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Axos Bank

Digital bank offering integrated financial services

Salesforce Administrator

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-time$80k - $100k /yr

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 4 years of hands-on Salesforce administration experience is required.
  • A proven track record of successfully managing and supporting Salesforce implementations is required.
  • Experience troubleshooting, managing integrations and third-party applications, conducting system health assessments, and identifying process-improvement opportunities is required.
  • Experience coordinating Salesforce seasonal release upgrades, sandbox management strategies, and deployment activities using CI/CD tools such as GitHub, Azure DevOps, or similar platforms is required.
  • Hands-on experience building custom reports and dashboards is required.
  • Experience with Salesforce Sales Cloud and Service Cloud is required.
  • Understanding of data quality, governance, and data integrity best practices is required.

Responsibilities

  • Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts.
  • Develop an understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities.
  • Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management.
  • Perform Salesforce administration activities, including user and role management, reports and dashboards, and support of Agile workflows.
  • Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations.
  • Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation.
  • Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting.
  • Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes.
  • Monitor and analyze user adoption metrics; address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst.
  • Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements.

Desired Qualifications

  • Salesforce Certified Administrator certification is preferred.

About the Company

Axos Bank

Digital bank offering integrated financial services

Axos Bank is a financial institution that offers banking, investing, clearing, and custody services in a single platform. It provides traditional banking products for individuals and businesses, and integrates services across money management, investment, and settlement functions to simplify finances. The company operates as a digital-first bank, aiming to connect multiple financial services under one provider rather than requiring customers to use several firms. Its product approach centers on merging banking with other financial services to create a unified experience—one firm with many ways forward. Axos’s goal is to make money work smarter for customers by offering accessible, connected financial solutions and broadening the scope of what a bank can do for individuals, businesses, and institutions.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1999

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