Salesforce Technical Support Lead

About the role

FUNDINGO is seeking a Salesforce Technical Support Lead to join our team. This position is an excellent opportunity for candidates looking to get in the door with a very exciting and rapidly growing SaaS company. FUNDINGO is a loan management solution, created by industry experts and designed specifically for alternative lending companies. It streamlines the entire process of originating, underwriting, and servicing loans..
As a Salesforce Technical Support Lead, you will play a vital role in our growing company. You are the primary point of contact for clients needing support. The Salesforce Technical Support Lead will be working directly with clients post go-live to assist with their ongoing support needs.


  • Support Ticket Management and Prioritization: Oversee and conduct initial review of support tickets. Assess severity and technical requirements of incoming tickets. Prioritize and respond to urgent issues causing business interruption.
  • Technical Review: Perform initial technical analysis for issues, identifying whether they require developer intervention. Handling as many requests as possible through your own Salesforce and Fundingo knowledge.
  • System Updates: Addressing client requests for new Salesforce reports, flows, and package updates, and configuring various system functionality typically managed by a system administrator. Scope new functionality for custom development when applicable.
  • Client Communication: Respond promptly to clients, confirming receipt of issues and requesting additional information when necessary. Continued follow through until resolution. 
  • Technical Briefing & Collaboration: Provide detailed briefings to technical personnel to facilitate efficient troubleshooting. Schedule and participate in meetings with developers to collaboratively resolve issues.
  • Client Advocacy in Product Roadmap: Participate in product prioritization meetings with managers to represent client needs and report on current issues. Link product and support tickets for package updates or fixes.
  • Grow & Adapt: Learn from previous issues and technical peers to allow for a higher rate of self resolution vs. escalation of support issues.

General Requirements

  • Salesforce experience is a must: 2+ years of hands on experience
  • Organizational Skills: Demonstrated ability to manage multiple tasks and projects efficiently.
  • Follow-Through: Proven track record of effectively seeing tasks through to completion.
  • Client Advocacy: Strong focus on understanding and advocating for client needs.
  • Communication Skills: Excellent written and verbal communication abilities.
  • Lending Industry Experience: Previous experience in the lending industry, especially with Fintech solutions like nCino, is advantageous for understanding the technological and functional aspects of the role.

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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