Salesforce Administrator

Axos Bank; San Diego (CA); À distance; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision, and Life

Paid time off

401(k) Retirement Plan

Résumé du poste

Axos Bank is seeking a Salesforce Administrator to design, build, and optimize Salesforce solutions and nCino integrations. You will drive user adoption, maintain security and data integrity, and provide training and support across banking operations.

The role requires 2+ years of Salesforce Admin experience, expertise with Sales Cloud and Service Cloud, and a strong focus on data governance and process improvements. Remote-friendly with opportunities to be onsite in California.

Qualifications

• Bachelor's degree required
• 2+ years of experience as a Salesforce Administrator
• Hands-on experience building custom reports and dashboards
• Experience with Salesforce Sales Cloud and Service Cloud
• Strong understanding of data quality, governance, and data integrity best practices

Responsabilités

• Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts
• Develop a deep understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities
• Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management
• Perform core Salesforce administration activities, including: User and role management, reports and dashboards, and support of Agile workflows
• Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations
• Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation
• Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting
• Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes
• Monitor and analyze user adoption metrics; proactively address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst
• Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements

Connaissances

Salesforce Admin experience

Reports & Dashboards

Sales Cloud & Service Cloud

Data governance

Formation

Bachelor's degree

Outils

nCino

Description du poste

Axos Bank Target Range: $80,000.00 /Yr. - $100,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

The Salesforce Administrator is responsible for managing and optimizing the Salesforce platform to support business objectives. This role partners closely with business and IT stakeholders to deliver scalable solutions, drive user adoption, and ensure system performance, security, and data integrity. The administrator also provides user support, training, and ongoing enhancements to maximize platform value. This position may allow remote work for candidates who are not within commuting distance of an Axos office location.

Responsibilities:

• Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts
• Develop a deep understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities
• Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management
• Perform core Salesforce administration activities, including: User and role management, reports and dashboards, and support of Agile workflows
• Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations
• Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation
• Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting
• Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes
• Monitor and analyze user adoption metrics; proactively address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst
• Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements

Qualifications:

• Bachelor's degree required
• 2+ years of experience as a Salesforce Administrator
• Hands-on experience building custom reports and dashboards
• Experience with Salesforce Sales Cloud and Service Cloud
• Strong understanding of data quality, governance, and data integrity best practices

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)

We're a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank - when the idea of banking online was almost unthinkable. Since then, we've evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.