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Velocify Jobs (NOW HIRING)

PenFed Credit Union

CRM/CX Analyst

Phoenix, AZ · On-site

This individual will assist in building and optimizing a mortgage lead workflow through Velocify that integrates with key platforms to ensure that leads are distributed, dispositioned, and ...

PenFed Credit Union

CRM/CX Analyst

San Antonio, TX

This individual will assist in building and optimizing a mortgage lead workflow through Velocify that integrates with key platforms to ensure that leads are distributed, dispositioned, and ...

Maxim Lending Corp

Loan Officer

Laguna Hills, CA · On-site

$60K - $300K/yr

... Velocify CRM (best CRM system in the industry) * - Access to soft pull credit with no extra cost to you * - Supportive team environment * - Opportunities for growth and advancement (you have an ...

Maxim Lending Corp

Loan Officer

Laguna Hills, CA · On-site

$60K - $300K/yr

... Velocify CRM (best CRM system in the industry) * - Access to soft pull credit with no extra cost to you * - Supportive team environment * - Opportunities for growth and advancement (you have an ...

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Velocify information

See salary details

$33.5K

$84.8K

$135K

How much do velocify jobs pay per year?

As of Aug 29, 2026, the average yearly pay for velocify in the United States is $84,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is a Velocify specialist?

A Velocify specialist is a professional who manages and optimizes the Velocify lead management system for organizations. Velocify, now part of ICE Mortgage Technology, is a software platform that helps businesses automate sales processes, track leads, and improve conversion rates. Specialists are responsible for configuring the system, training users, troubleshooting issues, and analyzing data to ensure maximum sales performance. Their expertise enables teams to efficiently manage large volumes of leads and streamline their sales workflow.

What is a Velocify job?

A Velocify job typically refers to a role involving the use of Velocify, a sales automation and lead management platform. These jobs often include responsibilities such as managing sales pipelines, automating outreach, and optimizing lead conversion. Common positions include sales representatives, CRM administrators, and marketing professionals who utilize Velocify to streamline workflows. Experience with sales technology and lead generation is often beneficial for these roles.

What are the key skills and qualifications needed to thrive as a Velocify administrator, and why are they important?

To thrive as a Velocify Administrator, you need a solid understanding of CRM systems, lead management processes, and experience with Velocify platform configuration, typically supported by relevant IT or business degrees. Familiarity with technical tools like Velocify LeadManager, Salesforce integration, and data analytics is essential, along with certifications in CRM platforms being advantageous. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for collaborating with sales teams and stakeholders. These skills ensure efficient lead management, optimize sales workflows, and enable data-driven decision-making within an organization.

What are some common challenges faced by Velocify administrators when managing lead distribution?

Velocify administrators often encounter challenges such as ensuring leads are routed efficiently to the right sales representatives, keeping distribution rules up to date with shifting sales strategies, and integrating Velocify with other CRM platforms. Additionally, administrators must frequently monitor system performance and troubleshoot issues to maintain a smooth workflow. Staying proactive with user training and adapting to evolving organizational needs are also key aspects of successfully managing Velocify.

What is the difference between Velocify vs Sales Operations Specialist?

FeatureVelocifySales Operations Specialist
Primary RoleSales automation and lead management platformSupports sales processes, data analysis, and strategy
Required SkillsCRM integration, sales automation, data managementCRM proficiency, data analysis, process optimization
Work EnvironmentSoftware platforms, sales teams, office or remoteOffice-based, sales teams, cross-department collaboration
CertificationsCRM certifications, sales automation toolsCRM certifications, sales or business analysis certifications

Velocify is a sales automation platform used to streamline lead management and improve sales efficiency. A Sales Operations Specialist focuses on optimizing sales processes, analyzing data, and supporting sales teams. While Velocify provides the tools, the Sales Operations Specialist leverages these tools to enhance sales performance. Both roles often work together but serve different functions within the sales ecosystem.

Does Velocify offer training?

Velocify provides training resources and support to help users learn how to effectively use its platform. Training options may include online tutorials, webinars, and user guides to ensure proficiency with the software.
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Velocify jobs near you
Infographic showing various Velocify job openings in the United States as of August 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $84,814 per year, or $40.8 per hour.

Software Engineer, AI & Product Systems

Naperville, IL • On-site

MedPro Disposal
Transportation and Warehousing • 11 - 50 employees
Learn more about MedPro Disposalexternal

$172K - $204K/yr

Full-time

Medical, Dental, Vision

Re-posted 22 days ago

Job description

Position Overview:
MP1 Solutions & MedPro Disposal is actively building the AI and product infrastructure that powers the nation's first Compliance Services Organization - a new category of operating partner for non-acute healthcare facilities. This role exists to turn that vision into production-grade software: real systems, used by real clients, generating real revenue.
The Software Engineer, AI & Product Systems will own the design and delivery of multi-tenant dashboards, AI scoring pipelines, voice agent integrations, and CRM-connected platforms that define our compliance technology stack. Success looks like reliable, scalable systems that make our clients' compliance programs run without friction - and make our internal teams faster, smarter, and more accountable.
Requirements
Key Responsibilities:
  • Build and maintain production AI pipelines - including call scoring via Claude, automated PDF scorecard generation, and coaching email delivery integrated with Gong and Google Sheets.
  • Develop and own multi-tenant client and rep-facing dashboards with real-time Salesforce sync, role-based access control (RBAC), and embedded analytics on Next.js and Supabase.
  • Architect and deliver the internal Lead Management Platform replacing Velocify - including skills-based routing, SLA enforcement, Twilio dialer, and completeness scoring across a 25+ table schema.
  • Integrate and maintain AI voice agent infrastructure (Vapi, Bland) with backend CRM handoff, conversation memory, and live escalation routing.
  • Administer and extend Salesforce across Sales, Service, and Marketing Clouds - building custom fields, validation rules, Flows, and SOQL-driven analytics for the sales performance system.
  • Design and maintain internal automation workflows via n8n, webhook-driven pipelines, and API integrations that eliminate manual work across departments.
  • Uphold engineering discipline: write tests for real edge cases, maintain CI/CD pipelines via GitHub Actions and Vercel, manage staging vs. production environments, and ensure security best practices including RBAC, input sanitization, and secret management.

What You Will Build:
You will own production systems. Current and upcoming projects include:
AI Scoring Pipelines
Call audio in from Gong, scored by Claude, written to Sheets, PDF scorecards generated, coaching emails sent - fully automated and already in production.
Multi-Tenant Dashboards
Client and rep-facing platforms with real-time Salesforce sync, RBAC, and embedded analytics. Built on Next.js and Supabase.
Lead Management Platform
Full Velocify replacement - skills-based routing, SLA enforcement, Twilio dialer, outbound sequencing, and completeness scoring. 25+ table schema.
AI Voice Agents
Inbound agents via Vapi and Bland with backend logic, CRM handoff, conversation memory, and live escalation routing.
Sales Performance System
Scorecard engine, intervention dashboards, morning brief generator, and lead accountability tracking wired into Salesforce via SOQL.
Internal Automation
n8n workflows, webhook-driven pipelines, and API integrations that eliminate hundreds of hours of manual work across departments.
CRM Management
Salesforce administration duties including creation of custom fields, validation rules, Flows (automation), and more. Would be involved in future projects including Service Cloud migration, build-out of products and price books, and more including Velocify administration.
On AI and Vibe Coding:
We use Claude Code, Cursor, and every AI tool that makes us faster - and we expect you to as well. But you need to understand what you are shipping. If you cannot explain what a function does, debug it without AI help, or spot a bad pattern before it hits production, this is not the right role. We want engineers who use AI as a multiplier, not a crutch.
Qualifications:
Required
  • Years of Experience: 3+ years of professional software engineering experience shipping production applications.
  • Technical Stack: Node.js, Next.js 14+, TypeScript - used daily, not aspirationally.
  • Database Design: PostgreSQL or Supabase - schema design, normalization, complex queries, and indexing.
  • API Integration: REST, OAuth2, JWT, webhooks - you build integrations that don't break at 2am.
  • LLM Integration: At least one shipped production feature using Claude or OpenAI, including prompt design, streaming, token management, and error handling.
  • Real-Time Systems: WebSockets, SSE, or Supabase Realtime - you've built something that updates live.
  • Testing & CI/CD: You write meaningful tests and do not break main. GitHub Actions, Vercel, staging/prod discipline.
  • Security Awareness: RBAC, input sanitization, secret management, rate limiting, CORS - you handle the basics without being asked.
  • AI Tool Proficiency: You use Claude Code, Cursor, and similar tools actively - and you can explain, debug, and audit what they generate.
  • Location: Must be US-based; Naperville, IL onsite preferred.

Nice-to-Have
  • Salesforce API integrations - jsforce, REST, bulk jobs.
  • PDF generation pipelines - Puppeteer, React-PDF, or equivalent.
  • Voice agent platforms - Vapi, Retell, or Bland webhook architecture and real-time audio design.
  • Multi-tenant SaaS patterns - row-level security, scoped data access, organization isolation.
  • RAG pipeline design - chunking strategy, embedding models, retrieval evaluation.
  • Prior experience at a B2B company where software you built touched revenue directly.

Benefits
Compensation & Benefits:
  • Competitive base salary of $80,000 - $150,000, depending on level experience.
  • Comprehensive health, dental, and vision insurance coverage.
  • Direct exposure to executive leadership and the opportunity to help architect the technology foundation of a rapidly scaling AI-driven compliance platform.
  • High-ownership engineering environment where your work directly impacts revenue, operations, and client experience.
  • Opportunity to build production-grade AI systems, voice agents, internal automation platforms, and multi-tenant SaaS products from the ground up.
  • Access to modern engineering tools, AI-assisted development workflows, and emerging LLM technologies.
  • Collaborative, fast-moving culture focused on innovation, execution, and continuous improvement - with minimal bureaucracy.
  • Career growth opportunities within a scaling technology and compliance organization operating at the intersection of AI, SaaS, and healthcare operations.

Apply