What are the responsibilities and job description for the Sales Automation & Platform Administrator (SalesForce) position at Origence?
Shaping the Future of Lending
With 30 years of fintech leadership, Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI to enhance the way we work and create value for our clients, and we're seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact.
The Sales Automation & Platform Administrator is responsible for driving automation, operational efficiency, and data integrity across the revenue and service technology stack. This role partners closely with Sales, Customer Success, and Operations leadership to streamline workflows, improve pipeline visibility, and enable scalable growth.
The position owns administration and optimization of Salesforce as the core revenue platform, supports ServiceNow for internal workflows, and helps expand integration and capabilities with the NICE contact center platform.
The Origence Mindset
At Origence, we are self-aware, adaptable, and relentlessly focused on creating meaningful impact. We think like owners, embrace complexity and ambiguity, challenge conventional thinking, and continuously pursue smarter, more effective ways to solve problems and advance the business. If this mindset reflects who you are, you may be exactly who we're looking for.
How You'll Contribute
Sales & Revenue Automation:
Education
How We Invest In You
The starting salary range for this full-time position is $88400 - $110500 per year. We offer competitive compensation designed to recognize the value, experience, and contributions each team member brings to Origence. Base pay is determined by factors including experience, geographic location, and internal equity, and eligible positions may participate in our annual bonus program.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals� qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
With 30 years of fintech leadership, Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI to enhance the way we work and create value for our clients, and we're seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact.
The Sales Automation & Platform Administrator is responsible for driving automation, operational efficiency, and data integrity across the revenue and service technology stack. This role partners closely with Sales, Customer Success, and Operations leadership to streamline workflows, improve pipeline visibility, and enable scalable growth.
The position owns administration and optimization of Salesforce as the core revenue platform, supports ServiceNow for internal workflows, and helps expand integration and capabilities with the NICE contact center platform.
The Origence Mindset
At Origence, we are self-aware, adaptable, and relentlessly focused on creating meaningful impact. We think like owners, embrace complexity and ambiguity, challenge conventional thinking, and continuously pursue smarter, more effective ways to solve problems and advance the business. If this mindset reflects who you are, you may be exactly who we're looking for.
How You'll Contribute
Sales & Revenue Automation:
- Design and implement automation to improve lead management, opportunity progression, forecasting accuracy, and sales productivity.
- Identify process gaps and eliminate manual work across the revenue lifecycle.
- Build scalable automation using Flows, validation rules, assignment logic, and integrations.
- Develop dashboards and analytics for pipeline health, conversion, and performance.
- Enable AI-driven productivity and data insights where applicable.
- Manage users, profiles, roles, permissions, and security configuration.
- Configure objects, fields, page layouts, workflows, and automation.
- Support Sales Cloud and Service Cloud capabilities.
- Manage integrations and third-party applications.
- Provide production support, issue resolution, and change management.
- Maintain documentation and stay current on platform best practices.
- Configure and support workflows for internal service and operational processes.
- Manage user access, forms, automation, and reporting.
- Support integrations between ServiceNow and other enterprise systems.
- NICE Contact Center (Preferred / Growth Area):
- Support integration with Salesforce for call activity and interaction tracking.
- Develop working knowledge of NICE administration over time.
- Enable call analytics and operational insights to improve customer engagement.
- Analysis & Continuous Improvement:
- Partner with business leaders to identify inefficiencies and improvement opportunities.
- Gather and document requirements for enhancements.
- Measure automation impact and drive ongoing optimization.
Education
- Bachelor�s degree in Information Systems, Business, or a related field (or equivalent experience).
- 4�6 years of Salesforce administration or development experience.
- Hands-on experience with Sales Cloud (required); Service Cloud preferred.
- Experience building automation using Flows and related platform tools.
- Experience improving sales processes, pipeline visibility, or revenue operations workflows.
- Working knowledge of ServiceNow or strong ability to learn quickly.
- Experience integrating third-party systems or APIs.
- Exposure to contact center platforms such as NICE, Five9, or Genesys is a plus.
- Certifications & Skills:
- Salesforce Administrator certification or ability to obtain within six months.
- Experience with data tools (Data Loader, imports, data quality management).
- Strong analytical, problem-solving, and communication skills.
How We Invest In You
- 401(k) with 8% Company Match
- Flexible Work Environment
- Competitive Paid Time Off
- Tuition Reimbursement & Education Benefits
- Comprehensive Health & Wellness Benefits
- Microsoft Copilot and AI-Enabled Tools
- Continuous Learning & Development Opportunities
- A culture of connection, celebration, and growth through employee-driven programs, company events, holiday celebrations (Star Wars Day), monthly town halls, quarterly company meetings, and team traditions like Bring Your Kid to Work Day
The starting salary range for this full-time position is $88400 - $110500 per year. We offer competitive compensation designed to recognize the value, experience, and contributions each team member brings to Origence. Base pay is determined by factors including experience, geographic location, and internal equity, and eligible positions may participate in our annual bonus program.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals� qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
Salary : $88,400 - $110,500