IT & Systems Integration Specialist

We are a growing financial services company based in California seeking a highly capable IT & Systems Integration Specialist to support our internal technology infrastructure, software integrations, and data-driven operations.

This role is ideal for someone who understands both technical systems and business operations. You will play a key role in maintaining system reliability, improving workflows through automation and integrations, and supporting data reporting and analytics needs across the organization.

• Provide day‑to‑day IT and technical support across the organization
• Manage API connections, integrations, and automation between platforms
• Support implementation and maintenance of new software systems and tools
• Perform regular system backups and ensure data integrity and disaster recovery processes are in place
• Manage user accounts, permissions, and access controls across systems
• Assist with employee onboarding and offboarding from a systems and access standpoint
• Support marketing and sales teams with data reporting, dashboards, and system optimization
• Assist with analytics and compliance reporting as needed
• Collaborate on data management and structure improvements across platforms
• Troubleshoot system issues and coordinate technical resolutions

• Experience with cloud computing platforms (Google Cloud preferred)
• Strong working knowledge of Google Workspace (Gmail, Drive, Sheets, etc.)
• Experience with CRM and business tools such as Zoho, Dialpad, Rippling, and Calendly
• Experience working with APIs and system integrations across multiple platforms
• Experience with Google Big Query or similar tools for data analysis and reporting
• Familiarity with Word Press for website updates and content management
• Basic to intermediate website development skills, including:
• HTML

• Experience working in a fast‑paced financial services or sales‑driven environment
• Ability to work cross‑functionally with marketing, sales, and operations teams
• Strong problem‑solving skills and ability to manage multiple technical priorities
• Comfort working in a small company environment where flexibility is key

The ideal candidate is proactive, solutions‑oriented, and comfortable working in both structured IT tasks and evolving project‑based work.