Salesforce Engineer

Posted on 5/7/2024



201-500 employees

Fintech platform connecting advisors with asset managers



London, UK

Required Skills
  • 6+ years of Salesforce work experience
  • Proven record of accomplishment of commercializing a Salesforce application
  • Hands-on experience with Salesforce implementations including developing Apex, Lightning Components, Service cloud, and integrations with back-office systems
  • Experience with CI/CD process and implementation
  • Ability to independently execute instructions with great attention to detail
  • Highly refined communication and writing skills
  • Linear, logical thinking, and the ability to resolve complex issues into manageable components
  • Fast learner, self-motivated, and proactive
  • Experience launching a Salesforce application from concept to launch on the Salesforce AppExchange is a plus
  • Bachelor’s degree preferred
  • Work closely with Design & Product and Development teams to build out CAIS’s application on the Salesforce platform
  • Integrate with CAIS’s API endpoints to add new functionality
  • Lead and drive integration efforts of Salesforce to CAIS Groups integration partners
  • Serve as a subject matter expert of the Salesforce application development environment, including managing organizations and app package versions
  • Change management, proactively gather data and feedback from users to identify and implement changes as needed
  • Build custom reports, dashboards, and workflows based on various needs
  • Continually seek ways to further enhance end-user experience through customization
  • Develop processes to monitor neglected Leads, Opportunities, Accounts, and Contacts
  • Create new reporting capabilities and respond to ad hoc reporting requests as needed
  • Communicate system changes to users as appropriate
  • Added responsibilities to be decided based on capacity, skill, and interest

CAIS is a leading fintech platform that offers a unique working environment where employees can directly contribute to simplifying complex financial transactions between independent financial advisors and top-tier alternative asset managers. The company has facilitated over $25 billion in transaction volume, demonstrating its success and reliability in a high-stakes industry. By joining this team, you'll work at the intersection of technology and finance, helping to empower thousands of advisors managing trillions in assets, which can be incredibly rewarding and impactful for career growth.

Company Stage

Series B

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth