Salesforce Administrator

About the role

FUNDINGO is a rapidly growing technology company, helping revolutionize the future of technology through the worlds #1 CRM platform, Salesforce. FUNDINGO is a certified Salesforce Partner, specializing in solutions for the Alternative Lending industry. We develop and implement custom Salesforce CRM solutions, integrate systems, enable user adoption and give companies the foundations to reduce costs, increase efficiency and maximize ROI.

The Salesforce Administrator will work with a team dedicated to maximizing efficiency and capitalizing on the full features and benefits of Salesforce for our customers. The ideal candidate will possess excellent communication and technical skills and can interface directly with Customers and internal stakeholders to understand their requirements in order to administer and enhance the system accordingly.


  • Manage and support our customers’ Salesforce instances using declarative tools in the setup menu.
  • Proactively identify and initiate ways for clients to grow and improve their systems.
  • Assist Business Analysts with gathering, preparing, and documenting business requirements for both new implementations and enhancements for existing customers.
  • Provide solutions to customer problems and solve business problems with Salesforce tools.
  • Create and manage custom objects, fields, formulas, reports, dashboards, analytic snapshots and report types.
  • Coordinate with third party Apps (Conga, DocuSign, Etc.) and integration companies.
  • Configure and maintain custom validation rules, workflow rules, and process builders.
  • Configure and maintain security and permission settings, profiles, roles, permission sets, etc.
  • Complete bulk imports and exports of data using various data import tools.
  • Support client questions and troubleshooting issues with our FUNDINGO AppExchange apps.
  • Assist in customer training, creating training plans, materials and documentation for customers.
  • Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve.
  • Recommend and provide best practices to customers.

Technical Requirements

  • Salesforce Administrator certification is a must
  • Minimum 2 years’ experience with Salesforce administration.
  • Demonstrated expertise and experience with various CRM applications and relational database applications.
  • Familiarity with direct marketing strategy, analytics, database structures and technologies is a plus.
  • Working knowledge of Microsoft Excel.
  • Demonstrated analytical skills and comfort with data, metrics and statistical methods.

General Requirements

  • Flexibility to meet continuously changing priorities and challenges.
  • Excellent communication, follow through, and people skills.
  • Ability to multitask, meet deadlines and stay calm under pressure.
  • Interest in studying and learning new skills.
  • Background in the Financial Services (lending) industry a plus.

Apply Now!

At FUNDINGO we’re interested in who you are, as well as what you’ve done. Our recruiting is based on a cultural fit as well as expertise.

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