What You'll Do

The Salesforce Administrator/Developer will be a member of the Technology Services team building tools to support the firm and their clients.  Using an agile framework, they will work closely with teammates within Technology Services as well as other team members from across the firm to drive the innovative use and adoption of Salesforce with a focus towards revenue-generating activities and productivity enhancements with both prospects and clients.   

Responsibilities 

• Create and maintain users, roles, profiles, security settings, custom objects, and fields. 

• Develop and maintain reports, dashboards, and enterprise-level automation using Salesforce Flow Builder.  

• Develop and maintain integrations with other firm systems. 

• Build responsive user interfaces and robust backend logic using Lightning Web Components (LWC), JavaScript, and Apex to extend Salesforce to support the firms’ requirements. 

• Evaluate implementation options and provide recommendations on scope and scale of effort required to develop a solution to fit business needs. Clearly convey the value of the recommended solution to business owners. 

• Collaborate with key business stakeholders and other Technology Services team members to understand and design solutions to achieve business objectives. 

• Technical ownership of Marketing Cloud Account Engagement (Pardot) and its integration with Salesforce. 

• Assist with each release cycle to implement and deploy new/updates to existing applications and code. 

• Maintaining and supporting appExchange Products as well as Salesforce Integrations such as Salesforce Account Engagement, DocuSign, Survey Vista, and GSP Account Plans. 

• Share knowledge and experience regarding the Salesforce platform and how it can be used to accomplish firm goals and improve user experience. 

• Stays current on Salesforce releases and potential updates that will help to improve the firm’s systems (ex. Agentforce). 

• Monitor and analyze Salesforce usage to ensure that the system is being used to its fullest potential. 

• Develop, document, and maintain operational processes and procedures related to Salesforce. 

• Provide technical support and training to end-users. 

• Participate in definition and refinement of team processes and activities. 

• Striving towards coding best practices and data quality. 

Qualifications 

• Strong problem-solving skills with the ability to translate business processes into scalable Salesforce solutions. 

• Deep understanding of Salesforce design best practices, including Apex design patterns and when to use configuration vs. code. 

• Excellent communication skills, with demonstrated success collaborating in an agile team (Scrum) and managing project deadlines. 

• Solid understanding of the operations within professional service firms is preferred. 

• A solid understanding of the operations of professional service firms, preferred. 

Technical Requirements 

• Development: Core experience with Apex (Controllers, Classes, Triggers, Batch jobs) and Front-End frameworks (Lightning Web Components, JavaScript, HTML5/CSS). 

• Configuration: Advanced mastery of Salesforce Flows and standard SFDC components. 

• Data & Querying: Data manipulation proficiency using SOQL/SOSL and Salesforce data loading tools (e.g., Data Loader, Workbench, Salesforce Inspector). 

• Collaboration Tools: Experience working within Jira and Confluence (or similar ALM tools). 

Education and Experience  

• Bachelor’s Degree in Management Information Systems, Computer Science, or related field preferred. 

• 2 - 5 years’ expertise with Salesforce (Sales Cloud, Lightning Edition experience a must) and Marketing Cloud Account Engagement preferred.   

• Salesforce certifications (e.g., Administrator, Platform App Builder, or Platform Developer I) preferred. 

Work Environment 

The work environment is a business office environment. There may be occasions travel to trainings, conferences, or client sites is required. Client offices and other facilities which may present a variety of work environments beyond a traditional business office environment. 

Evening and weekend coverage may occasionally be needed to meet project deadlines or release new application functionality. On-call shifts and after-hours support as needed. 

This position may have a hybrid work schedule as determined by the Manager. 

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Physical demands may include talking, hearing, sitting for extended periods, standing, walking, repetitive motion using a keyboard and telephone, and lifting and carrying supplies and equipment. The visual acuity requirements include viewing a computer monitor and extensive reading. 

Who We Are

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.