Salesforce Admin/Developer

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PhoenixTeam

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

🏠 Real Estate

Fintech • Real Estate • AI

PhoenixTeam is a company specializing in providing innovative solutions and services to the mortgage industry through integration of data analytics and software development. They focus on delivering quality outcomes by leveraging advanced technologies and methodologies to enhance business processes and drive value for clients in both commercial and federal sectors. Their offerings include training programs, advising, coaching, and customized product solutions designed to align with the specific needs of mortgage professionals, ensuring successful implementation and user adoption.

📋 Description

• Administer Salesforce orgs including user setup, roles, profiles, permission sets, and security controls. • Configure and maintain objects, fields, page layouts, validation rules, flows, and approval processes. • Integration with external identity providers like OKTA, using SAML or OIDC. • Manage data integrity through data imports, exports, cleansing, and validation. • Monitor system health, manage releases, and support platform upgrades. • Design, configure, and maintain Salesforce objects, fields, validation rules, flows, and security models. • Develop and deploy Salesforce solutions using Apex, Lightning Web Components (LWC), and Visualforce. • Manage Salesforce integrations using REST APIs, middleware, and event-based architecture. • Support CI/CD processes using Salesforce DX and version control systems. • Perform system monitoring, troubleshooting, and performance optimization. • Manage data integrity, backups, releases, and sandbox environments. • Collaborate with business stakeholders to gather requirements and translate them into Salesforce and AI solutions. • Support user adoption through training, documentation, and change management. • Participate in UAT, deployment, and post-production support. • Integrate Salesforce with the MuleSoft API Gateway and external systems. • Support real-time and near real-time data exchange using REST/SOAP APIs. • Collaborate with MuleSoft and backend teams to define data models and integration patterns. • Troubleshoot integration issues and ensure secure data transmission. • Implement Salesforce security best practices aligned with CMS, HIPAA, and federal security standards. • Support role-based access control (RBAC) and audit requirements. • Participate in Section 508 and accessibility considerations where applicable. • Maintain documentation for configurations, integrations, and security controls. • Work closely with Product Owners, Business Analysts, UI/UX designers, and QA teams. • Participate in Agile ceremonies including PI planning, sprint planning, backlog refinement, demos, and retrospectives.

🎯 Requirements

• 3+ years of experience as a Salesforce Administrator and/or Developer. • Hands-on experience with Salesforce configuration and customization. • Strong experience with Apex, LWC, SOQL, and Salesforce APIs. • Experience integrating Salesforce with external systems via APIs. • Familiarity with Agile/Scrum methodologies. • Salesforce certifications (Admin, Platform Developer I/II). • Experience with federal or healthcare projects (CMS, Medicaid, Medicare). • Experience with MuleSoft integrations. • Knowledge of HIPAA, CMS interoperability, and data privacy regulations. • Experience with case management or investigative workflows. • Configure and manage Salesforce AI capabilities including Einstein AI and Salesforce Agent Framework (Agentforce). • Implement AI-driven agents for sales, service, and support automation. • Design and deploy AI use cases such as intelligent case routing, next-best actions, AI summaries, and conversational agents. • Configure prompts, actions, and workflows for Salesforce AI agents. • Integrate Salesforce AI agents with business processes, flows, and external systems. • Ensure responsible AI usage including data privacy, access control, and governance. • Experience implementing AI use cases such as recommendations, summaries, and automated responses.

🏖️ Benefits

• Health insurance • Paid time off • Professional development • Remote work options