Agentforce Salesforce Administrator - (Remote-United States)

2 days, 4 hours ago
Full-time
Senior
Software Development
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
201-500
Founded 2004

Description

  • Design, build, test, deploy, and support Salesforce Agentforce agents, including prompts, actions, guardrails, escalation paths, and human handoffs.
  • Translate business processes into reusable agent capabilities using declarative configuration, Flow, Apex, and custom actions.
  • Develop secure integrations between Salesforce, Agentforce, and enterprise systems using REST APIs, middleware, and approved integration patterns.
  • Build resilient workflows with authentication, validation, exception handling, retries, transaction integrity, and human intervention.
  • Configure Data 360, retrieval, grounding, permissions, and data-access patterns for agent use.
  • Establish agent testing, evaluation, regression coverage, production acceptance criteria, and release-validation practices.
  • Monitor agent performance, logs, reliability, response quality, and user experience; troubleshoot production issues.
  • Partner with Product, Engineering, Data, Cybersecurity, Risk, Compliance, and business teams to deliver governed AI use cases.
  • Implement auditability, approval steps, controls, and oversight for sensitive client-data and high-risk workflows.
  • Define and track adoption, quality, capacity, efficiency, client-experience, and business-outcome measures.

Requirements

  • 5+ years of hands-on Salesforce platform engineering, development, or advanced configuration experience, ideally in Financial Services Cloud or a complex enterprise environment.
  • Experience building Agentforce agents or comparable Salesforce AI, conversational AI, intelligent workflow, or bot solutions.
  • Strong experience with Salesforce Flow, including record-triggered and screen flows, process automation, validation rules, and complex business-process design.
  • Working proficiency in Apex for custom actions and integration logic.
  • Experience designing and consuming REST APIs and integrating Salesforce with external enterprise systems.
  • Strong knowledge of Salesforce object models, security, permissions, sharing, data architecture, and production troubleshooting.
  • Working knowledge of Agentforce instructions, actions, prompt templates, grounding, escalation, human handoff, and performance monitoring.
  • Experience with Data 360 or similar enterprise data-unification and AI-grounding approaches, including data quality and governed access.
  • Experience with source control and release tooling such as Git/GitHub, Gearset, or comparable platforms, plus testing and production-validation practices.
  • Strong analytical, communication, and cross-functional collaboration skills in an Agile or iterative delivery environment.
  • Salesforce certifications, MuleSoft or enterprise integration experience, OmniStudio, AI/LLM evaluation, prompt engineering, agent observability, or regulated-industry experience are preferred.

Benefits

  • 11 paid holidays plus 2 floating holidays and 3 weeks of PTO.
  • Paid volunteer time and paid parental leave.
  • Flexible work schedule.
  • Highly subsidized health, dental, and vision plans.
  • 401(k) retirement account with company matching contributions.
  • Free mental health services, life insurance, and short- and long-term disability coverage.
  • Flexible spending accounts and health savings accounts.
  • Educational expense reimbursement, financial education, charitable donations, referral incentives, team-building activities, and an employee assistance program.

Interested in this position?

Apply directly on the company website

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