Salesforce Administrator – Accounting & Finance Focus

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 23,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters who doers, thinkers, and collaborators are who embrace and live by our values:

Invested Relationships

Fiscal Prudence

Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 23,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere.

ABOUT THE ROLE

The Salesforce Administration team enables Egnyte by automating business processes, integrating sales and marketing tools, and maintaining Salesforce data integrity. We partner with Sales Operations to equip sales teams for effective prospecting and quoting, and with Finance to ensure accurate billing for customers and partners.

This role sits at the Finance end of that partnership. We run a ~900-user Salesforce org with Salesforce CPQ and Salesforce Billing at the center of quote-to-cash, integrated with NetSuite and a broader GTM stack. We are hiring someone who owns the Billing side of that stack end to end.

WHAT YOU’LL DO: 

Own Salesforce Billing (primary focus, ~60% of the role) 

• Serve as the subject matter expert for Salesforce Billing (blng) — invoice generation and scheduling, invoice runs, credit and debit notes, payments and payment allocation, refunds, and revenue schedules.
• Configure and maintain billing rules, tax rules, revenue recognition rules, finance books, finance periods, and legal entities; diagnose why an invoice line posted the way it did and correct it at the source.
• Run and troubleshoot scheduled billing and payment jobs; investigate failed or stuck invoice runs, unbilled order products, and proration or co-term discrepancies.
• Own billing reconciliation between Salesforce and NetSuite — investigate sync failures, mismatched amounts, and duplicate or orphaned records, and drive them to resolution with Finance.
• Support month-end and quarter-end close: period locks, cutoff issues, aging and deferred revenue reporting, and the ad hoc "why doesn't this tie out" questions that arrive at 6pm on the last day of the quarter.
• Partner with Finance and Revenue Accounting on audit requests, controls, and evidence for SOX-style reviews.

Support CPQ and the upstream quote lifecycle (~25%) 

• Administer Salesforce CPQ (SBQQ): product and price book setup, price rules, product rules, discount schedules, quote templates, and Advanced Approvals (SBAA).
• Support amendments, renewals, upgrades, downgrades, and cancellations — and understand how each one lands downstream in orders, contracts, subscriptions, and invoices.
• Trace defects across the full quote → order → contract → subscription → invoice → payment chain, and identify where in that chain the problem actually originated rather than where it surfaced.

General senior administration (~15%) 

• Handle core admin work across Sales Cloud, Revenue Cloud, and managed packages: user and license management, profiles and permission sets, validation rules, Flows, reports and dashboards.
• Complete regular internal system audits and prepare the org for Salesforce seasonal releases and managed package upgrades; maintain SME-level knowledge of what each release changes for CPQ and Billing.
• Coordinate the evaluation, scoping, and delivery of new development requests, including effort estimates and impact analysis.
• Perform thorough system testing in sandboxes before promotion, following the team's change management and deployment process.
• Work with the rest of the admin team to strengthen the processes that govern administrative, development, and change management activity.

YOUR QUALIFICATIONS:

• Minimum 4 years as a Salesforce administrator, including at least 2 years of hands-on Salesforce Billing configuration and support — not just exposure through a CPQ role.
• Demonstrated ownership of end-to-end quote-to-cash: order management, invoicing, amendments, renewals, credits, payments, and billing reconciliation.
• Working knowledge of the Billing and CPQ data model (blng and SBQQ objects) and how records relate across the lifecycle.
• Familiarity with an integrated ERP, ideally NetSuite, and with the failure modes of ERP–Salesforce integrations.
• Ability to troubleshoot complex CPQ and Billing issues while protecting data integrity, and to work effectively with Finance, Sales Operations, and other cross-functional partners.
• Proven ability to meet deadlines, prioritize competing requests, and manage laterally and upward.
• Ability to communicate clearly at all levels of the organization, to reconcile conflicting information from multiple sources, and to distinguish what a user asked for from what they actually need.
• Creative and analytical mindset with strong problem-solving skills. 

Preferred 

• Salesforce Certified Administrator and Salesforce CPQ Specialist; Revenue Cloud Consultant or Billing-specific credentials are a strong plus.
• Experience with subscription and usage-based billing models in a SaaS business.
• Exposure to tax engines (e.g., Avalara), payment gateways, and dunning or collections processes.
• Experience with middleware such as Boomi or Celigo.
• Experience supporting partner, reseller, or multi-entity billing.
• Familiarity with Salesforce's Revenue Cloud roadmap and what a move off legacy CPQ would involve.

BENEFITS

·      Competitive salaries

·      Medical insurance and healthcare benefits for you and your family

·      Fully paid premiums for life insurance

·      Flexible hours and PTO

·      Gym reimbursement

·      Childcare reimbursement

·      Group term life insurance

EQUAL EMPLOYMENT OPPORTUNITY

At Egnyte, we celebrate our unique differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Egnyte will not allow any form of retaliation against employees who raise issues of equal employment opportunity. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.

Job Description

Salesforce Developer | 4–6 Years | Bangalore

Location: Bangalore

Experience: 4–6 Years

Skills: Salesforce | Sales Cloud | Service Cloud | Experience Cloud | Agentforce | Apex | LWC | Integrations | REST/SOAP API | Flows | SOQL/SOSL

Job Summary:

Looking for a Salesforce Developer with 4–6 years of experience with strong hands-on expertise in Sales Cloud, Service Cloud, Experience Cloud, Integrations, and Agentforce.

Key Skills & Responsibilities:

• Strong experience in Apex, LWC, JavaScript, SOQL/SOSL, and Salesforce Flows.
• Hands-on experience with Sales Cloud, Service Cloud, and Experience Cloud.
• Experience developing REST/SOAP API integrations with external systems.
• Knowledge of Platform Events, Named Credentials, callouts, JSON/XML, and integration patterns.
• Experience with Agentforce, including Agents, Actions, Topics, Flows, and AI-powered automation.
• Experience in Experience Cloud/Experience Builder and customer/partner portals.
• Good knowledge of Salesforce security, deployment, debugging, and governor limits.
• Experience with Git/SFDX and deployment tools is an added advantage.
• Salesforce certifications such as Platform Developer I are preferred.

Preferred Qualifications

• Salesforce certification .
• Platform Developer II certification is an added advantage.
• Sales Cloud, Service Cloud, Experience Cloud, or Agentforce-related certifications are a plus.
• Strong analytical and problem-solving skills.
• Good communication and stakeholder-management skills.
• Ability to work independently and collaboratively in a team environment

Role: Salesforce Developer

We are looking for a hands-on Salesforce Developer to work on a focused implementation involving Salesforce Scheduler, HubSpot, and Microsoft Outlook.

🔹 Key Responsibilities

• Configure and customize Salesforce Scheduler for appointment booking workflows

• Integrate HubSpot leads/customer data with Salesforce

• Implement state & ZIP-based territory mapping and representative assignment

• Build primary and backup representative routing logic

• Integrate Microsoft Outlook/365 calendar availability and prevent double bookings

• Support Phone, Microsoft Teams & Zoom appointment options

• Develop Salesforce automation and custom components using Apex/LWC/Flow

• Handle testing, deployment, documentation, and knowledge transfer

🔹 Must-Have Skills

✅ 5+ years of hands-on Salesforce Development

✅ Production experience with Salesforce Scheduler

✅ Strong Apex, LWC, Flow & SOQL

✅ HubSpot–Salesforce API/integration experience

✅ Microsoft Outlook/Microsoft 365 calendar integration

✅ REST APIs, OAuth, Webhooks & asynchronous processing

✅ Salesforce data modelling, security & deployment practices

✅ Strong communication and stakeholder management skills

🔹 Preferred

• Salesforce Platform Developer I certification

• Service Cloud experience

• Calendly / Microsoft Teams / Zoom integrations

• End-to-end Salesforce implementation experience

Role Description This is a full-time remote role for a Salesforce Business Analyst. The Salesforce Business Analyst will work closely with stakeholders to gather, analyze, and document business requirements and translate them into effective Salesforce solutions. Day-to-day responsibilities include mapping and optimizing business processes, configuring Salesforce features with administrators, and supporting integrations with other enterprise systems. The role involves creating user stories, functional specifications, and documentation, as well as coordinating testing, training, and user adoption activities. The Salesforce Business Analyst will collaborate with cross-functional teams to ensure solutions align with business goals and deliver measurable outcomes.

Qualifications

• Strong Salesforce.com Administration skills, including configuration, user management, and security settings.
• Demonstrated Business Analysis experience with business requirements gathering, documentation, and stakeholder communication.
• Solid Analytical Skills for evaluating processes, data, and system performance to recommend improvements.
• Experience with Business Process mapping, optimization, and translating workflows into Salesforce solutions.
• Familiarity with Salesforce best practices, standard objects, and automation tools (e.g., Flow, Validation Rules, Reports and Dashboards).
• Ability to work effectively in a remote, collaborative environment with cross-functional and global teams.
• Strong written and verbal communication skills and the ability to present complex ideas in a clear, structured manner.
• Salesforce certifications (e.g., Admin, Business Analyst) are an advantage.

🚨 Hiring: Salesforce Developer | 6+ Years Experience

We are looking for an experienced Salesforce Developer to join our team in Noida.

📍 Location: Noida – Onsite

💼 Experience: 6 to 9 Years

⏳ Notice Period: Immediate to 30 Days

Key Skills & Responsibilities-

Strong experience in Salesforce Development, Apex, LWC, SQL & Lightning

Hands-on experience with Salesforce integrations

Strong client handling & stakeholder management skills

Experience in team leadership & mentoring

Good communication, problem-solving & requirement-gathering skills

Experience in solution design, development & deployment

Essential Functions and Responsibilities

• Design, configure, and deliver end-to-end solutions using standard Salesforce and FSC capabilities first, including lending data and processes, platform configuration, coexistence with legacy custom records, and phased migration

• Build and support reusable OmniStudio and Experience Cloud experiences using OmniScripts, FlexCards, Data guided workflows, secure external-user access, and portal troubleshooting.

• Develop and maintain document-generation and lifecycle solutions using OmniStudio Document Generation and templates, data mappings, assembly, storage, versioning, access, retention, audit trails, and production support.

• Engineer readable, modular, bulk-safe, and supportable Apex, LWC, Aura, Flow, triggers, REST services, queueables, batches, schedulables, and metadata-driven automation while managing order of execution, recursion, governor limits, asynchronous processing, record locking, and fault handling and third parties using REST, webhooks, callouts, Named Credentials, OAuth/JWT, retries, idempotency, structured errors, logging, alerting, reconciliation, and documented API contracts.

• Enforce object-, field-, and record-level security across Apex, LWC, Flow, OmniStudio, APIs, and Experience Cloud using appropriate sharing, CRUD/FLS controls, permission sets, encryption, masking, consent, retention, audit, secure logging, and regulated non-production data practices.

• Create meaningful automated tests and regression coverage using isolated realistic data; reproduce defects and address root causes; validate business outcomes, security, integrations, asynchronous work, documents, portals, and governor limits; and resolve code-analysis, peer-review, coverage, and deployment findings.

• Deliver through Jira-linked Git workflows, pull requests, Salesforce CLI, Metadata API, package manifests, Salesforce Git Delta, and GitHub Actions across Validation, DevBuild, QA, Stage, Production, and hotfix environments, keeping approved org changes synchronized with source and preparing deployment, rollback, and post-release evidence.

• Investigate and resolve Flow, Apex, callout, async, portal, document, data, locking, and governor-limit failures; participate in incident response and root-cause analysis; maintain monitoring and support runbooks; and provide operational ownership during releases, sandbox refreshes, and data migrations.

• Collaborate with the Salesforce Solution Architect, Product Manager, Project Manager, business analysts, QA, administrators, data and integration teams, stakeholders, and vendors to refine and estimate work, surface risks and blockers, participate in reviews and demos, maintain implementation and support documentation, share knowledge, and perform related duties as assigned.

Minimum Requirements

The responsibilities listed below are required. Accommodations may be made to enable an individual with disabilities to perform the essential functions and responsibilities.

• Bachelor's degree in computer science, information systems, engineering, or a related field, or equivalent relevant professional experience.

• 5+ years of hands-on Salesforce development experience delivering production applications.

• 2+ years of practical Financial Services Cloud implementation or development experience.

• Hands-on experience with OmniStudio, including OmniScripts, FlexCards, Data Mappers/DataRaptors, and Integration Procedures.

• Hands-on document-generation experience, preferably including OmniStudio Document Generation and one or more of Conga, Salesforce Files, Box, or comparable platforms.

• Strong Apex, SOQL/SOSL, trigger, asynchronous Apex, REST API, LWC, JavaScript, Flow, and Salesforce data-model skills.

• Experience implementing FSC or lending data involving applications, applicants, parties, relationships, financial accounts, assets, liabilities, income, collateral, documents, or servicing.

• Experience building and troubleshooting API integrations, callouts, webhooks, Named Credentials, authentication, request/response mapping, and structured error handling.

• Working knowledge of Salesforce security, sharing, permission sets, permission-set groups, CRUD/FLS enforcement, Experience Cloud access, and data protection.

• Experience with Git, pull requests, Salesforce CLI, source-driven development, CI/CD, metadata deployments, and sandbox or environment management.

• Demonstrated ability to bulkify code, manage order of execution, control recursion, use asynchronous patterns, and diagnose governor-limit failures.

• Ability to write meaningful automated tests and use mocks or test-data factories appropriately.

• Understanding of loan origination and fulfillment workflows and the responsibilities of sales, underwriting, closing, post-closing, servicing, and asset-management users.

• Strong written and verbal communication, problem solving, attention to detail, ownership, and ability to work collaboratively in a fast-paced environment.

Preferred Qualifications

• Salesforce Platform Developer I certification; Platform Developer II preferred.

• Salesforce Financial Services Cloud Accredited Professional or relevant FSC certification.

• Salesforce Certified OmniStudio Developer or OmniStudio Consultant certification.

• Salesforce JavaScript Developer I, Experience Cloud Consultant, or Platform App Builder certification.

• Experience with private credit, residential investment lending, DSCR, bridge, fix-and-flip, construction, single-asset bridge, build-for-rent, warehouse lines, or loan servicing.

• Experience with Salesforce Industries Business Rules Engine, Calculation Procedures, Decision Tables, and document-generation tooling.

• Experience with Conga, Box, MuleSoft, GitHub Actions, Salesforce Git Delta, Salesforce Code Analyzer, PMD, SonarQube, or similar platforms.

• Experience maintaining a large, heavily automated Salesforce org while incrementally adopting FSC standard objects and capabilities.

• Experience supporting Experience Cloud portals and external-user APIs in a regulated environment.

Salesforce Junior Developer responsible for the following:

As a Salesforce Junior Developer, you manage and maintain the Salesforce environment. This involves configuring Salesforce and designing, coding, and optimising custom solutions to meet business needs. You’ll collaborate with cross-functional teams to ensure seamless integration of Salesforce with other applications.

Security and compliance are critical, so you’ll configure access controls, monitor for threats, and enforce best practices. You’ll also provide technical support to end users, troubleshoot issues, resolve user queries, and enhance their experience with Salesforce applications.

Ensuring data integrity by defining data models, implementing rules and automation as needed, managing updates and enhancements are also part of your role. Accurate documentation and staying informed about Salesforce features and trends are essential for success.

Technical and Personal Skills:

• Mandatory overlap with the Sydney time zone.
• 3+ years’ hands-on development experience with Salesforce Apex, Visualforce, LWC, Aura, Flows, Platform events, Reports, Custom Objects, Salesforce APIs, and Force.com
• Experience with Service, Sales and Experience Cloud
• Strong understanding of integration concepts and experience in developing integrations between Salesforce and third-party platforms using REST, SOAP, and Bulk APIs
• Demonstrated experience with configuration across (but not limited to) workflows, Process Builder, standard and custom objects/fields, page layouts, security and access, reports, dashboards, Email-To-Case, Case Management, Dynamic Layout, apps, custom settings, mobile administration.
• Strong understanding of Salesforce best practices and functionality
• Strong debugging and problem-solving skills
• Demonstrated exceptional customer service, verbal/written communication and collaboration skills with a variety of stakeholders with varying technical expertise
• Experience working independently and proactively whilst demonstrating impeccable risk identification/mitigation and time management skills
• Proven ability to write quality, fit-for-purpose documentation, including but not limited to KB articles, technical designs, and release notes.
• A desire, passion, and tenacity to set a personal vision and make a real difference in your work with your colleagues. You enjoy a challenge and draw energy from solving problems.
• Passion for expanding your expertise as needed for the role, with demonstrated self-commitment to staying current on emerging technologies, standards, and frameworks.

Desired Skills:

• Salesforce Developer I, Salesforce Administrator or Salesforce Advanced Administrator certifications are highly regarded
• Knowledge of common programming languages and frameworks such as JavaScript/TypeScript, jQuery, Next.js, React, Vue, Angular, Web Services, HTML5, CSS3, XML, JSON.
• Knowledge of microservices architecture and API strategy development
• Experience working in a scaled agile framework (SAFe)
• Experience working with tools such as JIRA and Confluence
• Experience working in a DevSecOps environment utilising Git and CI/CD tools such as GitLab, GitHub, Bitbucket, Bamboo

🚨 Hiring: Salesforce Developer

Experience: 3–5 Years

Location: Bangalore | Hyderabad | Chennai | Mumbai | Pune | Ahmedabad

Work Mode: Hybrid – 2 Days Work From Office Mandatory

Contract: 6 Months

Notice Period: Immediate Joiners Preferred

Shift: 2 PM – 11 PM IST

Interview: 1 Round In-Person Interview Mandatory

Role Summary

We are looking for a Salesforce Developer with strong hands-on experience on the Salesforce Platform. The ideal candidate should have solid Salesforce fundamentals, be a quick learner, self-driven, and able to contribute independently with minimal supervision.

The role will be responsible for delivering scalable and maintainable Salesforce solutions for the Prism project.

Required Technical Skills

• Strong experience in Salesforce Platform Development

• 2+ years hands-on Salesforce Platform experience

• Lightning Web Components (LWC)

• Apex – Classes, Triggers, Batch Apex, Queueable Apex

• JavaScript

• Java – good understanding of OOP concepts

• Salesforce Data Model

• SOQL / SOSL

• Governor Limits and Performance Optimization

• Salesforce Security – Profiles, Permission Sets, Sharing Rules

• Salesforce Integrations and APIs are a plus

Key Responsibilities

• Design, develop, and enhance Salesforce solutions using LWC and Apex

• Build reusable and scalable components following Salesforce best practices

• Collaborate with functional teams to understand business requirements and translate them into technical solutions

• Perform unit testing, debugging, and code reviews

• Participate actively in Sprint activities and deliver tasks independently

• Quickly learn new Salesforce features, business processes, and platform enhancements

• Identify issues proactively and suggest improvements

• Work independently with minimal supervision

• Troubleshoot technical issues and optimize Salesforce solutions

• Maintain ownership of assigned tasks and deliver within timelines

Required Soft Skills

• Quick learner with a positive and driven attitude

• Strong problem-solving and analytical skills

• Good communication and collaboration skills

• Ability to work independently

• Strong ownership mindset

• Commitment to delivery timelines

Job Description – Salesforce Developer. 

Sr Salesforce development (looking for immediate Joiners – candidate has to work in Bengaluru Hybrid ) 

• Must have 5 to 8 years of hands on experience in Salesforce Application development with Strong coding skills and Salesforce API Integration. 
• Must have strong experience in Application design and Salesforce Development and customize Salesforce applications using Apex, Visual Force, and Experience in Lightning Web Components (LWC) to create solutions that meet specific client needs. 
• Must have experience in SOQL, SOSL, and REST API in Force.com platform preferred. 
• Experience with interacting with external systems via Salesforce callouts. 
• Should have knowledge and experience in creating & consuming web services. 
• Experience in functional and Technical design of Salesforce - Sales and Service cloud Applications. 
• Must have experience in Salesforce problem solving, debugging expertise , Salesforce API Integration experience, and enhancements tailored to business requirements. 
• Strong experience in Apex, Lightning Web Components (LWC), Flows, Visualforce, Triggers, and Salesforce security model. 
• Experience building custom actions, prompts, automation workflows, and AI-powered business processes within Salesforce. 
• Experience in Salesforce integrations using REST APIs, Platform Events, and external services. 

Understanding of Data Cloud, CRM data models. 

Role Overview

We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.

Key Responsibilities

• Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
• Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
• Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
• Design and implement email automation and lead nurturing workflows
• Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
• Advise on Salesforce licensing needs based on the rebuilt scope
• Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
• Work in a sandbox/staging environment before deploying changes to production
• Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
• Provide a scope of work and implementation roadmap with realistic timelines

Required Skills & Experience

• 4+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
• Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
• Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
• Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
• Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
• Experience with CDP tools and data unification is a plus
• Ability to work on tight timelines against real business deadlines (e.g., product launches)