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Moneyfarm

Salesforce Engineer

Metropolitan City of Cagliari , Italy
full-time Hybrid

AI overview

Drive the AI transformation of commercial and marketing tooling while acting as the technical owner for Salesforce, supporting over 150,000 customers daily.

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

Our Core Values:

We’ve built our business on three Principles:

  • Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.

Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

About the role

Are you ready to be the technical owner of a commercial engine which serves more than 150.000 customers every day? Are you ready to drive the AI transformation of commercial and marketing tooling? This role might be exactly what you are looking for. 

At Moneyfarm we are looking for a talented System Integration Engineer specialising in Salesforce and we hope to hear from you soon.

Main Responsibilities:

      • Act as the technical owner and go-to expert for the Salesforce ecosystem, including Sales Cloud, Service Cloud, Marketing Cloud, and Agentforce.
      • Design, implement, and maintain Salesforce automations using Flows, Apex, Process Builder, and Omni-Channel routing to support marketing and commercial operations.
      • Develop and maintain integrations between Salesforce and other internal systems or third-party tools, ensuring seamless data exchange and synchronization.
      • Cooperate with the IT Operations team to administer, configure and optimize Salesforce environments: managing users, profiles, permission, custom objects, record types, and security settings.
      • Liaise with marketing and commercial stakeholders to translate business requirements into actionable implementations plans. 
      • Manage external consultants/tools (marketing automation vendors, Salesforce and implementation partners).
      • Design, develop and maintain ETL pipelines to populate marketing automation tools with data coming from multiple sources, coordinating with the Data team.
      • Contribute to execute Moneyfarm’s AI Roadmap around commercial and marketing automation tools (Agentforce).

Requirements

  • Background
      • 4+ years of experience in hands-on system integration or similar roles. Previous exposure to the fintech or wealth management industry is a must.
      • Academic background in engineering, computer science or similar field.

  • Skills
    • Experience with Salesforce, Marketing Cloud, Agentforce or equivalent tools
    • At least 2 years’ hands-on experience in Salesforce (Apex, SOQL, Flows, metadata and data model).
    • Strong understanding of Salesforce data model and metadata management (objects, fields, relationships).
    • Full working proficiency with SQL, familiarity with Python.
    • Experience with data engineering tools such as DBT and Airflow, cloud platforms (GCP, AWS, Azure) and Data Warehouses (Big Query, Redshift, …) is a plus.
    • Interest and passion for AI and related tooling (Agentforce, N8N, Claude) is a strong plus.
    • Full English proficiency: this role will work with IT and UK teams.

This role is based in our Milan office and our smart working policy requires at least 2 days of in-office presence per week.

For this role, please upload your CV in English.

Benefits

  • Health Insurance, Wellness plan
  • Fee free investments on Moneyfarm platform
  • Incentive scheme
  • Career development opportunities
  • Training opportunities
  • Regular office social events

Perks & Benefits Extracted with AI

  • Health Insurance: Health Insurance, Wellness plan
  • Other Benefit: Regular office social events
Moneyfarm

Who we are:We’re a pan-European digital wealth manager with 50,000 active investors (growing fast!) and over £1.2 billion invested on our platform. With 130+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London. Mission:To provide investment solutions and advice to protect and grow client wealth through time.Our core values:We’ve built our business on three Principles:- Relationships are our first assetWe’re one team, built on trust, honesty and transparency. We value our relationships above all else.- Trust drives successWe give each other the space to grow. We empower our employees to succeed, so they can make a real impact.- Our customers dream big, just like usWe see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream. What this means in practice:At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

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