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.

They are seeking a hands-on Software Engineer to join their Technology team, focused on building and supporting solutions across Salesforce and a growing suite of internal, AI-enabled applications. This individual will develop tools and integrations that automate workflows across investment, operations, and reporting functions, while partnering closely with business stakeholders to translate real-world processes into scalable, technology-driven solutions. The role combines application development, system integration, and exposure to AI-driven data and document processing, along with ongoing production support to ensure systems are reliable, efficient, and aligned with the firm’s broader technology strategy.

Responsibilities will include (but not be limited to):

• Design and develop applications and services that automate workflows across portfolio management, compliance, operations, investor relations, and accounting.
• Build and maintain integrations between Salesforce and internal and external systems, including market data, fund accounting, CRM, and reporting platforms, using APIs, ETL processes, and messaging tools.
• Support and extend Salesforce through configuration (objects, fields, layouts, flows, validation rules) and light Apex development, including integration with external systems.
• Design and implement AI-enabled data and document processing workflows to ingest large datasets (e.g., data rooms, K-1s, credit agreements), extract and validate key information using NLP and ML techniques, and load data into structured systems and reporting layers.
• Partner with investment, operations, and data teams to translate business processes into scalable workflows, including building and supporting data intake tools (e.g., Excel templates, Salesforce-driven forms) and backend validation processes.
• Contribute to reporting and analytics efforts by supporting data quality, consistency, and usability across systems.
• Provide production support and continuous improvement across applications, including troubleshooting, root cause analysis, and performance enhancements.
• Utilize modern development tools, including AI-assisted tools, while working closely with business stakeholders to deliver practical, scalable technical solutions.

Qualifications:

• 5+ years of experience developing applications using C#/.NET (or similar modern frameworks), with strong proficiency in SQL Server and relational data modeling.
• Experience building and integrating APIs and working with distributed systems, including ETL processes and data integration patterns.
• Hands-on experience with Salesforce in a technical capacity, including configuration (objects, fields, flows, validation rules) and integrations with external systems; familiarity with Apex is a plus.
• Experience with Python for data analysis, automation, or scripting, along with exposure to AI and ML workflows such as document processing, NLP, or data extraction.
• Experience working with modern development practices, including source control, CI/CD pipelines, testing, and code reviews.
• Ability to work directly with business stakeholders to translate requirements into practical technical solutions.
• Bachelor’s degree in Computer Science or a related field.
• Exposure to financial services or investment environments is a plus, along with familiarity with tools such as reporting platforms, cloud environments, front-end frameworks, or AI-enabled applications; Salesforce certifications are a plus.