Conventus Mission and Vision
Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.
Position Description
Full-Time, Exempt, Performance-Based Bonus
Location: San Francisco
Required 4 days per week in the office (Mon-Thu)
Salary Range: $100,000-$120,000/year
Conventus is seeking a Salesforce Administrator to join our growing Salesforce team. This role sits at the intersection of day-to-day support and hands-on platform development — the right person will own the incoming support queue and also contribute meaningfully to configuration work as part of our sprint process.
This individual should be comfortable handling support independently, solving problems across our Salesforce Financial Services Cloud org, and stepping into development work as they grow with the team. If you thrive on variety, take ownership seriously, and want to build deep platform expertise in a fast-moving lending environment, this role is for you.
Responsibilities
Support Ownership & Operations
- Own and manage the Salesforce support queue, ensuring timely triage and resolution of issues across the organization
- Serve as the first point of contact for end-user questions, data issues, and system requests
- Maintain and track support activity in Salesforce and Jira
- Identify recurring issues and surface them to the team for long-term resolution
- Contribute to improving support intake processes and the overall end-user experience
Configuration & Development
- Implement Salesforce configuration changes using declarative tools (fields, validation rules, page layouts, permission sets, flows, etc.)
- Work in sandbox environments and follow established processes for deploying changes to production
- Collaborate with Product Owners and senior team members to deliver sprint work aligned with business priorities
- Build configurations that are clean, maintainable, and consistent with Salesforce platform best practices
Release & DevOps Participation
- Follow established deployment and release management standards for all configuration changes
- Support testing and validation activities prior to each release cycle
Cross-System Awareness & Support
- Develop working knowledge of integrations between Salesforce and other systems
- Assist in troubleshooting and supporting issues related to integrated systems
- Be mindful of upstream and downstream impacts when implementing configuration changes
Collaboration & Delivery Support
- Partner with Product Owners to execute backlog items and deliver platform enhancements
- Participate actively in sprint ceremonies and team delivery processes
- Communicate clearly with stakeholders on issue status, resolutions, and upcoming system changes
Platform Stewardship & Best Practices
- Follow and uphold best practices for data quality, security, and system governance
- Seek opportunities to improve platform usability and end-user adoption
- Contribute to documentation of configurations, processes, and decisions
Qualifications
- 2-4 years of experience working with Salesforce in an Administrator or similar role
- Proficiency with user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules
- Proficiency with declarative configuration changes, including but not limited to flows, assignment rules, approval processes, fields, page layouts, record types, dynamic record pages, apps, actions, custom settings, mobile administration, dashboards, and reports
- Experience owning or contributing to a support queue in a professional environment
- Familiarity with Agile processes and tools such as Jira
- Organized and detail-oriented, with the ability to manage multiple priorities simultaneously
- Strong communication skills and the ability to work effectively across technical and business teams
PREFERRED EXPERIENCE
- Salesforce Certified Platform Administrator
- Experience with Salesforce Financial Services Cloud
- Exposure to Salesforce deployment tools or DevOps processes
- Experience supporting integrations between Salesforce and other systems
- Background in financial services, lending, or fintech environments
KEY TRAITS FOR SUCCESS
- Accountability and follow-through — you take ownership of what you pick up
- Ability to manage a support queue without losing focus on development contributions
- Organized and process-oriented, comfortable working within defined standards
- Growth mindset — eager to build platform depth and expand configuration skills over time
- Collaborative and effective working across technical and non-technical teams
Desired Characteristics
Mindset and Character
At CHC, we look for future employees who demonstrate and have the mindset and character of our following core values:
- Deliver Extraordinary Client Experience: Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
- Take Responsibility: Be proactive, know what you are responsible for, act with integrity and follow through to the end.
- Respond with Urgency and Care: Balance speed with quality, ensuring that every response is both timely and impactful.
- Grow Together: Grow together through a culture of intellectual curiosity, collaboration and celebration.
Conventus Benefits
- 19 days PTO annually
- Health Benefits (Health, Vision, Dental)
- Life Insurance Coverage
- Pre-tax commuter fund
- Pre-tax medical fund
- 401k