Job Summary

Key Deliverables and Responsibilities

About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!

Job Overview: The Salesforce Developer will manage Salesforce configuration, data integrity, Experience Cloud sites, and Copado-based DevOps processes across all environments (Dev, QA/UAT, Sandbox, Production) while ensuring compliance with security policies.

JOB DESCRIPTION:

• Customize Salesforce features such as objects, fields, validation rules, profiles, roles, and permissions.

• Execute daily admin operations: manage users, permissions, licenses, and troubleshoot issues.

• Communicate system updates, coach users, and drive adoption of new functionalities.

Copado & DevOps Administration

• Maintain and administer Copado within the Salesforce org, managing user access, deployment pipelines, and automation.

• Oversee multi-environment deployment pipelines (Dev → QA/UAT → Prod) and integrate with Git version control.

• Collaborate with developers and business analysts for release planning and execution.

• Establish, document, and enforce Change & Configuration Management standards.

Data Management & Integration

• Conduct data operations using Salesforce utilities (Workbench, Data Loader).

• Ensure data integrity and quality across Salesforce objects.

• Manage OwnBackup processes for sandbox seeding, backups, and data recovery.

• Monitor and address integration errors or exceptions.

Experience Cloud Administration

• Configure and maintain Experience Cloud sites and communities.

• Manage user access, permissions, and sharing settings for external users.

• Ensure branding, navigation, and functionality align with business requirements.

• Troubleshoot Experience Cloud issues and optimize performance.

What We Are Looking For

• Experience with development using Lightning Web Components (LWC), Apex, or Flow.

• 3+ years of Copado administration and DevOps experience.

• Experience with Salesforce Data Management and Experience Cloud configuration.

• Hands-on with OwnBackup, Workbench, Data Loader, and basic Apex understanding.

• Familiarity with Git version control and branching models.

• Strong communication, documentation, training, and mentoring abilities.

Preferred Qualifications:

• Salesforce Administrator Certification (ADM‑201) strongly recommended.

• Copado Certified Administrator or Consultant credentials preferred.

Location: Phoenix, AZ or Fairfield, IA – Hybrid in-office 3 days/week

Salary Range: $105,000 - 120,000/year

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. 

• Premium benefit package including medical, vision, dental, life and long-term disability insurance

• Vacation/sick time

• 401K retirement plan with company matching program

• Eleven paid holidays

You can find more details about our comprehensive benefits package here. 

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit https://www.joincambridge.com/