Salesforce Solution Engineer - Private Equity Practice

1 Month ago • 3-5 Years • Data Analyst

About the job

Job Description

The Salesforce Solution Engineer - Private Equity Practice works with CxOs in PE portfolio companies to understand business needs, translate them into technical requirements, and build data pipelines for insights. Responsibilities include designing automated data frameworks, managing data (identifying fields, lineage, integration, quality checks), resolving critical issues, collaborating with SIs and engineers, and advising leaders on data usage. The role requires strong data architecture, ETL/ELT, SQL skills, and experience with Salesforce Sales/Service Cloud. A strong understanding of the private equity landscape and excellent communication skills are essential.
Must have:
  • 3-5 years Salesforce Sales/Service Cloud experience
  • Proficiency in data warehousing, modeling, relational databases
  • API integration experience, Snowflake/similar data platforms
  • Data engineering concepts, database design, architecture knowledge
  • Strong communication and collaboration skills
  • Experience as a technical lead/solution architect
Good to have:
  • Private equity/VC, consulting, investment banking experience
  • Data visualization tools (Tableau)
  • SQL, Bash, Python scripting
  • Experience with globally distributed engineering teams
  • Experience designing systems for content recommendations and user profiles
Perks:
  • World-class enablement and training
  • Clear path to promotion
  • Leadership development programs
  • Weekly 1:1 coaching
  • Mentorship program
  • Product bootcamp
  • Sandler Sales Training
  • Volunteer Opportunities
  • Health benefits
  • Financial benefits and perks
  • Time off and leave policies
  • Parental benefits
  • Perks and discounts
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Job Category

Data

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. Our Global Private Equity & VC Practice is transforming the way private equity firms create value for investors and their portfolio companies and transforming/scaling how Salesforce accelerates its growth by specializing in this broad horizontal sector across all our industries.

We are action-oriented. We provide a unique form of strategic relationship capabilities to accelerate growth, and reduce risk. Blending analysis, vision, product-oriented thought leadership, with a focus on AI and Data, business case development and an entrepreneurial approach that enables senior Private Equity executives and their Portfolio Company Executives to rethink how quickly, easily and cost-efficiently they can achieve their strategic objectives and deliver next-generation, value creation-enhancing customer experiences across sales, service, marketing and commerce using the Salesforce platform.

Your Impact


We’re looking for an experienced and committed data engineer to build data pipelines and metrics as part of the strategic AI initiatives for the Private Equity owned portfolio companies. In this role, you will work with CxOs within PE portfolio companies to understand business needs, translate them to technical requirements, wrangle data from various systems, and design automated data pipelines to drive insights. You will work with internal technology groups to automate the data collection and definition process.

You will have strong data architecture, ETL/ELT, SQL and a proven track record working with enterprise metrics. You will have strong operational skills to drive efficiency and speed, expertise building repeatable data engineering processes, strong project management skills, and a vision for how to deliver data products.

It is important to have a strong understanding of the private equity landscape and the ability to optimally communicate Salesforce value to portfolio company CxOs and private equity operating partners.

Responsibilities

  • Work with cross-functional team members to build data metric requirements, build quick POC’s, document functional and technical requirements

  • Design & develop easy, repeatable and reusable automation data frameworks

  • Responsible for end-to-end data management activities, including but not limited to identify fields, data lineage and integration, performing data quality checks, analysis and presenting data

  • Evaluate, settle root cause, and resolve critical issues

  • Collaborate with Partner System Integrators (SIs) and Engineers to support data needs, develop scalable architecture, and deploy solutions

  • Work and collaborate with global teams across North America, EMEA and APAC

  • Advise leaders on standard processes around data usage and product development

Minimum Requirements

  • 3-5 Years of Experience implementing/configuring Salesforce Sales Cloud, and/or Service Cloud.

  • Proficiency in foundational data warehousing concepts and data modeling; ability to recommend when to use and implement relational, document, or graph type databases.

  • Ability to interface across various technologies through API’s

  • Experience using Snowflake and similar centralized data platforms

  • Full proficiency of data engineering concepts, database designs, associated tools, system components, internal processes and architecture

  • Experience working as a technical lead/solution architect in a stakeholder-focused team

  • Experience working closely with Analytics/Data Science teams

  • Team-first mentality; excellent interpersonal skills in order to build strong relationships that will be essential for the success in this role.

  • Must be able to proactively communicate status and identify risks

  • Self-starter, highly motivated, able to shift directions quickly when priorities change, think through problems to come up with innovative solutions and deliver against tight deadlines.

  • Must be results oriented and able to move forward without complete information and with minimal direction

Preferred Qualifications & Skills

  • Exposure to private equity/credit, venture capital, top tier consulting, investment bank, M&A, strategy, enterprise software, or digital transformation

  • Experience with data visualization tools like Tableau

  • Proficiency with SQL, Bash and Python scripting

  • Experience working with globally distributed engineering teams preferred

  • Experience designing systems which incorporate data from various systems to make content recommendations and user profiles a plus

Our Investment In You:

  • World-class enablement and on-demand training - check out Trailhead.com for a sneak peek!

  • Exposure to executive thought leaders with a passion for living our values

  • Clear path to promotion with accelerated leadership development programs

  • Weekly 1:1 coaching with your leadership

  • Fast Ramp mentorship program

  • Week-long product bootcamp

  • Sandler Sales Training


Volunteer Opportunities

Have you heard of our 1:1:1 model, focused on giving back to the community? The success in giving back have helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World’s Most Innovative Companies, according to Forbes, we are #1 in PEOPLE’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019.

We have a public-facing website that explains our various benefits for:

Accommodations

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Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

For New York-based roles, the base salary hiring range for this position is $165,600 to $227,700.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.
View Full Job Description
$165.6K - $227.7K/yr (Outscal est.)
$196.7K/yr avg.
New York, New York, United States

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