Source description
About the role
About the Project: We are building a large-scale WordPress-based Financial CRM & Lead Management Platform for FINOOCEAN. This is NOT a normal WordPress website. It is a custom web application built inside WordPress using custom plugins, custom database tables, AJAX, role-based dashboards and workflow automation. The developer should have experience building complex business applications inside WordPress. Project Overview: The platform includes multiple standalone dashboards: Manager DashboardEmployee DashboardConnector DashboardBanker DashboardAccounts DashboardThe system handles Loan Lead ManagementEmployee WorkflowCommission ManagementNotification SystemRole Based AccessBanking Matching EngineDocument ManagementReportingAnalyticsResponsibilities: The developer will be responsible for Developing Custom WordPress Plugin Maintain and improve our custom plugin Example: finoocean-lead-matcher.phpCustom Database Development Must know how to create and optimize custom MySQL tables. Examples include LeadsNotificationsCommissionLead UpdatesLead DocumentsBanker CriteriaAccess RequestsActivity LogsShould understand Foreign KeysIndexingQuery OptimizationPerformanceCustom Dashboard Development Build and maintain dashboards using PHPAJAXJavaScriptHTMLCSSNo Elementor or page builders. User Roles Must understand advanced role management. Roles include Super AdminManagerSub ManagerEmployeeConnectorBankerAccountsEach role has separate DashboardPermissionsMenuWorkflowLead Management System Experience developing Lead AssignmentLead StatusLead TransferLead HistoryLead TimelineNotesDocumentsWorkflow Automation Examples: Manager assigns lead Employee receives notification Banker receives notification Connector gets updates Accounts calculates commission Manager tracks everything Notification System Knowledge of AJAX NotificationsLive NotificationsReal-time UpdatesPush Notification Integration (e.g., Pusher/WebSockets)Commission Module Must understand Multi-Level CommissionReferral NetworkCommission HistoryWalletTDS CalculationPayout SystemBanker Matching Engine Need experience creating Matching Algorithm Based on Loan TypeSalaryCredit ScoreCityBank CriteriaAutomatic matching required. Document Management Experience with UploadPreviewDownloadSecure AccessRole Based AccessReports Generate reports EmployeeConnectorBankerAccountsCommissionRevenueShould export ExcelPDFDashboard Statistics Build live dashboards Charts KPIs Monthly Reports Performance Reports Security Knowledge of WordPress NonceSanitizationEscapingSQL Injection PreventionXSS PreventionCSRF ProtectionPerformance Optimization Must know AJAX OptimizationDatabase OptimizationLazy LoadingCachingQuery OptimizationTechnical Skills RequiredExpert Level PHP 8+ WordPress Plugin Development Custom Post Types Custom Database Tables MySQL AJAX REST API HTML5 CSS3 JavaScript jQuery JSON Bootstrap WordPress Roles & Capabilities WP Cron File Upload System Session Management PDF Generation Excel Export API Integration Good to Have React Vue NodeJS Socket.io Pusher Redis Docker Composer Laravel experience GitHub Actions CI/CD Development Workflow The project uses a structured workflow with: LocalWP development environmentGitHub version control with feature branches and pull requestsStaging before production deploymentModular plugin architecture (separate AJAX handlers, dashboard modules, notifications, helpers, etc.)The developer should be comfortable working in a collaborative Git-based environment and avoiding direct edits to production files. Coding Standards Developer must write Clean code Reusable code Modular code Scalable code Documented code No hard coding. Must Have Experience Minimum 3 years WordPress Minimum 3 years Custom Plugin Development Experience building CRM ERP HRMS Lead Management Loan Management Hospital Management School ERP Inventory System Membership Portal or similar complex web applications. Soft Skills Good communication Problem-solving mindset Daily progress updates Ability to understand business workflows Self-managed Compensation: 15,000.00 - 20,000.00 per month Work Location: In person .