Summary

SCS Financial is seeking a highly motivated Salesforce Lead to join our growing team. SCS Financial is a multi-family office that provides world-class wealth management, estate planning, and investment services for Ultra-High Net Worth families and institutions. SCS’s Salesforce platform supports client service workflows, client data management, business development, client engagement & marketing, and internal operational workflows. As Salesforce Lead, you will assist with platform administration and collaborate with SCS’s business units to design and develop platform modules.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

What You’ll Do

• Deliver scalable, efficient, and high-impact solutions across the Salesforce platform, including Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud.
• Collaborate with business teams, executive leadership, and consultants to define requirements and design technical solutions.
• Support business teams and their needs for report and dashboard building.
• Build efficient solutions in Salesforce using modern features, including Lightning App Builder, Flow Builder, Apex, and Lightning Web Components.
• Assist with maintenance of a highly structured security model.
• Support user acceptance testing to ensure high-quality deliverables.
• Monitor and drive user adoption.
• Troubleshoot and resolve issues related to Salesforce applications and integrations.

• Create and maintain system documentation, including solution design, technical specifications, and test plans.

• Stay up to date with the latest Salesforce features and functionalities and evaluate their applicability to our organization’s needs.

Qualifications

• Bachelor’s degree, preferably in a technical field such as Computer Science, Engineering, Information Technology, or similar; or equivalent experience.
• 4+ years of hands-on Salesforce administration and development experience in a Salesforce environment that uses modern practices, including experience with complex, enterprise-level projects. 
• Deep understanding of Salesforce security models, profiles, roles, permission sets, and compliance requirements. 
• Proven experience building, designing, or managing API integrations.

• Demonstrated ability to model data, create reports, and build effective dashboards.
• Strong leadership and interpersonal skills to effectively lead sessions with business stakeholders and end users to design efficient solutions.

• Demonstrated ability to work collaboratively in a fast-paced environment.

• Strong organizational and project management skills.
• Ability to work on-site in the Boston office 3-4 days/week.

Preferred

• Salesforce Administrator, Platform App Builder, and/or Developer certifications.
• Experience working in Wealth Management, Financial Services, or other highly regulated environments.
• Experience as an administrator for Marketing Cloud and/or Experience Cloud.
• Experience with Salesforce platform events.
• Experience with Einstein AI and/or Agentforce.
• Experience working with Git and Salesforce Developer Experience tools in VS Code.
• Experience with data migration tools (e.g., Data Loader). 
• Understanding of data structures and design patterns.
• Experience working with SQL and relational databases.
• Experience with cloud data platforms like Snowflake.
• Experience with JavaScript and Python.

 

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $115,000-$130,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

 

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.