Sr Salesforce Consultant

Remote | |

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Job Summary

Our client is seeking a Senior Salesforce Developer to enhance and optimize an existing Salesforce implementation. The current environment contains underutilized functionality and inconsistent build components, and the firm is looking for a hands-on expert to streamline the platform, improve usability, and support complex investment workflows.

Key Responsibilities

  • Assess and enhance an existing Salesforce org to improve performance and user experience
  • Develop and customize solutions using Apex, Lightning Web Components (LWC), and SOQL
  • Build and optimize Flows and advanced automation to support investment and asset management processes
  • Refactor or improve existing code and configurations
  • Support data integrity, reporting, and dashboard improvements for investment teams
  • Collaborate directly with business stakeholders to translate investment workflows into scalable Salesforce solutions
  • Integrate Salesforce with financial and operational systems as needed

Required Qualifications

  • 7+ years of Salesforce experience with strong hands-on development expertise
  • Deep experience with Apex, LWC, Flows, and complex data models
  • Experience supporting asset management environments
  • Strong understanding of investor, fund, and portfolio data structures
  • Ability to independently evaluate and improve an existing Salesforce build

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