The Role
The Senior Salesforce Engineer will design, develop, and maintain Salesforce solutions, support production, troubleshoot issues, and enhance integrations across Sales and Service Cloud.
Summary Generated by Built In
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
You are a seasoned Salesforce engineer with strong hands-on development experience who is passionate about building scalable, well-architected solutions across the Salesforce ecosystem. You excel at translating complex business requirements into high-quality technical solutions using Salesforce development frameworks and platform capabilities. You are comfortable supporting production environments, troubleshooting issues across custom code and configurations, and driving continuous improvement through thoughtful design and automation.
You enjoy working across Sales and Service Cloud use cases, partnering closely with business stakeholders to modernize processes, improve data quality, and enable better customer and agent experiences. You are organized, adaptable, and proactive—willing to dive into existing implementations to understand what’s working, what isn’t, and how to improve it using Salesforce best practices. You thrive in a fast-paced environment and bring a strong sense of ownership to everything you build and support.
What You'll Do
- Design, develop, and maintain a large, multi-tenant Salesforce environment supporting Sales Cloud and Service Cloud.
- Build and enhance Salesforce solutions using Apex, Aura Components, and Lightning Web Components (LWC).
- Contribute to all technical aspects of Salesforce projects, including custom development, integrations, and platform enhancements.
- Implement and support Salesforce Data Cloud and related data solutions (including Data 360) to improve data visibility, integrity, and activation across systems.
- Partner with cross-functional teams to maintain and enhance integrations, data flows, and overall system reliability.
- Support and optimize AgentForce and agent-facing workflows to improve efficiency and user experience.
- Provide day-to-day Salesforce platform support, including troubleshooting configuration and code-related issues.
- Develop and maintain Salesforce reports and dashboards to support business insights and operational decision-making.
- Work closely with the Lead Management, Strategy & Operations team to review processes, identify inefficiencies, and recommend automation opportunities.
- Collaborate with business analysts and stakeholders to analyze technical requirements and design scalable solutions.
- Coordinate and support the rollout of enhancements to production, including testing, deployment, and post-release validation.
- Document solutions, technical designs, and development standards; recommend and enforce Salesforce best practices.
What You'll Need
- Bachelor’s degree required
- 4+ years of experience as a senior Salesforce engineer or developer
- Strong Salesforce development experience, including Apex, Aura, and Lightning Web Components (LWC)
- Proven experience supporting and customizing Sales Cloud and Service Cloud implementations
- Experience working with Salesforce Data Cloud, customer data platforms, or enterprise data integrations; familiarity with Data 360 concepts strongly preferred
- Experience designing or supporting agent-centric workflows and tooling, including AgentForce
- Proven experience in troubleshooting and resolving production issues across Salesforce, integrations, and supporting systems
- Experience working in microservices, infrastructure, and DevOps-integrated environments
- Ability to assess and recommend solutions by balancing custom development with vendor or platform-native capabilities
- Experience participating in architectural and design discussions with both business and technical stakeholders
- Ability to document current-state and future-state application architecture and support modernization initiatives
- Experience contributing technical input during requirements gathering, user story grooming, and solution design
- Demonstrated ability to conduct code reviews and enforce development best practices and coding standards
- Strong understanding of enterprise development practices with a focus on scalability, performance, and maintainability
- Hands-on experience researching, building, and integrating new Salesforce features or major enhancements
- Strong database experience required; MS SQL preferred
- Experience with change management processes and release controls
- Strong analytical, troubleshooting, and problem-solving skills
- Ability to work effectively in a fast-paced, collaborative team environment
- Salesforce certifications preferred, including Platform Developer I & II, Administrator, Advanced Administrator, Sales Cloud, Service Cloud, and Technical Architect.
Life at BHG Financial
At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG Financial
We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:
•Medical/Rx/Dental/Vision coverage for employees and their eligible family members
•Competitive PTO and vacation policies
•1 Friday off each month for Wellness Weekends
•Company 401(k) plan with employer contributions after one year
•Company-sponsored training and certification opportunities
•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
•Ongoing volunteer opportunities to give back to the community through our BHG Cares program
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Top Skills
Apex
Aura Components
Data 360
Lightning Web Components
Ms Sql
Salesforce
Salesforce Data Cloud
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The Company
What We Do
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country.
Since 2001, BHG has originated more than $18.5 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing.
With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.
Why Work With Us
BHG Financial cultivates a high-energy atmosphere in an open-door, non-traditional corporate environment. As a growing company of more than 1500, it's the perfect place to share your ideas and advance your career.
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