Salesforce Expert Developer

Department: FIL Canada, India

Reports To:Application Development and Support Lead

Level: Grade 4

About your role

This role serves as a member of Fidelity India team, supporting Fidelity Investments Canada (FIC) CRM Support group in a Salesforce expert developer capacity. The CRM support group is part of IS division and provides support for Customer Relationship Management and Marketing applications for FIC.

The Salesforce developer is responsible for the development and support of the Salesforce platform. As well as continually improving and enhancing the application, working alongside the Salesforce Analyst. The incumbent is required to have a strong understanding of the Salesforce platform and a desire to keep learning.

This includes support of existing CRM and Marketing tools, evaluation and development of new solutions based on specific business requirements and rotating on-call support for SalesForce.com and Marketo applications.

The Salesforce developer should understand all aspects of user management including support tickets, training, and designing solutions with user satisfaction a priority.

The role works closely with other team members within FCC to align with FCCs Divisional and Organizational goals.

Following are detailed responsibilities that are part of this role:

Technical support

• Develop comprehensive requirements to support business growth and new product functionality.
• Develop Einstein Analytics component.
• Security minded and strong working knowledge of vulnerabilities around salesforce platform, SOQL and SOSL queries, Batch Apex and triggers, Salesforce API's(REST/SOAP/Metadata,etc), Flows, Lightning (Aura and LWC), Visual Force pages.
• Lead in definition and estimation of project work packages, including systems design specifications, overall testing and implementation plans.
• Develop and configure event management tool(Marketo)
• Complete required unit-testing and cooperate with other business teams to ensure timely, efficient, and errors-free implementation.
• Participate in planning and execution of CRM and Events Management tools upgrades and migrations.
• Participate in CRM support schedule, work on incident and enhancement/maintenance tickets assignments and deliver excellent technical support.
• Proactively promote enhancements to departmental processes, technical and business solutions
• Maintain solid understanding of business needs and participates in planning and execution of technical presentations and demos for our business partner
• Design and implement solutions to enhance efficiency, automation and client needs

Application process

• Work closely with the Salesforce Analyst to test and deliver features as required
• Identify and gather requirements from users and stakeholders
• Assists with application enhancements in understanding business requirements.
• Attends some business and technology meetings working closely with users to help identify business needs, system solutions and some cost-benefit analysis.
• Follows the change management process for implementations and deployments
• Maintain solid understanding of business needs and participates in planning and execution of technical presentations and demos for our business partner
• Proactive system maintenance and code monitoring including security reviews, salesforce release development updates
• Design and build interfaces between salesforce platform and other applications
• Own solution delivery from technical design to production release.
• Maintain security standards and perform code reviews and constructive feedback to team

Deliver seamless customer service through teamwork and collaboration.

• Engage with business partners to gain understanding of their processes and objectives to deliver impactful solutions
• Accurately estimate project scope and deliver high quality solutions within agreed timelines.
• Remain focused on customer needs; communicate clearly about what you need and expect from others to serve the customer; coordinate smoothly with others; share customer information; follow through on commitments, thank team members for their efforts on behalf of the customer.
• Demonstrates a strong sense of personal ownership and commitment to achieving meaningful short and long-term results.
• Advise on best business practices for each new departmental onboarding
• Demonstrated ability to deliver well-structured concise code, design, test, debug, deploy quality, Scalable and well-documented solutions following industry best practices and company standards.

Using continuous improvement methodologies, continually searches for and takes initiative to improve and/or eliminate ineffective processes to improve customer service or gain efficiencies.

• Apply analytical skills and meticulous attention to detail to create robust components that refine and optimize processes
• Develop and implement improvements to the overall architecture and processes to drive operational efficiencies
• Document processes and procedures for internal team members to help expedite training.
• Identify gaps in day-to-day processes to help eliminate errors and increase efficiencies.

About You

Skills and Knowledge

• Sound knowledge and understanding about salesforce software and its functionalities.
• Extensive analytical, conceptual, and innovative problem-solving abilities.
• Strong technical aptitude and able to adapt to new technologies quickly.
• Clear and concise communicator, both written and verbal.
• Goal-oriented and a self-starter.
• Ability to quickly learn, adapt and change to meet the needs of a changing environment.

Experience and Qualifications

Job Related Experience

Minimum Requirement

5+ years

Must Have:

• 3 to 5 years core Salesforce platform (LWC, Apex, Visualforce) development.
• Proven knowledge and experience with
• Service cloud,
• Sales cloud,
• Digital experience cloud,
• Community portals,
• Einstein GPT.
• Full-stack web development capabilities leveraging Java and Javascript.
• Agile methodology practitioner experienced with project management tools (JIRA, Confluence) and implementing automated CI/CD pipelines for streamlined software delivery.

Nice to Have:

• Einstein Analytics/Tableau CRM
• Understanding of Saas, CRM and Event Management systems architecture and development tools.
• Experience with Salesforce Financial Cloud development
• Development experience with REST Web Services
• Exposure to Events Management systems, preferably Marketo
• Wealth management, brokerage, or financial services experience.
• Completion of the Canadian Securities Course.
• Salesforce Certifications Salesforce Certified Platform Developer I, Salesforce Certified Platform Developer II, Platform App builder, Salesforce Service Cloud Consultant

Education:

• First degree level (Bachelors degree) or equivalent in Computer Science
• Knowledge of the financial service industry

Dynamic Working

• This role is categorised as Hybrid (Office/Remote).