Senior CRM Salesforce Analyst

Description

Job Summary: The professional will act as the technical focal point in the Salesforce ecosystem, collaborating to refine requirements, design solutions, and optimize business processes. Key Highlights: 1. Act as the technical focal point in the Salesforce ecosystem 2. Collaborate with the team to refine requirements and design solutions 3. Develop customized solutions and optimize processes **Genial Investimentos** is one of Brazil's largest investment platforms. With over 2 million customers, we operate nationwide through our offices and partner advisors. We were founded with a clear purpose: **to democratize access to the financial market**, offering cutting-edge products, services, and technology for all types of investors — from beginners to professionals. We offer a comprehensive portfolio ranging from **fixed income, equities, investment funds, pension plans, and real estate investment funds**, to **digital banking services**, such as accounts with Pix, credit cards, and integrated payments. We also develop tailored solutions for enterprises, such as **Genial As a Service**, which provides banking infrastructure via API. More than just a platform, we are partners in building a more prosperous, transparent, and accessible financial future. Want to learn more about Genial? Visit: https://www.genialinvestimentos.com.br **\#JoinGenial** **Responsibilities and Duties** * Act as the technical focal point in the Salesforce ecosystem, ensuring the health and evolution of Sales Cloud, Service Cloud, and Financial Services Cloud; * Actively collaborate with the product team and stakeholders to refine requirements and design scalable technical solutions; * Develop customized solutions using Apex (classes, triggers) and LWC components, adhering to development best practices; * Design and implement integrations between Salesforce and other systems using REST and SOAP WebServices and microservices; * Create and manage declarative automations (Flows, Workflow Rules, Approval Processes) to optimize business processes; * Administer the Salesforce environment, including Profiles, Permission Sets, Sharing Rules, and access control, ensuring data security; * Manage the metadata development and deployment lifecycle using DevOps practices (Git, CI/CD, branching strategies); * Stay updated on Salesforce platform releases and new features, proposing continuous improvements. **Requirements and Qualifications** * Solid experience with Salesforce CRM (Sales Cloud, Service Cloud, and Financial Services Cloud); * Completed undergraduate degree in Engineering, Computer Science, Information Systems, or related fields; * Experience developing with Apex and LWC; * Hands-on experience with integrations (REST/SOAP) and microservices architecture; * Proficiency in declarative automation (Flows, Process Builder/Workflow Rules, Approval Processes); * Expertise in security and access administration (Profiles, Permission Sets, OWD, Sharing Rules); * Experience with DevOps (Git, CI/CD, pipelines, versioning); * Familiarity with agile methodologies (Scrum/Kanban). * Excellent communication, interpersonal, and teamwork skills; * Strong sense of priority, ensuring delivery quality and adherence to deadlines; * Analytical thinking to solve complex challenges, anticipate risks, and propose robust and scalable solutions; * Continuous learning about the Salesforce ecosystem and its best practices. **Additional Information** We seek professionals who are eager to grow, roll up their sleeves, and make things happen. We are experiencing a unique moment filled with challenges and opportunities to add even more value to our customers. If this is your profile and ambition, apply for this position and join us in shaping the future of the financial market. **Our Benefits:** * Health Insurance (Amil — co-payment) * Dental Insurance (Omint) * Life Insurance (Mapfre) * Meal Voucher and Food Voucher (Alelo) * Extended Maternity and Paternity Leave (Citizen Company) * Childcare/Babysitter Assistance * Conexa Saúde * TotalPass and Wellhub * Profit-Sharing Program (PPR) **On-site work at our office located at Av. Brigadeiro Faria Lima — São Paulo/SP** **What Does It Mean to Be Genial?** It means pursuing excellence and making things happen. It means being talented, intelligent, curious, and embracing any challenge. It means presenting and defending your ideas. It means putting the customer first and being passionate about what you do. **Why Genial?** Because we are digital — but also human. If you, like us, believe that investing is not synonymous with suits and ties, we want to meet you! **About Us** A company that invests in you! We simplify the financial market so our customers can make sound investment decisions. **Our Values** Deliver the best results for our customers; Excel in everything we do; Be a responsible, transparent, and sustainable company; Innovate to inspire; Be passionate about what we do; Always learn and improve.