Salesforce Software Engineer

About Eleven Recruiting

We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for the best pay, diversity in tech, and the best job fit for every candidate we place.

Our client, a global investment firm, is seeking an experienced Salesforce Software Engineer to join their team in Santa Monica, CA!

The Salesforce Software Engineer will work as a member of the Technology Group and will be responsible for building and supporting solutions across the firm's core internal AI applications and their Salesforce platform.

Responsibilities:

• Design and develop applications and services to automate business processes across portfolio management, compliance, operations, investor relations, and accounting.
• Develop and maintain system interfaces and integrations with internal and external systems, including market data, fund accounting, CRM, and reporting platforms.
• Support and extend the Salesforce platform, including configuration (objects, fields, page layouts, flows), automation (flows, validation rules), and light Apex development where needed.
• Build and maintain integrations between Salesforce and other internal systems and data stores using APIs, ETL processes, and messaging/queuing patterns.
• Apply AI-native development practices (such as using copilots and other AI tools) to accelerate design, development, testing, and documentation of both Salesforce and non-Salesforce solutions.
• Build and integrate AI-enabled document and data processing pipelines that ingest large document sets (e.g., data rooms, K-1s, credit agreements), extract key attributes using NLP and ML techniques, validate them against internal systems (e.g., Salesforce, IR demographics), and load them into structured databases and reporting layers.
• Co-design AI-enabled templates, including standardized Excel "scrape" tabs and Salesforce-driven forms, with analysts and operations teams, then implement back-end services and data flows that extract, validate, and load those inputs into centralized databases, Salesforce, and investor-facing reporting.
• Partner with investment teams to turn domain expertise into repeatable, automated workflows for sourcing ideas, consuming data rooms, building financial models, and drafting investment materials (IC memos, one-pagers, decks).
• Contribute to the firm's reporting and analytics capabilities, including enhancing the existing reporting infrastructure and ensuring data quality and consistency across AI-assisted workflows.
• Provide production support for applications and integrations used across the departments, including issue triage, root-cause analysis, and remediation.
• Identify opportunities to automate business processes, improve system performance, and enhance reliability and observability.
• Partner with business users to understand requirements and translate them into robust technical solutions across both Salesforce and non-Salesforce platforms.
• Collaborate with CRM and data teams to ensure Salesforce design and customization align with the firm's broader data and architecture strategy.

Required Qualifications:

• B.S. and/or advanced degree in Computer Science or related field.
• 5 years of experience developing software in ASP.NET Core MVC or similar modern web frameworks.
• 5 years of experience with SQL Server and strong proficiency in C# and JavaScript/TypeScript.
• Hands-on experience designing and implementing RESTful APIs and integrating with third-party services.
• Experience working with source control, CI/CD pipelines, and modern engineering practices (code reviews, automated testing, etc.).
• Strong understanding of relational data modeling and ETL concepts.
• Hands-on experience with Python for data analysis, automation, and scripting (including libraries such as pandas, scikit-learn, or similar), with the ability to integrate Python-based workflows into production systems.
• Experience with AI/ML workflows, including building or integrating NLP pipelines, document processing, data extraction, semantic analysis, or text processing applications.
• Proficiency in MS Office products, specifically Excel and Outlook.
• Excellent communication skills, with the ability to work directly with business stakeholders.
• Highly self-motivated and results-oriented, with strong ownership and follow-through.
• 2–4 years of hands-on experience working with Salesforce in a technical capacity (e.g., Salesforce-focused software engineer, Salesforce developer, or technical admin).
• Experience configuring Salesforce objects, fields, page layouts, record types, validation rules, flows, and security/sharing model.
• Experience implementing and supporting integrations between Salesforce and external systems (via REST/JSON APIs, middleware, or ETL tools).
• Familiarity with Apex, Lightning components, and deployment processes (change sets, DevOps tools) sufficient to collaborate with Salesforce specialists and implement light customizations.

Preferred Qualifications:

• Experience and knowledge of fixed income products and investment management.
• Experience supporting trading and/or fund accounting systems (e.g., Charles River, EZE, Geneva).
• Experience with UI component libraries such as Telerik & Kendo UI.
• Experience with Entity Framework, LINQ, and front-end frameworks or libraries (e.g., React, Vue) is a plus.
• Experience implementing APIs and integration patterns: REST, JSON, SOAP, webhooks.
• 3 years of experience with ETL tools (e.g., SSIS or equivalent) and data integration workflows.
• Experience with reporting tools such as SSRS, Tableau, or Power BI.
• Experience building AI chatbots, AI-enabled prototypes, or integrating large language model APIs (e.g., GPT-4, Claude) into production applications.
• Experience with cloud platforms and data infrastructure (e.g., GCP, Azure, BigQuery) and containerization tools (e.g., Docker).
• Familiarity with project management and collaboration tools (e.g., Github, Jira, Airtable) and agile development practices.
• Salesforce certifications (Administrator, Platform App Builder, Sales Cloud, or similar) are strongly preferred.
• Experience with analytics and Salesforce data tools (e.g., Tableau, Einstein Analytics, Data Loader tools) is a plus.

Salary: $180,000