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Role: Salesforce Admin/DeveloperLocation: San Francisco, CA - HybridDuration: 3-6 Months CTH Job Description: - Bachelor's degree in computer science, Information Systems, Business, or a related field (or equivalent experience).
- 5+ years of experience as a Salesforce Developer/Analyst with expertise in Salesforce Service Cloud, Marketing Cloud, and Financial Services Cloud.
- Strong understanding of Salesforce Service Cloud features, including case management, knowledge base, service console, and omnichannel support.
- Proficient in Salesforce Marketing Cloud, including tools like Journey Builder, Email Studio, Audience Segmentation, and reporting.
- In-depth experience with Salesforce Financial Services Cloud configuration, including client profiles, financial planning, and account management.
- Hands-on experience integrating Salesforce with external systems via REST/SOAP APIs, ETL tools, or middleware (e.g., MuleSoft).
- Familiarity with banking/credit union operations, including regulatory compliance, customer lifecycle management, and financial services processes. Familiarity with Corelation (Keystone) banking Core is a plus.
- Must be self-motivated with exceptional time management, organization skills and attention to detail.
- Must have well developed analytical and problem-solving skills; solve problems as they occur and escalate as needed.
- Must possess excellent interpersonal relationship skills, ability to motivate and direct work through the efforts of others, discuss problems and solutions with all levels of staff and management, and be approachable to the team.
- Must have exceptional written and verbal communication.
- Familiarity with Meridian Link mortgage system is a plus.
Preferred Qualifications - Salesforce Certifications (e.g., Marketing Cloud Developer, Service Cloud Consultant, Financial Services Cloud Consultant).
- Experience with SQL, AMPscript, or other scripting languages for Salesforce Marketing Cloud.
- Familiarity with Agile/Scrum methodologies and tools like JIRA or Confluence.
- Strong understanding of security and compliance requirements in the financial industry, particularly within Salesforce CRM.
Soft Skills - Strong analytical and problem-solving abilities, with a keen attention to detail.
- Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical stakeholders.
- Ability to manage multiple priorities and projects, ensuring timely delivery.
- Strong collaboration skills with a client-focused approach, working effectively with cross-functional teams to meet business objectives
Date Posted: 27 March 2025
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