Contract Salesforce Integration Specialist - Docusign & Documentation Automation

Connor, Clark & Lunn group; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Salesforce Integration Specialist to automate documentation workflows. This role involves mapping Salesforce fields into templates and integrating with DocuSign for seamless document generation. The ideal candidate will have strong Salesforce and SOQL experience, along with a detail-oriented mindset to ensure data integrity and accuracy. Join a collaborative team that values innovation and offers opportunities for professional growth.

Qualifications

• Proven experience with Salesforce CRM and custom field mapping.
• Strong command of SOQL syntax and query optimization.

Responsibilities

• Analyze and map Salesforce fields to documentation templates.
• Implement DocuSign API calls for document automation.

Skills

Attention to Detail

Communication

Tools

Salesforce CRM

DocuSign API

SOQL

JSON

Job description

Location: Toronto, Ontario

Job Id:1999

# of Openings:1

Project Overview:

We are seeking a detail-oriented and technically proficient Salesforce Integration Specialist to support a short-term project focused on automating documentation workflows. The core task involves mapping Salesforce fields into paperwork templates and integrating with DocuSign via API for seamless document generation and e-signature workflows.

What You Will Do

• Analyze and map Salesforce fields to documentation templates.
• Write and optimize SOQL queries to extract relevant data.
• Implement DocuSign API calls to automate document generation and signature workflows.
• Ensure data accuracy and integrity throughout the process.
• Collaborate with internal stakeholders to validate field mappings and test document flows.
• Provide documentation and handoff support at project completion.

What You Bring

• Proven experience with Salesforce CRM, including custom objects and field mapping.
• Strong command of SOQL syntax and query optimization.
• Familiar with JSON Data
• Hands-on experience with DocuSign API (REST/SOAP).
• Familiarity with document generation tools or platforms (e.g., DocuSign)
• Excellent attention to detail and ability to work independently.
• Strong communication skills and a proactive mindset.

Nice to Have:

• Experience with Apex or Salesforce Flow.
• Prior work on similar document automation projects.
• Understanding of data privacy and compliance in document handling.

AboutConnor, Clark & Lunn Financial Group

At Connor, Clark & Lunn Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $139 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, Indigenous communities, not-for-profits and charitable foundations. The firm is currently responsible for approximately $17 billion in client assets.

For a closer look at how you can build your career with us, we invite you to explore

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter asone PDF. If available, please provide examples of similar projects.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted.