Ternus Lending, LLC · 3 months ago
Salesforce Admin
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expTernus is a lending company focused on real estate investment, created by investors for investors. They are seeking a detail-oriented Salesforce Administrator to manage and optimize their Salesforce and Marketing Cloud environments, ensuring that sales and marketing teams have the necessary tools and insights for success.
LendingMortgage
Responsibilities
Manage day-to-day administration of Salesforce and Pardot, including user accounts, roles, permissions, and profiles
Configure objects, fields, page layouts, workflows, validation rules, and automation (Flows, Process Builder)
Oversee integrations with Pardot and third-party applications
Monitor system performance and proactively address issues
Maintain clean, accurate, and secure data through routine hygiene (deduplication, merges, archiving)
Execute data imports/exports using Data Loader or equivalent tools
Support large-scale data migrations and enforce data governance standards
Ensure compliance with security and privacy regulations (e.g., GDPR, CCPA)
Build and maintain dashboards and reports for sales and marketing stakeholders
Partner with leadership to establish and monitor KPIs
Conduct ad hoc analysis and proactively identify business opportunities
Track adoption and usage metrics, recommending process improvements
Serve as the first point of contact for user issues, providing troubleshooting and resolution
Deliver Salesforce and Pardot training to sales teams and other stakeholders
Develop and maintain documentation, including training guides and release notes
Champion best practices and drive user adoption
Manage system updates, releases, and sandbox testing
Oversee UAT and ensure smooth deployment of new features
Collaborate with developers on technical customizations and enhancements
Support change management processes to drive adoption of new capabilities
Partner with business stakeholders to gather, document, and implement requirements
Align Salesforce functionality with business objectives and evolving needs
Lead evaluations and implementations of third-party applications
Qualification
Required
2–4+ years of Salesforce Administration experience (Salesforce Certified Administrator strongly preferred)
Hands-on experience with Salesforce Sales Cloud and Marketing Cloud Growth (Pardot)
Strong understanding of data management best practices and governance
Experience building reports, dashboards, and automation within Salesforce
Excellent problem-solving skills with the ability to translate business needs into system functionality
Strong communication and training skills; ability to support technical and non-technical users
Familiarity with release management, sandbox testing, and integration of third-party applications
Company
Ternus Lending, LLC
At Ternus, we're redefining real estate investment lending.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase