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Lead Salesforce Engineer

Lead Salesforce Engineer

State Bar CASan Francisco, CA, United States
5 days ago
Job type
  • Full-time
Job description

Job Description

Office of Information Technology

Annual Salary Range Lead IT Analyst : $112,497 - $149,972

FLSA Exempt / Union Represented

This position allows for up to four days of remote work per week

About the Office

The Office of Information Technology (IT) is responsible for enabling State Bar's internal and external stakeholders by the management, implementation, and maintenance of technology that supports the State Bar's mission and goals. The office's primary goals are to build and maintain functional capabilities, support innovation, and ensure that all systems are running smoothly, efficiently, and securely to meet the needs of the organization and its stakeholders.

Job Overview

The Office of Information Technology is seeking a Lead Salesforce Engineer / Analyst to join our team. This role will architect, lead, and direct applications built on Salesforce Service Cloud and Experience Cloud and strategize future investments in the platform. The Lead Salesforce Engineer will take ownership of system configuration, workflow automation, and Apex development to improve licensing workflows and public-facing portals. The position requires independent judgement and authority to drive scalable, secure solutions that align with organizational and enterprise IT strategies. The Lead will collaborate across IT and business teams, providing technical leadership and oversight to ensure successful project delivery and long-term platform governance.

The Ideal Candidate

The ideal candidate has strong hands-on experience with Salesforce platform development and configuration, including Apex, Flows, and Experience Cloud site management. This individual is comfortable managing the full application lifecycle-analyzing business needs, configuring platform features, developing automation, and supporting integrations. Proven ability to lead cross-functional teams, influence strategic decisions, and mentor technical staff is essential. Familiarity with batch jobs and third-party tools is also valuable.

Definition

With minimum direction, the Lead IT Analyst provides technical leadership and direction for major IT projects, and / or serves as the technical authority for one or more related functions, including : network operating systems; software applications; data analytics applications, project / program management; product management; desktop support; system engineering; network infrastructure; database management; cloud services administration; and web server management. The Lead IT Analyst performs advanced, highly specialized IT work involving the business requirements, analysis, product roadmaps, planning, project management, architecture, designing, implementation, maintenance, troubleshooting, and / or enhancement of complex IT systems and procedures, and may serve in a lead capacity over other IT analysts and support staff.

Distinguishing Characteristics

The Lead IT Analyst is the highest level in the IT Analyst series and may be assigned to a function as an individual technical expert, project team leader. When assigned as a technical expert, performs work requiring a very high level of technical knowledge of a specific area, or ability to integrate at a high level the knowledge of several areas, while working with a significant amount of independent authority and judgment. When assigned as a project team leader, manages and provides technical leadership of projects involving large-scale, complex, and highly analytical tasks. When assigned as a supervisor, may perform work comparable to a project team leader, but with direct supervision over subordinate IT analysts and support staff.

The Lead IT Analyst is distinguished from the Senior IT Analyst in that the former performs the most complex IT operations and applications-related duties, provides technical leadership and direction to lower-level IT staff, and assumes responsibility for completion of major IT projects in accordance with the State Bar's needs. The Lead IT Analyst also provides strategic input and guidance within the incumbent's area of specialization.

Role-Specific Examples of Essential Duties

  • Build, enhance, and maintain Salesforce Experience Cloud applications used by applicants for submission, status tracking, and communication.
  • Optimize and support internal Salesforce Service Cloud applications, driving improvements to licensing workflows, case reviews, and eligibility tracking.
  • Develop and configure advanced automation solutions, including Salesforce Flows, custom objects, validation rules, and Lightning page layouts, ensuring alignment with platform best practices and performance standards.
  • Write, review and optimize Apex triggers and classes to support complex automation, data manipulation, and integration with external systems.
  • Oversee and optimize scheduled batch jobs and integrations, including DMV data processing and CCScan document scanning.
  • Direct and lead cross functional initiatives by working with business stakeholders and IT teams to define requirements and deliver solutions that meet strategic goals.
  • Lead support portal enhancements, user acceptance testing, change management, and rollout activities for new Salesforce features or updates, ensuring alignment with strategic objectives and user needs.
  • Drive resource planning, recruitment, performance management of assigned Salesforce platform skilled personnel, ensuring alignment of technical capabilities and project demands.
  • Architect, design, and lead the development of scalable, secure solutions in collaboration with business partners, IT teams, and vendors, while establishing technical standards and contributing to long-term platform strategy and governance.
  • Prepare feasibility studies, estimations and project proposals, providing input into strategic platform decisions and IT roadmaps.
  • Serve as the technical authority and lead subject matter expert in Salesforce technologies, providing mentorship, enforcing platform standards, and driving alignment with IT governance.
  • Own, monitor, and optimize existing applications and products, proactively identifying opportunities for application consolidation, increased functionality, and operational efficiency.
  • Lead execution and delivery of Salesforce projects managing timelines, resource allocation, and cross-team coordination to ensure successful implementation and measurable business impact.

General Examples of Essential Duties

When assigned to the IT Application Engineering, Product Management, or Program Management Teams, duties may include, but are not limited to the following :

  • Analyzes and evaluates existing IT applications, products, and systems for cost effective and efficient operation, and identifies opportunities for modifications and improvements; prepares feasibility studies and project proposals accordingly.
  • Plans, designs, tests, develops, and integrates solutions based on operational needs to support the business roadmap.
  • Determines project schedules and allocation of resources for projects; determines operating characteristics, requirements; monitors the utilization of resources to ensure optimal effectiveness and efficiency; resolves production issues; and ensures projects, tasks and other activities are completed on schedule and in a timely and efficient manner.
  • Monitors and maintains existing IT applications and products to ensure optimal functionality.
  • Acts as the leader, supervisor, and primary point of contact for their assigned team.
  • Coordinates closely with other IT staff and business partners to accomplish the collective goals and objectives of assigned programs, projects, and activities.
  • Develops, maintains, and enforces various standards, best practices, procedures, policies and standard operating processes.
  • Serves as the subject matter expert, mentor, guide in their respective area of expertise.

    • When assigned to the IT Operations and Infrastructure Team Duties may include, but are not limited to the following :

  • Supports the IT Director and IT Management team in the development, planning, estimating, and implementation of goals, objectives, and other activities for modifications and improvements.
  • Acts as the leader, supervisor, and primary point of contact for the IT Operations and Infrastructure Team.
  • Oversees the desktop support team and / or infrastructure team to ensure that all known incidents and Zendesk tickets are accurately identified and assigned efficiently; ensures that any tickets that cannot be resolved within agreed timeframes are properly escalated.
  • Oversees the desktop support team and / or infrastructure team, and manages the ticket queue and incoming requests related to IT issues.
  • Administers and supports configurations and maintains records of end-user's equipment. Endpoints include laptops, mobile devices, printers, AV systems, and other related peripherals.
  • Oversees the infrastructure configuration and management to support State Bar data retention, security, business continuity, disaster recovery planning / testing, and information risk management policies.
  • Coordinates closely with IT Application Engineering, IT PMO, and IT Product Management teams to accomplish the goals and objectives of assigned programs, projects, and activities.
  • Collaborates with end-users and the system engineer team to ensure optimal functionality and system effectiveness.

    • Role-Specific Employment Standards

    Knowledge of :

  • Salesforce Service Cloud and Experience Cloud architecture, features, and licensing models.
  • Salesforce configuration capabilities including Flows, Approval Processes, and Custom Objects.
  • Apex development, including triggers, batch classes, SOQL, SOSL, Salesforce Object relationship types, Data Loader, Data Migration strategies.
  • Salesforce deployment and change management tools (e.g., Change Sets, Metadata API, SFDX).
  • Work with version control systems (e.g., Git) and CI / CD pipelines (e.g., Azure DevOps, Jenkins, GitHub Actions) for automated deployments.
  • User and permission set management, roles, profiles, field level security, Apex security and data access controls.
  • Third-party integration tools and methods including APIs, middleware (e.g., MuleSoft, Boomi, Jitterbit), or document scanning platforms (e.g., CCScan).
  • Data management and quality assurance techniques within the Salesforce platform.
  • Standard SDLC processes including Agile / Scrum development practices.
  • Compliance frameworks such as CPRA, HIPAA, and data retention standards.
  • Effective communication and documentation best practices for technical and non-technical audiences.
  • Apex Test Classes (high code coverage), Unit Testing, Integration Testing

    • Ability to :

  • Exercise independent judgment and decision-making in configuring, developing, and supporting Salesforce applications.
  • Develop technical documentation, flow diagrams, and support materials.
  • Troubleshoot and resolve system issues while minimizing impact on business operations.
  • Prioritize and manage multiple concurrent requests, enhancements, and projects.
  • Collaborate effectively with internal IT staff, business stakeholders, and vendors.
  • Communicate technical information clearly and concisely to non-technical stakeholders.
  • Maintain and handle sensitive data appropriately.

    • General Employment Standards

    Knowledge of :

  • Advanced functions of computer information systems, including the core hardware and software components that comprise complex IT systems and networks, as well as personal computer applications, word processing, and spreadsheet programs.
  • Analysis and evaluation techniques to plan, design, integrate, implement, maintain and troubleshoot complex IT systems and networks.
  • Techniques and practices of supervision, leadership, project management, and training.
  • Project management and information systems development, design, and maintenance.
  • Technical, operational, and programming problem-solving analysis.
  • Principles of Agile application development methodologies.
  • Problem identification, analysis and evaluation.
  • Principles of effective writing and verbal presentation.

    • Ability to :

  • Exercise independent judgement, decisiveness, and creativity in designing, planning, troubleshooting, and integration of complex systems or networks based on the potential benefits and / or consequences.
  • Analyze, evaluate, present and recommend technology methodologies and solutions.
  • Solve problems with minimal disruption or impact to the organization business functions.
  • Determine the systems or networking requirements to plan for or enhance the core data processing needs for the system or network.
  • Develop technology guidelines and standards.
  • Develop alternative solutions within established guidelines and standards.
  • Direct, schedule, and orchestrate the installation, maintenance, and enhancements of complex IT systems and networks.
  • Prioritize competing requests for service.
  • Develop policies, procedures and standards relevant to the area of expertise.
  • Interpret and implement IT policies, procedures, and standards.
  • Plan, schedule, make work assignments, set priorities, train, mentor, evaluate, and select staff;
  • Operate modern office equipment including computer hardware, software, and internet and web-based applications.
  • Compile data and prepare narrative and statistical reports.
  • Appropriately respond to requests and inquiries from the public, State Bar members, or other departments.
  • Communicate clearly and concisely, both orally and in writing.
  • Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public.
  • Maintain the confidentiality of information.

    • Minimum Qualifications

    Education :

  • Bachelor's degree in computer science or a closely related field that develops skills related to the essential duties, or equivalent academic achievement.

    • Experience :

  • Five (5) years of experience at the advanced journey-level in the information systems field including system analysis, business process design, development and implementation of business application solutions or IT project management, of which at least one (1) year was in a lead capacity.

    • License, Certificate, Registration Requirements :

  • Possession of one or more approved information technology certificates and / or completion of other approved technology-related training may substitute for some or all of the required education.

    • Desired Licenses, Certificates, Registrations :

  • Salesforce Administrator certification is required. Platform Developer I or Experience Cloud Consultant certifications are highly desirable.

    • About the State Bar

    The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system.

    Our Values

    Clarity | Investing in Our People | Excellence | Respect | Growth Mindset

    Learn more about our values.

    DEI Statement

    We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.

    Learn more about our commitment to DEI.

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