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)
Gurram Sravanthi EA License No.: 02C3423 Personnel Registration No.: R2197596
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