Salesforce Administrator - Remote Banking & nCino Expert

Axos Bank; Irvine (CA); Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

Paid Sick Leave, 3 weeks vacation, and

HSA or FSA account

401(k) Retirement Saving Plan with EMP

Employee Mortgage Loan Program

Free Axos Bank Account with Self-Dir.

Job summary

Axos Bank is seeking a Salesforce Administrator to manage and optimize the Salesforce platform in support of banking operations. You will partner with business and IT stakeholders to deliver scalable solutions, drive user adoption, and ensure data integrity across Sales Cloud, Service Cloud, and nCino integrations.

You will design declarative customizations, provide training, and lead system enhancements in an agile environment while ensuring security and performance.

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.

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

Skills

Salesforce Administration

Dashboards & Reports

User Training & Support

Data Quality & Governance

Stakeholder Collaboration

Education

Bachelor’s degree

Tools

Sales Cloud

Service Cloud

nCino

Salesforce Reporting

Job description

Axos Bank is seeking a Salesforce Administrator to manage and optimize the Salesforce platform in support of banking operations. You will partner with business and IT stakeholders to deliver scalable solutions, drive user adoption, and ensure data integrity across Sales Cloud, Service Cloud, and nCino integrations.

You will design declarative customizations, provide training, and lead system enhancements in an agile environment while ensuring security and performance.