Primary Responsibilities
Lead execution of Salesforce health assessment remediation items, including platform cleanup, configuration optimization, and maintainability improvements.
Support custom field cleanup, page layout rationalization, record type cleanup, validation rule review, profile/permission review, and related metadata optimization activities.
Analyze existing Apex, Flow, automation, and integration impacts when cleanup items may affect business processes or connected systems.
Implement Salesforce development changes using Apex, Flow, Lightning Web Components, and configuration as needed to support approved backlog items.
Support domain/branding migration activities related to the transition from Boston Private naming to First Citizens branding, including Salesforce configuration, URL/domain impacts, and integration validation support.
Partner with the onshore technical lead to assess technical risk, provide estimates, and support backlog prioritization.
Identify larger optimization opportunities and document them for future backlog review rather than pursuing major refactoring without approval.




Provide guidance to Salesforce Engineers and support code/configuration reviews.
Create technical documentation for completed changes, dependencies, and release impacts.

Required Skills
Solid Salesforce development background.
Apex development experience.
Salesforce Flow development experience.
Salesforce configuration and administration knowledge.
Experience with Salesforce metadata cleanup and platform optimization.
Ability to analyze existing customizations, automation, and integration dependencies.
Experience supporting Agile or sprint-based backlog delivery.
Robust communication and documentation skills.

Preferred Skills
Financial Services Cloud experience.
Experience in financial services, banking, or wealth management environments.
Experience with Salesforce health assessment or technical debt remediation.
Experience with domain migration, org branding changes, or integration-impact validation.

Familiarity with nCino dependencies is helpful, but nCino enhancement/development is not expected to be part of this role

📌 Senior Salesforce Engineer Karnataka
🏢 Everforth Quinnox
📍 Karnataka