About the Role
We are looking for a mid-level Salesforce SME / Consultant to support our client, a leading investment management company. The ideal should have solid hands-on experience in Salesforce configuration, dashboard/report development, and data integration. This role will work closely with business stakeholders and technical teams to understand requirements, improve Salesforce usage, and deliver practical solutions that support business operations and decision-making.
Work with business stakeholders to understand Salesforce-related requirements and translate them into clear functional and technical solutions.
Configure and enhance Salesforce features, including objects, fields, page layouts, flows, validation rules, reports, and dashboards.
Design and build Salesforce reports and dashboards to support business performance tracking and management visibility.
Support data integration between Salesforce and other internal or external systems.
Analyze data mapping, data quality, and integration requirements to ensure accurate and reliable data flow.
Support testing activities, including test case preparation, UAT support, defect analysis, and issue resolution.
Document business requirements, solution designs, data mappings, and operational processes.
Provide user support, troubleshooting, and knowledge sharing when needed.
3–6 years of hands-on experience working with Salesforce.
Solid understanding of Salesforce Sales Cloud.
Experience creating Salesforce reports and dashboards for business users.
Experience with Salesforce configuration, including custom objects, fields, flows, validation rules, and page layouts.
Good understanding of Salesforce data model, data management, and data quality concepts.
Experience supporting data integration between Salesforce and other systems.
Ability to understand business requirements and translate them into Salesforce solutions.
Good communication skills and ability to work with both business and technical stakeholders.
Strong problem-solving skills and attention to detail.
Ability to work independently while collaborating effectively with distributed teams.
Good English communication skills.
Mandarin or other regional language capability is a plus, depending on project needs.
Experience in the financial services, investment management, banking, or insurance industry.
Experience with Salesforce API, middleware, ETL tools, or integration platforms.
Basic understanding of Apex, SOQL, or Salesforce development concepts.
Experience with Salesforce Data Loader or other data migration tools.
Salesforce certifications such as Salesforce Administrator, Platform App Builder, Sales Cloud Consultant.
Candidate Profile
Other open roles at CI&T(6)
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Key team members
Robin Borelli
Adriano De Palma
Bob Wollheim
Leonardo Sampaio
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