This Salesforce Engineer role focuses on platform configuration, development, system administration, integration, and support, with user enablement and adoption as a secondary responsibility. The position requires working with minimal direction, adapting to changing demands, and identifying process improvement opportunities. This role will be based in India but will support ClearView's Salesforce platform globally.
Responsibilities
Configure and maintain ClearView's Salesforce org to support business processes across all locations, including declarative configuration of objects, fields, page layouts, flows, validation rules, permission sets, and reports
Build new functionality to support business development, project delivery, expert network, and finance workflows
Develop and maintain custom solutions using Apex, Lightning Web Components, and the Salesforce APIs where declarative tools are insufficient
Apply Salesforce development best practices, including bulkification, governor-limit-aware design, automated testing, error handling and logging, asynchronous processing, code reviews, and source control
Maintain release management and change control practices across sandbox and production environments, including testing, deployment, and documentation of changes
Partner with business stakeholders to gather requirements, implement Salesforce changes within established standards, and document them for ongoing support
Conduct annual review of org configuration, technical debt, and license utilization, with recommendations for enhancement
Partner with business stakeholders and ClearView’s training group to support Salesforce adoption and effective use of the platform
Support adoption through clear communication, demonstrations, documentation, and targeted enablement as new capabilities are introduced
Develop reference materials, release notes, and office hours to support onboarding, ongoing platform use, and new feature rollouts
Work with the Salesforce Architect to share Salesforce knowledge and provide targeted enablement for the Information Technology Team
Work closely with other IT Infrastructure and Applications personnel to ensure Salesforce and connected systems are securely designed, deployed, and managed, including SSO/SAML, organization-wide defaults (OWD), role hierarchy and sharing rules, permission sets, CRUD/FLS enforcement, Apex security considerations, data access models, and integrations with systems currently in place at ClearView
Provide recommendations on changes/enhancements to systems to ensure ClearView is using best in class platform capabilities
Evaluate and refine existing integrations, data quality, and platform performance/availability
Manage Salesforce data lifecycle considerations, including data retention, archiving/purge, data quality, bulk data operations, and how client data is stored or retained in downstream systems and integrations
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Serve as Salesforce subject matter expert and key technical resource for the platform and connected tools, including data management, reporting/analytics, user provisioning, and AppExchange applications
Identify defects and performance issues through testing, monitoring, and user feedback, and work with responsible teams to address and resolve them
Ensure compliance with ClearView’s IT and data protection policies and follow established change management procedures
In the event of system outages or data issues, work directly with the Salesforce Architect to diagnose the issue, manage the remediation process, and document the results
Provide technical Salesforce expertise, support platform initiatives, and contribute to the Salesforce roadmap
Design and implement standardized deployment and testing checklists for all new Salesforce releases and connected applications
Stay current with Salesforce seasonal releases and new platform capabilities and recommend appropriate action
Work with the Head of Information Technology to support audit processes related to system access and data integrity
Ensure client data held in Salesforce is protected and ultimately purged as required, as per client MSAs
Perform other related duties and activities as required
Requirements
Bachelor’s Degree in a technical or computer science related discipline
4-7 years of relevant Salesforce configuration and development experience
Salesforce Platform Developer II certification or equivalent demonstrated real-world Salesforce development experience
Strong communication and interpersonal skills, with the ability to explain technical concepts clearly to business and non-technical stakeholders and support adoption through documentation, demonstrations, and training
Strong problem solving, analytical, interpersonal, and ownership skills
Excellent collaboration skills for work with various internal team members
Strong hands-on experience with Apex, Lightning Web Components, SOQL, Flow, Salesforce REST/SOAP APIs, sandbox management, and data loading tools
Strong understanding of Salesforce data modeling, automation design, governor limits, platform scalability, and security, including OWD, sharing rules, permission sets, CRUD/FLS, SSO/SAML, and Apex security considerations
Experience applying Salesforce development best practices, including bulkification, automated testing, error handling/logging, asynchronous processing, code reviews, source control, and maintainable implementations
Experience building and supporting Salesforce integrations using established patterns and APIs, including downstream data lifecycle and retention considerations
Experience with Salesforce DevOps, release management, testing, source control, and deployments across sandbox and production environments
Experience with Salesforce data management, including data quality, bulk data operations, retention and archiving/purge, plus Salesforce Sales Cloud and advanced reporting/dashboard development
Nice to have:
Advanced degree
Experience with Salesforce Experience Cloud, CPQ, or Marketing Cloud
Experience with middleware or integration tools such as MuleSoft, Zapier, or Power Automate
About the Company
ClearView is looking for a Salesforce Engineer to join their Information Technology team.
