Technical Solution Manager - In Office, Hybrid or Remote at Longbridge Financial

 Longbridge Financial is a premier reverse mortgage lender dedicated to improving the financial well-being of older Americans. As we expand our digital platforms and customer experience strategies, our Salesforce ecosystem plays a vital role in empowering Sales, Marketing, and Service teams with streamlined, data-driven tools.

Position Summary

We are seeking a skilled and business-savvy Technical Solution Manager to lead solution design, requirement gathering, and technical planning for our Salesforce initiatives. This individual will serve as the key liaison between the business and the Salesforce development team, working closely with Sales, Marketing, and Product leadership to ensure we build the right tools and experiences. This is a hands-on role ideal for someone who understands Salesforce deeply and thrives in fast-paced, collaborative environments.

Key Responsibilities

• Work with Sales, Marketing, and other business units to understand needs and translate them into functional Salesforce requirements.
• Serve as the solution owner and lead technical business analyst for Salesforce projects and enhancements.
• Collaborate with Salesforce architects, developers, and admins to design scalable and sustainable solutions within the Salesforce ecosystem.
• Document user stories, functional specs, wireframes, and workflows for configuration or development.
• Lead and facilitate requirement-gathering workshops, solution discussions, and design reviews.
• Act as the bridge between technical and business teams to ensure clear communication and mutual understanding.
• Ensure alignment with enterprise application standards, data models, and compliance policies.
• Support UAT planning, testing scripts, and validation for new features or enhancements.
• Assist in change management, training, and post-deployment user support as needed.

 Required:

• 5+ years of hands-on experience with Salesforce platform in a technical business analyst or solution manager role.
• Strong understanding of Sales Cloud, Servicing Cloud and Marketing Cloud capabilities, workflows, and integrations.
• Experience gathering requirements, documenting user stories, and managing project backlogs.
• Ability to translate business needs into scalable, technical Salesforce solutions.
• Experience with tools like Jira, ADO, Lucidchart, or Figma for documenting and tracking work.
• Excellent written and verbal communication skills, with strong stakeholder engagement.

Preferred / Nice to Have:

• Salesforce certifications such as Administrator, App Builder, or Business Analyst.
• Experience working in the mortgage, lending, or financial services industry.
• Understanding of Pardot, Einstein Analytics, or Salesforce APIs.
• Experience managing Agile projects and cross-functional collaboration.

Soft Skills

• Strong interpersonal skills and business acumen.
• Ability to manage multiple initiatives and deadlines.
• Detail-oriented with strong problem-solving capabilities.
• Team player who thrives in a collaborative environment.

• Full benefits
• 401(k) with company match
• Paid time off
• Working in a growing and dynamic industry
• LBF is an EEO/AA/Vet/Disabled Employe
• Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial.

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