Teams at CMG Financial

Administers and configures Salesforce, including user access, security, objects, automation, reports, dashboards, testing, deployments, and release preparation. Investigates application issues, maintains environments, supports audits and access reviews, documents procedures, and partners with Product Owners, Security, IT Support, and Software Engineering. The role independently handles in-scope configuration decisions while escalating privileged access changes and complex development.

Build and operate a governed Snowflake enterprise data warehouse, including ingestion, orchestration, dbt transformations, infrastructure as code, security controls, reliability checks, and CI/CD. Partner with data owners and BI teams during migration from legacy systems, ensure compliance for sensitive financial data, support reconciliation and incident resolution, and mentor engineers. The role requires hands-on ownership of pipelines and platform components across development and production environments.

Drives revenue growth by developing broker relationships, recruiting and onboarding new partners, managing a territory and account portfolio, and providing consultative mortgage guidance. Oversees pipelines from application through closing, delivers product and systems training, communicates pricing updates, analyzes account performance, resolves issues with internal teams, and meets production goals. Travel within the assigned territory supports relationship development.