IT & Salesforce Systems Administrator

About Cardiff

Cardiff is a US-based fintech making small business capital faster and more affordable. Voted "America's Favorite Small Business Lender" in 2024 and 2025, we're building toward funding loans at bank rates in minutes.

The Role

You'll own the technology experience for every Cardiff employee and help keep our Salesforce environment secure, accurate, and easy to use. IT operations come first: getting people set up, keeping devices and access in order, and making sure the tools our teams rely on just work.

Alongside IT, you'll handle day-to-day Salesforce administration: users, permissions, data quality, reports, and simple automation. You'll work closely with our senior Salesforce Administrator, Engineering, and teams across Sales, RevOps, Underwriting, Marketing, and People.

This is an administrator role, not a developer role. It suits someone early in their career who likes owning a queue, solving problems end to end, and growing their skills in a fast-moving, regulated environment.

What You'll Own

Employee IT & Devices

A new employee should arrive on day one with everything they need to work.

Order, provision, and prepare laptops and equipment before new-hire start dates

Set up employee accounts and access across our SaaS tools and Salesforce

Deactivate accounts and recover equipment promptly during offboarding

Troubleshoot common hardware, software, and access issues

Maintain accurate equipment and asset records

Keep onboarding and offboarding checklists clear and current

IT Support & Access Security

Own incoming IT and Salesforce requests from Sales, RevOps, Underwriting, Marketing, and People

Understand what each requester needs, prioritize the queue, and communicate status without being chased

Run periodic access reviews across key systems and monitor user activity

Follow security best practices for accounts, passwords, licenses, and permissions

Learn and troubleshoot the SaaS applications our teams use every day

Salesforce Administration

Manage users, roles, profiles, permission sets, field-level security, and license assignments

Configure fields, picklist values, record types, page layouts, list views, and validation rules

Build and maintain reports and dashboards for business teams

Build and update simple Flows, such as record-triggered and screen Flows, with senior review

Resolve Salesforce support tickets and help users get the most out of the system

Escalate complex issues, such as automation conflicts or integration errors, with clear notes on what you found

Data Quality

Teams should be able to trust what they see in Salesforce.

Identify and merge duplicates

Run imports, exports, and mass updates with Data Loader or similar tools

Support field governance and data validation

Report on data quality and fix ownership and access issues

Testing & Change Management

Test changes in sandbox before they reach production

Help with UAT and regression testing

Document what changed and close the loop with the requester

Documentation

Knowledge shouldn't live only in someone's head. You'll document:

IT onboarding and offboarding procedures

Access and permission decisions

Salesforce configuration and important automations

Business processes and common fixes

Integrations and how systems connect to Salesforce

How We Think About Automation & AI

We keep systems simple and maintainable. Not every problem needs another Flow, managed package, or custom build, and Engineering handles work that belongs outside Salesforce.

We'd like you to use AI tools such as ChatGPT, Claude, or Copilot to make routine work faster: drafting documentation, troubleshooting, summarizing requests, cleaning data, writing queries, creating test plans, and organizing repetitive tasks. You don't need to be an AI engineer, just curious and resourceful.

What Success Looks Like

First 30 days

Learn Cardiff's employee IT procedures, device setup, and access model

Learn our Salesforce org, main business processes, and request workflow

Run onboarding and offboarding for new hires and departures with support

Start resolving routine IT and Salesforce tickets on your own

First 60 days

Own employee onboarding, offboarding, and equipment tracking end to end

Own day-to-day user management and permission requests

Complete at least one access review and one data cleanup project

First 90 days

Handle most Tier 1 IT and Salesforce support on your own, on a predictable cadence

Build or improve reports and dashboards for at least one business team

Build and deploy simple Flows with senior review

Eliminate or automate at least one recurring manual task

Keep IT and admin documentation up to date

Required Qualifications

Salesforce Certified Administrator certification

1–3 years of experience in IT support, systems administration, or Salesforce administration

Hands-on experience provisioning laptops, setting up accounts, and supporting employee onboarding and offboarding

Experience troubleshooting common hardware, software, and SaaS access issues

Experience managing Salesforce users, profiles, permission sets, and roles

Experience building Salesforce reports and dashboards

Familiarity with Salesforce Flow and basic automation concepts

Experience with Data Loader or similar data-management tools

Strong attention to detail and a careful approach to data, access, and security

Clear communication with technical and non-technical users

Comfortable using AI tools for research, troubleshooting, and documentation

Nice to Have

Previous help desk or device-management (MDM) experience

Experience with Google Workspace, Slack, Zoom, Salesforce, and other SaaS applications.

Salesforce Platform App Builder or other Salesforce certifications

Exposure to sandbox testing, change sets, or other deployment tools

Basic knowledge of SOQL, REST APIs, or JSON

Familiarity with Lead and Opportunity processes

Experience in fintech, lending, banking, or another regulated environment

Who You Are

You like organized systems, clean data, documented processes, and users who know where to go for help. You communicate proactively: if something is blocked, you say so before anyone asks.

You understand the problem before building a fix, and you know when to escalate. No task is beneath you, whether it's a broken permission, duplicate records, or a new hire who needs a laptop by Monday.

This Role May Not Be a Fit If You

Don't want hands-on responsibility for laptops, equipment, onboarding, or offboarding

Don't want to provide internal user and IT support

Prefer making changes directly in production without testing or documentation

Compensation & Benefits

$32/hour, 40-hours/week

Medical, dental, and vision coverage

401(k) plan

Flexible PTO and observed holidays

Remote-first, with support for your home-office setup

Originally posted on Himalayas