Salesforce Solution Engineer

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Saasinct Solutions

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

☁️ SaaS

🏢 Enterprise

B2B • SaaS • Enterprise

Saasinct Solutions is a strategic Salesforce Financial Services partner that specializes in simplifying digital transformations for its clients. With a focus on adopting a flexible and user-centric approach, Saasinct Solutions accelerates the Salesforce journey by offering services such as implementations, managed services, quickstarts, accelerators, and advisory services. The company is committed to optimizing Salesforce platforms through health checks and providing expertise in change management, business process optimization, and data strategy. Saasinct Solutions values user adoption, tailored solutions, and educates its clients to ensure self-sufficiency, while building trust and delivering exceptional service.

📋 Description

• Support the design, configuration, testing, and delivery of Salesforce solutions for Financial Services clients • Work with clients and internal stakeholders to gather, clarify, and document business requirements • Translate discovery findings into user stories, functional requirements, process flows, and solution documentation • Support Salesforce configurations and features including custom objects, fields, page layouts, flows, validation rules, approval processes, reports, dashboards, permissions, and role hierarchies • Support implementations across Salesforce products such as Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and related partner solutions • Participate in solution design conversations and help document gaps, risks, dependencies, and follow-up items • Support data management activities, including data structure documentation, migration preparation, data quality review, and reporting needs • Create and maintain documentation including user stories, test scripts, training materials, process maps, configuration notes, and client-facing guides • Participate in testing activities, including UAT planning, test case preparation, issue tracking, and defect resolution support • Support client training, enablement, and post-launch support • Contribute to Saasinct’s internal delivery practices by identifying better ways to document, configure, test, and support Salesforce work

🎯 Requirements

• 2–4 years of hands-on Salesforce experience in administration, configuration, business analysis, implementation, or consulting • Experience gathering requirements and translating business needs into Salesforce configuration and functional solutions • Strong understanding of Salesforce declarative configuration and platform capabilities • Ability to communicate clearly with clients, business users, technical teams, and internal stakeholders • A solid Salesforce Admin foundation with a desire to build technical depth • Comfort working in a growth-stage environment where you may need to create clarity, improve process, and operate without heavy structure • Curiosity and willingness to learn quickly across Salesforce products, Financial Services workflows, and partner solutions • A practical, client-centered mindset with the ability to balance what is technically possible with what is useful, adoptable, and sustainable

🏖️ Benefits

• Health, dental, and vision coverage • 401(k) match • Salesforce certification support • Professional development