Lead Salesforce Technical Analyst

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

An exciting opportunity has arisen within our growing business for a Principal Salesforce technical specialist to lead the implementation and ongoing ownership of our Salesforce Financial Cloud platform. This is a unique opportunity for a driven professional to shape our future operating model.

About You

The successful candidate will have:

- In depth knowledge of the Salesforce platform and specifically Financial Services Cloud, Agentforce and Salesforce Marketing Cloud technologies

- Experience using Salesforce API features to expose data & functionality to other enterprise applications

- A track record of contributing at a senior level and driving continuous improvement

- Experience engaging with senior stakeholders up to and including Board

Responsibilities

- Working closely with implementation partners, you will be a co-creator of all design and integration options.

- As a subject matter expert for Salesforce, you will provide insights and propose innovative solutions that enhance proposition effectiveness, streamline client engagement and support long term scalability.

- Collaborate with business users and department heads to identify operational challenges and define effective technical and process-based solutions.

- Drive high levels of automation through process and agent-based workflows.

- Coordinate the development of the application and data integration elements of the overall solution.

- Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.

- Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity.

- Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.

- Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.

- Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.

Requirements

Experience required:

- 10+ years of experience in App Development/Implementation roles

- In depth experience in aligning Salesforce platforms with business needs

- Hands-on experience implementing Lightning Web Components (LWC’s) and proficiency in Apex (controllers, triggers, batch classes, queueable Apex)

- Experience integrating Salesforce with other enterprise applications APIs and other integration models.

- SalesforceTechnical accreditations

Non-Technical skills required

Problem Solving

- An ability to engage the process and best practice associated with creative problem solving.

- Strong technical skills are required to understand the infrastructure environment and meet the organisation’s needs.

Communications

- A clear understanding of how to identify business needs and drivers and how to deal effectively with a variety of situations.

- An awareness of the needs of developing professional relationships

- Excellent verbal & written communication and presentation skills

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.

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