Salesforce CRMA Tableau Sr Lead Software Engineer

Aumni; Jersey City (NJ); On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase, a leader in financial services, seeks a Sr Lead Software Engineer for its Consumer and Community Banking division to design and deliver scalable analytics products. You will guide an agile team across CRMA/Tableau, Salesforce development, and AI‑driven analytics to transform data into actionable insights and governance.

The role emphasizes secure production code, data pipelines, dashboards, and integration with external data systems, along with mentoring and establishing

Qualifications

• Formal training or certification on software engineering concepts and 5+ years applied experience of Salesforce development and/or analytics experience, including significant hands‑on work with Salesforce CRM Analytics (CRMA/Tableau CRM) and/or Tableau.
• Strong hands‑on experience designing, building, and optimizing CRMA/Tableau dashboards, datasets, dataflows/recipes, and security predicates in a large corporate environment.
• In‑depth knowledge of Salesforce data model (Sales Cloud, Service Cloud, custom objects) and how to design analytics‑ready data structures and transformations.
• Strong proficiency in Apex, SOQL, and Salesforce configuration to support analytics use cases, including integration of CRMA/Tableau components into Lightning pages and apps.
• Solid understanding of building Salesforce Lightning UI and Lightning Web Components (LWC), including embedding CRMA/Tableau dashboards and components within Salesforce experiences.
• Experience designing and implementing connectivity solutions and integrations (REST APIs, messaging, data transfers, ETL/ELT) to bring external data into CRMA/Tableau and Salesforce. Good understanding of authentication and integration patterns (OAuth2, connected apps, caching strategies, async processing such as future calls/queueables) and their impact on analytics solutions.
• Demonstrated experience with AI/ML SDLC, design, implementation, testing, release and maintenance..
• Ability to develop robust reports, dashboards, and monitoring processes to continuously track data quality, integrity, and usage across CRMA/Tableau and Salesforce. Ability to interpret system and business requirements and translate them into detailed technical specifications, data models, and dashboard designs.
• Demonstrated experience leading effective use of enterprise‑authorized AI‑assisted software development tools within the work environment (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
• Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching senior engineers/leads on compliant usage patterns and controls.

Responsibilities

• Executes end-to-end software and analytics solutions—including design, development, and technical troubleshooting for Salesforce CRM Analytics (CRMA/Tableau CRM) and Tableau.
• Designs and develops secure, high-quality production code, data pipelines, and analytics assets that integrate with Salesforce.
• Produces architecture and design artifacts for complex analytics and AI‑driven applications, ensuring performance, security, and governance.
• Gathers, analyzes, and develops advanced visualizations, dashboards, and reporting from large data sets using CRMA/Tableau to improve processes and insights.
• Drives adoption and governance of AI‑assisted engineering practices across teams with measurable validation standards.
• Applies knowledge of SDLC tools to improve value realized by automation at scale.
• Partners with product owners, data engineers, and stakeholders to translate requirements into analytics solutions, including KPIs and data models.
• Proactively identifies hidden problems in data, dashboards, and integrations, driving remediation and optimization.
• Mentors junior developers and analysts, fostering a learning‑oriented environment and DEI culture.

Skills

Salesforce CRM Analytics

Tableau

Apex

SOQL

Lightning Web Components

REST APIs integration

AI/ML SDLC

Data modeling

Data pipelines

Security governance

Tools

CRMA/Tableau

Job description

We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.

As a Sr Lead Software Engineer at JPMorganChase within Consumer and Community Banking, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm’s business objectives.

Job Responsibilities

• Executes end-to-end software and analytics solutions—including design, development, and technical troubleshooting for Salesforce CRM Analytics (CRMA/Tableau CRM) and Tableau, with the ability to think beyond routine approaches to build scalable, data-driven solutions and break down complex technical problems.
• Designs and develops secure, high-quality production code, data pipelines, and analytics assets (dashboards, lenses, datasets, recipes) that integrate seamlessly with Salesforce and related systems.
• Produces architecture and design artifacts for complex analytics and AI-driven applications, ensuring that design constraints (performance, security, scalability, governance) are met by software and analytics development.
• Gathers, analyzes, synthesizes, and develops advanced visualizations, dashboards, and reporting from large, diverse data sets using CRMA/Tableau in service of continuous improvement of business processes, customer insights, and system performance.
• Drives adoption and governance of approved AI-assisted engineering practices across teams to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test acceleration, release readiness, incident/root‑cause analysis), while establishing measurable validation standards (secure coding, peer review, automated testing) and promoting reuse of proven patterns and automation within the SDLC/TLM toolchain.
• Applies knowledge of tools within the Software Development Life Cycle toolchain, including approved AI-assisted development and automation capabilities, to improve the value realized by automation at scale.
• Partners with product owners, data engineers, and business stakeholders to translate business requirements into robust analytics solutions, including KPIs, data models, and AI‑driven recommendations.
• Proactively identifies hidden problems and patterns in data, dashboards, and integrations, and drives remediation and optimization across data quality, performance, and user experience.
• Contributes to software engineering and analytics communities of practice, sharing best practices in CRMA/Tableau, data modeling, AI/ML integration, and emerging Salesforce technologies.
• Mentors junior developers and analysts, providing technical guidance on CRMA/Tableau, Salesforce development, and AI‑enabled analytics solutions. Adds to team culture of diversity, equity, inclusion, and respect, fostering a collaborative and learning‑focused environment.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience of Salesforce development and/or analytics experience, including significant hands‑on work with Salesforce CRM Analytics (CRMA/Tableau CRM) and/or Tableau.
• Strong hands‑on experience designing, building, and optimizing CRMA/Tableau dashboards, datasets, dataflows/recipes, and security predicates in a large corporate environment.
• In‑depth knowledge of Salesforce data model (Sales Cloud, Service Cloud, custom objects) and how to design analytics‑ready data structures and transformations.
• Strong proficiency in Apex, SOQL, and Salesforce configuration to support analytics use cases, including integration of CRMA/Tableau components into Lightning pages and apps.
• Solid understanding of building Salesforce Lightning UI and Lightning Web Components (LWC), including embedding CRMA/Tableau dashboards and components within Salesforce experiences.
• Experience designing and implementing connectivity solutions and integrations (REST APIs, messaging, data transfers, ETL/ELT) to bring external data into CRMA/Tableau and Salesforce. Good understanding of authentication and integration patterns (OAuth2, connected apps, caching strategies, async processing such as future calls/queueables) and their impact on analytics solutions.
• Demonstrated experience with AI/ML SDLC, design, implementation, testing, release and maintenance..
• Ability to develop robust reports, dashboards, and monitoring processes to continuously track data quality, integrity, and usage across CRMA/Tableau and Salesforce. Ability to interpret system and business requirements and translate them into detailed technical specifications, data models, and dashboard designs.
• Demonstrated experience leading effective use of enterprise‑authorized AI‑assisted software development tools within the work environment (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
• Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching senior engineers/leads on compliant usage patterns and controls.

Preferred qualifications, capabilities, and skills

• Salesforce certifications such as:
  • Salesforce Certified CRM Analytics and Discovery Consultant (Tableau CRM)
  • Salesforce Platform Developer I/II
  • Salesforce Administrator or relevant cloud certifications
• Experience with Tableau (Desktop/Server/Cloud) in addition to CRMA/Tableau CRM, including advanced calculations, data blending, and performance tuning.
• Familiarity with modern front‑end technologies and frameworks (e.g., JavaScript, TypeScript, React, or similar) for extending analytics experiences and custom UI components.
• Exposure to cloud technologies and data platforms (e.g., AWS, Azure, GCP, data lakes/warehouses) and integrating them with Salesforce and CRMA/Tableau. Experience working with MLOps or data science teams to operationalize AI/ML models within Salesforce and analytics workflows.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction. We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.