Lead Salesforce Consultant

TMS; New Jersey; Remote; USD 140,000 - 210,000; Full time

Job summary

Envestnet is seeking a Lead Salesforce Developer to architect and build scalable Salesforce solutions that support wealth management, business operations and advisor-driven workflows.

This role offers the opportunity to drive technical decision-making across Sales Cloud, Service Cloud, and Experience Cloud implementations while mentoring engineers and aligning Salesforce capabilities with enterprise platform strategy.

Qualifications

• 7+ years of Salesforce development across multiple orgs or product lines.
• Expert-level Apex development including triggers, batch classes, queueable jobs, and test frameworks.
• Expert-level Lightning Web Components (LWC) and Aura component development.
• Strong experience with declarative tools including Flows, Process Builder, Approval Processes, and Validation Rules.
• Deep knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
• Experience designing and maintaining Salesforce integration patterns using REST/SOAP APIs, Platform Events, Change Data Capture, and middleware like MuleSoft/Boomi.
• Experience with Salesforce DX, Salesforce CLI, scratch orgs, and source-driven development.
• Experience with CI/CD for Salesforce using Copado, Gearset, or equivalent.
• Proficiency with SOQL, SOSL, and performance optimization techniques.
• Experience with Salesforce security model including profiles, permission sets, sharing rules, and field-level security.

Responsibilities

• Architects and designs end-to-end Salesforce solutions with broad organizational impact.
• Leads technical decision-making for major Salesforce features, integrations, and platform initiatives.
• Breaks down complex CRM requirements into scalable Apex, LWC, and flow-based solutions.
• Drives cross-team collaboration and aligns Salesforce solutions with broader business and platform goals.
• Establishes and enforces best practices for Apex development, Lightning Web Components, automated testing, and deployment.
• Designs and maintains integration patterns between Salesforce and external systems (REST/SOAP APIs, middleware).
• Anticipates technical risks (governor limits, data model scalability, org health) and implements mitigation strategies.
• Leads incident response and root cause analysis for critical Salesforce production issues.
• Influences Salesforce roadmap planning through technical insight and feasibility analysis.
• Partners with DevOps/SRE teams to improve Salesforce CI/CD pipelines, deployment automation, and org observability.
• Implements infrastructure-aware Salesforce design decisions (multi-org strategy, platform event scalability, external object patterns).
• Mentors engineers across multiple levels and contributes to team development.

Skills

Apex development

LWC/Aura

CRM architecture

Mentoring engineers

Technical leadership

Governor limits optimization

Platform strategy

Education

Bachelor's degree in Computer Science or related field

Tools

Salesforce DX

Salesforce CLI

Scratch orgs

Copado

Gearset

REST APIs

SOAP APIs

Platform Events

Change Data Capture

MuleSoft

Job description

Role: Lead Salesforce Developer

Duration: Long Term

Location: Remote- EST

Job Summary:

Envestnet is seeking a Lead Salesforce Developer to architect and build scalable Salesforce solutions that support wealth management, business operations and advisor-driven workflows. This role offers the opportunity to drive technical decision-making across Sales Cloud, Service Cloud, and Experience Cloud implementations while mentoring engineers and aligning Salesforce capabilities with enterprise platform strategy.

Job Description

• Architects and designs end-to-end Salesforce solutions with broad organizational impact.
• Leads technical decision-making for major Salesforce features, integrations, and platform initiatives.
• Breaks down complex CRM requirements into scalable, maintainable Apex, LWC, and flow-based solutions.
• Drives cross-team collaboration and aligns Salesforce solutions with broader business and platform goals.
• Establishes and enforces best practices for Apex development, Lightning Web Components, automated testing, and deployment.
• Designs and maintains integration patterns between Salesforce and external systems (REST/SOAP APIs, middleware, event-driven architectures).
• Anticipates technical risks (governor limits, data model scalability, org health) and implements mitigation strategies.
• Leads incident response and root cause analysis for critical Salesforce production issues.
• Influences Salesforce roadmap planning through technical insight and feasibility analysis.
• Partners with DevOps/SRE teams to improve Salesforce CI/CD pipelines, deployment automation, and org observability.
• Implements infrastructure-aware Salesforce design decisions (multi-org strategy, platform event scalability, external object patterns).
• Mentors engineers across multiple levels and contributes to team development.

Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, or related field required.
• 7+ years of Salesforce development experience, including ownership of complex CRM solutions across multiple orgs or product lines.
• Expert-level Apex development including triggers, batch classes, queueable jobs, and test frameworks.
• Expert-level Lightning Web Components (LWC) and Aura component development.
• Strong experience with Salesforce declarative tools including Flows, Process Builder, Approval Processes, and Validation Rules.
• Deep knowledge of Sales Cloud, Service Cloud, and Experience Cloud (Community Cloud).
• Experience designing and maintaining Salesforce integration patterns using REST/SOAP APIs, Platform Events, Change Data Capture, and middleware platforms (MuleSoft, Boomi, or equivalent).
• Experience with Salesforce DX, Salesforce CLI, scratch orgs, and source-driven development.
• Experience with CI/CD for Salesforce using tools such as Copado, Gearset, or equivalent pipeline automation.
• Proficiency with SOQL, SOSL, and performance optimization techniques (governor limits, query optimization, bulk patterns).
• Experience with Salesforce security model including profiles, permission sets, sharing rules, and field-level security.
• Familiarity with Financial Services Cloud or Wealth Management-related Salesforce configurations is a plus.
• Salesforce Platform Developer II, Application Architect, or System Architect certification preferred.
• Experience mentoring engineers and establishing Salesforce development standards across teams.
• Strong technical background with .NET, xUnit, Reqnroll, RESTful APIs, and API management solutions such as Apigee.
• Experience with PostgreSQL, SQL Server, Redis, and ElastiCache.
• Experience with AWS services including EC2, S3, ELB, ASG, API Gateway, Lambda, RDS, EKS, CloudWatch, SQS.
• Experience with Kubernetes, Docker, Kafka, CloudFormation, CDK, Terraform, DevOps practices, automation, agile delivery, Scrum, and test-driven development.