Salesforce Developer

Role & responsibilities

Primary Responsibilities

• Lead execution of Salesforce health assessment remediation items, including platform cleanup, configuration optimization, and maintainability improvements.
• Support custom field cleanup, page layout rationalization, record type cleanup, validation rule review, profile/permission review, and related metadata optimization activities.
• Analyze existing Apex, Flow, automation, and integration impacts when cleanup items may affect business processes or connected systems.
• Implement Salesforce development changes using Apex, Flow, Lightning Web Components, and configuration as needed to support approved backlog items.
• Support domain/branding migration activities related to the transition from Boston Private naming to First Citizens branding, including Salesforce configuration, URL/domain impacts, and integration validation support.
• Partner with the onshore technical lead to assess technical risk, provide estimates, and support backlog prioritization.
• Identify larger optimization opportunities and document them for future backlog review rather than pursuing major refactoring without approval.
• Provide guidance to Salesforce Engineers and support code/configuration reviews.
• Create technical documentation for completed changes, dependencies, and release impacts.

Required Skills

• Strong Salesforce development background.
• Apex development experience.
• Salesforce Flow development experience.
• Salesforce configuration and administration knowledge.
• Experience with Salesforce metadata cleanup and platform optimization.
• Ability to analyze existing customizations, automation, and integration dependencies.
• Experience supporting Agile or sprint-based backlog delivery.
• Strong communication and documentation skills.

Preferred Skills

• Financial Services Cloud experience.
• Experience in financial services, banking, or wealth management environments.
• Experience with Salesforce health assessment or technical debt remediation.
• Experience with domain migration, org branding changes, or integration-impact validation.

Familiarity with nCino dependencies is helpful, but nCino enhancement/development is not expected to be part of this role

Preferred candidate profile