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Key Responsibilities:

• Administer and optimize Sales & Service Cloud to support business needs.
• Configure workflow automation using Flows, Process Builder, and Apex triggers (preferred).
• Develop and maintain Salesforce reports and dashboards to drive data-driven decisions.
• Integrate Dialpad or other telephony solutions with Salesforce (required).
• Collaborate with teams to enhance B2B sales processes within the healthcare industry (experience required).

What We're Looking For:

• Manage and execute sales incentive programs accurately and promptly
• Audit and establish territory alignments, sales objectives, and statements for review
• Ensure adherence to incentive program regulations and facilitate discrepancy resolution
• Collaborate with finance and HR teams to optimize sales incentive program workflows

• Design reports and dashboards containing vital sales incentive metrics for senior management review
• Monitor reporting usage in Salesforce.com to ensure access to essential data for sales reps and leaders
• Provide insights and analysis to bolster sales strategies and decision-making

• Contribute to developing and documenting standard operating procedures
• Evaluate and manage sales support tools to maximize capabilities and enhance efficiencies
• Partner with the training team to ensure thorough training on key tools and technology for the sales team

• Collaborate with functional leaders, business units, and subject matter experts to ensure the success of key projects and initiatives

• Bachelor's degree from an accredited institution
• 5+ years of experience in Sales Operations or Effectiveness
• 2+ years of experience managing or supporting sales incentive and compensation plans
• Proficiency in Excel Power Query and Power Pivot
• Experience with Salesforce.com
• Familiarity with sales reporting and dashboards in Salesforce or other software

• Proficiency in Microsoft Suite
• Ability to utilize advanced Excel functions with large datasets
• Proficient in Salesforce.com or other CRM software with knowledge of SQL for query retrieval
• Strong communication skills for effective interaction in group and one-on-one settings
• Organizational skills and attention to detail for multitasking and managing various stakeholders
• Data analysis skills for process improvement and identifying opportunities
• Problem-solving abilities and operational excellence
• Self-starter with the capability to focus on goals with minimal supervision

• Serve as primary system Developer/Administrator for Applications not limited to Salesforce/nCino, fnformatica, Box, DocuSign, Own Backup, Foxtrot, SQL Server etc.
• Demonstrate an understanding of all types of nCino business rules, forms, tools, users, permission sets, groups, profiles, objects, fields, and roles.
• Design, document, and implement solutions by creating or modifying system workflows, dashboards, and reports to continuously improve data quality, process integrity and productivity.
• Manage nCino enhancements by testing new functionality, deploying to a production environment, and communicating to end-users; Monitor nCino updates and address system configuration updates where needed.
• Develop working relationships with nCino' s support department.
• Educate business units on new nCino features.
• Provide support for internal user requests while troubleshooting issues, escalating items to management, and nCino technical support as needed.
• Partner with Loan Coordinators and Business Units to remain aware of technology and process challenges and needs.
• Identify and communicate risks related to process and configuration changes while analyzing requirements and developing solutions across all applications.
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, validations, and other routine tasks.
• Assist in training of new users, preparing training material, and grow the applications skill set across the organization.
• Ability to learn, implement & support Foxtrot RPA (Robotic Process Automation) tool to help automate manual tasks via scripts.
• Work with loan operations to understand challenges and automate core business processes.
• Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities.
• Manage Salesforce, Informatica, nCino data feeds and other integrations.
• Coordinate the evaluation, scope, and completion of new development requests.
• Effectively act as the liaison between our users, customers, and the application development teams.

• Previous experience working on multiple applications.
• Knowledge about nCino (Bank Operating System), Fiserv & Q2
• Ability to assess the impact of new requirements on Salesforce/nCino platform and all upstream and downstream applications, systems, and processes.
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
• Creative and analytical thinker with strong problem-solving skills
• Must demonstrate ability to communicate effectively at all levels of the organization.
• Advanced proficiency in Microsoft Office products.

• Minimum 3- 5 years of experience as Application Developer/Administrator.
• Strong front end/back-end development abilities.
• Experience using Apex, VBA, Macros, and other programming languages.
• Experience using Salesforce Inspector, ANT Migration tool, Access DB, SQL Server.
• Salesforce/nCino certifications preferred.
• Proven ability to design and implement new processes and facilitate user adoption.
• Strong understanding of the Salesforce/nCino platforms, with the ability to build custom apps and objects, formula fields, flows, validation rules, custom views, and other content of intermediate complexity.
• Strong understanding of Salesforce/nCino best practices and functionality
• A demonstrated ability to understand and articulate complex requirements.
• Previous experience working in a SCRUM or agile environment preferred.

Salesforce Developer - Full-Time | Hybrid | Chicago, IL

• Demonstrate a strong understanding of the Salesforce platform, including integrations, security, and user management.
• Collaborate with cross-functional teams to ensure smooth data flow between Salesforce and other systems, supporting business processes and identifying areas for improvement.
• Work closely with finance, sales, marketing, and product teams to optimize workflows and system functionality.
• Manage timelines and maintain functional and technical documentation to support business requirements.
• Oversee user roles, profiles, permission sets, and security settings to ensure compliance and prevent data risks.
• Develop and maintain complex Flows, Validation Rules, and automation to drive operational efficiencies.
• Design and implement custom solutions using Apex, LWC, Aura Components, Visualforce, REST API, and other Salesforce development tools.
• Conduct testing, debugging, and user acceptance processes to ensure seamless deployment of new features and enhancements.
• Stay updated on new Salesforce features and integrations, providing recommendations for continuous improvement.
• Apply best practices to align Salesforce with business objectives and enhance system performance.
• Document system architecture and maintain data governance standards to ensure data quality.
• Analyze business requirements and propose scalable technical solutions that align with long-term strategy.

• Bachelor's degree in Computer Science, Software Engineering, or a related field, or equivalent professional experience.
• 5+ years of progressive experience in Salesforce development across various Salesforce clouds (Sales, Marketing, Service, and Platform).
• Proficient with Apex, LWC, Aura Components, Visualforce, SQL, SOQL, GitHub, and JavaScript.
• Strong analytical skills to design and implement solutions that meet business needs and requirements.
• Well-rounded in both functional and technical aspects of CRM engagements.
• Ability to problem-solve, foster innovative ideas, and thrive in a dynamic, entrepreneurial environment.

• Administer and maintain Salesforce environment, ensuring smooth operation and user support.
• Configure Salesforce objects, fields, page layouts, and other basic configurations to meet business requirements.
• Troubleshoot issues and provide ongoing user support to resolve problems.
• Create, update, and maintain reports and dashboards to support business decision-making.
• Implement validation rules and ensure data integrity within Salesforce.
• Work with senior Salesforce administrators to expand knowledge and skills.

• Provide user support and resolve basic functionality issues within Salesforce.
• Manage and maintain Salesforce data, ensuring its accuracy and consistency.
• Assist in the creation and maintenance of reports and dashboards tailored to business needs.
• Perform page layout updates and other Salesforce configuration tasks.
• Collaborate with senior administrators for continued learning and growth in Salesforce best practices.

• Proven experience with Salesforce administration, including creating reports, dashboards, and validation rules.
• Strong understanding of Salesforce configuration (objects, fields, page layouts).
• Ability to troubleshoot issues and apply best practices in Salesforce.
• Willingness to work closely with senior admins for knowledge sharing and skill development.
• Excellent communication and problem-solving skills.

• Salesforce Admin Certification is needed

• Field Service is one of the main platforms they use
• Their platforms have a lot of customization
• Looking for someone comfortable doing customizations and configurations
• Looking for someone not afraid to ask questions because there will be a lot to learn

• Work with business requirements management, stakeholders, integration developers and other system owners to design, develop, test, and deploy solutions, fixes, and enhancements to the Salesforce ecosystem.
• Write and update technical cards based on requirements as assigned.
• Regularly develop new or update Apex (classes and triggers) to extend Salesforce to support business requirements.
• Address highly complex issues escalated from more junior team members.
• Leads Custom User Interface development, including Visualforce pages/Lightning pages, Aura Components and Lightning Web Components.
• Collaborate with IT / Developers for other systems to design, integrate and utilize APIs () across the business.
• Lead team on projects related to DevSecOps planning and implementation.
• Develop an understanding of the brand, the impact it has on our people, culture, business, customers and communities and apply that knowledge and passion to this role.

• Must have Bachelor's degree in Computer Science, Business Administration, or equivalent combination of education, technical training, and experience will be considered in lieu of degree.
• Minimum of 5+ years of Salesforce development experience, including exposure to complex development activities, data dashboards, interfaces, and integrations.
• Certified Salesforce Platform Developer II.
• Competency in other languages/development (JSON, XML, JavaScript, SQL, Java, C#, C++, SOAP-based web services, AWS, Azure).
• Additional Salesforce certifications: Certified Salesforce Administrator, Certified Salesforce Platform App Builder, Field Service Lightning Consultant, Experience Cloud Consultant a plus.
• Experience with multi-system architectures, system redundancy design and implementations is a plus.

• Ability to interact and build effective working relationships at all levels of the organization.
• Ability to work independently and contribute to as part of a team culture where all are encouraged and willing to share information accurately.
• Proficient in implementing and developing in Apex, LWC, and Visualforce.
• Demonstrated ability to gather and consolidate requirements from cross-functional groups
• Working knowledge of RDBMS (Relational Database Management System) solutions (e.g. Oracle, SQL).
• Working knowledge of virtualization and cloud platforms (e.g. Azure, AWS, GCP).
• Strong project management and analytical skills
• Ability to work under pressure and meet constantly changing timelines.
• Ability to develop and coordinate project tasks with junior team members.
• Strong skills working with Agile/Scrum methodologies.
• Experience with GearSet or similar as a CI/CD (Continuous Integration / Continuous Deployment) tool preferred.
• Excellent communication and presentation skills.
• Ability to work with multi-system architectures, system redundancy design and implementations preferred.

• A competitive salary commensurate with experience
• Annual Bonus + Annual Merit Increase Eligibility
• Health & Life Insurance
• 3+ weeks of paid time off accrued during your first year
• 401(K) plan with company match up to 7%
• Professional development opportunities and tuition reimbursement
• Paid time off to volunteer & company-sponsored volunteer events throughout the year

• Assume ownership of Salesforce administration functions, including user access and management, support queue monitoring, 3rd party SFDC app support, data loads, and exports, with a customer-centric and deadline-oriented approach.
• Collaborate closely with the technical lead, project manager, and business members to grasp requirements, use cases, and expectations.
• Maintain clear and proactive communication with fellow developers and the project manager.
• Efficiently manage workload, provide status updates, and ensure timely execution.
• Deliver high-quality results that align with specified requirements and expectations.
• Tackle tasks of all sizes with enthusiasm and focus.
• Conduct thorough testing on all deliverables.
• Cultivate a deep understanding of business requirements.
• Offer production support coverage as necessary.

• Possess 3+ years of Salesforce development experience.
• Proficiency in both LWC and Aura Components.
• Strong grasp of communication options between components in the Lightning framework.
• Familiarity with Visualforce Pages.
• Experience with Apex Classes, Triggers, Batch Apex, and SOQL.
• Proficiency in Javascript, HTML, and CSS.
• Familiarity with VS Code, sfdx, and git.
• Knowledge of calling Rest APIs from Apex is advantageous.
• Previous experience with Java or .Net is a bonus.
• Exposure to other programming languages like Python is a plus.
• SFDC certifications are beneficial.

Key Responsibilities

• 
  
  Administer Salesforce, including user management, security settings, workflows, and integrations.
• 
  
  Customize and configure platform features to optimize functionality and efficiency.
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  Partner with teams to gather requirements and implement scalable solutions.
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  Develop automation processes to enhance business workflows.
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  Provide technical support, troubleshooting, and issue resolution.
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  Oversee system upgrades and ensure smooth deployments.
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  Facilitate integration between Salesforce and other business applications.
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  Stay current with Salesforce best practices and recommend platform enhancements.
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  Create user documentation and support training efforts.
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  Ensure system security and compliance with industry standards.

Qualifications

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  Bachelor's degree in Computer Science, Information Systems, or related field.
• 
  
  Proven experience as a Salesforce Administrator with a strong track record of implementation and optimization.
• 
  
  Salesforce Administrator certification preferred, with additional certifications being a plus.
• 
  
  Deep understanding of Salesforce architecture, automation tools, and customization capabilities.
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  Strong analytical skills to translate complex business processes into efficient Salesforce solutions.
• 
  
  Excellent communication and collaboration skills.
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  Ability to work independently and manage multiple priorities effectively.

• Lead the development of sophisticated Salesforce solutions, including customizations, integrations, and system enhancements.
• Collaborate with business teams to capture requirements and transform them into technical specifications.
• Architect scalable, efficient Salesforce solutions while adhering to best practices and industry standards.
• Oversee integrations between Salesforce and various sales and marketing tools, ensuring smooth data flow and system interoperability.
• Provide leadership and guidance to a team of Salesforce developers and administrators, supporting their professional development.
• Develop and maintain custom Salesforce solutions using Apex, Visualforce, Lightning components, and other tools.
• Implement and customize Salesforce features such as objects, fields, workflows, validation rules, and automation.
• Conduct code reviews to ensure quality and compliance with coding standards.
• Perform unit testing, debugging, and troubleshooting to ensure stability and reliability of Salesforce applications.
• Manage deployments and handle release management within Salesforce environments.
• Offer ongoing technical leadership and support for Salesforce org maintenance and administration.
• Stay informed about Salesforce updates, new features, and emerging technologies, evaluating their impact on our Salesforce ecosystem.
• Work closely with cross-functional teams to drive continuous improvements and innovation in Salesforce solutions.

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• At least 8 years of hands-on Salesforce experience, including configuration, customization, and development, with proven leadership or team lead experience.

• Salesforce Certified Platform Developer II certification.
• Proficiency in Apex, Visualforce, Lightning Web Components, SOQL, SOSL, and Salesforce APIs.
• Experience with Salesforce integration technologies, including REST/SOAP APIs, Platform Events, and Salesforce Connect.
• Deep understanding of Salesforce data model, security, and sharing settings.
• Familiarity with Salesforce development tools such as Salesforce DX, Git, Copado, and CI/CD pipelines.