Job Responsibilities:

✦   Work with clients and internal stakeholders to gather, clarify, and document business requirements.

✦   Translate discovery findings into user stories, functional requirements, process flows, and solution documentation.

✦   Support Salesforce configurations including custom objects, fields, page layouts, flows, validation rules, approval processes, reports, dashboards, permissions, and role hierarchies.

✦   Support implementations across Salesforce products such as Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and partner solutions.

✦   Participate in solution design conversations and document gaps, risks, dependencies, and follow-up items.

✦   Support data management activities including data structure documentation, migration preparation, data quality review, and reporting needs.

✦   Create and maintain documentation including user stories, test scripts, training materials, process maps, configuration notes, and client-facing guides.

✦   Participate in testing activities including UAT planning, test case preparation, issue tracking, and defect resolution support.

✦   Support client training, enablement, and post-launch support.

✦   Contribute to internal delivery practices by improving documentation, configuration, testing, and support processes.

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Job Requirements:

✦   2–4 years of hands-on Salesforce experience in administration, configuration, business analysis, implementation, or consulting.

✦   Experience gathering requirements and translating business needs into Salesforce solutions.

✦   Strong understanding of Salesforce declarative configuration and platform capabilities.

✦   Ability to communicate clearly with clients, technical teams, and stakeholders.

✦   Solid Salesforce Admin foundation with desire to build technical depth.

✦   Comfort working in a growth-stage environment with limited structure.

✦   Curiosity and willingness to learn across Salesforce products and financial services workflows.

✦   Ability to translate business needs into practical solutions.

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Job Application:

✦   Job Application Type: Link

​      Job Application Link: https://www.linkedin.com/jobs/search/?currentJobId=4429682423&f_TPR=r86400&geoId=103644278&keywords=salesforce&sortBy=R&start=175

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Additional Details:

✦   Must be US citizen or permanent resident.

✦   Remote (US-based role).

✦   Salesforce certification support and professional development provided.

✦   Health, dental, vision coverage and 401(k) match available.

✦   Limited travel may be required for client or Salesforce ecosystem events.

✦   Prior Salesforce ecosystem experience required.

✦   Financial Services exposure preferred (Capital Markets, Wealth & Asset Management, Private Equity).