Business Systems Engineer managing Nada's core business systems for optimizing home equity agreements. Collaborating cross-functionally to design scalable solutions and enhancing data workflows from lead to closing.
Responsibilities
Own Nada’s GTM and origination systems architecture end-to-end, including CRM, LOS (Salesforce), dialer/voice automation, document management, and capital management systems.
Design and optimize system workflows across the full customer lifecycle (lead → offer→ underwriting → closing → portfolio management), with a focus on improving conversion, speed, and operational efficiency.
Serve as the technical owner of Salesforce (LOS), ensuring scalable architecture, clean data models, and high-quality user experience for sales and operations teams.
Architect and manage integrations between our proprietary POS, Salesforce, and third-party systems (dialers, DMS, data providers), ensuring reliability, performance, and data consistency.
Identify and eliminate friction in the funnel, proactively recommending system and process improvements that increase throughput and reduce manual work.
Build and maintain automation layers (flows, triggers, APIs) to streamline operations and reduce human intervention across the origination process.
Own data integrity and system governance, including validation rules, deduplication, monitoring, and audit processes.
Partner cross-functionally with Product, Engineering, Sales, and Operations to translate business needs into scalable system solutions.
Act as the internal expert on GTM systems, advising leadership on tooling decisions, tradeoffs, and long-term architecture.
Requirements
3–5+ years of experience in Salesforce administration, systems engineering, or business systems roles in high-growth environments
Deep expertise in Salesforce (Certified Administrator Credential required; Advanced Admin or Platform App Builder preferred)
Proven experience architecting and managing complex system integrations, including APIs, webhooks, and third-party platforms
Strong understanding of lead-to-close workflows across sales, underwriting, and operations—ideally in fintech, lending, or similarly regulated environments.
Demonstrated ability to design scalable systems from 0→1 or during rapid growth phases.
Comfortable working cross-functionally and translating business requirements into technical implementations.
Strong problem-solving skills with a bias toward simplification and automation.
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