BA Global Talent is seeking a Remote Senior Salesforce Engineer & Administrator to join a consulting and recruiting firm specializing in financial advisor transitions, mergers and acquisitions, and business growth services for the financial services industry. This is a full-time, fully remote opportunity for an experienced professional who can take ownership of a highly customized Salesforce environment and the data resources connected to it.

The Sr Salesforce Engineer & Administrator will be the primary technical owner of the CRM, responsible for its architecture, development, automation, integrations, reporting, and data quality. Your initial focus will be on maintaining reliable data, improving custom solutions, supporting business reporting, and helping employees use Salesforce effectively. You will also help develop AI-powered workflows as the platform evolves.

This is an individual contributor role with no direct reports. You will collaborate closely with the COO, CFO, senior data analyst, internal teams, and external vendors.

You would be joining a fantastic group of people who not only demonstrate their belief in BA and its mission but also deliver fantastic results. If you are a self-starter and can thrive in a fast-paced environment, then this is the role for you! Apply now for an opportunity to start or further your career with a young, fast-growing company that values its front line.

Responsibilities:

• Data quality and governance: Maintain accurate, reliable data throughout the lead lifecycle. Establish data standards, deduplicate records, resolve integrity issues at their source, and manage record ownership, user onboarding and deactivation, record reassignment, profiles, permission sets, and report folder access.

• Development and automation: Maintain and extend existing custom code, including Lightning Web Components, Apex controller classes, and Apex triggers. Build scalable Sales Cloud solutions using Flows and custom objects, and deploy changes through VS Code and the Salesforce CLI.

• Reporting and analytics: Build and maintain custom reports, executive dashboards, KPI tracking, and pipeline and advisor transition forecasting components.

• Internal support: Serve as the primary Salesforce resource for employees. Gather requirements, prioritize requests, troubleshoot issues, and provide training.

• Documentation: Document existing code, data sources, calculated fields, manual inputs, and business rules. Maintain technical operating guides, SOPs, recorded walkthroughs, and a context library that enables employees and AI tools to interpret Salesforce data accurately.

• Integrations: Maintain and improve connections between Salesforce and systems such as MuleSoft, QuickBooks, and DocuSign, including monitoring and error handling.

• Meta lead capture: Design and implement a new integration to capture, categorize, and route Facebook and Instagram leads into Salesforce.

• AI-powered workflows: Identify useful automation opportunities and develop workflows using Claude or other LLMs with Salesforce data. Apply appropriate data privacy and security controls, and evaluate Agentforce where it can deliver business value.

• Platform ownership and collaboration: Own configuration, objects, fields, validation rules, security, and release management. Partner with leadership on the Salesforce roadmap and collaborate with external vendors as needed.

Qualifications:

• 10+ years of hands-on Salesforce development and administration experience. Exceptional candidates with somewhat less experience would be considered.

• Deep expertise in Sales Cloud, Lightning Web Components, Apex controller classes, SOQL, Apex triggers, Flows, and custom object data modeling.

• Experience deploying changes through VS Code and the Salesforce CLI.

• Excellent written and verbal English communication skills, including the ability to explain technical concepts clearly and support users across the business.

• Proven ability to independently inherit, understand, document, maintain, and extend code developed by others.

• Experience designing and maintaining Salesforce integrations using REST/SOAP APIs, middleware, or native connectors.

• Strong experience building complex custom reports and dashboards for executive stakeholders.

• Willingness and ability to develop LLM-powered workflows against Salesforce data, with sound judgment regarding data privacy and security.

• Strong data management skills, including cleansing, migration, deduplication, record ownership, governance, and access controls.

• Ability to translate business requirements from nontechnical stakeholders into practical, maintainable technical solutions.

• Reliable high-speed internet, a professional remote work setup, and availability to collaborate during U.S. Eastern business hours.

Nice to have:

• Hands-on experience building AI or LLM-powered workflows using Claude or similar models, including prompt design and API-based orchestration.

• Familiarity with Agentforce, Einstein, or other Salesforce AI capabilities.

• Salesforce certifications such as Platform Developer I/II, Administrator, Platform App Builder, or Sales Cloud Consultant.

• Experience supporting sales-driven environments, outbound calling teams, long sales cycles, or recruiting operations.

• Experience in financial services, wealth management, or financial advisor transitions.

• Familiarity with MuleSoft, including Composer, QuickBooks Online, DocuSign, Meta lead generation, dialer tools, or payment platforms such as Stripe.

Time Zone: Eastern Time

Schedule: Full-time, with flexibility and expected core overlap between 8:30 AM–6:30 PM ET. Occasional schedule adjustments of up to two hours earlier or later may be needed to support the team.

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.