Salesforce Automation Architect for CRM Centralization

Infallibletechie; Eastvale (CA); On-site; USD 85,000 - 115,000; Full time

Job summary

A mortgage company in California is seeking a Salesforce CRM Integration & Automation Specialist to fully integrate and optimize their CRM system. The role involves ensuring Salesforce operates as the central hub for lead flow and communication. The ideal candidate will have strong experience in Salesforce implementation, API integration, and workflow optimization. Responsibilities include migrating leads, optimizing integrations, and connecting online lead sources to Salesforce for automated management.

Qualifications

• Strong Salesforce implementation and API integration experience.
• Experience with CRM automation and workflow optimization.
• Mortgage, lending, or real estate CRM experience preferred.
• Ability to troubleshoot and clean up existing integrations.

Responsibilities

• Integrate Salesforce with LendingPad for two-way data syncing.
• Migrate 300–400 existing leads from Shape Software into Salesforce.
• Confirm and optimize Nextiva phone integration within Salesforce.
• Connect company website lead forms directly to Salesforce.

Skills

Salesforce implementation

API integration experience

CRM automation

Workflow optimization

Job description

A mortgage company in California is seeking a Salesforce CRM Integration & Automation Specialist to fully integrate and optimize their CRM system. The role involves ensuring Salesforce operates as the central hub for lead flow and communication. The ideal candidate will have strong experience in Salesforce implementation, API integration, and workflow optimization. Responsibilities include migrating leads, optimizing integrations, and connecting online lead sources to Salesforce for automated management.