What We Believe

At Saasinct, we have an unwavering commitment to diversity and inclusion because everyone deserves to feel valued and accepted at their place of work. Not only is this commitment fundamental to our culture and core values, it makes us more creative and innovative and provides our clients and those we serve in our community with a better experience than they could have otherwise. Everyone at Saasinct shares the responsibility to create, sustain, and celebrate a culture of mutual respect where equal employment and learning opportunities are available to all teammates and candidates.

Equal Employment Opportunity Statement
Saasinct is an Equal Opportunity Employer. We believe that no one should face discrimination because of their differences. Employment decisions at Saasinct are based solely on our business needs, job requirements, and individual qualifications without regard to age, race, creed, color, religion or belief, sex, national, social, or ethnic origin, physical, mental, or sensory disability, veteran status, sexual orientation, gender identity or expression, genetic information, marital, citizenship or any other status protected by the laws or regulations in the places we operate. If you’re great at what you do and committed to the success of your team and customers, then please come exactly as you are.

Working at Saasinct
Our team is our best resource. We believe that a career should be fun, challenging, fulfilling, and constantly developing. We love what we do and we want our company to foster a family feeling where everyone is supported and valued, provided with resources, mentorship, and opportunity to pursue continual learnng and career development. Our customers love what we do -- empowering them to become more tech saavy. To stay true to our mission of creating intelligently designed solutions to our client's business and technical complexities, we will continue to enhance our team with caring, bright, and driven individuals that share our vision and values.

Saasinct is both a registered Salesforce Implementation Partner and Managed Services Provider. We're also woman-owned business that embraces diversity and inclusion, education, and access to career development. Join us and grow your career!

Salesforce Solution Engineer

Remote

Full Time

Delivery

Mid Level

Salesforce Solution Engineer.
Revised May 2026

About Saasinct

Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we serve Financial Services organizations, including Capital Markets, Wealth & Asset Management, and Private Equity.

We empower these organizations to become more tech-savvy and strategically aligned through Salesforce. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our clients, and we do that by continually finding better ways to collaborate within the Financial Services ecosystem.

Role Overview

Saasinct is seeking a Salesforce Solution Engineer to support the design, configuration, testing, and delivery of Salesforce solutions for Financial Services clients.

This role sits at the intersection of business analysis, Salesforce configuration, solution documentation, testing, and client enablement. You will work closely with clients and internal team members to understand business needs, translate them into clear requirements, and help build practical Salesforce solutions that improve how teams work.

This is a strong opportunity for someone who is early-to-mid career, hands-on, and eager to grow into deeper Salesforce consulting ownership. The right person is curious, coachable, and energized by doing the work, gathering requirements, configuring Salesforce, documenting clearly, testing thoughtfully, and helping clients understand what was built and why.

We are looking for someone who wants meaningful client exposure, real delivery responsibility, and the chance to build their craft inside a growing Salesforce partner.

What You’ll Be Doing

Work with clients and internal stakeholders to gather, clarify, and document business requirements
Translate discovery findings into user stories, functional requirements, process flows, and solution documentation
Support Salesforce configurations and features including custom objects, fields, page layouts, flows, validation rules, approval processes, reports, dashboards, permissions, and role hierarchies
Support implementations across Salesforce products such as Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and related partner solutions
Participate in solution design conversations and help document gaps, risks, dependencies, and follow-up items
Support data management activities, including data structure documentation, migration preparation, data quality review, and reporting needs
Create and maintain documentation including user stories, test scripts, training materials, process maps, configuration notes, and client-facing guides
Participate in testing activities, including UAT planning, test case preparation, issue tracking, and defect resolution support
Support client training, enablement, and post-launch support
Contribute to Saasinct’s internal delivery practices by identifying better ways to document, configure, test, and support Salesforce work

What You Bring

2–4 years of hands-on Salesforce experience in administration, configuration, business analysis, implementation, or consulting
Experience gathering requirements and translating business needs into Salesforce configuration and functional solutions
Strong understanding of Salesforce declarative configuration and platform capabilities
Ability to communicate clearly with clients, business users, technical teams, and internal stakeholders
A solid Salesforce Admin foundation with a desire to build technical depth
Comfort working in a growth-stage environment where you may need to create clarity, improve process, and operate without heavy structure
Curiosity and willingness to learn quickly across Salesforce products, Financial Services workflows, and partner solutions
A practical, client-centered mindset with the ability to balance what is technically possible with what is useful, adoptable, and sustainable

You are someone who:

Wants to become excellent at Salesforce consulting
Takes pride in the details and follows through without repeat requests
Asks good questions and is comfortable saying, “I need to learn more”
Enjoys translating messy business needs into clear requirements and practical solutions
Works well in a small team where people help each other and sometimes cross lanes
Looks for better ways to do the work as the company continues to grow

Nice to Have

Salesforce certifications (Salesforce Admin, Sales Cloud Consultant)
Experience with Financial Services Cloud
Exposure to data migration, integrations, reporting, dashboards, or managed services
Prior consulting or professional services experience

Grow With Us

Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory
Help shape how we serve clients and show up in the Salesforce ecosystem
Gain meaningful exposure to leadership and company strategy
Take real ownership in a collaborative, people-centered team
Build deeper expertise across Salesforce, Financial Services, and partner solutions
Competitive base salary with performance-based incentives
Health, dental, and vision coverage & 401(k) match
Salesforce certification support and professional development

Eligibility Requirements

Location: Remote (US)
Experience: Prior Salesforce ecosystem experience required; Financial Services exposure preferred (Capital Markets, Wealth & Asset Management, or Private Equity)
Travel: Limited travel may be required for client, team, or Salesforce ecosystem events

Must be a US citizen or permanent resident

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Who referred you to this position? Enter their first and last name here.

What's your citizenship / employment eligibility?*

LinkedIn Profile URL:*

Desired salary*

Earliest start date?

What does ownership mean to you in a client-facing role?*

What specifically interests you about joining a smaller, growing Salesforce consulting firm like Saasinct?*

Human Check*

Submit Application