What are the responsibilities and job description for the Salesforce Developer position at CAIS?
CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. CAIS provides financial advisors with a broad selection of alternative investment strategies, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
We are looking for a talented, analytically minded individual to join our fast-growing Technology team as a Salesforce Developer. This person will play a key role in developing our Salesforce org, as an essential part of our business model. They will ensure that we are maximizing efficiency and customization, enhancing our reporting capabilities, and capitalizing on the full features and benefits of the system based on various user group needs. As a member of our Engineering sub-division, this individual will work closely with Technology teammates in the Design & Product, Platform & Operations and Data organizations. Additionally, this person will collaborate with business leaders across sales, marketing, operations and strategy. Excellent technical and communication skills are necessary, as this individual will be working directly with internal stakeholders to understand their needs and serve as the “go to” for Salesforce users.
Responsibilities
- Work closely with Design & Product and Development teams to build out CAIS’s application on the Salesforce platform
- Integrate with CAIS’s API endpoints to add new functionality
- Lead and drive integration efforts of Salesforce to CAIS Groups integration partners.
- Serve as subject matter expert of the Salesforce application development environment, including managing organizations and app package versions
- Change management, proactively gather data and feedback from users to identify and implement changes as needed
- Build custom reports, dashboards, and workflows based on various needs
- Continually seek ways to further enhance end-user experience through customization
- Develop processes to monitor neglected Leads, Opportunities, Accounts, and Contacts
- Create new reporting capabilities and respond to ad hoc reporting requests as needed
- Communicate system changes to users as appropriate
- Added responsibilities to be decided based on capacity, skill and interest
Qualifications
- 5-7 years of relevant work experience
- Bachelor’s degree preferred
- Prior experience launching a Salesforce application from concept to launch on the Salesforce AppExchange
- Proven record of accomplishment of commercializing a Salesforce application, including setting up customer trials, managing licenses, and handling day-to-day application maintenance
- Familiarity with Salesforce implementations including developing Apex, Lightning Components, and integrations with back-office systems
- Ability to independently execute instructions with great attention to detail and consistently produce high-quality work
- Highly refined communication and writing skills
- Linear, logical thinking, and the ability to resolve complex issues into manageable components
- Fast learner, self-motivated, and proactive
- Advanced working knowledge of Microsoft Office