Citation Group
Salesforce Platform Engineer
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Salesforce Platform Engineer
Location: Hybrid (Wilmslow HQ) or Remote Salary: Competitive
We are The Citation Group – a collective of businesses dedicated to supporting small and medium-sized enterprises across a range of essential services. We know that running a business means juggling a lot. Our mission is to ease these pressures by providing expertise, guidance, and solutions that enable business leaders to focus on what they do best. From HR and Health & Safety to Cybersecurity, E-Learning, and ISO compliance, we’ve got you covered.
Citation has achieved strong growth through a combination of organic expansion and strategic acquisitions, continually broadening our expertise, services, and reach to create a one-stop shop that supports businesses across the UK, Canada, and Australia.
The Role
We are looking for a Salesforce Platform Engineer to join our internal Salesforce team at Citation. This is a true hybrid role: you’ll split your time between configuration (admin) and custom development (Apex, Lightning, integrations).
In the short term, you’ll help us stabilise and improve a complex, tech-debt-heavy org. Over time, you’ll work with the team to simplify and modernise our Salesforce estate, choosing the right mix of declarative tools and code for each problem.
Configuration (Admin) – ~40–50%
- Use Salesforce’s declarative tools to design and deliver changes:
- Configure and maintain objects, fields, record types, page layouts, and apps.
- Build and optimise Flows, validation rules, formulas, approval processes, and other automation.
- Manage permission sets, profiles, and sharing to ensure secure, appropriate access.
- Create and maintain reports and dashboards for operational and leadership stakeholders.
- Support day-to-day issue resolution, small change requests, and user queries.
- Apply configuration and declarative best practices in line with Salesforce architectural guidelines.
- Demonstrate a scalability-oriented mindset, considering long-term impacts on interconnected systems.
- Document builds and ensure thorough unit testing.
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Development (Dev) – ~50–60%
- Take the lead on more technical aspects of the platform:
- Design, build, and maintain Apex classes, triggers, batch and queueable jobs.
- Develop and support Lightning Web Components (LWC) and other UI customisations.
- Work with legacy code and technical debt, debugging, fixing, and refactoring where needed.
- Build and maintain integrations with other systems (REST/SOAP APIs, middleware, or ETL tools).
- Write clean, testable code with appropriate unit/integration tests and good coverage.
Tech Debt, Quality & Governance
- Help identify and prioritise high-risk or fragile areas of the org.
- Refactor and simplify over-engineered solutions, reducing duplication and improving performance.
- Contribute to and follow development standards, code reviews, and best practices.
- Support release management:
- Sandbox strategy, deployments, and version control/CI where applicable.
- Stay up to date with Salesforce releases and suggest where new standard features can replace custom builds.
About You
Essential
- Hands-on experience in a hybrid Salesforce Admin + Developer role, or as a dev with significant admin/config work.
- Strong declarative skills, including:
- Flows (including complex automations).
- Validation rules, formulas, approval processes.
- Data model design (custom objects, relationships, record types).
- managing permission sets, profiles, sharing, and general security.
- Solid Apex development experience:
- Bulkified triggers using sensible patterns.
- Apex classes, batch jobs, queueables/schedulables.
- Ability to read, understand, and improve existing/legacy code.
- Experience with Lightning Web Components (LWC) (or strong Aura and willing to transition to LWC).
- Good understanding of:
- Governor limits.
- Performance considerations.
- Secure coding on the Salesforce platform.
- Experience working with integrations (REST/SOAP APIs, outbound/inbound calls, middleware, or ETL tools).
- Familiarity with:
- Source control (e.g., Git, Azure DevOps, GitHub, Bitbucket).
- Deployments.
- Experience working in an agile environment (user stories, sprints, retrospectives).
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Desirable
- Previous experience in a high-tech-debt Salesforce org, where stabilisation and refactoring were key.
- Experience with our key Salesforce products: Sales Cloud and Service Cloud.
- Exposure to CI/CD tools & repositories such as Gearset and Git.
- Experience mentoring admins or junior devs on best practices.
Qualifications
- Preferred (flexible):
- Salesforce Platform Administrator II and Platform Developer I, or equivalent hands-on experience with willingness to certify.
- Salesforce Platform Administrator I and/or other certifications considered an advantage.
Personal Attributes
- Balanced mindset: Comfortable with both "clicks not code" and knowing when to "code when it’s right".
- Engineering-oriented: Cares about code quality, tests, and maintainability, not just short-term fixes.
- Problem-solver: Enjoys untangling complex behaviours and debugging across config and code.
- Clear communicator: Able to explain technical concepts in plain language to diverse audiences.
- Ownership: Takes responsibility from design, build, testing, deployment, to support.
Perks of Working at Citation
- 25 Days of Holiday + 8 Bank Holidays: Relax, recharge, and explore your favourite spots.
- Birthday Bliss: A day off on your birthday—because you deserve to celebrate!
- Post-Wedding Bliss: Extra weeks of holiday for newlyweds to enjoy the glory days.
- Growing Families: Special vouchers and perks for expectant parents.
- Healthcare cash plan: Private healthcare to ensure your well-being and peace of mind.
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