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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
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DocMagic provides digital mortgage and eClosing software solutions, including document preparation, eSignature, and compliance tools for the mortgage industry. The company serves lenders, banks, credit unions, and settlement service providers seeking end-to-end automated loan processing.
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