Salesforce Administrator

Focused exclusively on hard money loans, it stands out for its streamlined process and its ability to close most transactions within 15 days—sometimes in as little as 5. The company’s mission is to empower real estate investors to act with speed and confidence.

Key responsibilities include user management, platform maintenance, data quality improvement, and change management. The ideal candidate will serve as a strategic liaison between technical capabilities and business needs, ensuring that all platform developments support overall organizational goals.

Benefits:

• Competitive salary
• Strong support system
• Health benefit ($30/month)
• Internet Allowance ($20/month)
• Training materials for upskilling are provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leave (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

• User Management & Support
• Manage user accounts, roles, permissions, and licenses.
• Provide user support and training to improve adaption and satisfaction.
• Communicate platform updates to users and stakeholders.
• Develop and deliver training sessions and maintain user guides and technical documentation.
• System Configuration & Customization
• Maintain and customize the Salesforce environment to fit user needs.
• Perform system configurations and customizations, including: Workflows, Flows, Process Builder, Page layouts, & Reports
• Manage sandbox environments and system deployments.
• Integration Management
• Oversee and manage integrations between Salesforce and other applications such as The Mortgage Office, Elevate, HubSpot, and others.
• Troubleshoot integration issues and optimize data flows.
• Data Management & Reporting
• Ensure data accuracy and integrity through validation rules, automation, and regular data management.
• Create and maintain dashboards and reports for marketing analytics and performance tracking.
• Provide insights and actionable recommendations based on data analysis.
• Stakeholder Collaboration & Strategic Planning
• Collaborate with stakeholders to gather requirements and design scalable solutions.
• Develop and maintain a platform roadmap aligned with business goals.
• Work with senior management on strategic initiatives and optimize platform features to meet evolving needs.
• Cross-functional Support & Adhoc Projects
• Support other departments to achieve organizational objectives and participate in cross-functional initiatives.
• Execute larger ad hoc projects, special assignments, respond to urgent requests, and provide temporary coverage during resource gaps or transitions as needed.

• Minimum of 2+ years of hands-on experience as a Salesforce Administrator with both Salesforce Classic and Salesforce Lightning.
• Strong knowledge of Salesforce products and features, including workflows, Process Builder, Flows, and other automation tools.
• Experience managing integrations with external systems (Mortgage Office, HubSpot, Elevate, etc.) preferred
• Salesforce Administrator Certification.
• Proficiency in Excel and Office 365.
• Experience in change management and governance.
• Excellent relationship-building skills and the ability to liaise with stakeholders at all levels.
• Proven ability to translate requirements into technical solutions and design scalable, best practice solutions.
• Strong experience in user training and support, as well as technical documentation.
• Experience with database management (TSQL, MySQL) and business intelligence tools (Tableau, Power BI) is a plus.
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

• Demonstrated experience in marketing analytics report development and maintenance.
• Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder).
• Experience working with integrated applications such as HubSpot, Phoneburner, Elevate UC, CoStar, Reply.io, Zapier, and similar tools.
• A proactive attitude toward platform enhancements and continuous improvement.
• Strong analytical and problem-solving skills, with a detail-oriented mindset.

Working Hours: Full Time (40 hours per week)

Monday through Friday, 8:00 am to 5:00 pm PST (US/Canada)

Pay: $1200 + $55 Allowance per month

As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.