Junior Salesforce Administrator

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 45,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan.  

Over the past fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 150 employees with new offices in New York and Miami. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment.  

We offer a competitive salary, growth potential, and a casual yet professional hybrid work environment. Located in the heart of midtown Manhattan, you can enjoy lunch downstairs listening to the summer band series or around the corner in Bryant Park. After work, you can hop on a CitiBike to ride to the Hudson River Park, take a stroll to a show on Broadway or attend an event at Madison Square Garden. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. 

We are seeking a motivated and technically curious individual to join our dynamic team as a Junior Salesforce Administrator. In this role, you will play a crucial part in the optimization and administration of our Salesforce platform, contributing to the overall success of our sales and customer relationship management processes. 

If you are passionate about Salesforce administration, eager to grow in a challenging environment, and ready to contribute to the success of our organization, we encourage you to apply. Join us on this exciting journey as we leverage the power of Salesforce to drive business excellence. 

Responsibilities: 

• User Support and Training: Provide assistance to Salesforce users, addressing inquiries, and conducting training sessions to ensure effective utilization of the platform. 
• Data Management: Oversee data quality, cleansing, and migration efforts within Salesforce to maintain accurate and up-to-date information. 
• Customization and Configuration: Work closely with senior administrators to customize and configure Salesforce to meet the evolving needs of the business.  
• Workflow Automation: Collaborate on the design and implementation of process builder flows and automation to streamline business processes. 
• Reports and Dashboards: Generate and maintain reports and dashboards to provide insights into sales performance and other key metrics. 
• Collaboration: Collaborate with cross-functional teams, including sales, marketing, and customer support, to understand business requirements and implement Salesforce solutions accordingly. 
• Documentation: Maintain comprehensive documentation related to Salesforce configurations, processes, and procedures. 

Requirements: 

• Education: Bachelor's degree in a related field or equivalent work experience. 
• Experience: 1-3 years of experience in Salesforce administration or a related role. Practical experience with Salesforce configuration and customization is a plus. 
• Certification: While Salesforce Administrator Certification is not mandatory, a strong interest in pursuing and obtaining certification is a plus. 
• Technical Proficiency: Basic understanding of Salesforce platform capabilities, standard/custom objects, including data management, workflow automation, and reporting. 
• Fast-Paced Environment: Comfortable working in a fast-paced and dynamic environment, with the ability to adapt to changing priorities. 
• Team Player: Strong interpersonal skills and the ability to work collaboratively within a team. 
• Analytical Skills: Strong analytical and problem-solving skills with keen attention to detail. Proficient in Excel 
• Communication: Excellent communication skills, both verbal and written, with the ability to effectively convey technical concepts to non-technical stakeholders. 
• Self-Motivated: Demonstrated ability to take initiative, learn quickly, and work independently. 

Why Fora Financial?  

• Attractive company subsidized Medical, Dental, and Vision plans with leading insurance providers 
• 401k Plan with Company Match  
• Gym Reimbursement for Employees on Medical Plans  
• Life Insurance at No Cost to Employees  
• Generous Time Off Plan  
• Flexible Spending and Commuter Benefits 
• Hybrid working model offering employees the option to work from home 2 days a week 

Fora Financial is an Equal Opportunity Employer