Wealth Tech: Salesforce Platform & Data Manager

Socket.dev; Westborough (MA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Medical, dental, and vision insurance

Flexible hybrid schedule

Paid time off

Job summary

Grimes & Company Wealth Management, a growing independent Registered Investment Advisory, seeks a Salesforce Platform and Data Manager in Westborough, MA. The role focuses on maintaining Salesforce, ensuring data integrity, and delivering scalable solutions for advisors, operations, and client service teams.

You will design, develop, test, and deploy Salesforce solutions with APIs, Flows, and Tableau, while reducing technical debt and supporting integrations with third‑party platforms.

Qualifications

• Bachelor's degree required, preferably in CS/IS/SE or related field.
• 5–7 years hands-on Salesforce Administrator/Developer experience.
• Salesforce Platform Developer or similar certification preferred.
• Experience with Apex, SOQL, Flows, Salesforce APIs, and advanced reporting.
• Experience with wealth management tools and integrations is a plus.

Responsibilities

• Own and manage the overall Salesforce environment, including structure, objects, layouts, reports, automations, and integrations.
• Maintain data organization, governance, consistency, accuracy, and usability across the platform.
• Translate data integrity into reliable reporting, dashboards, KPIs for leadership decision-making.
• Collaborate with stakeholders to translate business priorities into Salesforce solutions.
• Serve as primary Salesforce data integrity contact and provide training and troubleshooting.

Skills

Salesforce

Apex

SOQL

Excel

Data governance

Communication

Analytical

Education

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

Tools

Tableau

Salesforce APIs

Orion Advisor Technology

Egnyte

DocuSign

Emma (email marketing)

Job description

Grimes & Company Wealth Management, a growing independent Registered Investment Advisory, seeks a Salesforce Platform and Data Manager in Westborough, MA. The role focuses on maintaining Salesforce, ensuring data integrity, and delivering scalable solutions for advisors, operations, and client service teams.

You will design, develop, test, and deploy Salesforce solutions with APIs, Flows, and Tableau, while reducing technical debt and supporting integrations with third‑party platforms.