This is a remote position.
Overview:
We are looking for a highly organized and detailoriented Administrative Support & Salesforce Specialist with a strong technical and reporting background. This role involves managing administrative tasks optimizing Salesforce processes and generating insightful reports to support business operations. The ideal candidate should have experience in Salesforce administration data analytics and reporting tools with a keen eye for process improvement and automation.
Responsibilities:
Salesforce Administration & Technical Support
Manage and maintain Salesforce CRM ensuring data accuracy and system integrity.
Customize fields workflows automation dashboards and reports in Salesforce to support business needs.
Provide technical support and training to users on Salesforce best practices.
Troubleshoot Salesforce issues liaise with stakeholders and implement solutions.
Work with thirdparty tools and integrations (e.g. Zapier API connections).
Reporting & Data Analysis
Develop and maintain custom reports and dashboards in Salesforce and other reporting tools.
Ensure data hygiene by monitoring and cleaning records regularly.
Assist in automating reporting processes for efficiency.
Administrative Support
Handle general administrative tasks such as ticket resolution
Assist teams with data entry organization and workflow optimization.
Support leadership with presentations reports and process documentation.
Requirements
Required Skills & Qualifications:
2 years of experience in Salesforce administration data analysis or related roles.
Proficiency in Salesforce reporting dashboards and automation tools
Experience with Excel Google Sheets and other similar tools
Strong technical and problemsolving skills
Excellent organizational communication and documentation skills.
Ability to work independently and manage multiple tasks efficiently.
Experience with thirdparty tools like Zapier Slack or other SaaS platforms is a plus.
Salesforce certification (Admin Advanced Admin or relevant specialization) is a plus.
Benefits
Fun working environment
PTO
HMO
And More!
Join our team and play a key role in shaping the future of our organization by attracting top talent and fostering a culture of excellence. Apply now to embark on an exciting career journey with us!
About You You will thrive in this role if you have: Strong understanding of the US financial industry, especially related to consumer finance Knowledge of credit ratings, their implications and how they impact financing decisions Familiarity with basic standard and practices of financing in the U.S. One to two-plus years of experience working in small business funding. Strong multitasking abilities in a high-energy/fast-paced environment. Effective and prioritization skills. Drive for delivering results Excellent verbal and written communication skills. Salesforce experience is heavily preferred. Proficiency in Microsoft Office, Outlook, Excel, PowerPoint, and Word. Desired Skills: Excellent communication skills Attention to detail Ability to handle queries professionally and maintain a customer centric approach Ability to work independently and collaboratively in a fast-paced environment.