• Salesforce development : Design, build, and maintain Apex classes, triggers, Lightning Web Components, and Flows that support core GTM processes.
• Data integrity & diagnostics : Investigate and resolve issues in revenue-critical Apex services, tracing root causes across triggers, flows, and integration touchpoints.
• Cross-platform integration : Build and maintain integrations between Salesforce and the broader GTM stack (CPQ, CLM/contract tools, sales engagement platforms, data enrichment tools, data warehouse) using middleware (e.g., MuleSoft, Tray.io ), REST/SOAP APIs, and event-driven patterns.
• AI & automation : Prototype and productionize AI-assisted workflows — using LLM APIs, Salesforce-hosted MCP servers, and agentic tooling — to automate manual RevOps processes (deal reviews, data QA, reporting, triage).
• Platform architecture : Contribute to Salesforce architecture decisions (data model, sharing model, integration patterns, CI/CD via tools like Copado, Gearset) that keep the org scalable as Plaid's GTM motion grows.
• Partnership : Work directly with RevOps, Deal Desk, Sales leadership, and Engineering to translate business requirements into reliable, well-tested technical solutions.
• Quality & governance : Write testable, documented code; participate in code review and release management; support SOX/ITGC controls relevant to revenue systems where applicable.

• 4+ years of hands-on Salesforce development experience — Apex, Lightning Web Components, Flow, SOQL/SOSL, and integration patterns (REST/SOAP, platform events, middleware).
• Experience with CPQ (Salesforce CPQ or similar) and a working understanding of quote-to-cash / lead-to-cash data flows.
• Hands-on experience designing and deploying AI-powered workflows, agentic systems, or LLM-backed automations that improve operational efficiency — building with AI tools, not just using them.
• Strong debugging and systems-thinking skills — comfortable tracing a data issue from a Salesforce field back through Apex logic, automation, and upstream integrations.
• Experience with integration/middleware platforms (MuleSoft, Tray.io , Workato, or similar) and modern API design.
• Solid software engineering fundamentals: version control (Git), CI/CD, testing discipline, and code review practices.
• Excellent cross-functional communication skills — comfortable working directly with GTM Operations, Sales, Deal Desk, and Finance stakeholders to gather requirements and explain technical tradeoffs.
• Comfortable operating in ambiguity, with a proactive, builder-oriented mindset.
• Salesforce certifications (Platform Developer I/II, Application Architect) are a plus but not required.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.