Agentforce Developer

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $78.3k - $182k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥 Software Engineer

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Lead the design and implementation of AI-powered automation within Salesforce Financial Services Cloud (FSC) ecosystem • Architect and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools • Automate advisor workflows, client service activities, and operational processes • Develop and optimize agent topics, actions, and instructions using advanced prompt engineering • Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms • Partner with FSC Solution Architects to align agent solutions with CRM data models, security frameworks, and best practices • Implement Salesforce Einstein features to deliver actionable insights and recommendations for advisors • Conduct comprehensive testing and monitor agent performance, analyze usage data, and refine workflows

🎯 Requirements

• 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow) • Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce • Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments • Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules) • Proven skill in translating complex advisor workflows into structured agent-driven action sequences • Salesforce AI Associate or Agentforce Specialist certification (preferred) • Familiarity with the Salesforce FSC data model and advisor/client relationship management (preferred) • Experience with MuleSoft integration patterns to enhance agent capabilities with external data (preferred) • Background in financial services, wealth management, or fintech (preferred) • Exposure to responsible AI frameworks and compliance protocols relevant to regulated industries (preferred)

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Building a diverse culture where everyone has the support they need to achieve their career goals • Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance