Senior Salesforce Jungo CRM Expert / Mortgage Lead Routing Specialist
Worldwide
We are looking for a highly skilled Salesforce Jungo CRM Specialist to optimize, manage, and scale our CRM platform. Because Jungo is built specifically for the mortgage industry, deep familiarity with both Jungo and mortgage workflows (LOs, processors, co-borrowers, loan pipelines) is an absolute requirement. Most of our leads flow directly from paid traffic channels and partner networks, including Zillow, Google Ads, Facebook Ads, our company website, and Realtor partners. You must thoroughly understand how to integrate these lead sources into Jungo so that data captures cleanly, assigns instantly, and accurately tracks marketing ROI. If you are a standard Salesforce admin without direct, hands-on experience in the Jungo ecosystem, this role will not be a good fit. We need someone who can hit the ground running without a learning curve. Key Responsibilities Lead Integration & Distribution: Configure and maintain lead capture pipelines using Jungo’s native Leads App, Zapier, or Salesforce Web-to-Lead for Zillow, Google/Facebook Lead Forms, and our website.Routing Automation: Set up automated lead distribution rules (round-robin, state licensing rules, or territory) to instantly assign incoming paid leads to active Loan Officers. Speed-to-Lead Workflows: Build and optimize immediate automated "first-touch" text (Jungo SMS) and email drip responses specifically tailored to online shoppers who expect a reply in under 5 minutes.ROI & Campaign Attribution: Build custom tracking fields, campaigns, and dashboards to show exactly which lead sources (e.g., Google Ads vs. Realtor Referrals via Reffinity) are generating the highest closed loan volume and ROI.Jungo Customization: Customize and configure Jungo layouts, fields, views, and mortgage-specific milestone alerts (e.g., "Submitted to Underwriting," "Loan Funded"). Data & Referral Management: Manage and organize contact types cleanly (Borrowers, Co-Borrowers, Realtors, Builders) to ensure automated "thank you" sequences triggers perfectly for our referral partners. Required Qualifications Proven Experience with Jungo CRM: Must be able to demonstrate previous successful projects managing Jungo specifically.Lead Capture & API Integration Expertise: Proven experience connecting CRM systems to real estate platforms (Zillow) and paid ad networks (Google/Facebook).Zapier Proficiency: Deep familiarity with using Zapier to bridge external ad platforms or web forms into Jungo/Salesforce.Mortgage Industry Knowledge: A strong understanding of the mortgage loan lifecycle and the daily pain points of Mortgage Loan Officers (LOs).Salesforce Proficiency: Solid understanding of Salesforce Lightning, user permissions, security controls, and process automation. How to Apply Please submit a proposal detailing your specific experience with Salesforce Jungo. In your cover letter, please answer the following two screening questions
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$25.00
-
$60.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:3 weeks ago
- Interviewing:11
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesNew York5:32 AM
- $48K total spent102 hires, 9 active
- 1,898 hours
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by