Cohen & Co is a firm focused on providing advisory services, and they are seeking a Salesforce Administrator/Developer to join their Technology Services team. The role involves building tools to enhance the use of Salesforce for revenue-generating activities and productivity improvements, while collaborating with various stakeholders to meet business objectives.
Responsibilities:
- Create and maintain users, roles, profiles, security settings, custom objects, and fields
- Develop and maintain reports, dashboards, and enterprise-level automation using Salesforce Flow Builder
- Develop and maintain integrations with other firm systems
- Build responsive user interfaces and robust backend logic using Lightning Web Components (LWC), JavaScript, and Apex to extend Salesforce to support the firms’ requirements
- Evaluate implementation options and provide recommendations on scope and scale of effort required to develop a solution to fit business needs. Clearly convey the value of the recommended solution to business owners
- Collaborate with key business stakeholders and other Technology Services team members to understand and design solutions to achieve business objectives
- Technical ownership of Marketing Cloud Account Engagement (Pardot) and its integration with Salesforce
- Assist with each release cycle to implement and deploy new/updates to existing applications and code
- Maintaining and supporting appExchange Products as well as Salesforce Integrations such as Salesforce Account Engagement, DocuSign, Survey Vista, and GSP Account Plans
- Share knowledge and experience regarding the Salesforce platform and how it can be used to accomplish firm goals and improve user experience
- Stays current on Salesforce releases and potential updates that will help to improve the firm’s systems (ex. Agentforce)
- Monitor and analyze Salesforce usage to ensure that the system is being used to its fullest potential
- Develop, document, and maintain operational processes and procedures related to Salesforce
- Provide technical support and training to end-users
- Participate in definition and refinement of team processes and activities
- Striving towards coding best practices and data quality
Requirements:
- Strong problem-solving skills with the ability to translate business processes into scalable Salesforce solutions
- Deep understanding of Salesforce design best practices, including Apex design patterns and when to use configuration vs. code
- Excellent communication skills, with demonstrated success collaborating in an agile team (Scrum) and managing project deadlines
- Development: Core experience with Apex (Controllers, Classes, Triggers, Batch jobs) and Front-End frameworks (Lightning Web Components, JavaScript, HTML5/CSS)
- Configuration: Advanced mastery of Salesforce Flows and standard SFDC components
- Data & Querying: Data manipulation proficiency using SOQL/SOSL and Salesforce data loading tools (e.g., Data Loader, Workbench, Salesforce Inspector)
- Collaboration Tools: Experience working within Jira and Confluence (or similar ALM tools)
- Solid understanding of the operations within professional service firms is preferred
- A solid understanding of the operations of professional service firms, preferred
- Bachelor's Degree in Management Information Systems, Computer Science, or related field preferred
- 2 - 5 years' expertise with Salesforce (Sales Cloud, Lightning Edition experience a must) and Marketing Cloud Account Engagement preferred
- Salesforce certifications (e.g., Administrator, Platform App Builder, or Platform Developer I) preferred