Job Description

CONVENTUS MISSION AND VISION

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

LOCATION: San Francisco, CA

Required to be in office 4 days a week, Monday through Thursday.

Role Summary

We're looking for a highly experienced software engineer with strong Salesforce experience. You’ll be a key player in driving our Salesforce architecture, custom development, and data integration strategy — enabling seamless communication across internal systems, external APIs, User Interface (UI) and client touchpoints. This role focuses on hands-on implementation, ensuring seamless integrations, DevOps efficiency, and system performance. Your work will be critical in translating architecture plans into functional, scalable, and high-performance Salesforce solutions.

RESPONSIBILITIES

Join Conventus’ Data and Technology team, partnering closely with our technology and product teams on the end-to-end implementation of scalable CRM solutions. This role will encompass the following responsibilities:

Salesforce Engineering & Development (Primary Focus):

• Help design, build, and customize solutions on the Salesforce platform, including Sales Cloud, Service Cloud, and Experience Cloud.
• Configure and extend standard Salesforce objects such as Leads, Opportunities, Accounts, Contacts, Cases, Campaigns, and Tasks.
• Develop and manage custom objects, validation rules, flows, Apex classes/triggers, and Lightning Web Components (LWC) tailored to financial use cases.
• Design and implement robust data models and sharing/security rules to support complex financial relationships and compliance requirements.
• Integrate Salesforce with external systems using REST/SOAP APIs.
• Collaborate with internal stakeholders across compliance, operations, and client success teams to translate business needs into Salesforce solutions.
• Manage the full lifecycle of Salesforce changes: sandbox development, testing, deployment via Change Sets, Gearset, or CI/CD tools.

Backend & Data Engineering:

• Build and maintain microservices in Python to bridge Salesforce with backend systems and customer-facing applications.
• Design and optimize data pipelines and ELT processes to move data into centralized warehouses (e.g., Redshift, Snowflake).
• Utilize AWS services (Lambda, Glue, S3, RDS, etc.) to support cloud-native data integration and reporting infrastructure.
• Implement monitoring, logging, and exception handling for critical pipelines and APIs.

Operations and Initiative:

• Work in a dynamic and cross-functional environment alongside the entire Technology Team as well as the Office of the Chief Revenue Officer
• Partner with product and project managers to implement and refine Salesforce solutions
• Proactively identify inefficiencies and take initiative to propose solutions and improvement opportunities
• Utilize a client-centric mindset to manage technical requirements and build client workflows throughout our sales lifecycle

QUALIFICATIONS

Education and Experience

• Undergraduate or graduate degrees in Computer Science or Software Engineering
• A minimum of 7-10 years of technology integration and implementation experience
• 5+ years of Salesforce specific experience, with proven experience in hands-on development and configuration
• 5+ years of data warehousing, software engineering, cloud computing
• Broad and extensive knowledge of the software development process and its technologies
• Experience with software development lifecycle (SDLC) processes
• Understanding of data security

Skills

Must-Have:

• 8+ years in software engineering with significant Salesforce development experience.
• 5+ years of experience designing and building solutions on Salesforce, with deep understanding of:
• Standard & Custom Objects
• Apex Classes/Triggers
• LWC & Aura Components
• Salesforce APIs (REST, Bulk, Metadata)
• Security and Sharing Rules
• Proficient in Python and API development.
• Solid experience with AWS cloud ecosystem for application and data infrastructure.
• Expertise in data warehousing and data pipeline development in cloud environments.
• Experience working in or with fintech systems, including CRM workflows for onboarding, KYC/AML, case management, and compliance tracking.

Nice-to-Have:

• Experience with Salesforce DevOps tooling (e.g., Gearset, Copado, SFDX).
• Familiarity with data privacy frameworks (SOC 2, FINRA, GDPR, etc.).
• Background in integrating Salesforce with internal and external APIs.
• Salesforce certifications, ideally including:
• Platform Developer I & II
• Salesforce Administrator
• Data Architecture & Management Designer

MINDSET AND CHARACTER

At CHC, we look for future employees who demonstrate and have the mindset and character of our core values:

Deliver Extraordinary Client Experience ​:

• Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.

Take Responsibility ​:

• Be proactive, know what you are responsible for, act with integrity and follow through to the end.

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Respond with Urgency and Care ​:

• Balance speed with quality, ensuring that every response is both timely and impactful.​

Grow Together ​:

• Grow together through a culture of intellectual curiosity, collaboration and celebration.​

CONVENTUS BENEFITS

• 19 days PTO annually
• Health Benefits (Health, Vision, Dental)
• Life Insurance Coverage
• 401(k)
• Pre-tax Commuter Benefits

Compensation: Position: Full-Time, Salaried

Salary Range: $140-170k annual salary

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