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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As a Platform Operations Analyst, you will act as a key bridge between business stakeholders and technical teams. You are responsible for defining, developing, and implementing processes and tools—specifically within Salesforce that simplify associate workflows and improve the experience for our stakeholders.
What You Will Be Doing
● Business Analysis & Solutioning: Partner with internal stakeholders to understand operational needs, document current-state workflows, and develop end-to-end future-state designs.
● Salesforce Administration & Development: Perform day-to-day Salesforce administration, including user management, permission sets, and data integrity audits.Design and develop Salesforce solutions using Flow Builder and other declarative tools to automate business processes. Maintain and update custom objects, fields, and page layouts to support evolving business requirements.
● Implementation Support: Partner to build and deploy tools, ensuring technical solutions meet the defined business needs.
● Testing & Demos: Organize and coordinate comprehensive end-to-end test cases for User Acceptance Testing (UAT) and conduct user demos.
● Change Management: Support the implementation and go-live of new features by helping establish training, documentation, and communication plans.
● Continuous Improvement: Solicit user feedback to iterate on existing tools and define standard metrics to measure the outcome of implementations.
What You’ll Need
● Education: Bachelor’s Degree in a business or technical field.
● Experience: 5+ years of experience as a Salesforce Administrator/Business
Analyst
● Technical Proficiency: Salesforce, proven experience with Salesforce administration and declarative development (Flows, Process Builder, etc.). Salesforce Certification (Admin or App Builder) is strongly preferred.
● Communication: Strong verbal and written communication skills with the ability to distill complex concepts for different audiences.
● Problem Solving: Ability to structure ambiguous problems and independently determine methods to execute solutions with limited assistance.
● Ability: to handle multiple tasks simultaneously while remaining self-directed and comfortable with shifting priorities.
● Collaboration: Nurture positive working relationships within established networks and work effectively in a team-based environment.
● Financial or payment industry experience.
● Experience working in an Agile environment.
● Lean Six Sigma experience or familiarity with process improvement methodologies.
● Excellent proficiency in Google Suite and MS Office.
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
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Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
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Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
SoFi Insights
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
