Note: The job is a remote job and is open to candidates in USA. Saasinct Solutions is a woman-owned business focused on providing Salesforce solutions to Financial Services organizations. The Salesforce Solution Engineer will support the design, configuration, testing, and delivery of Salesforce solutions while collaborating with clients to understand their business needs and translate them into effective Salesforce implementations.
Responsibilities
- 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
Skills
- 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
- Salesforce certifications (Salesforce Admin, Sales Cloud Consultant)
- Experience with Financial Services Cloud
- Exposure to data migration, integrations, reporting, dashboards, or managed services
- Prior consulting or professional services experience
Benefits
- Competitive base salary with performance-based incentives
- Health, dental, and vision coverage & 401(k) match
- Salesforce certification support and professional development
Company Overview