Position Summary:
As a Senior Salesforce Developer, you’ll work in Shared Services Technology as a key member of our Application Development Team focused on building out our Salesforce instance. The ideal candidate is an experienced developer with experience working both within the Salesforce platform and in applications that are tightly integrated with it. Right now we’re focused on shifting from declarative to programmatic solutions as we scale up toward over 2000 colleagues – the ideal candidate would have a passion for designing and developing scalable solutions and the ability to write software both within Salesforce and adjacent to it. You should have a passion for scalable solutions, high quality user experiences, CI/CD, and understanding where the border of Salesforce ends and other toolchains begin. You will collaborate with the Salesforce Administrators and various stakeholders to gather requirements, architect, and build solutions, as well as support and improve existing configurations.
Primary Responsibilities
- Build high quality user experiences using Javascript, Apex, LWCs, Flows, and other tools available to you on and off the Salesforce platform.
- Collaborate deeply with Product Management and the business to define the last mile of technical execution on requests – this is not a role where the full design spec has been completed before it gets to you, you must be able to communicate and collaborate directly with technical and non-technical stakeholders.
- Continuously improve the developer experience, including improving our CI/CD process and mentoring junior developers on best practices.
- Develop, execute, and resolve test plans, integration testing and user acceptance testing – this is a forward deployed role that will participate directly with rolling out functionality.
- Create and maintain technical documentation and development patterns.
- Strive towards coding best practices and design patterns to create optimum applications developed on the Salesforce platform.
- Assist with system integrations of third-party tools associated with Salesforce, such as DocuSign and Conga Orchestrate.
- Debug and resolve production issues.
- Work collaboratively with other team members to customize, develop, design, document and manage ongoing system enhancements.
- Special Projects: Work on a diverse set of special projects ranging from unique multi-system client onboarding buildouts to corporate data reporting and visualization.
Required Qualifications:
- 5+ years of experience in administration and development of Salesforce Sales or Service Cloud.
- Salesforce Administrator, Platform App Builder, and Platform Developer I Certifications.
- Experience with Flow, Apex, and the Lightning Component Framework.
- Experience with APIs and integrations.
- Experience with effective Salesforce DevOps practices.
- Experience with SQL, Python and/or JavaScript a plus
- Ability to work independently with a fully remote team.
- Excellent business communicator.
- An understanding of the limits of the Salesforce platform, e.g. where declarative ends and development begins.
- Ability to continuously grow and learn new tools/languages as projects require.
- Interest in developing personal network through participation in the Trailblazer Community, networking events, and technology organizations.
- Passion and experience in the Financial Services industry a plus.
The Team
Shared Services Technology is a department within Cerity Partners that focuses on internal tool development at Cerity Partners. We tackle big projects like building data integrations between 20 different systems using Linux and Python hosted on Azure, creating contract processing automation within Salesforce, building custom revenue split tracking tools, data warehousing, and more. We are currently 27 people strong, with 8 of those colleagues focused on Salesforce.
Salesforce for Us
Where does Salesforce fit in our technology stack? We view it as the operational engine for the firm. We use Salesforce to help teams execute operational tasks quickly and accurately, such as client onboarding, new account opening, data sharing, and more. We see Salesforce as a core platform with almost 100% utilization by over 1,050 firm users. We’re looking for your help to make sure what we are building within the platform has an awesome user experience.
Compensation Range:
$140,000 - $180,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 5+ years of experience in administration and development of Salesforce Sales or Service Cloud
- Salesforce Administrator, Platform App Builder, and Platform Developer I certifications
- Experience with Flow, Apex, and the Lightning Component Framework (LWCs)
- Experience with APIs and integrations
- Experience with effective Salesforce DevOps practices and CI/CD
- Experience with SQL, Python and/or JavaScript
- Ability to work independently with a fully remote team
- Excellent business communication skills
- Understanding of Salesforce platform limits and when to use declarative vs programmatic solutions
- Ability to continuously learn new tools and languages as projects require
- Familiarity or experience with DocuSign and Conga Orchestrate integrations
- Passion and/or experience in the Financial Services industry
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
