Clearance
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  Bachelor's degree in Computer Science, Information Systems, or a related field.
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  5+ years of experience as a Salesforce Developer with expertise in Apex, Visualforce, LWC, SOQL, and SOSL.
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  5+ years of experience with Salesforce APIs (REST, SOAP) and integration patterns.
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  3+ years of experience with Salesforce development tools such as Salesforce DX and Visual Studio Code.
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  3+ years of proficiency in version control systems (e.g., Git).
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  Strong understanding of Salesforce release management, including sandbox testing, regression testing, and production smoke testing.

What You'll Do:

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  Analyze and refine sales processes related to pricing, quoting, and revenue operations.
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  Design and configure Salesforce CPQ to improve automation and scalability.
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  Work closely with internal teams to identify bottlenecks and propose solutions.
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  Provide technical guidance and best practices for CPQ implementation.
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  Troubleshoot issues and ensure seamless system functionality.
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  Develop training materials and support users in adopting new processes.
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  Stay up to date with the latest Salesforce and CPQ trends to recommend improvements.

What We're Looking For:

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  5+ years of Salesforce experience, with a focus on CPQ solutions.
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  Hands-on experience with Salesforce CPQ & Billing or similar tools.
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  Strong understanding of sales workflows and pricing models.
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  Ability to map business processes and translate them into technical solutions.
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  Experience working in Agile environments and managing multiple priorities.
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  Excellent problem-solving skills and attention to detail.
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  Strong communication and collaboration abilities.

Key Responsibilities:

Required Qualifications:

• Collaborate with stakeholders to document detailed business needs and translate them into actionable project plans.
• Lead or contribute to significant programs or projects, ensuring deliverables align with business goals.
• Conduct in-depth discovery sessions to identify and resolve complex challenges in workflows, system functionality, and operations.
• Develop creative solutions for process improvements by applying advanced technical and business knowledge.
• Prepare detailed user stories, acceptance criteria, and documentation to guide development teams.
• Evaluate multiple approaches to solve complex challenges and select the best solutions.
• Analyze project impacts and conduct feasibility studies for proposed initiatives.
• Ensure compliance with company policies, standards, and best practices.
• Create test plans and coordinate user acceptance testing (UAT) to validate system enhancements.
• Support pre-deployment validation, communication, and change management efforts to ensure seamless adoption of new processes and tools.
• Provide regular updates to leadership regarding project progress, scope, and timelines.

• Bachelor's degree in a related field or equivalent professional experience.
• 10+ years of experience in operations, business analysis, or process optimization roles.
• Proven ability to drive business transformation initiatives and build strong relationships across teams.
• Hands-on experience configuring and supporting CRM and ERP platforms.
• Analytical expertise in business process design with a focus on cross-functional interdependencies.
• Excellent verbal and written communication skills.
• Ability to prioritize and manage multiple projects in a dynamic environment.

• Familiarity with Agile methodologies and tools such as Jira or Confluence.
• 5+ years of experience in business analysis, including documentation and process improvement.
• Hands-on experience with CRM platforms, particularly in workflow configuration and system administration.
• Relevant certifications in CRM administration or related technologies are a plus.

• Serve as primary system Developer/Administrator for Applications not limited to Salesforce/nCino, fnformatica, Box, DocuSign, Own Backup, Foxtrot, SQL Server etc.
• Demonstrate an understanding of all types of nCino business rules, forms, tools, users, permission sets, groups, profiles, objects, fields, and roles.
• Design, document, and implement solutions by creating or modifying system workflows, dashboards, and reports to continuously improve data quality, process integrity and productivity.
• Manage nCino enhancements by testing new functionality, deploying to a production environment, and communicating to end-users; Monitor nCino updates and address system configuration updates where needed.
• Develop working relationships with nCino' s support department.
• Educate business units on new nCino features.
• Provide support for internal user requests while troubleshooting issues, escalating items to management, and nCino technical support as needed.
• Partner with Loan Coordinators and Business Units to remain aware of technology and process challenges and needs.
• Identify and communicate risks related to process and configuration changes while analyzing requirements and developing solutions across all applications.
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, validations, and other routine tasks.
• Assist in training of new users, preparing training material, and grow the applications skill set across the organization.
• Ability to learn, implement & support Foxtrot RPA (Robotic Process Automation) tool to help automate manual tasks via scripts.
• Work with loan operations to understand challenges and automate core business processes.
• Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities.
• Manage Salesforce, Informatica, nCino data feeds and other integrations.
• Coordinate the evaluation, scope, and completion of new development requests.
• Effectively act as the liaison between our users, customers, and the application development teams.

• Previous experience working on multiple applications.
• Knowledge about nCino (Bank Operating System), Fiserv & Q2
• Ability to assess the impact of new requirements on Salesforce/nCino platform and all upstream and downstream applications, systems, and processes.
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
• Creative and analytical thinker with strong problem-solving skills
• Must demonstrate ability to communicate effectively at all levels of the organization.
• Advanced proficiency in Microsoft Office products.

• Minimum 3- 5 years of experience as Application Developer/Administrator.
• Strong front end/back-end development abilities.
• Experience using Apex, VBA, Macros, and other programming languages.
• Experience using Salesforce Inspector, ANT Migration tool, Access DB, SQL Server.
• Salesforce/nCino certifications preferred.
• Proven ability to design and implement new processes and facilitate user adoption.
• Strong understanding of the Salesforce/nCino platforms, with the ability to build custom apps and objects, formula fields, flows, validation rules, custom views, and other content of intermediate complexity.
• Strong understanding of Salesforce/nCino best practices and functionality
• A demonstrated ability to understand and articulate complex requirements.
• Previous experience working in a SCRUM or agile environment preferred.

• Serve as the system administrator for the Salesforce environment with ~100+ users across multiple use cases
• Work with the engineering team to help define and implement best use cases of Salesforce as we build platform functionality off of it
• Handle all basic administrative functions including user account maintenance, company reports and dashboards, workflows and other routine tasks
• Complete regular internal system audits and prepare for upgrades and new releases
• Manage integrations with our Salesforce instance
• Coordinate the evaluation, scope, and completion of new development requests
• Work with Operations and Finance to ensure all sales and pipeline data is accurate, complete, and easily accessible
• Coordinate and conduct training of new users, and grow the Salesforce skill set across the organization

Qualifications

• 3+ years of experience as a Salesforce Administrator
• Proven ability to implement new processes and facilitate user adoption, training and support
• A demonstrated ability to understand, break down and articulate complex Salesforce concepts with technical and non-technical stakeholders
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, set clear expectations and work well cross functionally with peers and leadership.
• You are comfortable building prototypes and communicating directly with engineers and business stakeholders on the technical constraints of various approaches.
• Understanding of agile development and iteration
• Strong experience with the Lightning Platform