What are the responsibilities and job description for the Salesforce Solution Engineer position at William Blair?
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
We are seeking an experienced Salesforce Developer/Engineer to drive the development and optimization of our Salesforce platform, tailored to the dynamic needs of investment banking. In this role, you will collaborate with business leaders and technical teams to design and implement custom solutions that enhance operational efficiency, improve data quality, and streamline workflows. You will also play a key role in integrating Salesforce with other enterprise systems, ensuring scalability and reliability while maintaining a user-friendly experience.
This position offers the opportunity to work on innovative projects in a fast-paced, collaborative environment, leveraging the full power of Salesforce to support critical business functions, including prospect management, deal tracking, and analytics. If you are a results-oriented professional with strong technical expertise and a passion for solving complex problems, we want to hear from you.
Responsibilities Include But May Not Be Limited To
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$123,000—$161,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
We are seeking an experienced Salesforce Developer/Engineer to drive the development and optimization of our Salesforce platform, tailored to the dynamic needs of investment banking. In this role, you will collaborate with business leaders and technical teams to design and implement custom solutions that enhance operational efficiency, improve data quality, and streamline workflows. You will also play a key role in integrating Salesforce with other enterprise systems, ensuring scalability and reliability while maintaining a user-friendly experience.
This position offers the opportunity to work on innovative projects in a fast-paced, collaborative environment, leveraging the full power of Salesforce to support critical business functions, including prospect management, deal tracking, and analytics. If you are a results-oriented professional with strong technical expertise and a passion for solving complex problems, we want to hear from you.
Responsibilities Include But May Not Be Limited To
- Collaborate with business leaders and technical teams to scope, design, develop, test, and deploy unique solutions leveraging the full power of the Salesforce platform
- Ensure custom solutions improve data quality and accuracy through validations and requirements without disrupting workflow
- Design, develop, and implement custom Salesforce solutions, including custom objects, workflows, Apex triggers, Visualforce pages, Lightning Web Components, and integrations
- Customize and configure Salesforce to meet the unique needs of investment banking operations, ensuring scalability and reliability
- Integrate Salesforce with other enterprise systems, such as data warehouses, Salesforce apps, and analytics platforms
- Maintain and optimize Salesforce applications to ensure a seamless user experience (UX) and adherence to best practices
- Operate in an advanced DevOps environment, utilizing CI/CD pipelines and Git for streamlined development and deployment processes
- Implement and uphold Salesforce development best practices, including coding standards, version control, and rigorous testing procedures
- Develop and maintain comprehensive technical documentation for all Salesforce customizations and integrations
- Provide ongoing support, troubleshoot Salesforce-related issues, and proactively recommend enhancements
- Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related field
- 3 years of hands-on Salesforce development experience, with expertise in Apex, Visualforce, Lightning Web Components (LWC), and Salesforce declarative tools
- Proficiency with Salesforce Lightning and mobile architectures
- Experience integrating Salesforce with other systems using REST/SOAP APIs, middleware, or ETL tools
- Salesforce Platform Developer I Certification required; Platform Developer II Certification preferred
- Salesforce certifications such as Administrator or App Builder are a plus
- Strong understanding of Agile development methodologies and investment banking workflows is an advantage
- Excellent problem-solving skills and the ability to adapt quickly to changing priorities, even with incomplete information
- Strong written and verbal communication skills to collaborate effectively with both technical and non-technical stakeholders
- Detail-oriented, results-driven, and capable of prioritizing tasks to meet deadlines
- Demonstrated ability to exercise independent thought, judgment, and decision-making
- A commitment to clear communication and fostering mutual understanding in a team environment
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$123,000—$161,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Salary : $123,000 - $161,000
