Could this be The Dream Job for a
Salesforce Developer?

It could be – if you are a skilled and experienced Salesforce developer who is fanatic about logic, troubleshooting and problem-solving.

You’ve finally found it…

The perfect Salesforce Development job – for the right person.

But who are we?

Strategic Bank is not your typical bank. We are a digital private bank that offers one of the safest and most transparent bank accounts in the world.

But we’re just getting started…

We’re about to revolutionize modern banking by bringing it back to the way it’s SUPPOSED to be: Safe, Transparent, Genuine.

And we’re well on our way to accomplish this ambitious goal…

Of course, we couldn’t deliver a great user experience without having world-class technologies solutions.

That’s why we need to hire a rockstar Salesforce Development Specialist.

But what’s in it for you?

Who are we?

We are revolutionizing banking...

Modern banking is broken. And we are bringing it back to the way it’s SUPPOSED to be: safe, transparent, and relationship-oriented. 

We offer deposit accounts, secured loans, and electronic funds transfers. We operate 100% digitally to our customers who are located all over the world.

And our clients choose us because of our ability to solve their problems, add value delivered as a great experience by a team of A-players.

Our operations have grown a lot in the past year, and it’s time to bring our accounting in-house.

That’s why we need to hire a rockstar accountant who is well-versed in Puerto Rico and US taxes for a bank and who recognizes life doesn’t come with an instruction manual.

We’re a small team, and everyone wears a lot of hats. In your case, you will not only be keeping the books and tax filings, but you’ll also be involved with some back-office operations, designing, building, and documenting systems, and regulatory reporting.

In this role, you’ll have a significant amount of autonomy and the chance to be a part of a bank that puts the client first. The way banking should be done.

So what’s in it for you?

Why join Strategic Bank?

  1. The Satisfaction of Building Automated Solutions

If you’ve worked in a tech development team before, you already know how important it is to streamline your workflow.

At Strategic Bank, we strive to provide out-of-the-box solutions and automated systems to eliminate repetitive tasks. We’re at a point of transition between manual tasks and automated workflows.

With your expertise and problem-solving, we will continue to make improvements with our systems.

 

2. Your Work Will Directly Influence Our Organization

This is not your typical work environment. Everyone on the team wears multiple hats and this role is no different.

While the core responsibilities will include building automated workflows between Salesforce and other platforms, there are a number of projects we need a detail-oriented person to work on as well.

The ideal candidate will have the problem-solving skills and motivation to be involved in helping build the bank from the ground-up and helping run it like a well-oiled machine.

You will bring things into existence that did not exist the day before.
Because of this, the ideal candidate sees themself as more than just a programmer. We are a small, close-knit team, and everyone wears many hats.

You have to be able to teach yourself. Self-study is the ability to learn by yourself without anybody teaching you, and is critical to succeed in this role.

Many parts of this role, like life, do not come with an instruction manual. Yes, there will be guidelines and specific desired outcomes, but how the results are achieved is where your magic happens. You will make decisions that will impact the business for years to come.

If you want a cushy remote job that you can do the bare minimum and get by, this is not the right job for you.

But if you want a role that challenges you to grow and develop both yourself and the business, keep reading.

3. Flexible Schedule That Meets Your Needs

We believe that the traditional 9-5 work schedule is a relic of the past.

While there’s always work to do, we don’t have a (digital) punch card for you to clock in at 9 AM each morning.

The official company time zone is Atlantic Standard Time, but while the job is remote you are free to work from any location in the world and have a lot of freedom to arrange your workday in a way that suits you — as long as you are delivering excellent work and able to fulfill your responsibilities in a timely fashion.

 

4. Work with Fascinating, Successful Colleagues

You’ll be working with some of the most inspiring people you’ve met: prolific and reputable businessman and investor James Hickman, former Goldman Sachs and JP Morgan employees, seasoned lawyers, creative marketers and most of all, effective problem solvers.

You’ll be exposed to a wealth of knowledge. Even from our weekly team meetings, you’ll get to learn about negotiating, financial education, deal structuring, tax efficiencies, setting up international structures, investing and so much more.

We recruit people who are not just brilliant, but those who are positive, motivated, take ownership of goals and work hard to create their own realities. We know that A players attract other A players.

This is not your typical work environment. Everyone on the team wears multiple hats and this role is no different.

While the core responsibilities will include preparing and filing tax forms and financial statements, there are a number of projects we need a detail-oriented, analytical person to work on as well.

The ideal candidate with have the skills and motivation to be involved in helping build the bank from the ground-up and helping run it like a well-oiled machine. You will bring things into existence that did not exist the day before.

Because of this, the ideal candidate sees themself as more than just an accountant. We are a small, close-knit team, and everyone wears many hats.

You have to be able to teach yourself. Self-study is the ability to learn by yourself without anybody teaching you, and is critical to succeed in this role.

Many parts of this role, like life, do not come with an instruction manual. Yes, there will be guidelines and specific desired outcomes, but how the results are achieved is where your magic happens. You will make decisions that will impact the business for years to come.

If you want a cushy remote job that you can do the bare minimum and get by, this is not the right job for you. If you want a role that challenges you to grow and develop both yourself and the business, keep reading.

5. We Invest In Your Future And Success

In most jobs, you learn the ropes once, and then keep doing the same things over and over again. That’s not how we work at Strategic Bank.

As an independent bank, we are disrupting the banking industry, and the key to our success is that we’re always learning and improving everything we do.

All members of our team are committed to lifelong learning. Whether it’s something that will help us perform better at work, understand the financial system better, build better relationships, lead a healthier life, whatever it is…

While this is currently a part-time role, we expect to have more upcoming projects to automate our systems. We invest in the long-term success of all our team members. We offer resources and educational courses for you to continuously improve and develop your skills — both personally and professionally.

We look at professional development as a long-term investment in our team and our business. And this is why your development is so important to our organization.

Join us and you’ll work for a company you can actually grow with.

Our Offer

This is an exciting part-time, remote opportunity at a private bank.

You’ll work directly with the COO and work cross-functionally with our operations team to implement solutions to automate workflows.

We run on a meritocracy: the more value you provide, the more we will be able to reward you.

On top of a negotiable salary, we also offer:

  • A long-term career opportunity with upward mobility
  • Significant autonomy
  • Access to training or development programs that will help you with your life or career
  • Support in reaching personal and professional goals
  • Flexible hours (15-20 hours per week), work-from-home and remote work
  • Exciting opportunities to work in sister businesses such as an agriculture company in Chile, a fashion eCommerce retailer in Australia, an online publishing company, FinTech projects and many more.
  • Supportive and open-minded team culture
  • Opportunity to contribute to perfecting a system that supports deal structuring, capital raising, private placements, SPV administration, and more

Your Role & Responsibilities

While the specifics of the role may vary based on your specific skill-set, there are a number of responsibilities that you will be expected to perform as a baseline to the role.

  • Daily administration and support of Salesforce application including customization of objects, fields, record types, page layouts and validations
  • Work alongside the Chief Operating Officer to design and execute improvements to current back office systems, create and manage complex workflow rules, data validation and triggers
  • Identifying opportunities in manual processes and developing optimized, automated workflows
  • Supporting development and management of automated business processes, reporting, data integrity and training of Salesforce users
  • Working with the operations team to resolve any account and contact-related issues
  • Taking lead on the strategy and execution on complex multi-department projects across various business applications.
  • Ensuring timely delivery of reporting (weekly, monthly, quarterly, and annually) and data needs to each functional team of Salesforce users
  • Creating and maintaining documentation on standard processes, policies, application configuration and help-related materials
  • Maintaining data quality by conducting data integrity audits, reviewing reports, and working with data owners to fix issues
  • Running periodic processes (i.e. order batch process) and system backups
  • Managing user access and permission settings
  • Using Salesforce to link marketing and customer service more closely
  • Other related duties as you may be reasonably assigned from time to time

Experience and Requirements

The right person will have a few marked characteristics:

  • 2+ years experience in a Salesforce technical development
  • Bachelor’s degree or relevant technical development program
  • Proven data analytics expertise and ability to visualize data for consumption
  • Overall experience in implementing technology projects within Financial services preferred
  • Detail-oriented - we're talking building a smooth backend system and doing usability tests under different conditions to ensure there are no mistakes
  • Strong analytical capabilities and troubleshooting skills required
  • The ability to distill loosely defined problems, identify potential approaches and execute solutions required
  • Must be able to effectively communicate in both business and technical contexts
  • Proven success in developing, deploying and driving adoption of business processes
  • Keen understanding of how Salesforce fits into the larger technology landscape
  • 100% fluent English speaker
  • Demonstrated success performing in a fast-paced, dynamic environment
  • The ability to work with a globally dispersed team
  • Strong time management skills
  • Excellent organization skills and meticulous attention to detail (yes, it's so important it's listed twice)
  • Excellent organization skills and meticulous attention to detail (yes, it's so important it's listed twice)
  • Proactive approach, the ability to be part of a team and be flexible is essential

Don’t Apply If You…

  • Have zero work experience in either Salesforce, programming, SaaS or other similar field. We need someone who can hit the ground running and quickly become a reliable and valuable part of the team
  • If you have zero accounting experience with a bank or other financial institution
  • If you have a big ego / attitude, keep moving
  • If you can't follow instructions... but also...
  • If you can't operate without instructions
  • If you don’t like working remotely. This is a remote position ; it's on you to get the job done
  • If you are uncomfortable with change, this is not the right job for you 
  • If you want a cushy remote job that you can do the bare minimum and get by, keep looking
  • If you dislike change, this will never work. We are a new business founded by entrepreneurs and our business strategy can shift rapidly 
  • If you are a snowflake, this is not the right job for you. We need strong resilient team players who attack problems and challenges and not complain about them

Apply Now!

As you’ve probably noticed by now, this is not like the average career listing… because we’re not looking for an average person.

We’ve done our best to both attract the best person for the role, and repel anyone who is not right for it (like any good marketing message should).

The ball is now in your court.

Below, you’ll find a form that’s been specifically designed for this role (please choose the right one from the list), and fill it in, in detail.

We will shortly followup with a series of responses including a first review, testing, a phone interview, a 2-3 hour in-person interview, and more.

An A-Player will breeze through the application process, whereas a B-Player will not.

One final message before we finish: If you don’t have a strong interest in learning and personal development, you will, unfortunately, find that you’ll be left behind by the growth of the rest of the team. We ask that you please do not apply for this role.

You’ll also need to read through our Hiring page if you haven’t already – this shares exactly what our company’s core values are and the problem we’re solving. It’s important that anyone who applies for this job understands the direction we’re going and wants to be a part of it.