Salesforce Developer @ W2

Salesforce Developer
Remote
Long Term
W2

Key Responsibilities

• Build and configure Salesforce agents using Agentforce AI to automate customer service workflows.
• Develop AI-powered features for FAQ response generation from knowledge documents and investor request categorization by funds, types, and accounts.
• Integrate client portal APIs (e.g., K1s) for automated document retrieval and processing.
• Collaborate with stakeholders to reduce dependency on client services representatives while maintaining service quality.
• Implement and test AI agent functionality to ensure reliable performance and user adoption.

Business Requirements

• Financial services or investment management industry experience
• Client-facing environment experience preferred
• Independent work style with proactive communication skills
• Problem-solving focus on cost-efficient development approaches

Technical Requirements

• Salesforce development experience
• Salesforce Service Cloud experience (Financial Services Cloud experience preferred)
• Agentforce AI platform familiarity
• Agentblazer badges on Salesforce Trailhead
• Salesforce Data Cloud experience preferred

Munesh

,

CYBER SPHERE LLC