Salesforce Platform Engineer

About the Role:

As we continue to grow and add top talent to the Baird IT family, we are looking to add an experienced Salesforce Platform Engineer to our team. The team you work with manages an implementation for our Global Investment Banking group with 600+ users.  

Our Baird Salesforce professionals are dedicated to working together to support our expanding Salesforce implementation in a highly collaborative environment. Join us to design, build, continuously improve and maintain Salesforce solutions that solve real business problems. You’ll combine declarative configuration with programmatic development and apply Salesforce best practices to build, configure, automate, integrate and optimize Salesforce solutions to ensure users can maximize the platform’s value. Join an inclusive Salesforce team—engineers, developers, architects, analysts, and change leaders—who learn from each other, share ownership, and raise the bar together.

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This IT Salesforce Platform Engineer role supports our Capital Markets teams and requires a hybrid work environment. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

​The Impact You'll Make:

• Turn business requirements into functional Salesforce solutions using the appropriate declarative or programmatic tools based on a strong understanding of trade-offs between declarative and programmatic solutions and a declarative-first approach.

• Design, develop, test, document, and deploy Salesforce features with quality and reliability in adherence to the Salesforce Well-Architected framework. Mapping Salesforce features to the problem we are solving and the associated business processes.

• Clarify MVP and scope, consider platform‑first options (including AppExchange), and compare alternatives before committing to code.
• Work closely with product owners, business analysts, and peers to help translate business needs into working solutions by engaging in discovery and gathering requirements.
• Assist in effort estimation and applying Salesforce capabilities to business requirements. Clearly communicate trade-offs, risks, decision criteria to assist others in understanding the impact of changes to the Salesforce system.
• Collaborate closely with teammates and stakeholders, using agile feedback loops to refine decisions.
• Define and communicate a clear course of action, prioritize effectively, and summarize complex issues in simple terms for different audiences.
• Stay focused on the most important, prioritized work; communicate competing priorities; and give useful status updates with remaining‑work estimates.
• Manage user access and security, maintain data quality and integrity, automate business processes, create custom reports and dashboards.

• Manage installed managed packages and AppExchange solutions, including opening, managing and resolving application issues with external application vendors.

• Write/Maintain Apex classes, triggers, batch jobs, when necessary.
• Build Lightning Web Components (LWC) and Aura components, when necessary.
• Work with VisualForce and JavScript, when necessary.
• Develop and manage Salesforce integrations (REST/SOAP APIs, Platform Events, External Services).

• Implement and manage CI/CD pipelines for Salesforce deployments (Salesforce DX) and coordinate the rollout of enhancements to the production environment, including coordination with other IT areas and business stakeholders.
• We design with empathy and evidence, delivering intuitive, accessible solutions that fit real workflows and drive measurable adoption and outcomes that reflect a positive user experience.
• Experiment as a team, prototype and learn fast, and scale what works—celebrating collaboration and continuous improvement over perfection.

• Maintain org configuration, sandbox refreshes, and manage metadata.
• Partner with architects and data teams to enforce platform best practices and coding standards.
• Integrate third-party applications. 

• Create and maintain technical documentation, including network diagrams, installation and configuration procedures, troubleshooting guidelines, and operational procedures.
• Support new releases and bug fixes as they relate to the management of the platform,

• Investigate and resolve failing processes, apps, and integrations by performing root‑cause analysis and implementing sustainable fixes.
• Take ownership for the health of the platform by looking beyond the current work to spot platform opportunities with long‑term benefits.

• Provide technical support assistance to diagnose and resolve issues and troubleshoot complex ‘how to’ questions.
• Supply level one support technicians with documentation and procedures for resolving common or recurring issues.

• Keep up to date on Salesforce releases (patches, upgrades, etc.), news and industry information.
• Participate in the Salesforce Success Community, local user group and other community events to help further your skills.
• Share ideas and collaborate with other Baird Salesforce professionals in the Baird Trailblazer group.

What You'll Bring to Baird:

• Bachelor’s degree in Computer Science, Software Engineering, or a related field is preferred but not required. Equivalent experience and Salesforce certifications  will also be considered

• 7-10 years experience in development, declarative configuration and administration experience working with Salesforce products (Sales Cloud required)

• Suggested certifications: Salesforce Certified Platform Administrator, Salesforce Certified Platform App Builder, Salesforce Certified Platform Developer
• Comfortable working with developers to read and understand Apex, Visualforce, JavaScript, Lightning Web Components, SOQL and is required

• Ability to develop and maintain Apex classes, Visualforce pages, Lightning Web Components, and JavaScript within the Salesforce platform is a plus
• Knowledge of Microsoft development tools is a plus but not required (Object-Oriented design, C#, MVC, ASP.NET, Web API)
• Experience with Git, version control, and CI/CD tools (e.g., Salesforce DX)
• Working knowledge of integrations (middleware, REST APIs, or ETL tools)
• Collaborating with IT / Developers for other systems to integrate across the business
• Diverse Salesforce product knowledge and proven technical expertise. Experience with Sales Cloud, Financial Services Cloud, Marketing Cloud, MuleSoft are preferred
• Strong understanding of trade-offs between declarative and programmatic solutions
• Strong understanding of Salesforce data model and object relationships. Data management, data administration, and data modeling experience is a plus
• Strong communication skills with a great team player mentality
• Agile Methodology experience highly preferred (Kanban, User Stories, Sizing, Retro, etc)
• Exceptional organizational skills with the ability to prioritize multiple projects
• Understanding of change management methodologies is a plus
•  Focused and driven with excellent problem-solving skills and ability to communicate with technical and non-technical stakeholders

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.