Salesforce Architect

ZipRecruiter; Philadelphia (Philadelphia County); Remote; USD 120,000 - 160,000; Full time

Job summary

A leading hedge fund seeks a skilled Salesforce Architect to blend business engagement with Salesforce development. The role requires strong expertise in Apex, SOQL, and Tableau, focusing on enhancing CRM capabilities and delivering analytics while collaborating with client-facing teams.

Qualifications

• 8-10 years of Salesforce experience, including development and configuration.
• Proficient in building Tableau dashboards and custom reports.
• Experience with data security best practices.

Responsibilities

• Design and develop Salesforce solutions using Apex, LWC, and Visualforce.
• Build and maintain Tableau dashboards and reports.
• Support integrations between Salesforce and external systems.

Skills

Salesforce Development

Tableau

Apex

SOQL

Stakeholder Management

Business Analysis

Education

Salesforce Administrator certification

Salesforce Platform Developer I certification

Tools

Salesforce APIs

CI/CD tools for Salesforce

Job description

Job DescriptionJob DescriptionJob Title: Salesforce ArchitectLocation: Remote


We are seeking a versatile and technically skilled Salesforce Consultant & Developer to support our Client and Partner Group at a leading hedge fund. This role blends business engagement, Salesforce development, and data-driven reporting using Tableau. You will work closely with client-facing teams to enhance CRM capabilities, develop custom Salesforce solutions, and deliver high-impact analytics.

This is a high-visibility role ideal for someone who can comfortably translate business needs into scalable solutions and has strong development skills to implement them.

⸻

Key Responsibilities:

Salesforce Enhancements & Development
• Gather, analyze, and document business requirements from the Client and Partner Group.
• Design and develop scalable solutions using:
• Apex classes/triggers
• Lightning Web Components (LWC)
• Visualforce (if needed)
• Flows, validation rules, and custom metadata
• Customize and extend Sales Cloud to support capital raising, client servicing, and pipeline tracking.

Reporting & Data Visualization
• Build and maintain Tableau dashboards and reports using Salesforce and related data sources.
• Partner with stakeholders to define KPIs, reporting requirements, and visual insights that support decision-making.

Integration & Data Architecture
• Support integrations between Salesforce and internal/external systems (e.g., data warehouses, marketing tools, document repositories).
• Work with technical teams to design and maintain secure and efficient data pipelines.
• Ensure data quality and governance across the CRM environment.

Stakeholder & Project Collaboration
• Serve as a trusted advisor to client-facing teams (Investor Relations, Business Development, etc.).
• Provide training, documentation, and best practices to improve adoption and user experience.
• Manage enhancements through the full SDLC: requirements → design → development → testing → deployment.

Required Qualifications:
• 8-10 years of experience working with Salesforce, including development and configuration
• Strong command of Apex, SOQL, Lightning Web Components (LWC), and Salesforce APIs
• Proven experience integrating Salesforce with data tools, cloud platforms, or internal systems
• Proficient in Tableau with hands-on experience building executive dashboards and custom reports
• Strong business analysis and stakeholder management skills
• Salesforce Administrator and Platform Developer I certifications

Experience:
• Background in hedge funds, asset management, or financial services
• Familiarity with capital raising, institutional investor workflows, or fund distribution models
• Experience with CI/CD tools for Salesforce (e.g., Gearset, Copado, SFDX)
• Knowledge of data security best practices (e.g., role hierarchies, sharing rules)