Job Description Summary:
The Salesforce DevOps & Test Automation Engineer is a specialized technical role within the Salesforce CRM team, responsible for owning and advancing the organization's Copado platform investment across two interconnected disciplines: test automation engineering and release pipeline management. Reporting to the Head of CRM, the primary mandate of this role is the design, development, and continuous expansion of the organization's automated testing capability using Copado Robotic Testing. Building a mature, sustainable automation framework that protects production stability, accelerates release confidence, and reduces manual QA overhead at scale. The secondary mandate is operational ownership of the Copado CI/CD release pipeline, ensuring that all Salesforce changes are packaged, validated, and promoted through environments with consistency, governance, and minimal deployment risk.
This role requires genuine depth in the Copado platform. The successful candidate is an automation engineer first, a release practitioner second, and understands how those two disciplines reinforce each other within a well-governed Salesforce DevOps model. The ideal candidate possesses deep Salesforce expertise, strong problem-solving skills, and a track record of delivering enterprise level CRM solutions.
Job Description:
Primary Responsibilities
- Own the end-to-end design, development, and maintenance of the organization's Copado Robotic Testing (CRT) automation framework, including robot script authorship, test suite architecture, and execution pipeline configuration.
- Establish and continuously expand automated test coverage across functional areas. Sales Cloud, Financial Services Cloud, Service Cloud, and custom platform functionality. Prioritizing coverage based on deployment risk, business criticality, and regression exposure.
- Define and enforce automation standards: script naming conventions, modular keyword libraries, reusable component design, and maintainability standards that survive platform upgrades and configuration changes.
- Integrate CRT execution into the Copado CI/CD pipeline as a mandatory quality gate ensuring automated tests run on every promotion and that pipeline progression is blocked on test failure.
- Develop and maintain a Salesforce seasonal release regression suite, executed in advance of each Spring, Summer, and Winter release to proactively surface platform introduced regressions before they reach production.
- Instrument test execution reporting and trend analysis. tracking pass/fail rates, flaky test identification, coverage gaps, and automation ROI over time.
- Partner with Solution Architects and Developers to identify automation opportunities for new features.
- Evaluate and recommend expansion of the Copado testing toolchain as the automation program matures, including integration with Salesforce's native testing surfaces and third-party quality tooling.
- Administer the full Copado Essentials Plus platform, user management, pipeline configuration, environment topology, branch management, and integration settings.
- Configure and maintain Copado pipeline stages, promotion criteria, quality gates, and deployment automation rules aligned to the organization's environment strategy.
- Manage Copado Environment Monitoring and Back Promotion processes, ensuring metadata integrity across the environment tier and rapid recovery capability when production hotfixes require back-propagation.
- Identify and implement Copado platform optimizations, pipeline efficiency, parallel execution opportunities, and reduction of manual intervention points in the promotion workflow.
- Own the end-to-end release lifecycle for all Salesforce changes, from sprint cutoff through environment promotion to production deployment, in partnership with Solution Architects, Developers, and business stakeholders.
- Maintain the release calendar, coordinating deployment windows with platform leadership, business operations, and IT change management to minimize risk and protect production stability.
- Manage sandbox environment strategy, refresh scheduling, environment readiness validation, and data masking coordination, ensuring each environment is fit for purpose at every stage of the release cycle.
- Author and maintain deployment runbooks, go/no-go checklists, rollback procedures, and post-deployment validation protocols for every production release.
- Execute pre-deployment validation across all promotion tiers: metadata conflict analysis, destructive change review, permission set and profile impact assessment, and integration surface validation.
- Enforce deployment packaging standards, metadata selection discipline, change set hygiene, and dependency sequencing, ensuring deployments are repeatable, auditable, and free of unintended configuration drift.
- Conduct post-deployment health monitoring: Apex exception tracking, flow error surfaces, integration error review, and event log analysis following every production release.
- Coordinate UAT environment preparation and stakeholder sign-off facilitation, ensuring business validation cycles are structured, time-boxed, and documented prior to production promotion.
Qualifications
- 6+ years of Salesforce platform experience, with demonstrated hands-on depth in at least one of the following: test automation engineering, DevOps pipeline engineering, or release management.
- Copado platform proficiency is a hard requirement, candidates must have direct, hands-on experience with Copado CI/CD pipeline configuration and administration. Familiarity with Copado from a user perspective is insufficient; this role requires administrative and configuration depth.
- Copado Robotic Testing (CRT) experience, direct experience authoring CRT robot scripts, building keyword libraries, and configuring test execution pipelines. Candidates with adjacent automation experience (Provar, Selenium, Robot Framework) will be considered only if they demonstrate a credible and rapid path to CRT proficiency.
- Working knowledge of Salesforce metadata architecture, deployment tooling (Salesforce CLI, Metadata API), and environment management best practices sufficient to own the release packaging function independently.
- Proficiency with Git-based version control and branching strategies as applied to Salesforce source-driven development.
- Sufficient Apex and declarative platform knowledge to evaluate test coverage quality, understand deployment dependencies, and engage meaningfully with developers on defect resolution.
- Demonstrated ability to operate across multiple concurrent Salesforce environments with parallel workstreams and competing deployment priorities.
- Salesforce certifications such as; Sharing & Visibility Architect, Salesforce Administrator or Advanced (preferred).
- Strong expertise in Salesforce Financial Services Cloud, Sales Cloud, Service Cloud and Experience Cloud (preferred).
- Experience with Flow, OmniStudio, Apex, Lightning Web Components, Visualforce.
- Experience in Agile/Scrum development environments.
This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000–$135,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com
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