Salesforce Platform & Data Manager – Wealth Tech

Grimes & Company; Westborough (MA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Flexible hybrid work schedule

Job summary

Grimes & Company Wealth Management is seeking a Salesforce Platform and Data Manager in Massachusetts to design, develop, and maintain Salesforce solutions for advisors and operations. You will focus on data integrity, scalable architecture, and efficient automation to support growth.

The role requires 5–7 years in Salesforce administration/development, with preferred experience in financial services and wealth management. A hybrid work schedule and advanced data capabilities are emphasized.

Qualifications

• Bachelor's degree or equivalent in a related field.
• 5–7 years hands-on Salesforce Administrator/Developer or hybrid Salesforce ownership experience.
• Salesforce Platform Developer or similar certification preferred.
• Experience with Apex, SOQL, Flows, Salesforce APIs and integrations, and advanced reporting tools.
• Experience with Orion Advisor Technology, Egnyte, Docusign, Emma or similar tools is a plus.
• Advanced Excel proficiency with data analysis skills.

Responsibilities

• Own and manage the overall Salesforce environment, including structure, objects, layouts, reports, automations, permissions, and integrations.
• Maintain data organization, governance, accuracy, and usability across the platform.
• Translate data into reliable dashboards, KPIs, and business analysis for leadership use.
• Collaborate with stakeholders to understand needs and translate priorities into Salesforce solutions.
• Serve as primary Salesforce and data integrity contact, providing training and issue resolution.
• Lead data migration for mergers and acquisitions ensuring consistency with Salesforce standards.
• Design, develop, test, and deploy custom Salesforce solutions using Flows, Apex, Tableau, and APIs.
• Maintain integrations between Salesforce and third-party enterprise systems.
• Assess and reduce technical debt, implementing scalable improvements for growth.
• Support security features and change management through SOP documentation.

Skills

Salesforce Admin

Salesforce Developer

Apex

SOQL

Flows

Salesforce APIs

Advanced Excel

Financial Services Cloud

Education

Bachelor's degree in Computer Science / Information Systems / Software Engineering

Tools

Orion Advisor Technology

Egnyte

Docusign

Emma

Tableau

Excel

Job description

Grimes & Company Wealth Management is seeking a Salesforce Platform and Data Manager in Massachusetts to design, develop, and maintain Salesforce solutions for advisors and operations. You will focus on data integrity, scalable architecture, and efficient automation to support growth.

The role requires 5–7 years in Salesforce administration/development, with preferred experience in financial services and wealth management. A hybrid work schedule and advanced data capabilities are emphasized.