Job ID 2019-2047 # of Openings 1 Category Technology
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
The Software Engineer for the Salesforce platform will contribute to the design, development, and maintenance of the Salesforce CRM platform. This will include support for a broad range of business units such as core banking, wealth management, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role requires direct interaction with end users and excellent analytical and communication skills.
* Gather Business Requirements working with Product Managers, Business Analysts, and end users. * Design, build, unit test, and maintain solutions within the Salesforce CRM platform. * Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes. * Implement new products and packages within Salesforce. * Understand all aspects of Salesforce.com configuration and technical/functional capabilities, including changes and potential system implications. * Unit testing, regression testing, script testing, user acceptance testing and test environment support. * Create Technical Specification Documents and assist team members in the creation of project planning and project management artifacts. * Strong customer service skills as the candidate must Support End Users directly. * Maintain high-level familiarity with other IT system/business application capabilities in order to make recommendations about potential upstream/downstream integration or functionality. * Work with Product Managers, Business analysts, and business area stakeholders to understand, document, and prioritize Salesforce enhancements and projects.
Boston Private is an equal opportunity employer
Boston Private Financial Holdings is a wealth management and private banking organization.