Lead Salesforce Engineer

We are building a best-in-class Lead-to-Invoice platform entirely within Salesforce, enabling our teams to see the work, do the work, and invoice the work — all from a single system of record. This developer will own the architecture, build, and delivery of a seamlessly connected pipeline spanning Sales Cloud, Revenue Cloud (formerly CPQ), Field Service / Project Management, and Billing, surfaced through Experience Cloud portals and Lightning Web Components.

The ideal candidate is a hands-on Salesforce builder with deep platform expertise, strong data modeling instincts, and the integration chops to connect Salesforce with external systems — from ERP to payment gateways.

Revenue Cloud / CPQ & Billing

• Configure and extend Salesforce Revenue Cloud (CPQ) for complex product catalogs, bundling, pricing rules, and approval workflows

• Build and maintain Quote-to-Contract flows including DocuSign or native e-signature integration

• Set up Revenue Cloud Billing: invoice schedules, payment terms, tax integration, and revenue recognition rules

• Implement amendments, renewals, and co-termination logic in CPQ

Lightning Web Components (LWC) & Experience Cloud

• Build custom LWC components for quoting, project status dashboards, time/expense entry, and invoice previews

• Develop and maintain Experience Cloud portals for customer-facing project tracking, document access, and invoice approval

• Implement real-time data updates using the Lightning Data Service (LDS) and platform events

• Ensure responsive, accessible UI design following WCAG 2.1 guidelines within Experience Cloud

Flows, Process Automation & Triggers

• Architect and build complex Screen Flows and Record-Triggered Flows for guided selling, project intake, and invoice generation

• Write bulkified, test-covered Apex triggers and handler classes following trigger framework best practices

• Replace legacy Workflow Rules and Process Builder automations with modern Flow equivalents

• Design escalation, SLA, and entitlement processes using Salesforce Entitlement Management

Salesforce Integration

• Integrate Salesforce with ERP systems (e.g., NetSuite, SAP, QuickBooks) for GL posting, AR, and payment reconciliation

• Build and maintain REST/SOAP API integrations and Platform Events / Change Data Capture (CDC) consumers

• Implement middleware-aware integration patterns (MuleSoft, Boomi, or custom Node/Python middleware)

• Manage Connected Apps, Named Credentials, and OAuth flows for secure third-party authentication

• Design idempotent outbound callout patterns respecting Salesforce async limits

Salesforce Projects & Field Service

• Configure and extend Salesforce Projects (or Salesforce Field Service) for task management, resource scheduling, and milestone tracking

• Build time and materials tracking tied directly to CPQ billing milestones and invoice triggers

• Implement Gantt-style project views via LWC or approved AppExchange components

• Create automated status updates and customer notifications as project milestones are completed

DevOps, Quality & Governance

• Maintain Salesforce DX (SFDX) project structure with scratch org development and CI/CD pipelines (GitHub Actions, Copado, or Gearset)

• Write Apex unit tests achieving ≥ 85% code coverage with meaningful assertions

• Conduct peer code reviews and enforce org-wide development standards

• Manage sandbox strategy (Dev, QA, UAT, Staging → Production) and release schedules

• Maintain comprehensive technical documentation including architecture diagrams and data dictionaries
  

#LI-CB1

• 5+ years of Salesforce development experience with production deployments

• Salesforce Platform Developer I certification (required); Platform Developer II preferred

• Salesforce CPQ Specialist certification strongly preferred

• Revenue Cloud / Billing implementation experience on at least one enterprise project

• Proficiency in Apex, SOQL, SOSL, LWC (JavaScript/HTML), and Salesforce Flows

• Demonstrated experience building and consuming REST APIs in a Salesforce context

• Experience with Salesforce DX, version control (Git), and CI/CD pipelines

• Strong understanding of Salesforce governor limits and bulkification patterns

• Experience with Experience Cloud portal development (Community Builder / LWR sites)

• Salesforce Application Architect or System Architect certification

• Experience with Salesforce Field Service (FSL) or Salesforce Projects

• Familiarity with Salesforce Einstein Analytics / CRM Analytics for pipeline and billing dashboards

• Experience integrating with ERP systems (NetSuite, SAP S/4HANA, QuickBooks Online)

• Knowledge of DocuSign CLM or Conga for contract generation and e-signatures

• Exposure to Salesforce Shield, Event Monitoring, or Field Audit Trail for compliance use cases

• Background in a service-based or project-delivery business (consulting, construction, IT services, professional services)

Familiarity with Snowflake or other data warehouse platforms for analytics integration