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. We encourage feedback and suggestions and it’s our passion to put our employees on a path of growth and success.
Salesforce Administrator
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.
- 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.
- 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.
Implementation Specialist
As an Implementation Specialist, you will play a vital role in our growing company. You are the primary point of contact for clients during the onboarding process from start to finish. The Implementation Specialist is responsible for the delivery and implementation of our software products. The Implementation Specialist will be working directly with clients from post-sale until their product onboarding is complete.
- Communicate with clients throughout the software customization process to obtain feedback and approval
- Lead customers through the full lifecycle of the project from kickoff through training and go live.
- Configure/build lightning pages on the Salesforce platform
- Tailor and configure the system to meet customers business needs
- Collaborate and work with internal resources to meet timelines and exceed customers expectations
- Guide and assist customers through the data conversion/data migration process
- Conduct a new implementation welcome call, explaining our methodology, introducing our team members, and reviewing the scope and schedule with the new client
- Conduct working sessions to review requirements and configuration with new clients
- Collect feedback and document notes from client working sessions
- Prepare daily and/or weekly status reports, and communicate status to the client regularly
- Monitor all phases of the project and escalate issues when necessary
- Identify project risks and discuss mitigation strategies with the client
- Work independently to deliver configuration, testing, and documentation
- Lead and participate in technical system setup and configuration
- Analyze information, reports, etc. to determine trends and issues, and make recommendations
- Expand the reach and effectiveness of existing products, including making recommendations for new execution and support models, as well as technological improvements.
- Design, build, and demonstrate innovative solutions to address these challenges
- Ensure that the project team is aware of key deliverables and project milestones
- Attain quarterly and annual objectives defined collaboratively with management
- 3-5 years of relevant experience in customer implementation, onboarding, consulting, support, sales engineering, or technical problem-solving
- 2+ years of lending experience
- Experience in client services in a B2B/SaaS environment
- Strong communication and customer relations skills
- Advanced in Google Workspace and proficient in Microsoft excel
- Ability to work in a fast-paced environment
- Ability to adapt quickly to changing priorities
- Ability to work in office at our Century City, California location at least three times a week