Why This Role Matters

Our CRM is the central interface for sales, underwriting, and support; it remains a source of truth only through intentional configuration and governance. Because first impressions matter, we ensure every new employee has a configured machine waiting on their first morning, just as we ensure security by retiring access immediately when they leave. This role manages that intersection of system reliability and hardware logistics, removing the friction of equipment and access so the team can execute.

How We Build

We are all in on AI, and were deliberate about where it runs.

Automation lives outside Salesforce. We build our own agents against our own AWS environment and the Cardiff API. We are not buying Agentforce, and were not solving problems by stacking more managed packages on the org. When theres work to automate, the answer is usually an external agent calling Salesforce through the API, not another chain of Flows.

Salesforce and Slack are the system of record and where our people work. They hold the truth and theyre the interface for the human team. Application logic moves out to AWS over time, where we can test it, version it, and let agents drive it. Part of this job is keeping the org healthy; part of it is helping shrink what the org is responsible for.

AI is how you work, not a project youll be assigned. We expect you to automate your own job: data cleanup, deployment checks, documentation, request triage, and the reporting youd otherwise build by hand.

If youve been waiting for permission to work this way, youll like it here. If your instinct is to solve everything inside the platform, this will be a frustrating seat.

The Role

Were looking for someone who can own Salesforce as a system of record and also be the person new hires can count on to have a working laptop waiting for them on day one. This role sits at the intersection of business systems administration and internal IT support: equal parts configuration, integration, and operations, equal parts making sure the basics never fall through the cracks.

Youll work closely with Sales, RevOps, Underwriting, Marketing, and People to keep Salesforce reliable and well-documented, while also handling the equipment and account lifecycle for everyone who joins or leaves Cardiff.

What Youll Own

• New hire IT setup. Ordering and provisioning computers and equipment ahead of start dates, so day one is ready to go instead of a scramble- 
• Offboarding logistics. Overseeing equipment returns and deactivating accounts when an employee is terminated, so nothing lingers after someones gone
• The request queue. Scoping, tracking, and closing out work from Sales, RevOps, Underwriting, and Marketing, with status they dont have to chase you for.

• Configuration. Flows, validation rules, formula fields, page layouts, permissions, and object-level design; built so the next person can follow what you did
• Data integrity. Field governance, deduplication, and reports the business can trust without checking them twice
• Deployments. Sandboxes, version control, and CI/CD, so a Friday release doesnt take out someones Monday
• Integrations. The connections between Salesforce and everything around it: the Cardiff API, Snowflake, Twilio, our agent platforms, and lender APIs
• Documentation. Whats built, why its built that way, and what depends on it
• The migration path. Helping move logic out of Salesforce and into AWS as we build it, and retiring what it replaces

What Success Looks Like

First 30 days: You know the org: the objects, the automation, the integrations, and the parts that are held together with tape. Youve given the Director of Engineering a written list of whats fragile and what youd fix first.

First 90 days: Requests come in and go out on a predictable cadence, with the business able to see status without asking. At least one recurring manual process is automated and running. Deployments go through sandboxes and source control as a matter of course.

Required Qualifications

• 3+ years administering Salesforce, preferably in fintech, lending, or another high-growth environment
• Strong with Flow, validation rules, complex formula fields, and object-level configuration
• Experience with complex orgs integrated with APIs, third-party applications, and automation tools
• Salesforce Certified Administrator
• Deployment discipline: sandboxes, version control, and CI/CD rather than changes made straight in production
• A working understanding of how data moves between Salesforce and the systems around it
• Evidence youve used AI tooling to do this work faster: agents or coding assistants writing your Apex, SOQL, or scripts, automating data cleanup, or handling request triage and documentation. Bring a specific example from the last six months
• Enough scripting to work outside the platform: Python or JavaScript, REST APIs, and comfort reading a JSON payload

Nice to have:

• Apex, SOQL, and LWC
• Salesforce Data Cloud, Snowflake, or another warehouse
• Experience decomposing a Salesforce org: moving functionality out to services and retiring the in-platform version
• Fundingo or another lending or MCA platform
• Advanced Administrator or Platform App Builder is a plus

Who You Are

• You work independently and communicate proactively; when something is blocked, you say so the same day, in writing, with what you need.
• Youre organized in a way other people can see: work is tracked, status is current, and decisions are written down.
• Youd rather delete an unnecessary Flow than add a clever one.
• You like operational problems, and youre comfortable telling a stakeholder that what they asked for isnt what they need.

This Role May Not Be a Fit If You

• Have a legacy admin mindset: clicks-not-code as an identity rather than a starting point
• Would rather buy Agentforce or another managed package than build against APIs
• Want to maintain a stable org for five years rather than help reshape one
• Prefer highly structured corporate environments, or need extensive direction and oversight
• Dislike fast-changing priorities
• Use AI tools occasionally, rather than having rebuilt your workflow around them

Compensation and Benefits

• Base salary: $80,000
• Performance bonus of up to $20,000, tied to delivery and business outcomes
• Medical, dental, and vision coverage
• 401(k) plan
• Flexible PTO and observed holidays
• Remote-first, with support for your home-office setup

Cardiff, Inc. is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

Cardiff lends to small businesses. Since 2004 weve funded more than $12 billion across the country, to businesses in logistics, healthcare, construction, professional services, and plenty in between. Were building our own underwriting technology, and we still answer the phone; our customers need capital fast, and they want a straight answer from a person who can actually help.