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)
PREFERRED QUALIFICATIONS
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