The Company:
MoFi is a nonprofit lender with a mission to provide financing and consulting that transforms lives and communities. Our goal is to provide equitable access to capital for all.
MoFi is a business lender for the poor, underserved, and historically marginalized. Every day we work with entrepreneurs who lack equity, assets, or prior business experience and are turned away from banks. From our thirty years of lending experience, we also know that equity, assets, and prior business experience aren’t needed to build a successful business and repay a business loan.
Each MoFi client gets a loan package that includes free, comprehensive training to help them build a safety net to weather unforeseen challenges. MoFi also offers a unique assistance program, The Path to Bankability, to help all clients achieve financial sustainability, and, ultimately, qualify for bank financing. Our training programs allow underserved small business owners to enter the financial mainstream, building a more prosperous future for themselves, their families, and their communities along the way.
Our work spans 37 years and the Rocky Mountain West. Our team is committed to equity, impact, and excellence. We offer a progressive, fun, team-driven environment with a focus on social impact as well as financial outcomes. We are a fast-paced organization with a culture that fosters teamwork and embraces an all-hands-on-deck mentality. MoFi offers competitive pay, clear ladders for growth, professional development opportunities, great benefits, and a chance to make a positive impact in the lives of our clients.
The Position:
The Salesforce Administrator will support the day-to-day configuration, maintenance, and enhancement of MoFi’s Salesforce platform. Working closely with the Compliance and Technology Manager and IT Manager, this role will assist in ensuring the system meets business requirements, fosters user adoption, and supports cross-functional teams. This position is ideal for an individual eager to grow their Salesforce expertise while contributing to a mission-driven organization.
This person reports to the Compliance and Technology Manager.
The Job:
1. Assist with the ongoing customization and configuration of the Salesforce platform, including workflows, process automation, reports, dashboards, and page layouts.
2. Support end-users by providing training, troubleshooting, and responding to inquiries to enhance user adoption and a positive user experience.
3. Perform regular system maintenance tasks such as managing user accounts, permission sets, and data hygiene activities.
4. Collaborate with the Compliance and Technology Manager to design and implement system improvements, ensuring alignment with organizational goals.
5. Help maintain system security by managing roles, profiles, and access settings in compliance with organizational policies.
6. Participate in data migration, cleansing, and de-duplication efforts to maintain the integrity of Salesforce data.
7. Monitor and resolve system issues in a timely manner, escalating complex problems to the Compliance and Technology Manager or external support when needed.
8. Document processes, workflows, and changes to the Salesforce platform for internal reference.
9. Stay informed on Salesforce updates and best practices, proposing enhancements that could benefit the organization.
10. Support compliance initiatives by ensuring data security, audit readiness, and adherence to regulatory requirements within the platform.
Qualifications
- Bachelor's degree, required
- 2-4+ years of experience with Salesforce Administration, preferred but not required
- Salesforce Administrator Certification, preferred but not required
- Familiarity with Salesforce tools, including Flow Builder, Reports & Dashboards, and AppExchange solutions.
- Basic understanding of data management concepts, including imports, exports, and data hygiene.
- Strong communication skills to work collaboratively with technical and non-technical stakeholders.
- Strong technical proficiency. Proficient in Outlook, Word and Excel with a strong ability to adapt to and understand new technology.
Compensation
Salary is $80,000-$100,000 based on experience. Additional compensation includes full employer paid medical, dental, and vision benefits; employer-sponsored 401K retirement benefits; life insurance; holiday savings matching program; monthly wellness stipend; paid vacation, holiday, and sick leave; and short and long-term disability and AD&D.
We believe MoFi is for everyone…
…no matter where you come from, what you look like, or how you identify. We are working to build a diverse, inclusive team that reflects the people we serve. We're committed to helping you do your best work. We promise to champion diversity, build an inclusive culture, and help create a more equitable world. We are proud to be an equal opportunity employer. We welcome the unique contributions that every member of the team brings and do not discriminate on race, sex, gender identity and expression, nation of origin, culture, ethnicity, genetics, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation, or beliefs and opinions.
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Application Question(s):
- Why are you interested in this position?
- Please submit a cover letter with your resume.
Education:
Experience:
- Salesforce: 2 years (Preferred)
Ability to Relocate:
- Missoula, MT 59802: Relocate before starting work (Required)
Work Location: In person
