Salesforce Solution Engineer

Saasinct Solutions • North Bethesda, MD

8d • $85,000 - $96,000 • Remote

About The Position

Saasinct is seeking a Salesforce Solution Engineer to support the design, configuration, testing, and delivery of Salesforce solutions for Financial Services clients. This role sits at the intersection of business analysis, Salesforce configuration, solution documentation, testing, and client enablement. You will work closely with clients and internal team members to understand business needs, translate them into clear requirements, and help build practical Salesforce solutions that improve how teams work. This is a strong opportunity for someone who is early-to-mid career, hands-on, and eager to grow into deeper Salesforce consulting ownership. The right person is curious, coachable, and energized by doing the work, gathering requirements, configuring Salesforce, documenting clearly, testing thoughtfully, and helping clients understand what was built and why. We are looking for someone who wants meaningful client exposure, real delivery responsibility, and the chance to build their craft inside a growing Salesforce partner.

Requirements

• 2–4 years of hands-on Salesforce experience in administration, configuration, business analysis, implementation, or consulting
• Experience gathering requirements and translating business needs into Salesforce configuration and functional solutions
• Strong understanding of Salesforce declarative configuration and platform capabilities
• Ability to communicate clearly with clients, business users, technical teams, and internal stakeholders
• A solid Salesforce Admin foundation with a desire to build technical depth
• Comfort working in a growth-stage environment where you may need to create clarity, improve process, and operate without heavy structure
• Curiosity and willingness to learn quickly across Salesforce products, Financial Services workflows, and partner solutions
• A practical, client-centered mindset with the ability to balance what is technically possible with what is useful, adoptable, and sustainable
• Wants to become excellent at Salesforce consulting
• Takes pride in the details and follows through without repeat requests
• Asks good questions and is comfortable saying, “I need to learn more”
• Enjoys translating messy business needs into clear requirements and practical solutions
• Works well in a small team where people help each other and sometimes cross lanes
• Looks for better ways to do the work as the company continues to grow
• Prior Salesforce ecosystem experience required
• Financial Services exposure preferred (Capital Markets, Wealth & Asset Management, or Private Equity)
• Must be a US citizen or permanent resident

Nice To Haves

• Salesforce certifications (Salesforce Admin, Sales Cloud Consultant)
• Experience with Financial Services Cloud
• Exposure to data migration, integrations, reporting, dashboards, or managed services
• Prior consulting or professional services experience

Responsibilities

• Work with clients and internal stakeholders to gather, clarify, and document business requirements
• Translate discovery findings into user stories, functional requirements, process flows, and solution documentation
• Support Salesforce configurations and features including custom objects, fields, page layouts, flows, validation rules, approval processes, reports, dashboards, permissions, and role hierarchies
• Support implementations across Salesforce products such as Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and related partner solutions
• Participate in solution design conversations and help document gaps, risks, dependencies, and follow-up items
• Support data management activities, including data structure documentation, migration preparation, data quality review, and reporting needs
• Create and maintain documentation including user stories, test scripts, training materials, process maps, configuration notes, and client-facing guides
• Participate in testing activities, including UAT planning, test case preparation, issue tracking, and defect resolution support
• Support client training, enablement, and post-launch support
• Contribute to Saasinct’s internal delivery practices by identifying better ways to document, configure, test, and support Salesforce work

Benefits

• Competitive base salary with performance-based incentives
• Health, dental, and vision coverage
• 401(k) match
• Salesforce certification support and professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed