Salesforce Developer – Hybrid | New York City | Full-Time
Job Description
Job Title and Overview
Job Title: Salesforce Developer
Industry: Financial Services / Fintech
Location: New York City
Job Type: Full-Time (Hybrid)
Salary: $80,000 – $110,000 (Base)
Expected Hours: Will Discuss During the Hiring Process
Job Description
CAIS is looking for a Salesforce Developer eager to grow in a fast-paced tech environment. This hybrid role offers hands-on experience in data analysis, business intelligence, and CRM systems. Reporting to the Head of Sales & Service Technology, you will be guided by experienced mentors and gain exposure to cutting-edge tools like Salesforce Data Cloud and Einstein AI.
The role bridges Salesforce development with BI functions to support business decisions. Ideal candidates are curious, proactive, and passionate about working with data in the capital markets space. You’ll support multiple departments by building dashboards, validating data, and helping create scalable data solutions.
If you’re driven to become a subject matter expert in Salesforce and data technologies, this is your chance to make a real impact.
Responsibilities of the Salesforce Developer
The following are the responsibilities of the Salesforce Developer at CAIS:
- Support both Salesforce and BI teams with daily reporting, dashboard creation, and data analysis tasks.
- Use CRM Analytics (Tableau CRM) and Salesforce-native tools to develop clear and informative dashboards.
- Explore and adopt emerging Salesforce technologies such as Data Cloud and Einstein AI.
- Create and maintain interactive dashboards and visualizations to support Sales, Client Services, and Strategy teams.
- Drive the integration of Tableau and Snowflake dashboards into a centralized Client 360 experience on Salesforce Data Cloud.
- Assist in modeling and mapping complex datasets within Salesforce Data Cloud projects.
- Collaborate with internal teams to understand reporting needs and deliver effective technical solutions.
- Validate, clean, and analyze data from Salesforce, Snowflake, and other systems to ensure accuracy.
- Work alongside the AI team to develop prototypes using Einstein AI and in-house LLM-powered tools.
- Document processes, findings, and reusable insights in the form of internal knowledge articles.
- Collaborate across teams, including developers, product managers, and business users, to ensure alignment and delivery.
Requirements for the Salesforce Developer
Given below are the qualifications, experience, and skills required for the Salesforce Developer at CAIS:
Basic Qualifications:
- A bachelor’s degree in Computer Science, Information Systems, or a related field
- Coursework or certifications in Salesforce, BI tools, or data analytics is a plus
Experience:
- 1–3 years of hands-on experience with Salesforce (dashboards, reports, or admin tasks)
- Exposure to BI tools such as Tableau, Power BI, or CRM Analytics
- Familiarity with capital markets or financial services is preferred
- Understanding of cloud data warehouses like Snowflake is a strong advantage
Skills:
- Working knowledge of SQL and Excel for data extraction and transformation
- Solid understanding of data modeling and integration techniques
- Strong problem-solving and analytical thinking abilities
- Excellent communication and collaboration skills for cross-functional work
- Ability to manage multiple tasks and deliverables in a dynamic environment
- Self-starter mindset with a strong desire to grow into a data-focused role
- Passionate about becoming a subject matter expert in Salesforce Data Cloud and BI tools
Benefits
As a Salesforce Developer at CAIS, you will enjoy the following perks:
- A competitive base salary ranging from $80,000 to $110,000, depending on your experience and skills
- Performance-based annual bonus to reward outstanding contributions
- Comprehensive health coverage, including medical, with 100% employer-paid dental and vision insurance
- A retirement savings plan with employer matching to help build your financial future
- Generous paid time off (PTO) to ensure work-life balance and personal well-being
- Paid parental leave to support growing families during important life moments
- Access to wellness programs promoting mental and physical health
- Opportunity to work in a flexible hybrid model — no required minimum in-office days
- Career growth through mentorship, learning from experienced leaders in technology and finance
- Exposure to cutting-edge tools like Salesforce Data Cloud, CRM Analytics, and AI solutions
- Inclusive and innovative work culture recognized as a “Best Place to Work”
Shifts
The Salesforce Developer role at CAIS follows a flexible, hybrid in-office model. There is no required minimum number of days in the office each week.
This approach allows employees to manage their schedules for better productivity and balance. Work hours typically align with standard business hours in New York City. Flexibility is encouraged to support collaboration across teams and time zones.
How to Apply
To apply for the Salesforce Developer position at CAIS, please click on the apply button given below:
Make sure to submit an updated resume and any relevant certifications. Early applications are encouraged for priority consideration.
Deadline to Apply
The deadline to apply for the Salesforce Developer role at CAIS is June 02, 2025.
We recommend submitting your application as soon as possible to ensure consideration. Positions may be filled on a rolling basis depending on applicant volume and urgency.
Equal Opportunity Employer
CAIS is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, religion, color, or national origin. Gender, sexual orientation, gender identity, or expression will not affect hiring decisions. We also ensure fair treatment regardless of age, marital status, veteran status, pregnancy, or disability.
Our culture supports all employees to be authentic and valued. We believe diverse teams drive innovation and business success. CAIS encourages all qualified individuals to apply and bring their unique perspectives. This inclusive environment fosters growth, respect, and community for everyone.
Company Overview
CAIS is a leading platform that democratizes access to alternative investments, empowering independent financial advisors to connect with top asset managers. Their offerings include a wide range of strategies such as hedge funds, private equity, private credit, real estate, and digital assets. CAIS focuses on combining innovative technology with education to simplify complex investment opportunities.
Serving over 50,000 advisors who manage more than $6 trillion in assets, CAIS is known for operational efficiency and industry-leading client service throughout the entire investment lifecycle—from pre-trade to post-trade. The company fosters a culture of innovation, inclusion, and continuous learning. Its mission is to transform how alternative investments are accessed and utilized within the financial services industry.
CAIS values collaboration, transparency, and empowering employees to grow. Recognized as a “Best Place to Work,” CAIS offers career development opportunities through mentorship and access to advanced technologies, encouraging every employee to bring their authentic voice forward and contribute to the company’s success.
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