Senior Salesforce Developer – Asset Management / Financial Services

Responsibilities:

        Technical:

• Lead the configuration, customization, and ongoing management of Salesforce environments, preferably within a Financial Services context.
• Build and maintain trusted, collaborative relationships with business stakeholders and technical teams across the organization.
• Collaborate with business units to evaluate existing capabilities and identify opportunities for enhanced or new functionality aligned with strategic goals.
• Partner with internal technology teams to troubleshoot and resolve production issues efficiently.
• Maintain a deep understanding of company's Salesforce instance and be able to articulate both technical and functional configurations to various stakeholders.
• Own and execute a broad range of tasks, including support for service tickets, enhancement requests, and project deliverables.
• Continuously enhance technical skills through self-directed learning, exploring new tools and technologies to support growth and innovation.
• Analyze business needs and design scalable, flexible Salesforce solutions that align with organizational standards and best practices.
• Translate business requirements into well-defined technical specifications and solution designs.
• Lead the full development lifecycle—design, build, test, document, and deploy solutions with a focus on performance, usability, and maintainability.
• Ensure effective design and implementation of all major system modifications, with an emphasis on architectural integrity.
• Troubleshoot complex issues using various diagnostic methods and tools, ensuring long-term resolution.
• Demonstrate deep application knowledge and stay current with new Salesforce features, releases, and Company-specific customizations.
• Perform advanced data analysis through complex ad hoc queries to support reporting, issue resolution, and data migration.
• Organize and interpret data to develop actionable insights and recommendations that support business decisions.
• Evaluate and adopt emerging technologies that can support company business growth and digital strategy. 

Communication:

• Communicate technical information in a clear and concise manner, tailored to the needs of both technical and non-technical team members.
• Contribute to system documentation to support internal knowledge sharing and continuity within the Technology team.
• Build and maintain effective working relationships with business and technical stakeholders by being responsive and attentive to their needs.
   

Functional/Core:

• Operate independently with minimal supervision, managing tasks and priorities effectively to meet deadlines.
• Develop a understanding of company's operations and functional areas, with a focus on aligning project work to broader business objectives.
• Contribute to the development of strategic and practical solutions for business challenges through critical thinking and collaboration.
• Actively support and embody Company’s core values in day-to-day work and team interactions.
• Engage constructively in team discussions, fostering an open environment where ideas, concerns, and feedback are share respectfully.
• Provide technical support and guidance to team members as needed, contributing subject matter expertise to collaborative efforts.

Qualifications & Requirements:

• 5+ years of hands-on Salesforce development experience, particularly within Sales Cloud, with deep expertise in:
  • Apex (classes, triggers, test classes)
  • Lightning Web Components (LWC)
  • Visualforce
  • SOQL
  • Process Builder, Workflows, and Salesforce Flow
  • Custom objects, controllers, and metadata-driven design
• Proficiency in SOAP/REST web services and API-based integrations, including design, implementation, and troubleshooting of cross-platform data flows.
• Analytical skills with the ability to collect, organize, and analyze data; summarize findings and deliver clear, actionable recommendations.
• Experience using SOQL query tools for data investigation and issue resolution.
• Demonstrated ability to work independently with organizational skills and the capacity to manage multiple priorities in a dynamic environment.
• Excellent verbal and written communication skills with the ability to engage effectively with both technical and non-technical stakeholders, including leadership and end users.
• Solid understanding of Agile software development methodology, including experience participating in sprints, stand-ups, and backlog grooming.
• In-depth knowledge of DST / Transfer Agency operations and data transformation/reconciliation processes is strongly required.
• Salesforce Certifications (Good to have):
  • Salesforce Platform Developer I (required or in progress)
  • Salesforce Administrator
  • Platform Developer II or App Builder a plus
• Computer Science university degree/college diploma or equivalent
   

Experience:

• Salesforce Platform Developer I Certification
• Salesforce Administrator Certification
• Experience with:

• Snowflake, Unqork, Workato, FISDX, Intralinks, Loopio, Seismic, Monday.com
• Jira or other project management tools
• C# and/or Azure applications

Front-end development technologies (JavaScript, jQuery, HTML, XML)