Senior Technical Consultant

Summary

Join Ridgeline as a Senior Salesforce Technical Consultant and play a key role in enhancing and expanding the capabilities of our Salesforce product. You will lead solutioning and enhancements, collaborate with architects to implement scalable solutions, evaluate and optimize CRM processes, and support technical implementations. Partnering with integration teams and guiding clients through requirement gathering will be crucial. You will also drive technical documentation and mentor junior team members. This role requires extensive Salesforce experience and strong communication skills. Ridgeline offers a competitive salary and benefits package.

Requirements

• 5+ years of hands-on experience with Salesforce platform including declarative tools like Flows
• Strong understanding of sandbox provisioning, security models, and user configuration
• Proficiency with Salesforce Data Loader and Excel for data transformation and migration
• Hands-on experience with REST or similar APIs for system integrations
• Strong communication skills with the ability to translate technical topics to business audiences
• Track record of successful cross-functional collaboration and customer engagement
• Familiarity with Agile methodologies and tools such as JIRA, Confluence, GitHub
• Comfort with cloud-based tools including Google Workspace, Slack, and AWS

Responsibilities

• Lead solutioning and enhancement of existing Salesforce customizations, ensuring alignment with Ridgeline's platform goals
• Collaborate with solution architects to define and implement scalable and secure Salesforce solutions
• Evaluate and optimize CRM processes by analyzing technical capabilities and customer business requirements
• Support technical implementations, from design through deployment, across internal and customer projects
• Utilize Salesforce Data Loader and Excel to manage data migration and mapping between systems
• Partner with integration teams to contribute to Ridgeline’s Integration Library using iPaaS (Workato)
• Drive technical documentation efforts, including functional specifications, process flows, and user stories
• Guide clients through integration requirement gathering and solution planning, setting projects up for long-term success
• Advocate for Ridgeline’s technology and integration strategy to internal stakeholders and customers
• Mentor junior team members and elevate team capabilities through knowledge sharing and collaboration

Preferred Qualifications

• Experience with Workato or other low-code iPaaS platforms
• Exposure to data migration tools like Flatfile.io
• Background in investment management or financial services domains

Benefits

• The typical starting salary range for new hires in this role is $126,000 - $150,000 OTE
• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans