United States onlyDominion Financial Services (DFS) is a mortgage originator for single family real estate. DFS originates two main loan products - a short term bridge loan for fix & flip investors, and a long-term rental loan for landlords growing their rental portfolios. DFS is thriving in the current competitive environment and shows aggressive quarterly growth. Our current origination volume is $70MM per month. DFS is looking for a detail-oriented Salesforce Project Manager to join our growing team.
Our Company's Core Values:
- Integrity
- Accountable & Dependable
- Team Centric
- System & Process Oriented
- Service Ethic
- Organized Efficiency - risk management & compliance
- Oversee the progress of multiple ongoing projects within our Salesforce platform
- Create detailed project plans outlining tasks, timelines, resource requirements, and milestones
- Ensure the delivery of high-quality Salesforce solutions
- Communicate daily with the Salesforce team regarding project updates and open tasks
- Assist with the oversite, maintenance, and updating of the DFS Salesforce platform
- Assist users with tasks and problem-solve technical inquiries
- Create and update automations using declarative and programmatic tools in Salesforce
- Configure new user profiles and update permissions
- Create and update analytical dashboards
- Clean, manipulate, and update data, mainly using Excel and SQL
- Implement data models according to the needs of the business and existing infrastructure
- Update document templates in the Salesforce system using Conga Composer
- Document and update technical processes and procedures
- Update marketing lead distribution schemes according to business requirements
- Other related needs according to management and project needs
- Bachelor’s degree in a related field
- 5+ years of overall Project Management experience (3+ Years Salesforce specific)
- Salesforce Administrator Certification
- Strong understanding of project management methodologies and best practices
- Project Management certifications would be a plus
- Excellent communication skills with the ability to convey technical concepts to non-technical stakeholders
- Intermediate to Advanced skills in Microsoft Excel and Word
- Familiarity with databases and SQL
- Experience with Customer Relationship Management (CRM) software as an advanced user or administrator
- Knowledge of real estate and finance is preferred
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Profit sharing program
- Paid time off
- Employee discount program
- Company outings & social events
- Virtual Events
- Employee discount programs
