Salesforce Project Manager

Remote
Full Time
Experienced
Job description
Dominion Financial Services (DFS) is a mortgage originator for single family real estate. DFS originates two main loan products - a short term bridge loan for fix & flip investors, and a long-term rental loan for landlords growing their rental portfolios. DFS is thriving in the current competitive environment and shows aggressive quarterly growth. Our current origination volume is $70MM per month. DFS is looking for a detail-oriented Salesforce Project Manager to join our growing team. 

Our Company's Core Values:
  • Integrity
  • Accountable & Dependable
  • Team Centric
  • System & Process Oriented
  • Service Ethic
  • Organized Efficiency - risk management & compliance
Responsibilities:
  • Oversee the progress of multiple ongoing projects within our Salesforce platform
  • Create detailed project plans outlining tasks, timelines, resource requirements, and milestones
  • Ensure the delivery of high-quality Salesforce solutions
  • Communicate daily with the Salesforce team regarding project updates and open tasks
  • Assist with the oversite, maintenance, and updating of the DFS Salesforce platform
  • Assist users with tasks and problem-solve technical inquiries
  • Create and update automations using declarative and programmatic tools in Salesforce
  • Configure new user profiles and update permissions
  • Create and update analytical dashboards
  • Clean, manipulate, and update data, mainly using Excel and SQL
  • Implement data models according to the needs of the business and existing infrastructure
  • Update document templates in the Salesforce system using Conga Composer
  • Document and update technical processes and procedures
  • Update marketing lead distribution schemes according to business requirements
  • Other related needs according to management and project needs
Qualifications:
  • Bachelor’s degree in a related field
  • 5+ years of overall Project Management experience (3+ Years Salesforce specific)
  • Salesforce Administrator Certification
  • Strong understanding of project management methodologies and best practices
  • Project Management certifications would be a plus
  • Excellent communication skills with the ability to convey technical concepts to non-technical stakeholders
  • Intermediate to Advanced skills in Microsoft Excel and Word
  • Familiarity with databases and SQL
  • Experience with Customer Relationship Management (CRM) software as an advanced user or administrator
  • Knowledge of real estate and finance is preferred
Benefits:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Profit sharing program
  • Paid time off
  • Employee discount program
While At Dominion You Will Enjoy
  • Company outings & social events
  • Virtual Events
  • Employee discount programs
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