Who is DocMagic
DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards.
Why Work at DocMagic
At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work.
Position Summary
We are seeking an experienced Salesforce Administrator to serve as the primary owner of our Salesforce platform and drive ongoing improvement across administration, automation, data quality, reporting, security, and integrations.
This role partners closely with Sales, Marketing, Client Services, Accounting, Legal, Technical Support, and external system owners to support business operations, evaluate enhancement requests, improve user adoption, and ensure Salesforce remains scalable, well-governed, and aligned with business goals.
The ideal candidate is a hands-on senior administrator with strong business analysis skills, deep experience in Salesforce platform configuration, a disciplined approach to governance and change management, and practical experience supporting third-party integrations. Experience with Domo is strongly preferred, and HubSpot experience is a plus.
Key Responsibilities
Salesforce Platform Administration
- Serve as the primary administrator for Salesforce, supporting users across multiple departments
- Configure and maintain objects, fields, page layouts, Lightning record pages, record types, validation rules, reports, dashboards, and declarative automation
- Administer user provisioning, deactivation, permission sets, permission set groups, roles, queues, and other security-related configuration
- Monitor platform health, data quality, usability, and overall system effectiveness
- Evaluate existing configuration and recommend cleanup or redesign where legacy setup is inefficient, redundant, or difficult to maintain
Business Process Improvement and Request Management
- Act as the primary intake point for Salesforce enhancement requests from business teams
- Partner with stakeholders to gather requirements, assess business impact, and translate needs into scalable Salesforce solutions
- Prioritize requests, document recommendations, and balance short-term support with long-term platform maintainability
- Identify opportunities to simplify processes, improve adoption, reduce manual work, and strengthen governance
Sales Operations, CPQ, and Productivity
- Administer and optimize Salesforce CPQ, including product setup, pricing, quoting, approvals, renewals, and related support processes
- Support lead management, opportunity management, forecasting, and pipeline visibility
- Configure and support Sales Engagement / Cadences and related productivity workflows
- Partner with Sales leadership and end users to improve process efficiency, visibility, and data integrity
Integrations and Data Management
- Support and coordinate Salesforce integrations with third-party systems, including analytics, marketing, and operational platforms
- Monitor and troubleshoot data flow between Salesforce and external systems
- Partner with internal technical teams and vendors to maintain reliable integrations, resolve sync issues, and improve data quality
- Support integration-related configuration, field mapping, data validation, and operational troubleshooting
- Experience with Domo-related reporting, writeback, or integration workflows is strongly preferred; HubSpot integration experience is a plus
Reporting and Analytics
- Design and maintain reports and dashboards for leadership and business teams
- Support reporting for sales performance, marketing attribution, service operations, and platform adoption
- Ensure reporting is built on reliable, governed data and aligns with business definitions
Governance, Documentation, and Change Management
- Establish and follow best practices for Salesforce administration, documentation, release management, and production change control
- Support sandbox testing, deployment readiness, and regression validation for configuration changes
- Maintain clear documentation for system behavior, automation, access, and support processes
- Stay current with Salesforce platform releases and recommend improvements aligned to business priorities
Required Qualifications
- 4+ years of direct Salesforce Administrator experience in a production environment
- Strong hands-on experience with:
- Salesforce Lightning Experience
- Configure, Price, Quote (CPQ)
- Sales Engagement / Cadences
- Salesforce integrations with third-party systems
- Proven experience supporting Salesforce users across multiple departments
- Experience with Salesforce security and access administration, including users, roles, permission sets, and governance
- Strong understanding of sales and marketing operations and CRM best practices
- Experience with declarative automation tools, including Flow, validation rules, and approval processes
- Advanced reporting and dashboarding skills
- Excellent analytical, problem-solving, and communication skills
Preferred Qualifications
- Experience with Domo and Salesforce-related analytics, writeback, or integration workflows
- Experience with HubSpot and Salesforce integration
- Salesforce Administrator Certification (ADM-201) or higher
- Experience with data migration, data cleanup, and API-based tools
- Experience in a SaaS, financial services, or professional services environment
- Experience working in an agile or request-driven enhancement environment
Skills Required
- 4+ years of direct Salesforce Administrator experience in a production environment
- Strong hands-on experience with Salesforce Lightning Experience
- Experience supporting Salesforce integrations with third-party systems
- Salesforce security and access administration
- Strong understanding of sales and marketing operations best practices
What We Do
For over 35 years, DocMagic has been a trusted technology partner to lenders, revolutionizing the mortgage loan process with award-winning software, mobile apps, and web-based systems. We have the people, drive and technology to develop any customization—including one of the largest teams of compliance attorneys and professionals in the business—and our products cover every aspect of the closing process. We take pride in our ability to work with each unique lender to achieve their speed and success. Our solutions cover the capabilities needed for mortgage lenders of any size, including strategic document generation, automated compliance, eSignature, eClosing, eDelivery, eNote generation and eVault. DocMagic solutions provide error-free digital mortgage processing with both SaaS-based and on-premise options for product use. Everything we do is backed by superior customer service and one of the most robust sets of representations and warranties in the industry. At DocMagic, we’re not just about the present; we’re committed to shaping the future of lending. We’ve been recognized as an industry-leading technology provider by multiple industry publications, and our CEO and top experts have won several awards for their service. And through our continual role in MISMO standard development, we work together with other technology providers to establish clear guidelines for the industry and drive the transformation of lending—one mortgage at a time.
