Salesforce Platform Engineer

About the Role

As we continue to grow and add top talent to the Baird IT

family, we are looking to add an experienced Salesforce Platform Engineer to our

team. The team you work with manages an implementation for our Global Investment

Banking group with 600+ users. Our Baird Salesforce professionals are dedicated

to working together to support our expanding Salesforce implementation in a

highly collaborative environment. Join us to design, build, continuously improve

and maintain Salesforce solutions that solve real business problems. You’ll

combine declarative configuration with programmatic development and apply

Salesforce best practices to build, configure, automate, integrate and optimize

Salesforce solutions to ensure users can maximize the platform’s value. Join an

inclusive Salesforce team—engineers, developers, architects, analysts, and

change leaders—who learn from each other, share ownership, and raise the bar

together. This IT Salesforce Platform Engineer role supports our Capital Markets

teams and requires a hybrid work environment. Baird is not currently hiring

individuals for this position who now or in the future require sponsorship for

employment visa status. The Impact You'll Make: Turn business requirements into

functional Salesforce solutions using the appropriate declarative or

programmatic tools based on a strong understanding of trade-offs between

declarative and programmatic solutions and a declarative-first approach Design,

develop, test, document, and deploy Salesforce features with quality and

reliability in adherence to the Salesforce Well-Architected framework Mapping

Salesforce features to the problem we are solving and the associated business

processes Clarify MVP and scope, consider platform‑first options (including

AppExchange), and compare alternatives before committing to code Work closely

with product owners, business analysts, and peers to help translate business

needs into working solutions by engaging in discovery and gathering requirements

Assist in effort estimation and applying Salesforce capabilities to business

requirements Clearly communicate trade-offs, risks, decision criteria to assist

others in understanding the impact of changes to the Salesforce system

Collaborate closely with teammates and stakeholders, using agile feedback loops

to refine decisions Define and communicate a clear course of action, prioritize

effectively, and summarize complex issues in simple terms for different

audiences Stay focused on the most important, prioritized work; communicate

competing priorities; and give useful status updates with remaining‑work

estimates Manage user access and security, maintain data quality and integrity,

automate business processes, create custom reports and dashboards Manage

installed managed packages and AppExchange solutions, including opening,

managing and resolving application issues with external application vendors

Write/Maintain Apex classes, triggers, batch jobs, when necessary Build

Lightning Web Components (LWC) and Aura components, when necessary Work with

VisualForce and JavaScript, when necessary Develop and manage Salesforce

integrations (REST/SOAP APIs, Platform Events, External Services) Implement and

manage CI/CD pipelines for Salesforce deployments (Salesforce DX) and coordinate

the rollout of enhancements to the production environment, including

coordination with other IT areas and business stakeholders We design with

empathy and evidence, delivering intuitive, accessible solutions that fit real

workflows and drive measurable adoption and outcomes that reflect a positive

user experience Experiment as a team, prototype and learn fast, and scale what

works—celebrating collaboration and continuous improvement over perfection

Maintain org configuration, sandbox refreshes, and manage metadata Partner with

architects and data teams to enforce platform best practices and coding

standards Integrate third-party applications Create and maintain technical

documentation, including network diagrams, installation and configuration

procedures, troubleshooting guidelines, and operational procedures Support new

releases and bug fixes as they relate to the management of the platform,

Investigate and resolve failing processes, apps, and integrations by performing

root‑cause analysis and implementing sustainable fixes Take ownership for the

health of the platform by looking beyond the current work to spot platform

opportunities with long‑term benefits Provide technical support assistance to

diagnose and resolve issues and troubleshoot complex ‘how to’ questions Supply

level one support technicians with documentation and procedures for resolving

common or recurring issues Keep up to date on Salesforce releases (patches,

upgrades, etc), news and industry information Participate in the Salesforce

Success Community, local user group and other community events to help further

your skills Share ideas and collaborate with other Baird Salesforce

professionals in the Baird Trailblazer group What You'll Bring to Baird:

Bachelor’s degree in Computer Science, Software Engineering, or a related field

is preferred but not required. Equivalent experience and Salesforce

certifications will also be considered 7-10 years experience in development,

declarative configuration and administration experience working with Salesforce

products (Sales Cloud required) Suggested certifications: Salesforce Certified

Platform Administrator, Salesforce Certified Platform App Builder, Salesforce

Certified Platform Developer Comfortable working with developers to read and

understand Apex, Visualforce, JavaScript, Lightning Web Components, SOQL and is

required Ability to develop and maintain Apex classes, Visualforce pages,

Lightning Web Components, and JavaScript within the Salesforce platform is a

plus Knowledge of Microsoft development tools is a plus but not required

(Object-Oriented design, C#, MVC, ASP.NET, Web API) Experience with Git, version

control, and CI/CD tools (e.g., Salesforce DX) Working knowledge of integrations

(middleware, REST APIs, or ETL tools) Collaborating with IT / Developers for

other systems to integrate across the business Diverse Salesforce product

knowledge and proven technical expertise. Experience with Sales Cloud, Financial

Services Cloud, Marketing Cloud, MuleSoft are preferred Strong understanding of

trade-offs between declarative and programmatic solutions Strong understanding

of Salesforce data model and object relationships. Data management, data

administration, and data modeling experience is a plus Strong communication

skills with a great team player mentality Agile Methodology experience highly

preferred (Kanban, User Stories, Sizing, Retro, etc) Exceptional organizational

skills with the ability to prioritize multiple projects Understanding of change

management methodologies is a plus Focused and driven with excellent

problem-solving skills and ability to communicate with technical and

non-technical stakeholders #LI-YA1 Baird is committed to diversity and provides

employment opportunities to all employees and applicants for employment without

regard to race, color, religion, sex, pregnancy, citizenship, national origin,

age, disability, military service, veteran status, sexual orientation, gender

identity or expression, genetic information, or any other status protected by

law. Baird is an employee-owned, international financial services firm

specializing in wealth management, capital markets, private equity and asset

management. Our mission is straightforward. We strive “to provide the best

financial advice and service to our clients and be the best place to work for

all.” Our culture is like no other with extraordinary people who make Baird

great for our clients and one another. Nationally recognized as a great place to

work since 2004, we invite you to learn more about Baird, our culture and our

people. Baird is committed to inclusion & diversity for our clients, our

associates and the communities where we live and work. This commitment stems

from our culture of integrity, genuine concern for others and respect for the

individual. We view inclusion & diversity as an ongoing journey – one of shared

responsibility, continuous improvement and a focus on progress. We invite you to

join us as we work together to foster an environment where diversity unites

rather than divides us.