Salesforce Administrator

Job Description Our client in the investment/financial space is looking for an admin/developer to handle the day-to-day management and enhancement of our business systems—primarily Salesforce, Google Workspace, and Excel-based tools. You'll also build internal web-based tools like calculators and dashboards for our sales and partner teams. This isn't a help desk role; you'll be building automations, designing workflows, and solving real operational problems. You will also build internal web tools—offer calculators, APR calculators, partner-facing utilities. This role pays $110-140k with full benefits paid and unlimited PTO. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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Skills and Requirements Must Haves:

• 2-5 years of experience building and maintaining Salesforce flows, validation rules, formula fields, and custom objects
• Create and troubleshoot Google Apps Script automations for commission tracking and reporting
• Develop Excel-based tools for funding ledgers, ISO tracking, and data analysis
• Manage data integrity across systems—deduplication, migration, cross-referencing
• Support integrations between Salesforce, Google Drive, LendSaas, and other platforms
• Generate reports and dashboards for leadership and sales team
• Strong Salesforce administration experience (Flow Builder is essential)
• Proficiency in Google Sheets and Apps Script and advanced Excel skills (formulas, pivot tables, data validation) Ability to build functional internal tools and calculators (React or vanilla JS)

Plusses:

• Familiarity with MCA/alternative lending operations
• Experience with API integrations or back-end scripting (Python, Node.js)
• Monday.com or similar project management tools
• Understanding of financial calculations (APR, payment schedules, Reg Z compliance)
• Financial services or lending experience is a plus, not required Experience with Front-end web development: HTML, CSS, JavaScript