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Vice President, Aperio Salesforce Solution Engineer

In United States

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Vice President, Aperio Salesforce Solution Engineer   

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JOB TITLE:

Vice President, Aperio Salesforce Solution Engineer

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

New York, NY | Princeton, NJ United States

JOB DESCRIPTION:

    About Aperio   At Aperio (part of our client), our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.   At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.   About This Role   The Salesforce Solution Engineer will analyze and enhance our highly customized Salesforce Platform built to run customer relationship management, client operations and business workflow automation applications. To be successful in this role, you need to have a passion in building solutions leveraging Salesforce platform and be hands on with declarative workflow tools, custom app setup, managed package apps and data integrations.   Key responsibilities Understand how the various departments use Salesforce to perform their daily operations and empower user base by supporting current functionality of the Salesforce application Enhance current workflow and build new workflows in Salesforce to increase efficiencies of the multiple business teams Build Salesforce platform involving: Flows, Process Builder, UI Configuration, managed packages, creation and refinement of complex data models, business process automation and other custom functionality Design, develop, document, test and modify on-going customization and adjustments to Salesforce platform Build custom apps and objects, formula fields, flows, custom views, and other content of intermediate complexity Work with development teams to implement solutions that require integrations and/or connectivity to other systems Prepare solution documentation that includes functional designs Evaluate Salesforce ecosystem tools frequently to bring in new capabilities that improve processes and enhance cross-functional collaboration Administer and support installed AppExchange applications   Qualifications Bachelor's degree in Engineering, Computer Science or MBA - Finance / Business Certified Platform App Builder 5+ years of experience in Senior Administration or Salesforce consulting with an emphasis on optimizing business processes 3+ years of experience with Sales, Service or Financial Services Cloud 3+ years of experience with Salesforce Lightning configuration & Flows Solution Engineering / Architect experience on Implementation Projects Strong written and verbal communication skills, with an emphasis in the ability to clearly flow chart processes and data flow Creative and critical thinking, problem-solving, planning, prioritization, teamwork, and organizational skills Project Experience involving Salesforce data integrations and working with developers Certified Salesforce System Architect (+) Experience with core app exchange apps like email to case premium, rollup helper, grid buddy, conga, DocuSign CLM (+) Experience working with / in financial services (+)        

Position Details

POSTED:

Sep 09, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16537536279372883

LOCATION:

United States

CITY:

New York, NY | Princeton, NJ

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
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    About Aperio   At Aperio (part of our client), our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.   At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.   About This Role   The Salesforce Solution Engineer will analyze and enhance our highly customized Salesforce Platform built to run customer relationship management, client operations and business workflow automation applications. To be successful in this role, you need to have a passion in building solutions leveraging Salesforce platform and be hands on with declarative workflow tools, custom app setup, managed package apps and data integrations.   Key responsibilities Understand how the various departments use Salesforce to perform their daily operations and empower user base by supporting current functionality of the Salesforce application Enhance current workflow and build new workflows in Salesforce to increase efficiencies of the multiple business teams Build Salesforce platform involving: Flows, Process Builder, UI Configuration, managed packages, creation and refinement of complex data models, business process automation and other custom functionality Design, develop, document, test and modify on-going customization and adjustments to Salesforce platform Build custom apps and objects, formula fields, flows, custom views, and other content of intermediate complexity Work with development teams to implement solutions that require integrations and/or connectivity to other systems Prepare solution documentation that includes functional designs Evaluate Salesforce ecosystem tools frequently to bring in new capabilities that improve processes and enhance cross-functional collaboration Administer and support installed AppExchange applications   Qualifications Bachelor's degree in Engineering, Computer Science or MBA - Finance / Business Certified Platform App Builder 5+ years of experience in Senior Administration or Salesforce consulting with an emphasis on optimizing business processes 3+ years of experience with Sales, Service or Financial Services Cloud 3+ years of experience with Salesforce Lightning configuration & Flows Solution Engineering / Architect experience on Implementation Projects Strong written and verbal communication skills, with an emphasis in the ability to clearly flow chart processes and data flow Creative and critical thinking, problem-solving, planning, prioritization, teamwork, and organizational skills Project Experience involving Salesforce data integrations and working with developers Certified Salesforce System Architect (+) Experience with core app exchange apps like email to case premium, rollup helper, grid buddy, conga, DocuSign CLM (+) Experience working with / in financial services (+)        


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