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Senior Salesforce Administrator

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

The Senior Salesforce Administrator is responsible for the administration, customization, and maintenance of the Salesforce platform within the organization. The ideal candidate will have 5+ years of experience in Salesforce administration, with a strong focus on flow and Apex development. Knowledge or experience with Conga documents is a plus.

In this role you will:

  • Manage and maintain the Salesforce platform, including user accounts, profiles, and permissions

  • Create and manage custom objects, fields, and relationships

  • Develop and maintain Salesforce flows and Apex triggers

  • Implement and manage Salesforce integrations with other systems with thorough understanding of API’s and synchronization, including limits

  • Monitor and troubleshoot Salesforce performance issues

  • Provide training and support to Salesforce users

  • Stay up-to-date on the latest Salesforce features and best practices

  • Work closely with stakeholders for criteria and follow-up.

Why you should apply:

  • Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed. 

  • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

  • Salesforce Senior Administrator certification

  • Platform App Developer II Certification a plus

  • 5+ years of experience in Salesforce administration

  • Strong understanding of Salesforce flow development and Apex development

  • Experience with Conga (document creation and automation) a plus

  • Excellent communication and interpersonal skills

  • Ability to work independently and as part of a team

  • Strong analytical and problem-solving skills

  • Ability to meet deadlines and manage multiple projects simultaneously

Forward Financing Core Values:

  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.

  • Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $3.2 billion in funding to more than 67,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! 

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

California Employee Privacy Policy

Forward Financing Glassdoor Company Review
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CEO of Forward Financing
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Justin Bakes
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Average salary estimate

$105000 / YEARLY (est.)
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$90000K
$120000K

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What You Should Know About Senior Salesforce Administrator , Forward Financing

Are you passionate about making a difference and have a knack for problem-solving? Forward Financing, a dynamic fintech company based in Boston, is searching for a Senior Salesforce Administrator to join our mission-driven team! We’re dedicated to unlocking capital for small businesses across America and fostering a compassionate work environment. In this role, you’ll take charge of the Salesforce platform, ensuring it runs like a dream for our team. With 5+ years of experience in Salesforce administration, you’ll have the chance to manage user accounts, create custom objects, develop Salesforce flows, and troubleshoot any performance issues that arise. If you have a qualification as a Salesforce Senior Administrator and a flair for Apex development, this could be your perfect fit. Plus, if you have experience with Conga documents, it’s an added bonus! At Forward Financing, we believe in flexibility. Whether you prefer working remotely, in the office, or a mix of both, we support your choice. Not to mention, we're proud of our inclusive culture and commitment to employee well-being. Join us, and let’s work together to support small businesses in achieving their dreams. Your contributions can have a profound impact, and you'll be a vital part of our mission to drive financial opportunity for the underserved.

Frequently Asked Questions (FAQs) for Senior Salesforce Administrator Role at Forward Financing
What are the primary responsibilities of a Senior Salesforce Administrator at Forward Financing?

As a Senior Salesforce Administrator at Forward Financing, you'll manage and maintain the Salesforce platform, create and customize objects, fields, and relationships, and develop Salesforce flows and Apex triggers. Your expertise will also be crucial in implementing integrations with other systems while monitoring and troubleshooting performance issues, all to ensure that the platform supports our mission of funding small businesses effectively.

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What qualifications are required for the Senior Salesforce Administrator role at Forward Financing?

To qualify for the Senior Salesforce Administrator position at Forward Financing, candidates must possess a Salesforce Senior Administrator certification and ideally hold the Platform App Developer II certification. A minimum of 5 years of experience in Salesforce administration is required, along with proficiency in Salesforce flow development and Apex development. Strong communication skills and problem-solving abilities are also essential.

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How does Forward Financing support employee work-life balance for the Senior Salesforce Administrator?

Forward Financing prioritizes work-life balance through its Employee Choice policy, allowing Senior Salesforce Administrators the flexibility to choose their workplace—be it from home or in the office. We provide a flexible time-off policy and various benefits to ensure our employees feel supported both personally and professionally.

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What tools and systems does a Senior Salesforce Administrator use at Forward Financing?

At Forward Financing, a Senior Salesforce Administrator utilizes the Salesforce platform extensively, managing user accounts and customizing features as needed. Knowledge of API integrations, along with experience in developing Salesforce flows and triggers, are crucial. Familiarity with Conga for document automation can be an advantage, enhancing the efficiency of our operations.

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What makes Forward Financing a great place to work for a Senior Salesforce Administrator?

Forward Financing is recognized as a Best Place to Work in Boston due to its mission-driven culture and commitment to employee well-being. As a Senior Salesforce Administrator, you will be part of a team that values innovation, direct communication, and kindness. You'll have opportunities for professional development, a supportive work environment, and the ability to impact small businesses positively.

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Common Interview Questions for Senior Salesforce Administrator
Can you describe your experience with Salesforce flow development?

When answering this question, highlight specific projects where you created Salesforce flows. Detail the challenges you faced, how you approached them, and the outcomes. Use examples that demonstrate your analytical skills and familiarity with various flow features.

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What steps would you take to troubleshoot a performance issue in Salesforce?

Discuss a systematic approach to diagnosing performance issues in Salesforce. You can mention checking user permissions, validating flow logic, analyzing integration points, and reviewing API limits. Also, emphasize your problem-solving skills and ability to prioritize tasks effectively.

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How do you stay updated with the latest Salesforce features and enhancements?

Show your enthusiasm for continuous learning by discussing various resources, such as Salesforce Trailhead, user groups, webinars, or blogs. Mention how you implement these updates to improve your work or the organization’s efficiency.

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What strategies do you use to manage user training and support?

Provide insights into how you create training materials or sessions tailored to diverse user skill levels. Discuss your approach to gathering feedback after training and your commitment to ongoing support, ensuring users maximize their experience with Salesforce.

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Describe a complex Salesforce integration project you have worked on.

Walk the interviewer through the integration process, including the systems involved, your role, and the challenges encountered. Highlight your understanding of APIs and synchronization while showcasing your communication with stakeholders throughout the project.

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What role does documentation play in your work as a Senior Salesforce Administrator?

Clarify the importance of documentation in maintaining clear records of configurations, workflows, and integrations. Explain how it aids in team collaboration, training new hires, and ensuring compliance with best practices in Salesforce administration.

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How do you prioritize tasks when managing multiple Salesforce projects?

Share your approach to prioritization, such as using a project management tool or establishing deadlines based on impact and urgency. Highlight how effective communication with your team helps manage expectations and avoid bottlenecks.

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What methodologies do you follow when customizing Salesforce for new processes?

Explain the iterative approach you adopt in customizing Salesforce. Discuss the importance of understanding business requirements, gathering feedback from stakeholders, and testing changes before full deployment to ensure smooth transitions.

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How do you handle conflicts or differing opinions regarding Salesforce configurations?

Illustrate your conflict resolution skills by discussing how you actively listen to different perspectives, mediate discussions, and focus on finding mutually beneficial solutions that meet business needs.

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Can you give an example of a time you improved a process using Salesforce?

Provide a specific scenario where you identified a bottleneck or inefficiency, the steps you took to analyze it, and how your solution leveraging Salesforce tools led to measurable improvements in process efficiency or user satisfaction.

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Friends Outside of Work
Passion for Exploration
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Paid Time-Off
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Equity
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Health Savings Account (HSA)
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
Photo of the Rise User
Posted 8 months ago
Mission Driven
Collaboration over Competition
Inclusive & Diverse
Growth & Learning
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Time-Off

Our mission is to build a world-class fintech company so that our customers and our people can achieve their full potential.

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BENEFITS & PERKS
Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Vision Insurance
Performance Bonus
Family Medical Leave
Paid Holidays
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 13, 2025

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