Lead Salesforce Engineer
VACO LLC
St. Petersburg, FL, United States
28 days ago
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Role details
Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
5 years minimum
Working hours
Regular working hours
Job source
Tech stack
Application Programming Interfaces (APIs)
Build Automation
Cloud Computing
Software Documentation
Custom Software
Salesforce.Com
Systems Integration
Apex Code
Job description
- Architect, configure, and support multiple customized Salesforce instances; design scalable CRM solutions balancing firm-specific needs with platform standards.
- Build automation and functionality via Flow, custom objects, validation rules, Lightning pages, reports, and dashboards; extend with custom development where needed.
- Build and maintain CRM integrations; lead data migrations (export, transformation, validation, loading, reconciliation).
- Lead CRM onboarding and system conversion projects from scope to production.
- Scope requests, plan and oversee the implementation team, and own QA and release standards.
- Manage external Salesforce vendors to scope, timeline, quality, and budget; track risks and communicate status.
- Maintain documentation standards; mentor Implementation Specialists and grow the CRM capability.
Requirements
- 5+ years hands-on Salesforce, deep in declarative development and admin across complex environments.
- Experience with customized or multi-instance environments.
- Direct experience with Practifi, Financial Services Cloud, or a comparable financial services platform on Salesforce.
- Experience leading admins, implementation specialists, or outside developers.
- Proven delivery of client-facing implementations on committed timelines.
Preferred
- Wealth management, RIA, or fintech experience; Salesforce Advanced Admin / Platform App Builder certification.
- Apex, LWC, or API/custom integration experience.
- Experience leading data migrations and system conversions.
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