Senior Salesforce Engineer & Administrator

Accountabilities:: Salesforce Administration and Data Governance: Take ownership of the Salesforce platform, maintaining accurate and reliable data throughout the lead lifecycle. Establish data standards, manage deduplication, resolve data integrity issues, and oversee record ownership, user onboarding and deactivation, permissions, profiles, and access controls. Development and Customization: Maintain, troubleshoot, and extend existing Salesforce customizations, including Lightning Web Components (LWC), Apex controller classes, and Apex triggers. Build scalable Sales Cloud solutions using Flows, custom objects, and appropriate data models. Deployment and Release Management: Manage development and deployment processes using VS Code and Salesforce CLI, ensuring reliable releases and maintaining platform stability. Reporting and Business Intelligence: Develop and maintain custom reports, executive dashboards, KPI tracking, sales pipeline visibility, and advisor transition forecasting tools to support business performance monitoring and decision-making. Internal Technical Support: Serve as the primary Salesforce technical resource for employees, gathering business requirements, prioritizing requests, troubleshooting issues, and providing user training and guidance. Technical Documentation: Document existing code, data sources, calculated fields, manual inputs, and business rules. Maintain technical guides, standard operating procedures, recorded walkthroughs, and a structured knowledge library to support employees and AI tools in interpreting Salesforce data. Systems Integration: Maintain and improve integrations between Salesforce and external platforms, including MuleSoft, QuickBooks, and DocuSign. Monitor integration performance, troubleshoot errors, and ensure reliable data exchange. Lead Generation Integration: Design and implement integrations to capture, categorize, and route leads generated through Facebook and Instagram directly into Salesforce. AI-Powered Automation: Identify opportunities to improve operational efficiency through AI-driven workflows. Develop solutions using Claude or other Large Language Models (LLMs), integrating them with Salesforce data while maintaining appropriate privacy and security standards. Evaluate Salesforce Agentforce and other AI capabilities where they provide business value. Platform Strategy and Collaboration: Own Salesforce configuration, objects, fields, validation rules, security, and ongoing platform improvements. Collaborate with senior leadership on the CRM roadmap and coordinate with external vendors when necessary. Requirements: At least 10 years of hands-on Salesforce development and administration experience. Candidates with somewhat less experience may also be considered if they demonstrate exceptional technical expertise. Extensive knowledge of Salesforce Sales Cloud, Lightning Web Components (LWC), Apex controller classes, SOQL, Apex triggers, Flows, and custom object data modeling. Practical experience deploying Salesforce changes using VS Code and Salesforce CLI. Strong experience with Salesforce administration, data management, cleansing, migration, deduplication, record ownership, governance, and access controls. Proven ability to independently take ownership of existing codebases, understand and document solutions developed by others, and maintain and extend complex custom implementations. Experience designing, developing, and maintaining integrations using REST/SOAP APIs, middleware solutions, and native connectors. Strong expertise in building complex custom reports, executive dashboards, and business performance metrics. Excellent written and verbal English communication skills, with the ability to explain technical concepts clearly to nontechnical stakeholders. Ability to translate business requirements into practical, scalable, and maintainable technical solutions. Interest and willingness to develop LLM-powered workflows using Salesforce data, with sound judgment regarding data privacy, security, and responsible AI implementation. Strong analytical, organizational, and problem-solving skills, combined with the ability to work independently and manage competing priorities. Reliable high-speed internet connection and a professional remote working environment. Availability to collaborate during U.S. Eastern business hours, with core working-hour overlap between 8:30 AM and 6:30 PM ET. Occasional schedule adjustments of up to two hours earlier or later may be required. English proficiency: Only resumes submitted in English will be considered. Nice to Have: Hands-on experience developing AI-powered or LLM-based workflows using Claude or similar models, including prompt engineering and API-based orchestration. Familiarity with Salesforce Agentforce, Einstein, or other Salesforce AI capabilities. Salesforce certifications such as Platform Developer I or II, Salesforce Administrator, Platform App Builder, or Sales Cloud Consultant. Experience supporting sales-driven environments, outbound calling teams, long sales cycles, or recruiting operations. Previous experience in financial services, wealth management, or financial advisor transitions. Familiarity with MuleSoft and its Composer capabilities. Experience integrating Salesforce with QuickBooks Online, DocuSign, Meta lead generation tools, dialer platforms, or payment solutions such as Stripe. Benefits: Fully remote working arrangement, based in Brazil. Full-time employment opportunity with an international team. Flexible working conditions, with defined core collaboration hours aligned with U.S. Eastern Time. Opportunity to take ownership of a highly customized Salesforce environment and influence its technical roadmap. Exposure to AI-powered automation, LLM integrations, and emerging Salesforce technologies. Opportunity to work closely with senior leadership and contribute directly to business strategy and operational improvements. Professional growth through hands-on experience with complex CRM architecture, integrations, and enterprise-level solutions. Collaborative environment with experienced professionals across different functions and locations.