Job Description

Job Title: Salesforce QA Engineer, Associate
Location: Hybrid Sausalito, CA, US
Job Type: Permanent | Full-Time
Salary Range: As per Exp.
Bonus: Performance-based bonus
Relocation: Not available
Sponsorship: Not available (No Visas or OPT candidates)
Equity: Not offered
Reports To: No direct reports
Work Hours: Standard business hours (non-flexible)

At Client , we empower clients to build custom portfolios aligned with their tax strategies, values, and unique investment goals. Our technology supports direct indexing, fixed income, active equity, and multi-asset solutions-all with a relentless focus on service excellence. We are a fast-moving, collaborative team, proud of our high standards and client-focused innovation.

We are seeking a Salesforce QA Engineer (Associate Level) to join our collaborative Engineering team. This role will focus on quality assurance for our Salesforce implementation-ensuring every release meets the highest standards of security, accuracy, and reliability . You'll work directly with developers, analysts, and business stakeholders to build, maintain, and improve our test frameworks and quality metrics.

This is a newly created position driven by growth and innovation within our portfolio management technology stack.

• Design, develop, and maintain automated test scripts for Salesforce applications using approved tools and frameworks.

• Develop and execute tailored test plans for Salesforce features including Flows, Triggers, Apex Jobs , and more.

• Participate in the full QA lifecycle, including manual and automated testing, debugging, and performance monitoring.

• Collaborate closely with developers, business analysts, and product owners to translate business processes into test strategies.

• Clearly and effectively communicate testing progress, risks, and results to stakeholders.

• Work within an Agile development environment and contribute to process improvements.

• Monitor and enforce quality metrics (e.g., escaped defects, resiliency, repeatability).

• Stay current with industry best practices and emerging QA tools or platforms.

• Bachelor's degree in Computer Science, Engineering, Data Science, or related field OR equivalent professional experience.

• 2+ years of software QA/testing experience , preferably with Salesforce applications .

• Proficient in object-oriented programming languages (Python, Java, TypeScript, or Java).

• Experience using version control and code review systems.

• Working knowledge of Apex and Salesforce automation tools (Flows, Triggers, Apex Jobs).

• Familiarity with Salesforce query languages (SOQL, SOSL) and APIs (SOAP, REST).

• Experience with Salesforce DevOps tools such as CI/CD pipelines , DevOps Center , Lightning Web Components , or Aura .

• Prior exposure to Copado Robotic Testing platform.

• Background in financial or investment services is a strong plus.

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