Salesforce Software Engineer

Total Compensation is targeted at $160K - $200K, to be determined based on the candidate’s experience, track record, and overall value to the firm.

Salesforce Software Engineer

Position Overview:

Our client is a leading, privately held alternative investment firm with a multi-decade track record and approximately $18B in assets under management. The firm operates a scaled, integrated investment platform and serves a global institutional client base, including pensions, insurers, endowments, sovereign wealth funds, and family offices.

With a focus across corporate credit, private credit, liquid credit, asset-backed finance, and opportunistic strategies, the firm is known for its disciplined underwriting, deep research capabilities, and long-standing institutional relationships.

This role is designed for a technically strong engineer who can operate across application development, data workflows, and CRM systems, with Salesforce serving as one component of a broader ecosystem. The individual will play a key role in building and supporting tools that improve internal processes, enhance data accessibility, and enable more efficient decision-making across the organization.

The position requires hands-on development experience, the ability to work with complex and large-scale datasets, and comfort partnering directly with business stakeholders to translate operational needs into scalable technical solutions. The role will also involve contributing to initiatives involving automation, integrations, and AI-enabled workflows.

Responsibilities will include (but not be limited to):

• Design and develop applications and services that streamline workflows across functions such as operations, compliance, portfolio management, investor reporting, and client-related activities
• Build and maintain integrations between internal systems, external platforms, and data providers, including those supporting market data, fund accounting, and reporting systems
• Support and extend the Salesforce platform, including configuration, workflow automation, and light development as needed
• Develop and manage data flows connecting Salesforce with internal databases, investment systems, and reporting infrastructure
• Contribute to the design and implementation of AI-enabled solutions, including tools that process structured and unstructured data sets such as financial documents and reporting materials
• Partner with business teams to support and automate workflows related to investment processes, including data ingestion, analysis, and reporting
• Translate business requirements into scalable, repeatable technical workflows and systems
• Improve data quality, reporting consistency, and overall system performance across platforms
• Provide production support, including troubleshooting, root-cause analysis, and issue resolution
• Identify opportunities to enhance automation, scalability, and system reliability
• Collaborate with cross-functional teams to ensure alignment between application development, CRM strategy, and overall data architecture

Qualifications:

• Bachelor’s degree in Computer Science or a related field
• 5+ years of experience in software development within modern application environments
• Strong backend development experience (e.g., C#, .NET, or similar frameworks)
• Advanced proficiency with relational databases and SQL
• Experience building and integrating RESTful APIs and working with external services
• Familiarity with version control, CI/CD pipelines, and modern development practices
• Experience with data modeling, transformation, and ETL processes
• Working knowledge of Python for automation, scripting, or data processing
• Exposure to AI or machine learning workflows, particularly in data extraction, document processing, or automation contexts
• 2+ years of hands-on experience with Salesforce in a technical capacity, including configuration (objects, fields, workflows, security)
• Familiarity with Apex, Lightning components, or similar tools for customization
• Experience integrating Salesforce with external systems via APIs or middleware
• Strong communication skills with the ability to work directly with non-technical stakeholders
• Experience working within financial services or investment management environments is preferred
• Exposure to systems supporting trading, portfolio management, or fund accounting is a plus
• Exposure to reporting and analytics tools, cloud platforms, or modern data infrastructure is preferred
• Salesforce certifications or equivalent credentials are a plus