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Popular mid-level Salesforce role in a metro with broad requirements drives high applicant competition.
Technical Salesforce skills transferable across industries, though financial-services domain preference increases sector specificity.
Explicit 5+ years and mandatory Apex/LWC/integration skills make shortlisting strict.
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Design, develop, and customize Salesforce applications including Sales Cloud, Service Cloud, Lightning Components, Apex, and Visualforce to enhance business growth and operational efficiency.
Implement and maintain Salesforce solutions focused on lead-to-opportunity automation, sales pipeline optimization, customer engagement, and revenue growth in financial services domains.
Integrate Salesforce with external financial systems, manage data quality and security, and develop reports and dashboards to support sales and investment team analytics.
5+ years of hands-on Salesforce development experience including Apex, Lightning Web Components, Visualforce, SOQL/SOSL, and Salesforce APIs.
Experience with Salesforce Sales Cloud and Service Cloud implementations.
Domain exposure to Equities, Private Credit, Debt Markets, Investments, Asset Management, or Financial Services.
Bachelor's degree in Computer Science, IT, Engineering, or related discipline.
Experienced in delivering Salesforce solutions that automate and optimize lead generation, sales lifecycle, and opportunity closure specifically within financial services.
Skilled in integrating Salesforce with enterprise financial applications and proficient in Agile development and CI/CD practices.
Familiar with CRM processes, Salesforce security models, and able to collaborate with stakeholders to align Salesforce capabilities with business process automation goals.