Be Part Of A High-Performing Team
Join a rapidly growing financial technology organization that helps small and midsized businesses secure the funding needed to expand and succeed. The company is investing in its technology platform to improve operational efficiency, strengthen the customer experience, and introduce intelligent automation across its commercial lending processes.
This position will be part of a collaborative, fast-paced environment where technology leaders work closely with sales, operations, underwriting, and other business teams. The Salesforce organization is focused on modernizing its CRM ecosystem, improving system scalability, and deploying practical artificial intelligence solutions that deliver measurable business value.
What’s In Store For You
- A primarily remote work arrangement with onsite collaboration in Hauppauge, New York, approximately one day per month.
- Comprehensive health, dental, and vision insurance.
- Professional development and career-growth opportunities.
- The opportunity to lead Salesforce AI and automation initiatives within a growing financial services organization.
- A collaborative and innovation-focused environment where new ideas and platform improvements are encouraged.
How You Will Make An Impact
- Lead the design, development, testing, and ongoing enhancement of scalable Salesforce solutions across Sales Cloud and Experience Cloud.
- Develop custom platform functionality using Apex, Lightning Web Components, SOQL, Visualforce, Flow Builder, and Salesforce configuration tools.
- Design and deploy AI-enabled solutions using Salesforce Agentforce, Einstein AI, generative AI, intelligent agents, prompts, and automated actions.
- Identify sales, customer service, underwriting, and operational processes that can benefit from intelligent automation.
- Build agents and AI-assisted workflows that securely use Salesforce records, knowledge sources, APIs, and connected enterprise data.
- Translate business challenges into maintainable Salesforce architecture, technical requirements, and implementation plans.
- Integrate Salesforce with document management, communication, data-enrichment, backup, and other business-critical applications.
- Establish appropriate security, permissions, governance, grounding, and data-quality controls for AI-enabled solutions involving sensitive customer and financial information.
- Provide technical leadership while remaining actively involved in coding, configuration, testing, troubleshooting, and deployments.
- Lead code reviews and promote development standards related to scalability, security, performance, testing, and maintainability.
- Maintain source-code repositories and support reliable Salesforce delivery through Git, automated testing, CI/CD, and release-management practices.
- Create technical documentation, architectural diagrams, integration specifications, and development standards.
- Troubleshoot complex platform, integration, automation, data, and performance issues.
- Participate in Agile ceremonies and collaborate with developers, administrators, product managers, business leaders, and end users.
- Recommend platform improvements and AI capabilities that support business growth and improve the customer experience.
Do You Have the Expertise to Lead Salesforce Agentforce and AI Development?
- Five or more years of hands-on Salesforce development experience.
- Advanced development experience with Apex, Lightning Web Components, SOQL, Visualforce, Salesforce APIs, and Flow Builder.
- Direct experience designing, configuring, developing, testing, integrating, or deploying Salesforce Agentforce, Einstein AI, generative AI, or comparable Salesforce AI functionality.
- Practical experience developing AI agents, agent actions, prompts, automated workflows, grounding approaches, or AI-assisted business processes.
- Strong experience working with Salesforce Sales Cloud and Experience Cloud.
- Demonstrated success leading Salesforce implementations, platform enhancements, or complex development initiatives.
- Experience designing and maintaining integrations between Salesforce and third-party applications or enterprise data sources.
- Strong understanding of Salesforce security, permissions, sharing models, data architecture, and integration patterns.
- Experience using Git or another source-control platform in a Salesforce development environment.
- Experience working within Agile or Scrum delivery teams.
- Salesforce Platform Developer I certification is required.
- Strong analytical, troubleshooting, communication, and stakeholder-management abilities.
- Ability to independently lead technical discussions, balance multiple priorities, and communicate effectively with technical and nontechnical stakeholders.
- Ability to travel to the Hauppauge, New York office approximately one day per month.
Preferred experience includes:
- Salesforce Platform Developer II certification.
- Salesforce Agentforce Specialist, Salesforce AI Associate, Platform App Builder, or Salesforce Administrator certification.
- Production deployment experience with Agentforce or Einstein AI.
- Experience connecting Salesforce AI agents to APIs, enterprise applications, knowledge repositories, or external data sources.
- Knowledge of prompt design, retrieval-augmented generation, grounding, AI-response evaluation, and trust and safety controls.
- Experience within commercial lending, alternative lending, fintech, financial services, or another regulated industry.
- Experience supporting small-business products, business-to-business platforms, or SaaS environments.
- Familiarity with Salesforce DevOps, automated testing, deployment pipelines, and CI/CD tools.
- Experience with Salesforce reporting, dashboards, analytics, or CRM Analytics.