Senior Associate, Senior Salesforce Developer

• Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research.
• Sustainability services include ESG Assessment, Strategy & Implementation, and Communications Advisory.
• Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research.

Annual Salary Range: $130,000-$170,000, * Design, develop, test, and deploy custom Salesforce solutions, including Apex code, triggers, Lightning Web Components, and Flow automation

• Partner with business stakeholders to gather requirements, assess feasibility, and translate needs into technical specifications

• Manage and prioritize the Salesforce project backlog, ranging from quick enhancements to comprehensive, multi-phase initiatives

• Configure and maintain Salesforce objects, fields, page layouts, validation rules, security settings, reports, and dashboards

• Build and maintain integrations between Salesforce and other firm systems using APIs and middleware tools

• Maintain data quality and integrity through sound data management practices, including imports, cleansing, and deduplication

• Follow and improve development standards, source control, CI/CD pipelines, release management, and sandbox practices

• Document solutions, configurations, and processes, and provide training and support to end users

• Troubleshoot and resolve production issues within established timelines

• Support the broader IT team on non-Salesforce projects as capacity allows

• Evaluate new Salesforce features and releases, and recommend enhancements that improve efficiency and user adoption

• Use AI-assisted and agentic development tools, such as Claude Code, to accelerate design, coding, testing, code review, and documentation, and apply sound review, testing, and security practices to all AI-generated output
• Design, pilot, and implement Salesforce AI capabilities, such as Agentforce agents, Prompt Builder templates, and Einstein features, where they deliver measurable business value, with attention to data security, licensing, and governance

Salesforce.com, Capital Markets, Investment Services, Sustainability, Customer/Client Research, Problem Solving Skills, Identify Issues, Corporate Governance, Mergers and Acquisitions, Corporate Communications, * Bachelor’s degree in Computer Science, Information Systems, or a related field, or equivalent practical experience

• 3-5 years of hands-on Salesforce development and administration experience

• Strong proficiency in Apex, SOQL, Lightning Web Components, and Salesforce Flow

• Experience with Salesforce integrations using REST and SOAP APIs and middleware or iPaaS platforms (such as Celigo, MuleSoft, or Boomi)

• Strong understanding of Salesforce security, data model, and declarative configuration

• Daily use of AI-assisted development tools (such as Claude Code, Cursor, or GitHub Copilot), including agentic workflows that plan, build, test, and deploy changes

• Working knowledge of Salesforce AI products, including Agentforce, Prompt Builder, Einstein, and Data Cloud, and of their licensing, trust, and data governance considerations

• Proficiency with Git, the Salesforce CLI, SQL, and at least one scripting language, such as Python or JavaScript

• Demonstrated ability to manage multiple projects and priorities with limited supervision

• Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical audiences

Preferred

• Salesforce certifications, such as Platform Developer I or II and Administrator

• Experience with Sales Cloud, Service Cloud, or Experience Cloud

• Experience with version control and CI/CD tools for Salesforce deployments

• Experience with NetSuite, Snowflake, Marketing Cloud, HubSpot, or Power BI

• Experience building custom AI agents, Model Context Protocol (MCP) servers, or integrations with LLM APIs

• Experience in professional services, consulting, or financial services environments

• Familiarity with Agile project delivery methods

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world.

Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes., Sodali & Co is seeking a Senior Salesforce Developer to join our IT practice as a new position at the Senior Associate level. Business reliance on Salesforce has grown significantly and is integrated with many other business systems, including NetSuite, Celigo, Snowflake, Marketing Cloud, HubSpot, and Power BI. This role will design, build, and support Salesforce solutions and the integrations around them that meet evolving business needs. The successful candidate will work directly with stakeholders across the firm to turn requirements into scalable, well-documented solutions. The successful candidate uses agentic development tools daily and applies Salesforce AI capabilities where they add value.