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Position Summary

A growing organization is hiring a Senior Salesforce Developer to support ongoing development and optimization of its Salesforce platform. This role sits within a core engineering team supporting multiple business functions.

You'll work cross-functionally to design, build, and deploy scalable solutions across the platform. The environment includes a mix of custom development and declarative configuration, with a focus on performance, usability, and long-term maintainability.

This is a hybrid role with occasional onsite requirements.

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Key Responsibilities

• Develop and maintain Salesforce solutions across core platform functionality
• Design and implement scalable features using both declarative tools and custom code
• Support enhancements to data structures, automation, and system integrations
• Build custom components, workflows, and user-facing functionality
• Evaluate incoming requirements and translate them into technical solutions
• Participate in sprint planning, technical design discussions, and code reviews
• Monitor system performance and support ongoing releases and improvements
• Collaborate with internal teams to ensure successful delivery of business-critical features

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Required Experience

• 8+ years of Salesforce development experience
• Salesforce Platform Developer I certification
• Strong experience with Apex, Lightning components, and standard platform capabilities
• Experience working with integrations and APIs
• Familiarity with version control and deployment best practices
• Ability to translate business needs into scalable technical solutions
• Experience working in Agile environments
• Strong communication and stakeholder management skills
• Experience handling large data volumes and performance considerations

Marketing Strategist

Confidential Mortgage Lender - Irvine, CA (Hybrid)
Full-Time

Marketing Strategist

Location: Hybrid - Irvine, CA
Employment Type: Full-Time

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Company Overview

We are an established, nationally operating mortgage lender offering a broad range of residential lending products, including both forward and reverse mortgage solutions. The organization operates within a highly regulated environment and emphasizes operational excellence, long-term growth, and internal career development.

Our teams value collaboration, accountability, and continuous improvement, working cross-functionally to deliver compliant, scalable marketing and customer acquisition strategies.

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Role Overview

We are seeking a Marketing Strategist to lead and evolve our digital marketing efforts across SEO, Online Reputation Management (ORM), and marketing automation, with Salesforce CRM serving as the core platform.

This role is ideal for a strategic, hands-on marketer who performs well in structured, enterprise environments while maintaining an ownership mindset. You will identify opportunities, modernize processes, and drive performance while ensuring alignment with regulatory, brand, and operational requirements.

You will be responsible for setting strategy, managing execution, and leading internal resources and external partners to deliver measurable, sustainable results.

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Key Responsibilities

Strategy & Leadership

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  Own the strategic roadmap for SEO, ORM, and marketing automation initiatives
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  Identify opportunities to improve performance, efficiency, and scalability
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  Translate business goals into clear priorities, KPIs, and execution plans
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  Lead, mentor, and manage internal team members and external partners

SEO Strategy

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  Develop and oversee enterprise-level SEO strategy, including technical, on-page, off-page, and content initiatives
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  Conduct keyword and competitive research aligned with borrower intent
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  Improve organic visibility through site optimization, content strategy, and governance
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  Monitor search algorithm changes and industry trends; recommend data-driven optimizations
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  Own SEO reporting, insights, and continuous improvement

Online Reputation Management (ORM)

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  Lead ORM strategy to protect and strengthen brand credibility at scale
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  Establish structured monitoring, response, and review-generation processes
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  Ensure ORM initiatives align with compliance, governance, and brand standards
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  Address reputational risks through ethical, sustainable visibility strategies

Marketing Automation & Salesforce CRM

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  Serve as the marketing owner of marketing automation platforms and processes
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  Ensure data integrity, reporting accuracy, and lifecycle visibility within Salesforce
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  Design, build, and optimize automation workflows integrated with CRM
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  Evaluate, select, and manage marketing automation tools as business needs evolve
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  Create scalable frameworks for segmentation, nurturing, and performance tracking

Mortgage Industry & Compliance

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  Apply working knowledge of mortgage products, borrower journeys, and regulations
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  Ensure all marketing strategy and execution meets regulatory and compliance standards
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  Balance innovation with risk management and operational discipline

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Required Qualifications

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  5+ years of experience in digital marketing strategy
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  Proven expertise in SEO, ORM, and marketing automation
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  Strong hands-on experience with Salesforce CRM
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  Experience integrating marketing automation platforms with Salesforce
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  Mortgage or financial services industry experience (required)
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  Experience managing internal team members and/or external partners
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  Analytical, structured, and metrics-driven mindset
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  Comfortable operating in regulated, enterprise environments

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Compensation & Benefits

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  Salary Range: $110,000 - $135,000 annually
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  Comprehensive benefits package, including:
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    Accrued vacation based on tenure
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    Paid sick time
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    Paid holidays plus a floating personal or cultural day
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    Multiple medical plan options (PPO and HDHP)
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    Dental and vision coverage
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    Company-paid life insurance
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    401(k) with employer match
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    Optional benefits (FSA, pet insurance, additional life coverage)
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    Legal assistance programs
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    Employee lending benefits

Elevate your career as a Senior Porject Manager, where your expertise in Salesforce.com will drive impactful solutions for clients worldwide.

This remote role offers an exciting opportunity to demonstrate your leadership and technical skills while fostering collaborative relationships. The successful candidate will join a culture committed to innovation and growth, supporting diverse projects and contributing to client success.

Key Responsibilities:
- Design and implement Salesforce.com solutions tailored to client needs
- Collaborate with cross-functional teams to identify client requirements and deliver exceptional outcomes
- Provide expert guidance on best practices, enhancements, and new features in Salesforce
- Lead projects from inception to completion while managing timelines and client expectations
- Analyze data and metrics to inform strategic decisions and optimize performance

Core benefits include a comprehensive Dental Plan, ensuring the well-being of all employees.

This position is ideal for seasoned consultants who are passionate about technology and eager to make a difference. If you possess the required skills and are looking for an opportunity to thrive in a supportive environment, we invite you to apply for the Principal Consultant role today. Your expertise can help shape the future for our clients.

Job Title: Revenue Operations Manager
Location: CA (Remote / Hybrid)
Job Type: Full-Time

Overview

We are seeking a Revenue Operations Manager to lead the design, build-out, and continuous optimization of reporting and analytics across Sales, Marketing, and Customer Care functions. This role will manage a small team of analysts and serve as the central hub connecting campaign performance data, sales pipeline metrics, and customer experience insights into actionable intelligence for leadership.

The ideal candidate combines analytical rigor with business acumen-able to write SQL queries, build dashboards in Salesforce and BI tools, and translate data into clear narratives that drive strategic decisions. This is a high-visibility role with direct impact on how the organization measures, understands, and improves its revenue-generating activities.

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Key Responsibilities

Reporting & Analytics

• Design, build, and maintain dashboards and automated reports for Sales, Marketing, and Customer Care using Salesforce, Excel, and BI/visualization tools.
• Develop and standardize KPIs and performance metrics across the revenue lifecycle-from lead generation through deal closure and post-sale satisfaction.
• Create campaign-level attribution reporting to measure marketing ROI across digital channels, partnerships, and customer touchpoints.
• Perform ad hoc analysis on sales funnel performance, conversion rates, lead quality, and customer care trends to surface actionable insights.

CRM & Data Management

• Serve as a Salesforce subject matter expert, ensuring data integrity, optimizing workflows, and building reports and dashboards.
• Write and maintain SQL queries to extract, transform, and analyze data for reporting and analysis needs.
• Partner with technical teams to improve data pipelines and integrations, ensuring accurate data flow between marketing platforms, CRM, and reporting tools.
• Maintain documentation of data definitions, report logic, and business rules for consistency and institutional knowledge.

Team Leadership & Collaboration

• Manage and mentor two analysts, providing direction on priorities, development, and quality standards.
• Collaborate cross-functionally with Sales, Marketing, Customer Care, and Compliance to align reporting with business objectives.
• Present findings and recommendations to senior leadership, translating complex data into clear business narratives.

Process Optimization

• Identify inefficiencies and bottlenecks in revenue processes and recommend data-driven improvements.
• Support campaign planning with historical benchmarks and predictive analysis.
• Ensure reporting and analytics comply with industry regulations and internal compliance standards.

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Qualifications

Required:

• 5+ years in revenue operations, marketing operations, sales operations, business analytics, or a related analytical role
• 2+ years of people management experience
• Proficiency with Salesforce CRM (reporting, dashboards, data management)
• Working knowledge of SQL for data extraction and analysis
• Strong Excel/Google Sheets skills (pivot tables, VLOOKUP/INDEX-MATCH, data modeling)
• Experience building and managing marketing campaign and sales pipeline reports
• Excellent communication and presentation skills for executive-level insights
• Bachelor's degree in Business, Marketing, Finance, Data Analytics, or related field

Preferred:

• Experience in financial services, lending, or related industry
• Familiarity with loan products or regulatory frameworks
• Experience with BI/visualization tools (Tableau, Power BI, Looker, Domo)
• Knowledge of marketing automation platforms and partner marketing programs
• Experience with call center reporting, lead routing, and customer care analytics