Opportunities

A well-established, mission-driven fintech organization is seeking a Salesforce Administrator to join its growing technology team. This company has been a leader in financial technology innovation for decades and continues to invest in AI automation, operational excellence, and scalable technology platforms that support financial institutions nationwide.

This is a high-impact, hands-on role for someone who wants ownership, visibility, and influence. Sitting at the intersection of Sales, Customer Success, Operations, and Technology, this position plays a critical role in driving automation, improving operational efficiency, and maintaining data integrity across the company's revenue and service platforms. This will be a hybrid, 3-day onsite/remote position located in either Irvine, CA or Denver, CO.

The ideal candidate is both strategic and execution-focused—someone who can partner with business stakeholders while leveraging Salesforce and related technologies to streamline processes, improve reporting, and support scalable growth initiatives.

General Responsibilities:

• Own the administration, optimization, and ongoing enhancement of Salesforce as the company's primary revenue platform.

• Design and implement automation that improves lead management, opportunity progression, forecasting accuracy, and overall sales productivity.

• Identify operational inefficiencies and eliminate manual processes across the sales and customer lifecycle.

• Build and maintain scalable workflows, automation rules, integrations, and business processes within Salesforce.

• Develop dashboards, reporting, and analytics to provide visibility into pipeline health, conversion metrics, and business performance.

• Manage integrations with third-party platforms and assist with expansion of customer engagement and contact center technologies.

• Provide ongoing production support, troubleshooting, change management, and platform governance.

• Partner with leadership teams to leverage automation, analytics, and AI-driven capabilities that improve business outcomes.

Required Experience:

•  4–6+ years of Salesforce Administration and/or Salesforce Platform experience.

• Hands-on experience supporting and optimizing Salesforce Sales Cloud environments.

• Strong experience building automation using Salesforce Flows, validation rules, workflows, assignment logic, and related platform tools.

• Experience improving sales operations, revenue processes, pipeline visibility, and business workflows.

• Experience managing Salesforce security, users, profiles, roles, permissions, and system configurations.

• Experience developing integrations with third-party applications, APIs, and business systems.

• Salesforce Administrator Certification, or the ability to obtain certification within six months of hire.

• Strong analytical, problem-solving, communication, and stakeholder management skills.

Compensation & Benefits:

• $ 90-110k salary and annual bonus

• 401(k) with 8% employer match

• Comprehensive healthcare benefits, 80% employer covered

• Paid Time Off and flexible work environment

• Tuition reimbursement and educational assistance programs