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Job Details

Sr. Salesforce Administrator

  2026-05-19     MoFi     Missoula,MT  
Description:

Role Purpose
The Senior Salesforce Administrator leads and strengthens MoFi's Salesforce environment to better support scalable, consistent, and efficient lending operations. This role focuses on improving how Salesforce and nCino work together, reducing manual work, and building a stronger system foundation for future automation and AI. This person will also partner closely with an external consultant, helping ensure system changes reflect MoFi's real workflows, priorities, and lending model.

Key Responsibilities

1. Salesforce Administration and System Leadership

Own day-to-day administration of Salesforce, ensuring stability, usability, and alignment with team needs

Lead system improvements that reduce manual work, streamline workflows, and improve visibility across teams

Manage user access, permissions, and configurations with a focus on both security and ease of use

Partner with internal teams to understand needs and translate them into practical system solutions

Maintain clear, usable documentation of system processes and changes

Develop and support training materials that improve adoption and consistency

Proactively identify and address system issues and opportunities for improvement

2. nCino and Lending System Support

Build strong working knowledge of nCino and how it supports MoFi's lending model

Support configuration, testing, and documentation of lending workflows

Partner with lending and operations teams to improve usability and consistency across the lending process

Help ensure systems support strong structuring and underwriting practices while reducing unnecessary complexity

3. External Partnership

Partner with external consultants and vendors supporting initiatives

Help translate internal processes into clear requirements for system improvements

Ensure changes are practical, well implemented, and aligned with MoFi's priorities

Support testing, rollout, and adoption of new functionality

Qualifications

Minimum 6 years of Salesforce administration experience in a complex environment

Strong understanding of Salesforce data structure, permissions, and workflow design

Experience improving business processes through system changes, not just maintaining them

Ability to translate business needs into clear, practical system solutions

Experience working cross-functionally with both technical and non-technical teams

Experience supporting or working alongside external consultants or vendors

Strong attention to detail with a focus on data quality and system reliability

Clear communicator who can explain system changes in plain language

Preferred

Experience with nCino or other lending systems

Experience in financial services or lending environments

Salary

$0000

Full benefits including:

Insurance and Savings

  • Employer-paid health, dental, and vision care for employee and family
  • Employer matched 401(k)
  • HSA
  • Short-term and long-term disability insurance
  • Employer-paid life insurance
  • Matched savings program

Work Life Balance

  • Paid holidays
  • Vacation leave
  • Sick leave
  • Bereavement leave
  • Parental leave
  • Hybrid work options for this position

Professional Development

  • Professional development or training budget
  • Conference or certification support

Wellness

  • Employee assistance program (EAP)
  • Health club reimbursement
  • Great technology
  • In-office meals and refreshments, including lunch, snacks, and beverages


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