Job Description
Fora Financial is a leading provider of fast and reliable working capital through revenue-based financing and small business loans. Being in the business of helping small businesses, servicing our customers with integrity, quality, security, and trust is the foundation of our brand. Our employees are passionate about their work and the success of our organization is driven by the talent we attract.
Fora Financial is a leading provider of fast and reliable working capital through revenue-based financing and small business loans. Being in the business of helping small businesses, servicing our customers with integrity, quality, security, and trust is the foundation of our brand. Our employees are passionate about their work and the success of our organization is driven by the talent we attract.
Key Responsibilities:
Assist with managing and maintaining the Salesforce platform, including user setup, onboarding, and data management
Handle basic configurations such as creating fields, updating page layouts, creating flows, updating reports and dashboards
Provide first-level support to Salesforce users, addressing issues and answering questions related to the platform and managing a support inbox.
Collaborate with cross-functional teams to gather requirements and implement solutions in Salesforce
Monitor data integrity and perform routine data cleanups
Participate in system testing and quality assurance processes for new Salesforce features or updates
Maintain comprehensive documentation related to Salesforce configurations, processes, and procedures
Requirements:
Education: Bachelor's degree in a related field or equivalent work experience
Experience: 1-3 years of experience in Salesforce administration or a related role. Practical experience with Salesforce configuration and customization is a plus.
Certification: While Salesforce Administrator Certification is not mandatory, a strong interest in pursuing and obtaining certification is a plus.
Technical Proficiency: Basic understanding of Salesforce platform capabilities, standard/custom objects, including data management, workflow automation, and reporting.
Fast-Paced Environment: Comfortable working in a fast-paced and dynamic environment, with the ability to adapt to changing priorities
Team Player: Strong interpersonal skills and the ability to work collaboratively within a team.
Analytical Skills: Strong analytical and problem-solving skills with keen attention to detail. Proficient in Excel
Communication: Excellent communication skills, both verbal and written, with the ability to effectively convey technical concepts to non-technical stakeholders.
Self-Motivated: Demonstrated ability to take initiative, learn quickly, and work independently.
Why Fora Financial?
Small Team Sizes
Opportunity for Advancement
Fun Learning Environment
Medical, Dental, Vision Coverage
401k Plan with Company Match
Gym Reimbursement for Employees on Medical Plans
Life Insurance at No Cost to Employees
Generous Time Off Plan
Flexible Spending and Commuter Benefits
Hybrid working model
*Fora Financial is an equal opportunity employer
Job Tags
Work experience placement, Flexible hours,