Salesforce Project Manager

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

rwBNKvl7pp