Senior Salesforce Engineer
Core
Design, develop, and implement customized Salesforce solutions and AI-powered automation to optimize the firm's ecosystem and enhance client engagement.
Role type
Senior Salesforce Engineer (AI & Automation focus)
Builds
Custom Salesforce applications, AI workflows, and integrations for a wealth management firm
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features
Required skills
Apex, Visualforce, Lightning components, Salesforce APIs, Salesforce Einstein, Agentforce, Python, Data Engineering, AI/ML concepts, SDLC, Agile, SCRUM
Preferred skills
Wealth Management domain experience, Data Engineering (Python), Third-party AI/LLM integration, Responsible AI principles
Technologies
Salesforce, Apex, Visualforce, Lightning, Einstein Prediction Builder, Einstein Discovery, Einstein Bots, Agentforce, Python
Responsibilities
Design and build Visualforce pages, custom controllers, and Lightning components; Implement AI-powered solutions using Einstein and Agentforce; Lead development of complex integrations across the Salesforce platform; Create and maintain custom objects, code, and test methods; Establish best practices for Salesforce deployments and AI adoption; Collaborate with data teams to ensure data quality for AI models; Evaluate and recommend AI use cases; Manage project deadlines and deliver high-quality solutions; Conduct testing and validation of deliverables and AI model outputs; Mentor junior developers on AI capabilities and Salesforce best practices.
Seniority
Senior, hands-on IC with mentorship responsibilities
