Salesforce Expert for CRM Optimization

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

Job Title

Salesforce CRM Integration & Automation Specialist

Job Overview

We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business.

Scope of Work

• Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts.
• Migrate 300–400 existing leads from Shape Software into Salesforce.
• Confirm and optimize Nextiva phone integration for click‑to‑dial functionality within Salesforce.
• Confirm and optimize Microsoft Outlook integration.
• Connect online leads from [login to view URL] to automatically flow into Salesforce.
• Connect our company website lead forms directly to Salesforce.
• Integrate online leads from [login to view URL] into Salesforce.
• Integrate Batch Dialer to push successful call leads into Salesforce.
• Configure Salesforce to fully operate as our primary CRM for lead management, automation, tracking, and borrower communication.

Ideal Candidate

• 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
• Include examples of similar Salesforce integration projects and briefly explain how you would approach centralizing multiple systems into one CRM.