Technical Project Manager

360 Equipment Finance, LLC; Austin (TX); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading company in equipment finance is seeking a Technical Project Manager who excels in Salesforce administration and project management. This remote role involves driving technical projects, facilitating system improvements, and ensuring operational alignment in a dynamic finance environment. Ideal candidates will have a strong background in financial services, demonstrating their ability to collaborate across departments and enhance processes.

Qualifications

• 3+ years experience in technical project management in financial services.
• 2+ years experience as Salesforce Administrator.
• Strong knowledge of equipment finance workflows.

Responsibilities

• Plan, execute, and oversee Salesforce-related projects.
• Serve as primary Salesforce Admin, managing configurations and user support.
• Optimize systems related to equipment finance processes.

Skills

Project Management

Salesforce Administration

Process Improvement

Cross-functional Collaboration

Job description

· Attitude of Gratitude: Replace "have to" with "get to"

· Total Commitment: Total Commitment to who we are, what we do and where we are going

· Unparalleled Levels of Service: Going above and beyond

· Continuous Improvement: Be passionate about seeking solutions. No matter how good we are today, let's be better tomorrow.

Description:

The Technical Project Manager has proven skills in Salesforce administration and a strong understanding of the equipment finance industry. This remote role is ideal for someone who can lead cross-functional technical projects, manage Salesforce-related initiatives, work with third-party vendors on all IT related matters and ensure system and process alignment with the operational needs of an equipment finance business.

Duties and Expectations:

Project Management (50%)

Plan, execute, and oversee technical and operational projects, particularly involving Salesforce and integrated platforms (e.g., DocuSign, Box, Formstack, etc. ).

Work with internal stakeholders to define project scope, timelines, budgets, and deliverables.

Create detailed project documentation, manage risk, and ensure effective communication with stakeholders.

Coordinate across departments including sales, credit, funding, and servicing to align projects with business goals.

Serve as the primary Salesforce Admin, managing configuration, customization, user support, and maintenance.

Create and maintain workflows, process builders, flows, validation rules, reports, dashboards, and data models.

Manage user profiles, permissions, roles, and security settings.

Lead system enhancements, integration efforts, and Salesforce release updates.

Partner with third-party developers or consultants when needed for advanced customizations.

Equipment Finance Process Support (20%)

Support and optimize systems and workflows related to deal origination, credit underwriting, documentation, booking, and servicing.

Collaborate with all teams to streamline operational processes and ensure data integrity across platforms.

Analyze process bottlenecks and recommend automation or system improvements tailored to the equipment finance lifecycle.

Qualifications:

3+ years experience in technical project management, preferably in a financial services environment.

2+ years experience as a Salesforce Administrator (Salesforce Admin Certification preferred).

Strong knowledge of equipment finance and leasing workflows, terminology, and documentation.

Experience with Salesforce integrations is highly desirable.

Solid understanding of project management