Cardiff is small business lender intent on transforming the digital lending vertical for the 21st century. We are a financial services leader with unparalleled industry-specific products and expertise. We maintain thousands of relationships with business owners, equipment dealers and manufacturers across the US who value our integrity, creativity and technology. Our product set includes commercial equipment financing and leasing, credit cards, merchant services, and insurance.
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
Ready to apply?
Create an account to save jobs, track applications, and build tailored resumes.