Senior Technical Consultant, Salesforce

Are you a Salesforce expert who thrives on solving complex integration challenges and optimizing CRM environments for scale? Do you enjoy partnering with architects and customer stakeholders to drive thoughtful technical solutions that enhance business processes and elevate user experience? Are you eager to leverage modern AI-powered tools and cutting-edge integration platforms to transform how investment managers operate? If so, we invite you to be a part of our innovative team.

As a Senior Technical Salesforce Consultant at Ridgeline, you will partner closely with our Solutions Architects and customers to design, review, and enhance Salesforce customizations that power our industry cloud platform. You will analyze business processes, translate requirements into scalable technical solutions, and support seamless implementations and integrations that ensure successful go-lives. In this role, you will utilize cutting-edge technologies—including AI tools like ChatGPT—to increase efficiency, improve documentation quality, and accelerate solution design. Your work will directly impact our ability to deliver a unified, modern experience to investment management clients while strengthening Ridgeline’s Integration Library and deployment methodology.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

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Partner with Solutions Architects to define scalable Salesforce customization and integration strategies that align with client business objectives

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Analyze existing Salesforce configurations and recommend improvements that enhance performance, usability, and long-term maintainability

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Develop and configure declarative Salesforce solutions using Flow, sandbox provisioning, and user and security configuration best practices

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Contribute to Ridgeline’s Integration Library by building and documenting integrations using Workato and related iPaaS technologies

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Design and support REST API and related integrations between Salesforce and Ridgeline’s platform

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Facilitate functional and technical requirements sessions and translate findings into clear, actionable documentation

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Guide customers through data migration activities using Salesforce Data Loader and structured Excel mapping processes

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Collaborate cross-functionally with technical, functional, and project management teams to ensure successful go-lives and resilient deployments

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Communicate technical concepts with clarity and transparency to build trust with internal teams and external stakeholders

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Take ownership of complex challenges, proactively identify risks, and deliver thoughtful, solution-oriented outcomes

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Contribute to a culture of learning, continuous improvement, and shared success aligned with the Ridgeline Way

What we look for:

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5+ years of experience working on the Salesforce platform in a technical or consulting capacity

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Experience with declarative development including Flow tooling, sandbox provisioning, and user and security configuration

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Hands-on experience with Salesforce Data Loader for data import and export activities

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Working knowledge of REST APIs and related integration patterns

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Proven ability to partner effectively with both internal teams and customer stakeholders

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Strong written and verbal communication skills with the ability to translate technical concepts for diverse audiences

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Aptitude for learning new technologies quickly and applying them in practical, client-focused environments

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Passion for customer service and delivering high-quality outcomes

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Willingness to learn about cutting-edge technologies while cultivating expertise in investment management workflows

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An aptitude for problem solving

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Ability to communicate effectively

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Serious interest in having fun at work

Bonus:

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Experience with low-code Integration-Platform-as-a-Service tools such as Workato or similar platforms

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Familiarity with modern CSV data migration tools such as Flatfile.io

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Experience with Salesforce Financial Services Cloud or other investment management applications

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Comfort working with Google Workspace, Slack, JIRA/Confluence, AWS, and GitHub

Compensation and Benefits

The typical starting salary range for new hires in this role is $140,000 - $168,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement (https://www.ridgelineapps.com/legal/candidate-privacy-policy). Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

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