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Agentforce Developer

Role overview

Qualifications

  • 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow)
  • Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce
  • Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments
  • Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules)

Responsibilities

  • Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows, client service activities, and operational processes
  • Develop and optimize agent topics, actions, and instructions using advanced prompt engineering for financial services scenarios
  • Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms to extend agent functionality
  • Monitor agent performance, analyze usage data, and refine agent workflows based on advisor feedback and evolving Salesforce AI capabilities

Key facts

  • Remote from: United States
  • Full time
  • Mid-level (2-5 years)
  • Software Developer
  • English

Hard skills

Other skills

  • Collaboration
  • Problem Solving

About the company

Mariner logo

Mariner

Financial Services

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

ABOUT THE ROLE

 

Mariner is seeking an innovative Agentforce and AI Developer to lead the design and implementation of AI-powered automation within our Salesforce Financial Services Cloud (FSC) ecosystem. In this pivotal role, you will architect and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools that elevate efficiency, personalization, and intelligence across our advisor platform. As a core contributor to our expanding AI initiatives, you will directly shape the future of advisor and client experiences at Mariner.

 

KEY RESPONSIBILITIES

 
  • Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows, client service activities, and operational processes

  • Develop and optimize agent topics, actions, and instructions using advanced prompt engineering for financial services scenarios

  • Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms to extend agent functionality

  • Partner with FSC Solution Architects to ensure agent solutions are aligned with CRM data models, security frameworks, and best practices

  • Implement Salesforce Einstein features (Einstein Copilot, Predictive AI, Next Best Action) to deliver actionable insights and recommendations for advisors

  • Conduct comprehensive testing of agent behavior, including handling edge cases, mitigating hallucination risk, and upholding compliance requirements

  • Monitor agent performance, analyze usage data, and refine agent workflows based on advisor feedback and evolving Salesforce AI capabilities

  • Stay abreast of the Salesforce AI roadmap, proactively evaluating and implementing new Agentforce features to enhance our platform

 

REQUIRED QUALIFICATIONS

 
  • 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow)

  • Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce

  • Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments

  • Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules)

  • Proven skill in translating complex advisor workflows into structured agent-driven action sequences

 

PREFERRED QUALIFICATIONS

 
  • Salesforce AI Associate or Agentforce Specialist certification

  • Familiarity with the Salesforce FSC data model and advisor/client relationship management

  • Experience with MuleSoft integration patterns to enhance agent capabilities with external data

  • Background in financial services, wealth management, or fintech

  • Exposure to responsible AI frameworks and compliance protocols relevant to regulated industries

#LI-JS1

#LI-REMOTE

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.


By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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Marcus Rivera

Chief Revenue Officer

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