Sales Automation & Platform Administrator (SalesForce / ServiceNow)
CU Direct Corporation, Irvine, California, United States, 92713
Origence is always looking for diverse, talented people to join our exceptional team. Current job opportunities are posted here as they become available.
With 30 years at the forefront of fintech innovation, Origence delivers SaaS lending solutions that power credit unions across the United States. Our mission is to enable accessible, competitive lending while strengthening the financial ecosystem for credit unions, their members, and dealer partners.
We operate with a customer-first mindset and a culture of ownership, accountability, and operational excellence. We invest in our people and empower them to innovate, improve, and drive measurable business impact.
About You You are a self-driven, accountable professional who thrives in a fast-moving environment. You operate with an ownership mindset, are comfortable with ambiguity, and focus on solving business problems through automation, data, and process improvement. You are highly collaborative, detail-oriented, and motivated by measurable impact.
Sales Automation & Platform Administrator This role partners closely with Sales, Customer Success, and Operations leadership to streamline workflows, improve pipeline visibility, and enable scalable growth. The position owns administration and optimization of Salesforce as the core revenue platform, supports ServiceNow for internal workflows, and helps expand integration and capabilities with the NICE contact center platform.
What You’ll Be Doing
Design and implement automation to improve lead management, opportunity progression, forecasting accuracy, and sales productivity.
Identify process gaps and eliminate manual work across the revenue lifecycle.
Build scalable automation using Flows, validation rules, assignment logic, and integrations.
Develop dashboards and analytics for pipeline health, conversion, and performance.
Enable AI-driven productivity and data insights where applicable.
Manage users, profiles, roles, permissions, and security configuration.
Configure objects, fields, page layouts, workflows, and automation.
Support Sales Cloud and Service Cloud capabilities.
Manage integrations and third-party applications.
Provide production support, issue resolution, and change management.
Maintain documentation and stay current on platform best practices.
ServiceNow Administration
Configure and support workflows for internal service and operational processes.
Manage user access, forms, automation, and reporting.
Support integrations between ServiceNow and other enterprise systems.
NICE Contact Center (Preferred / Growth Area)
Support integration with Salesforce for call activity and interaction tracking.
Develop working knowledge of NICE administration over time.
Enable call analytics and operational insights to improve customer engagement.
Partner with business leaders to identify inefficiencies and improvement opportunities.
Gather and document requirements for enhancements.
Measure automation impact and drive ongoing optimization.
The Ideal Candidate Education Bachelor’s degree in Information Systems, Business, or a related field (or equivalent experience).
Experience
4–6+ years of Salesforce administration or development experience.
Hands‑on experience with Sales Cloud (required); Service Cloud preferred.
Experience building automation using Flows and related platform tools.
Experience improving sales processes, pipeline visibility, or revenue operations workflows.
Working knowledge of ServiceNow or strong ability to learn quickly.
Experience integrating third‑party systems or APIs.
Exposure to contact center platforms such as NICE, Five9, or Genesys is a plus.
Certifications & Skills
Salesforce Administrator certification or ability to obtain within six months.
Experience with data tools (Data Loader, imports, data quality management).
Strong analytical, problem‑solving, and communication skills.
Why you should apply
Paid Time Off
401k (8% match)
College Tuition Benefits/ Tuition Reimbursement
Good Benefits options
Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
The starting salary range for this full‑time position in Irvine, CA is $88400 - $110500 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job‑related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
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With 30 years at the forefront of fintech innovation, Origence delivers SaaS lending solutions that power credit unions across the United States. Our mission is to enable accessible, competitive lending while strengthening the financial ecosystem for credit unions, their members, and dealer partners.
We operate with a customer-first mindset and a culture of ownership, accountability, and operational excellence. We invest in our people and empower them to innovate, improve, and drive measurable business impact.
About You You are a self-driven, accountable professional who thrives in a fast-moving environment. You operate with an ownership mindset, are comfortable with ambiguity, and focus on solving business problems through automation, data, and process improvement. You are highly collaborative, detail-oriented, and motivated by measurable impact.
Sales Automation & Platform Administrator This role partners closely with Sales, Customer Success, and Operations leadership to streamline workflows, improve pipeline visibility, and enable scalable growth. The position owns administration and optimization of Salesforce as the core revenue platform, supports ServiceNow for internal workflows, and helps expand integration and capabilities with the NICE contact center platform.
What You’ll Be Doing
Design and implement automation to improve lead management, opportunity progression, forecasting accuracy, and sales productivity.
Identify process gaps and eliminate manual work across the revenue lifecycle.
Build scalable automation using Flows, validation rules, assignment logic, and integrations.
Develop dashboards and analytics for pipeline health, conversion, and performance.
Enable AI-driven productivity and data insights where applicable.
Manage users, profiles, roles, permissions, and security configuration.
Configure objects, fields, page layouts, workflows, and automation.
Support Sales Cloud and Service Cloud capabilities.
Manage integrations and third-party applications.
Provide production support, issue resolution, and change management.
Maintain documentation and stay current on platform best practices.
ServiceNow Administration
Configure and support workflows for internal service and operational processes.
Manage user access, forms, automation, and reporting.
Support integrations between ServiceNow and other enterprise systems.
NICE Contact Center (Preferred / Growth Area)
Support integration with Salesforce for call activity and interaction tracking.
Develop working knowledge of NICE administration over time.
Enable call analytics and operational insights to improve customer engagement.
Partner with business leaders to identify inefficiencies and improvement opportunities.
Gather and document requirements for enhancements.
Measure automation impact and drive ongoing optimization.
The Ideal Candidate Education Bachelor’s degree in Information Systems, Business, or a related field (or equivalent experience).
Experience
4–6+ years of Salesforce administration or development experience.
Hands‑on experience with Sales Cloud (required); Service Cloud preferred.
Experience building automation using Flows and related platform tools.
Experience improving sales processes, pipeline visibility, or revenue operations workflows.
Working knowledge of ServiceNow or strong ability to learn quickly.
Experience integrating third‑party systems or APIs.
Exposure to contact center platforms such as NICE, Five9, or Genesys is a plus.
Certifications & Skills
Salesforce Administrator certification or ability to obtain within six months.
Experience with data tools (Data Loader, imports, data quality management).
Strong analytical, problem‑solving, and communication skills.
Why you should apply
Paid Time Off
401k (8% match)
College Tuition Benefits/ Tuition Reimbursement
Good Benefits options
Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
The starting salary range for this full‑time position in Irvine, CA is $88400 - $110500 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job‑related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
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