Job Description :

Job Title: Salesforce Manager

Location: NYC, NJ & CT

Duration: 12+months


Note: The client is looking with funding/lending or alternative finance or FinTech" experience and should have more than  5- 20 Years' experience only MUST!!!!


Job Description:

The ideal candidate will have had Salesforce experience in Merchant Cash Advance or Fintech, excellent communication skills, and a knack for complex problem-solving.

The candidate will have the opportunity to be an integral part of a growing team in a fast-paced, work environment.

Domain knowledge in funding/lending or alternative finance or FinTech is a definite plus.


Core Responsibilities:

Design, develop, customize, and maintain CRM systems (including reports, dashboard, workflows, security, etc.)

Manage multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts and validations.

Make recommendations and design solutions that improve user experience, expand platform utilization, and align with the overall company strategy

Work with third-party vendors and Salesforce premier support to resolve issues

Develop reports and processes that monitor data quality and summarize key performance indicators

Perform regular internal system audits, report to leadership in a digestible fashion, and execute upgrades


Key Requirements:

3 - 5 years of Salesforce Development experience, preferably in alternative finance and/or Fintech

Experience with full-project lifecycle implementations, as well as the integration of Salesforce with other enterprise systems, data extensions and/or analytics

Ability to design, code, test, debug, package, and deploy quality, scalable, and well-documented solutions on the Salesforce platform

Knowledge of the following technical concepts – data management, data security, business workflow, data retention, and business requirements

Working proficiency in Apple products

Degree from a four-year university in Computer Science, Computer Engineering, Information Systems, or a related technical field, Salesforce Certification(s) Candidate must be willing to work in customers New York City office.



Amir Khan
Delivery Lead




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