Salesforce Engineer

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 32,000 advisors who oversee more than $4 trillion in network assets.    

We are looking for a talented, analytically minded individual to join our fast-growing Technology team as a Salesforce Developer. This person will play a key role in developing our Salesforce org, as an essential part of our business model. They will ensure that we are maximizing efficiency and customization, enhancing our reporting capabilities, and capitalizing on the full features and benefits of the system based on various user group needs. As a member of our Engineering sub-division, this individual will work closely with Technology teammates in the Design & Product, Platform & Operations and Data organizations. Additionally, this person will collaborate with business leaders across sales, marketing, operations and strategy. Excellent technical and communication skills are necessary, as this individual will be working directly with internal stakeholders & product owners to understand their needs and serve as the “go to” for Salesforce users.  

Responsibilities 

• Work closely with Design & Product and Development teams to build out CAIS’s application on the Salesforce platform 
• Integrate with CAIS’s API endpoints to add new functionality  
• Lead and drive integration efforts of Salesforce to CAIS Groups integration partners. 
• Serve as subject matter expert of the Salesforce application development environment, including managing organizations and app package versions 
• Change management, proactively gather data and feedback from users to identify and implement changes as needed 
• Build custom reports, dashboards, and workflows based on various needs 
•  Continually seek ways to further enhance end-user experience through customization 
• Develop processes to monitor neglected Leads, Opportunities, Accounts, and Contacts 
• Create new reporting capabilities and respond to ad hoc reporting requests as needed 
• Communicate system changes to users as appropriate 
• Added responsibilities to be decided based on capacity, skill and interest 

Qualifications 

• 6+ years of Salesforce work experience 
• Proven record of accomplishment of commercializing a Salesforce application, including setting up customer trials, managing licenses, and handling day-to-day application maintenance 
• Hands on experience with Salesforce implementations including developing Apex, Lightning Components, Service cloud and integrations with back-office systems. 
• Experience with CI/CD process and implementation. 
• Ability to independently execute instructions with great attention to detail and consistently produce high-quality work 
• Highly refined communication and writing skills 
• Linear, logical thinking, and the ability to resolve complex issues into manageable components 
• Fast learner, self-motivated, and proactive 
• Experience launching a Salesforce application from concept to launch on the Salesforce AppExchange is a plus. 
• Bachelor’s degree preferred 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.