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FUNDINGO · 1 month ago

Salesforce Project Implementation Specialist

United States

Full-time

Remote

Mid Level

$100K/yr - $120K/yr

3+ years exp

FUNDINGO is a fast-growing SaaS company revolutionizing alternative lending with an innovative loan management platform built on Salesforce. The Project Implementation Specialist will lead clients through the implementation lifecycle, ensuring they maximize the platform's potential while balancing technical expertise, project management, and client engagement.

Commercial Real EstateCRMFinancial ServicesFinTechFunding PlatformLendingReal Estate InvestmentSales AutomationSoftware

Responsibilities

Lead clients through the full implementation lifecycle, including kickoff, requirements gathering, configuration, testing, training, and go-live

Conduct welcome calls, introduce key team members, and review project scope

Perform training and walk-throughs of the FUNDINGO loan management platform

Ask key questions to understand client workflows and identify gaps

Configure and customize FUNDINGO on the Salesforce platform, including building Lightning pages, flows, and fields to meet client needs

Guide and assist customers through data conversion and migration processes, ensuring seamless transitions

Oversee project management activities by managing the JIRA board, ensuring tickets are properly prioritized, assigned, and tracked to maintain workflow efficiency and meet deadlines

Write detailed tickets for the team based on requirements gathered, clearly outlining the requirements, acceptance criteria, and any relevant details to ensure successful implementation

Provide regular status updates to clients and internal teams

Manage time logging by recording time spent on projects daily to ensure accurate tracking and reporting

Monitor project phases, escalate issues when necessary, and ensure alignment on key deliverables

Identify opportunities for improving implementation processes and system efficiencies

Contribute to product enhancements by sharing customer insights

Develop training and configuration documentation to effectively support internal and external stakeholders

Qualification

Salesforce administrationLending industry experienceProject managementBusiness analysisClient servicesClient relationsProblem-solvingCritical thinkingCommunication skills

Required

3-5 years of relevant experience in product implementation, business analysis, consulting, technical support, or technical problem-solving

2+ years of lending industry experience, with knowledge of loan origination, loan servicing, and alternative lending

Experience in client services within a B2B/SaaS environment

Understanding of Salesforce administration, including flows, Lightning page layouts, and reports

Strong problem-solving and critical-thinking skills, with the ability to tailor solutions to customer needs

Ability to adapt quickly in a fast-paced environment with shifting priorities

Expertise in breaking down complex processes to ensure clarity, efficiency, and effectiveness

Ability to envision solutions and understand the process steps from start to finish

Strong communication and client relations skills, with the ability to ask critical questions and clarify business requirements

Company

FUNDINGO

Fundingo is a loan management solution, created by industry experts and designed specifically for Alternative Lending companies. It is a sub-organization of CloudMyBiz.

Founded in 2013

Sherman Oaks, California, USA

11-50 employees