Ready to lead the technical side of a Salesforce platform in the middle of a real transformation - not just keep the lights on? From consolidating onto Data Cloud to partnering directly with the business on new AI use cases, this is a hands-on lead role where your decisions shape what gets built next.
CFA Institute's Salesforce platform is at the center of a major transformation. We're consolidating onto Data Cloud, modernizing our marketing stack, and shaping some of our earliest agentic AI use cases in partnership with sales, marketing, and customer service. As Principal Developer, you'll be a senior, hands-on technical leader - writing code, reviewing it, and mentoring others - while also partnering directly with Product Owners to turn complex business needs into scalable, secure solutions across Sales Cloud, Service Cloud, Experience Cloud, and Data Cloud.
This is a lead technical contributor role, not a people-management position. You'll report to the Platform Owner, Salesforce, and work closely with the wider Application Development team. This position may be based in eligible jurisdictions in the United States.
Design, develop, test, and deploy solutions across Sales Cloud, Service Cloud, Experience Cloud, and Data Cloud.
Stay genuinely hands-on: coding, integrations, testing, deployments, and production support.
Lead code reviews and pull requests and mentor other Salesforce developers.
Partner directly with Product Owners across groups like contact center, sales, and marketing - leading technical discovery and discussions, not just taking direction.
Assist in planning wider development strategy and operations, including implementation of modern practices, assessment of platforms and software, helping decide vendor qualifications, etc.
Contribute to platform governance, roadmap planning, release management, and continuous improvement.
Help shape CFA Institute's emerging agentic AI use cases on the Salesforce platform.
Support our move to Data Cloud as the foundation for future Salesforce initiatives.
10+ years of overall IT experience, including 7+ years of hands-on Salesforce development.
Strong expertise in Apex and Lightning Web Components, Flows, Salesforce APIs, SOQL/SOSL, and Salesforce security.
A track record of leading code reviews and mentoring developers.
Real experience partnering with, and leading technical conversations with, Product Owners or business stakeholders - this isn't a role for someone who has only taken direction from others.
Genuine, enterprise-scale cross-functional and cross-geography collaboration experience - not experience limited to small teams.
Salesforce Certified Platform Developer I (required).
Experience with Agile delivery and DevOps practices.
Salesforce Certified Platform Developer II.
Additional Salesforce architecture or Data Cloud certifications.
Be part of a Salesforce platform team in the middle of a genuine transformation - Data Cloud, and early agentic AI initiatives.
Growing scope as the platform and the team grow.
A structured first 30/60/90 days, including direct knowledge transfer from the current tech lead.
Work across multiple business areas - sales, service, marketing, and more - rather than a single narrow product.
This position may be based in eligible jurisdictions in the United States.
At this time, we are unable to provide sponsorship for this role. No agencies, please.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $123,000 - $154,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position including location. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
About CFA Institute
CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.
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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
