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Salesforce Jungo CRM Specialist
Skills
APICustomer Relationship ManagementDashboardsFacebookLicensingLightning Web ComponentsMortgage Servicing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven hands-on experience with Jungo CRM
- Experience integrating lead sources such as Zillow Google and Facebook into CRM workflows
- Strong Zapier proficiency for connecting external forms and ad platforms
- Deep knowledge of mortgage loan workflows and loan officer processes
- Solid Salesforce Lightning administration skills including permissions and automation
Nice to have
- Detail oriented
- Fast learner
- Highly organized
- Process driven
Day to day
- Optimize and manage the Salesforce Jungo CRM platform for a mortgage-focused workflow.
- Configure lead capture and distribution from Zillow Google Ads Facebook Ads website forms and partner networks into Jungo.
- Build automation dashboards and milestone alerts that improve speed-to-lead ROI tracking and referral management.
