Salesforce Developer And Data Integration Specialist

Orion Advisor Solutions Provo , UT 84601

Posted 3 weeks ago

About this Opportunity:

As a Salesforce Developer and Data Integration Specialist, you will be responsible for helping the sales team to grow revenue by bringing our sales processes to life through automation, data connection, and insights. This individual will be essential to ensuring data accuracy, optimizing workflow efficiency, and enabling a smooth transfer of information between different platforms. The Salesforce Developer & Data Integration Specialist will collaborate with various teams, including sales, marketing, and data engineering, to gather business requirements and architect, implement, and maintain processes and solutions that enhance our overall business performance. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.

In this role, you'll get to:

  • Work closely with the Salesforce Solutions Manager, VP of Sales Strategy and Analytics, and other sales leadership to understand urgent business needs and priorities

  • Analyze current business functions and Salesforce processes for additional needs, gaps, and improvements

  • Lead business and technical requirements sessions to find the best path forward to achieving the overall business objectives

  • Design and deliver custom solutions, integrations, and data migration elements of a salesforce.com lightning application

  • Develop new and maintain current lightning process builder flows

  • Use tools such as Data Loader, Apex, Mulesoft Composer and Anypoint Platform for data export, backup, and migration between environments

  • Create and maintain API connections between Salesforce and various internal systems

  • Integrate Salesforce with other essential business applications and systems such marketing automation tools, etc.

  • Work to automate repetitive tasks and reduce manual efforts and data entry of the sales team to drive efficiency (including lead routing, notifications, tasks, and workflow tools)

  • Build or work with others to build BI dashboards to help the business gain insights into its performance

  • Implement security measures and adhere to compliance standards to safeguard sensitive information during integration and data transfer processes

  • Create comprehensive documentation of current systems and configurations, integration processes, and best practices, and provide training to end-users and other stakeholders to enable smooth adoption and usage of integrated systems

  • Collaborate with cross-functional teams, including business users, business analysts, sales, marketing, senior management, and data engineering, to gather requirements, understand needs, and communicate project progress effectively

  • Stay up to date with the latest Salesforce features, releases, and industry best practices to identify, document, and communicate opportunities for system enhancements and continuously improve integration performance

We're looking with talent with:

  • At least 3 years related experience

  • Advanced knowledge of Salesforce Sales Cloud, Marketing Cloud, and Service Cloud

  • Experience working directly with sales leadership to solve complex technical challenges and drive improvements in sales process

  • Salesforce Certifications:

  • Salesforce Certified Platform Developer I (required)

  • Salesforce Certified Platform Developer II (preferred)

  • Experience working with large amounts of structured and unstructured data

  • Familiarity with programming languages (SOQL, SQL, Python)

  • Familiarity with Data Warehousing solutions and processes

  • Preferred experience with Pardot (Account Engagement)

  • Preferred experience with Mulesoft

  • Preferred experience with BI tools like Microsoft BI, Tableau, or QuickSight

  • Preferred knowledge of sales and marketing processes and best practices

  • Preferred experience in financial services, ideally wealth management

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$69,723.00 - $105,276.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion's success and powers success for our clients and everyone at Orion.


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