Salesforce Developer

As a Salesforce Developer, you’ll work on the Shared Services Technology Team as a key member of our Salesforce Team to aid in maximizing the growth and efficiency of Cerity Partners’ Service Cloud Salesforce instance. The ideal candidate is an experienced Salesforce Developer that enjoys working in a team environment who is interested in a role that focuses on designing and developing solutions to support organizational initiatives using both programmatic and declarative tools. They should lead with a declarative mindset, have a passion for user experience, and the ability to deliver programmatic solutions utilizing Apex and Lightning Web Components when required. This individual should also have a deep understanding of APIs and integrations. You will collaborate with the Salesforce Administrators and various stakeholders to gather requirements, architect, and build solutions, as well as support and improve existing configurations.

Primary Responsibilities:

• Design, develop, implement, enhance, and maintain Salesforce customizations, applications, and integrations.
• Participate in gathering and translating business requirements into well-architected solutions that best leverage the Salesforce platform features and products.
• Build Flows, develop Apex and Lightning Web Components to support business requirements.
• Develop, execute, and resolve test plans, integration testing and user acceptance testing.
• Create and maintain technical documentation as well as the firm knowledge base.
• Strive towards coding best practices and design patterns to create optimum applications developed on the Salesforce platform.
• Assist with system integrations, APIs and administration of third-party tools associated with Salesforce, such as DocuSign and Conga Orchestrate.
• Debug and resolve production issues, and user support requests through internal ticketing tools.
• Implement processes and procedures to ensure Cerity Partners client data meets or exceeds firm standards.
• Work collaboratively with other team members to customize, develop, design, document and manage ongoing system enhancements to meet the organization’s goals and initiatives.
• Remain current with Salesforce technologies, releases, and best practices.
• Special Projects: Work on a diverse set of special projects ranging from unique multi-system client onboarding buildouts to corporate data reporting and visualization.

Ideal Candidate Profile – “Our Casting Call!”

• 4+ years of experience in administration and development of Salesforce Sales or Service Cloud.
• Salesforce Administrator, Platform App Builder, and Platform Developer I Certifications.
• Experience with Flow, Apex, and the Lightning Component Framework.
• Experience with APIs and integrations.
• Experience with effective Salesforce DevOps practices.
• Experience with SQL, Python and/or JavaScript a plus
• Ability to work independently with a fully remote team.
• Excellent business communicator.
• An understanding of the limits of the Salesforce platform, e.g. where declarative ends and development begins.
• Ability to continuously grow and learn new tools/languages as projects require.
• Interest in developing personal network through participation in the Trailblazer Community, networking events, and technology organizations.
• Passion and experience in the Financial Services industry a plus.

The Team

Shared Services Technology is a department within Cerity Partners that focuses on internal tool development at Cerity Partners. We tackle big projects like building data integrations between 20 different systems using Linux and Python hosted on Azure, creating contract processing automation within Salesforce, building custom revenue split tracking tools, data warehousing, and more. We are currently 25 people strong, with 8 of those colleagues focused on Salesforce.

Salesforce for Us

Where does Salesforce fit in our technology stack? We view it as the operational engine for the firm. We use Salesforce to help teams execute operational tasks quickly and accurately, such as client onboarding, new account opening, data sharing, and more. We see Salesforce as a core platform with almost 100% utilization by firm users. We’re looking for your help to make sure what we are building within the platform has an awesome user experience.

Why Cerity Partners?

With team members across the country, we believe that people do their best work when they have a positive culture, work-life balance, and the flexibility to take the time off they need to, when they need to. With that flexibility we look for people who thrive in a hybrid environment and who understand that there is an enhanced level of communication and collaboration required through Teams, Confluence, Asana and other tools that we leverage to stay in touch.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills