Summary
✨ AI‑Generated
An established financial organization is seeking a Salesforce developer to customize CRM capabilities, build integrations, automate workflows, and support data-driven business operations.
Highlights
Build and optimize CRM solutions, create business automations, and deliver technology improvements for enterprise users.
Description
Location: Midtown New York, NY (4x/Week Onsite)
Compensation: $135,000 - $140,000 Base + 20% Target Bonus
Industry: Financial Services
Position Summary
An established financial firm based in Midtown Manhattan is seeking a Salesforce Developer to oversee, extend, and optimize its core CRM infrastructure.
In this position, you will serve as the primary technical resource responsible for expanding platform capabilities across front-office operations.
Your day-to-day work will center on building custom programmatic solutions, configuring complex backend automations, integrating external enterprise tools, and delivering advanced data reporting for executive leadership.
Primary Responsibilities
Write, test, and maintain custom backend code and modern frontend user interfaces utilizing programmatic framework tools and custom database queries.Architect and manage platform access protocols, role-based visibility, record structures, and multi-step declarative workflows.Maintain data pipelines and programmatic connections between the primary CRM and external marketing, communications, and content delivery systems.Construct data visualization models, performance metrics, and high-level analytical dashboards for business stakeholders.Oversee system hygiene, manage release pipelines, coordinate user testing, and resolve complex technical support issues as the lead platform expert.
Candidate Profile
3+ years of professional engineering and configuration experience on the Salesforce platform, ideally within an investment or financial environment.High proficiency in core programmatic tools (backend coding, custom components, query languages, and web services).Comprehensive grasp of enterprise CRM modules, access control architecture, and native reporting engines.Demonstrated history of supporting system-to-system data syncs with third-party software products.Academic background in computer science, technology, or relevant work history; formal platform development or senior configuration credentials are a plus.
If interested, please apply directly, or reach out to Adam Deutsch w/ Talener at adeutsch@talener.com
