Senior Salesforce Engineer

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading‑edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle‑free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360‑degree view of our customers to tailor the best solutions for their financial aspirations. Todays professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are
You are a seasoned Salesforce engineer with strong hands‑on development experience who is passionate about building scalable, well‑architected solutions across the Salesforce ecosystem. You excel at translating complex business requirements into high‑quality technical solutions using Salesforce development frameworks and platform capabilities. You are comfortable supporting production environments, troubleshooting issues across custom code and configurations, and driving continuous improvement through thoughtful design and automation.

You enjoy working across Sales and Service Cloud use cases, partnering closely with business stakeholders to modernize processes, improve data quality, and enable better customer and agent experiences. You are organized, adaptable, and proactive—willing to dive into existing implementations to understand what’s working, what isn’t, and how to improve it using Salesforce best practices. You thrive in a fast‑paced environment and bring a strong sense of ownership to everything you build and support.

What You’ll Do

Design, develop, and maintain a large, multi‑tenant Salesforce environment supporting Sales Cloud and Service Cloud.

Build and enhance Salesforce solutions using

Apex, Aura Components, and Lightning Web Components (LWC) .

Contribute to all technical aspects of Salesforce projects, including custom development, integrations, and platform enhancements.

Implement and support

Salesforce Data Cloud

and related data solutions (including

Data 360 ) to improve data visibility, integrity, and activation across systems.

Partner with cross‑functional teams to maintain and enhance integrations, data flows, and overall system reliability.

Support and optimize

AgentForce

and agent‑facing workflows to improve efficiency and user experience.

Provide day‑to‑day Salesforce platform support, including troubleshooting configuration and code‑related issues.

Develop and maintain Salesforce reports and dashboards to support business insights and operational decision‑making.

Work closely with the Lead Management, Strategy & Operations team to review processes, identify inefficiencies, and recommend automation opportunities.

Collaborate with business analysts and stakeholders to analyze technical requirements and design scalable solutions.

Coordinate and support the rollout of enhancements to production, including testing, deployment, and post‑release validation.

Document solutions, technical designs, and development standards; recommend and enforce Salesforce best practices.

What You’ll Need

Bachelor’s degree required

4+ years of experience as a senior Salesforce engineer or developer

Strong

Salesforce development experience , including Apex, Aura, and Lightning Web Components (LWC)

Proven experience supporting and customizing

Sales Cloud and Service Cloud

implementations

Experience working with

Salesforce Data Cloud , customer data platforms, or enterprise data integrations; familiarity with

Data 360

concepts strongly preferred

Experience designing or supporting agent‑centric workflows and tooling, including

AgentForce

Proven experience in troubleshooting and resolving production issues across Salesforce, integrations, and supporting systems

Experience working in microservices, infrastructure, and DevOps‑integrated environments

Ability to assess and recommend solutions by balancing custom development with vendor or platform‑native capabilities

Experience participating in architectural and design discussions with both business and technical stakeholders

Ability to document current‑state and future‑state application architecture and support modernization initiatives

Experience contributing technical input during requirements gathering, user story grooming, and solution design

Demonstrated ability to conduct code reviews and enforce development best practices and coding standards

Strong understanding of enterprise development practices with a focus on scalability, performance, and maintainability

Hands‑on experience researching, building, and integrating new Salesforce features or major enhancements

Strong database experience required; MS SQL preferred

Experience with change management processes and release controls

Strong analytical, troubleshooting, and problem‑solving skills

Ability to work effectively in a fast‑paced, collaborative team environment

Salesforce certifications preferred , including Platform Developer I & II, Administrator, Advanced Administrator, Sales Cloud, Service Cloud, and Technical Architect.

Life at BHG Financial
At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well‑being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial
We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

Medical/Rx/Dental/Vision coverage for employees and their eligible family members

Competitive PTO and vacation policies

1 Friday off each month for Wellness Weekends

Company 401(k) plan with employer contributions after one year

Company‑sponsored training and certification opportunities

Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

Ongoing volunteer opportunities to give back to the community through our BHG Cares program

If you’re ready for a career where you can exercise your passions, be surrounded by co‑workers who are relentlessly committed to service, and have a team‑player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

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