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Salesforce Jungo CRM Specialist

Skills
APICustomer Relationship ManagementDashboardsFacebookLicensingLightning Web ComponentsMortgage Servicing
Role

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.