At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Salary range: An annual salary range of $165,000 – $180,000 is what we expect to pay for this position, based on overall skills and experience.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

Who is Customers Commercial Finance?

Founded in 2015, Customers Commercial Finance, LLC (CCF) is the equipment finance and leasing arm of Customers Bank. For the past decade, we’ve been a high-growth, technology-driven organization delivering competitive and customized equipment financing solutions to small and mid-sized businesses. Our transactions range from $50K to $50MM, serving a wide variety of industries.

CCF combines the strength and low cost of funds of a bank with the agility and personal touch of a boutique financial services firm. Backed by advanced technology, a state-of-the-art CRM, and highly skilled credit, operations, and leadership teams, we are positioned for continued growth and innovation.

We specialize in key verticals such as specialty vehicles, construction, marine, crane and rigging, and franchise finance, among others. Our deep industry expertise, combined with top-tier resources, allows us to deliver meaningful value to our customers, vendors, and partners.

Joining CCF means being part of a forward-looking, entrepreneurial culture where you’ll have the opportunity to make an impact, grow your career, and help us expand our position as a leader in equipment finance.

What You’ll Do:

• Lead on the development, execution & management of the Technology/Product eco-system.
• Develop best in class process and team that thrives in a dynamic environment with an intense focus on the Customer Experience. As we add talent, drive their development to foster an empowerment culture.
• Ideate & innovate relentlessly to ensure optimization of the platform by effectively collaborating with fellow leadership team colleagues. From MVP through scaled maturity.
• Use extensive knowledge & experience to shape and form any/all aspects of the business. No silos here.
• At launch, player/coach mentality. Hands on tech/flow required so we can optimize the process for scale.
• Drive tech/product roadmap to ensure CCF is utilizing market leading solutions as a differentiator. Accountable for product KPI’s and metrics defined in tandem with business stakeholders.
• Platform Architecture, Build and Maintenance: Lead with best-practice Salesforce tools for process enablement for new features, maintenance of existing functions, prioritized technical debt execution and platform health ownership.
• DocuSign Administration: Configure and manage IAM, Workspaces, data validations, templates/routing, eVault integration, and reliable status syncs back to Salesforce.
• UX & Lightning Experience: Standardize Lightning Record Pages, page layouts, and dynamic forms to reduce clicks, increase performance, and make the right data obvious on Account/Contact/Opportunity and key custom objects.
• Security & Access: Own User provisioning, Permission Sets/Permission Set Groups strategy, least-privilege reviews, and audit readiness. The primary interface with CUBI’s own internal tech audit group.
• Integrations Stewardship: Support custom integrations and AppExchange tools — field mappings, error handling/monitoring, and incremental changes; partner with developers/consultants for complex work.
• DevOps & Releases: Design and run an in-house deployment process with feature branching, approvals, UAT in a partial copy sandbox, and tested rollback steps.
• Documentation & Enablement: Co-own Atlassian documentation (ERDs, flow maps, runbooks, deployment notes) and contribute to super-user/readiness efforts.

What Do You Need?

• Operate as part of a cross-functional team with Product and business stakeholders — co-creating requirements, shaping solution options, and sharing responsibility for UAT, enablement, and continuous improvement; you contribute deep admin expertise to decisions and delivery.
• Salesforce Apex Code, object/data structure & workflow design.
• Technical requirements authorship, manage permissions/profiles & roles as control definitions using native/custom mechanisms.
• KYC/KYB/CIP automation development. API integration (Docusign, Nintex/Drawloop, IDology, TINCheck…). Continue to build a culture based on empowerment, psychological security, and problem solving by participating in all aspects of the change management effort across the organization.
• Partner with external developers for work beyond admin scope while keeping the blueprint and releases in your hands.
• Support change management efforts, including communication, training materials, and adoption strategies for system updates.

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.
• Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
• 7+ years in the Salesforce ecosystem.
• Salesforce Administrator certification (required or about to be obtained); evidence of continued learning (additional certs a plus).
• Proven Flow expertise (record-triggered/screen/scheduled, subflows, fault handling, limits awareness).
• DocuSign Experience: Workflow, validations, templates/routing, and Salesforce integration; or similar Document Generation/eSignature tools.
• Integration Fundamentals: Connected Apps basics, field mapping, error handling/monitoring, and solid data model design skills.
• Strong security foundation with Permission Sets/Permission Set Groups and least-privilege practices.
• Clear documentation habits; collaborative design with independent implementation.
• DevOps tool experience beyond change-sets; ability to implement and own DevOps process.
• DocuSign Administration: IAM, Workspaces, eVault integrations.
• Marketing Cloud (Engagement or Account Engagement) admin exposure.
• Ability to read Apex and write SOQL/SOSL; SQL literacy for analytics or data tasks.
• Portal/intake/credit model solutions in .net on SQL database. CRM, LOS and Call Center knowledge & expertise where applicable.
• Experience in financial services or other regulated industries.
• Prior consulting experience or exposure

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.