Key Responsibilities:
Salesforce Administration
• Administer Salesforce orgs including user setup, roles, profiles, permission sets, and security controls.
• Configure and maintain objects, fields, page layouts, validation rules, flows, and approval processes.
• Integration with external identity providers like OKTA, using SAML or OIDC.
• Manage data integrity through data imports, exports, cleansing, and validation.
• Monitor system health, manage releases, and support platform upgrades.
Salesforce Development
• Design, configure, and maintain Salesforce objects, fields, validation rules, flows, and security models.
• Develop and deploy Salesforce solutions using Apex, Lightning Web Components (LWC), and Visualforce.
• Manage Salesforce integrations using REST APIs, middleware, and event-based architecture.
• Support CI/CD processes using Salesforce DX and version control systems.
• Perform system monitoring, troubleshooting, and performance optimization.
• Manage data integrity, backups, releases, and sandbox environments.
• Collaborate with business stakeholders to gather requirements and translate them into Salesforce and AI solutions.
• Support user adoption through training, documentation, and change management.
• Participate in UAT, deployment, and post-production support.
Integration & API Support
• Integrate Salesforce with the MuleSoft API Gateway and external systems.
• Support real-time and near real-time data exchange using REST/SOAP APIs.
• Collaborate with MuleSoft and backend teams to define data models and integration patterns.
• Troubleshoot integration issues and ensure secure data transmission.
Security, Compliance & Governance
• Implement Salesforce security best practices aligned with CMS, HIPAA, and federal security standards.
• Support role-based access control (RBAC) and audit requirements.
• Participate in Section 508 and accessibility considerations where applicable.
• Maintain documentation for configurations, integrations, and security controls.
Agile Collaboration & Support
• Work closely with Product Owners, Business Analysts, UI/UX designers, and QA teams.
• Participate in Agile ceremonies including PI planning, sprint planning, backlog refinement, demos, and retrospectives.
Required Qualifications:
• 3+ years of experience as a Salesforce Administrator and/or Developer.
• Hands-on experience with Salesforce configuration and customization.
• Strong experience with Apex, LWC, SOQL, and Salesforce APIs.
• Experience integrating Salesforce with external systems via APIs.
• Familiarity with Agile/Scrum methodologies.
Preferred Qualifications:
• Salesforce certifications (Admin, Platform Developer I/II).
• Experience with federal or healthcare projects (CMS, Medicaid, Medicare).
• Experience with MuleSoft integrations.
• Knowledge of HIPAA, CMS interoperability, and data privacy regulations.
• Experience with case management or investigative workflows.
• Configure and manage Salesforce AI capabilities including Einstein AI and Salesforce Agent Framework (Agentforce).
• Implement AI-driven agents for sales, service, and support automation.
• Design and deploy AI use cases such as intelligent case routing, next-best actions, AI summaries, and conversational agents.
• Configure prompts, actions, and workflows for Salesforce AI agents.
• Integrate Salesforce AI agents with business processes, flows, and external systems.
• Ensure responsible AI usage including data privacy, access control, and governance.
• Experience implementing AI use cases such as recommendations, summaries, and automated responses.
Key Skills:
• Salesforce Administration & Development
• Apex, LWC, Visualforce
• Salesforce Integrations & APIs
• MuleSoft (preferred)
• Security & Compliance (HIPAA/CMS)
• Agile Delivery
Education: Bachelor’s degree in Computer Science, Information Systems, or related field (or equivalent experience).
Residency Requirement:
Candidate must be able to obtain Public Trust clearance and must have lived in the United States for at least three (3) out of the last five (5) years.
Skills Required
- 3+ years of experience as a Salesforce Administrator and/or Developer
- Hands-on experience with Salesforce configuration and customization (objects, fields, page layouts, validation rules, flows, approval processes)
- Strong experience with Apex, Lightning Web Components (LWC), SOQL, and Salesforce APIs
- Experience integrating Salesforce with external systems via REST/SOAP APIs
- Familiarity with Agile/Scrum methodologies
- Manage data imports/exports, cleansing, validation, backups, and sandbox environments
- Ability to obtain Public Trust clearance and U.S. residency history (lived in the U.S. 3 of last 5 years)
- Bachelor's degree in Computer Science, Information Systems, or related field (or equivalent experience)
- Salesforce certifications (Admin, Platform Developer I/II)
- Experience with federal or healthcare projects (CMS, Medicaid, Medicare)
- Experience with MuleSoft integrations
- Knowledge of HIPAA, CMS interoperability, and data privacy regulations
- Experience with case management or investigative workflows
- Experience configuring and managing Salesforce AI capabilities (Einstein AI, Agentforce) and AI-driven agents/use cases
What We Do
There's one way to sum up what we believe at PhoenixTeam - time is of the essence. Mortgage technology delivery is unique. The intense pressure to deliver a digital customer experience, while also meeting regulatory requirements, while also reducing operational expense, and also reducing the cost to originate the loan... It goes on and on. Does your team have a sense of urgency? Are you sure they are working on the right things? How do you know the teams can deliver the outcomes you need? Are your teams telling you the problems? Are they able to detect and escalate the right issues? You can count on PhoenixTeam to get to the heart of the matter quickly and help you get the mortgage technology outcomes you need.
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