FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
FactSet's Transaction Systems, Enterprise Solutions & Intelligence team builds and maintains the enterprise platforms supporting our quote-to-contract lifecycle and broader Digital Foundation. We partner with Sales, Consulting and Technology teams to deliver scalable, integrated solutions that support business operations and data-driven intelligence.
We are seeking a seasoned, hands-on Lead Salesforce Engineer to design and deliver complex enterprise solutions supporting 3,000+ users across Sales Cloud, Service Cloud, Salesforce CPQ and Conga CLM. This is an individual contributor role combining deep technical expertise, solution architecture and collaborative engineering leadership.
Responsibilities:
- Lead technical design and hands-on development of scalable solutions across Salesforce clouds, CPQ and Conga CLM.
- Own complex implementations from requirements through production, emphasizing performance, governor-limit safety, security and maintainability.
- Translate business requirements into technical designs, evaluating architectural options and trade-offs.
- Drive engineering best practices across Apex, LWC, automation frameworks, data modeling, integrations, code quality and SDLC.
- Participate in design and code reviews, mentor engineers and promote consistent development standards.
- Partner with administrators, consultants and operations teams to align declarative and programmatic solutions.
- Proactively identify and address technical debt, platform scalability risks and org-health concerns.
- Evaluate Salesforce platform enhancements and opportunities to improve reliability, automation and data quality.
Minimum Requirements:
- 8+ years of hands-on Salesforce development experience in enterprise Sales Cloud and Service Cloud environments.
Critical Skills:
- 3+ years of deep, hands-on Salesforce CPQ and Conga CLM experience (mandatory), including pricing, product rules, quote templates, amendments and renewals.
- Advanced expertise in Apex, Lightning Web Components, Aura and asynchronous processing (Batch, Queueable, Scheduled Apex, Platform Events).
- Strong understanding of Salesforce data architecture, sharing/security, large data volumes, SOQL optimization and governor limits.
- Experience designing integrations using REST/SOAP APIs, Bulk API, Named Credentials and event-driven architectures.
- Proven ability to independently architect and implement complex solutions across multi-cloud Salesforce environments.
- 2+ years of technical leadership through solution design, code reviews, technical guidance or mentoring.
Additional Skills:
- Strong analytical, problem-solving and communication skills, with the ability to collaborate across technical and business teams.
- Salesforce CPQ, Platform Developer I/II certification.
- Experience with Copado, Git-based development, CI/CD and Salesforce DevOps practices.
- Experience collaborating with globally distributed engineering teams.
Education:
Bachelor’s degree in computer science, Engineering or a related discipline, or equivalent professional experience.
The budgeted salary range for this position in Connecticut and New York is $160,000 - $175,000.
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
Skills Required
- 8+ years of hands-on Salesforce development experience in enterprise Sales Cloud and Service Cloud environments
- 3+ years of deep, hands-on Salesforce CPQ and Conga CLM experience, including pricing, product rules, quote templates, amendments, and renewals
- Advanced expertise in Apex, Lightning Web Components, Aura, and asynchronous processing including Batch, Queueable, Scheduled Apex, and Platform Events
- Strong understanding of Salesforce data architecture, sharing and security, large data volumes, SOQL optimization, and governor limits
- Experience designing integrations using REST/SOAP APIs, Bulk API, Named Credentials, and event-driven architectures
- Ability to independently architect and implement complex solutions across multi-cloud Salesforce environments
- 2+ years of technical leadership through solution design, code reviews, technical guidance, or mentoring
- Strong analytical, problem-solving, and communication skills
- Bachelor's degree in computer science, engineering, or a related discipline, or equivalent professional experience
- Salesforce CPQ certification
- Salesforce Platform Developer I or II certification
- Experience with Copado, Git-based development, CI/CD, and Salesforce DevOps practices
- Experience collaborating with globally distributed engineering teams
Factset Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
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Retirement Support — Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
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Equity Value & Accessibility — An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.
Factset Insights
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
