IT Infrastructure

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Salesforce Integration & UI/UX System Design for Scalable Student Support
Key Tasks:
- Assist with UX improvements to the student application flow, ensuring clarity, accessibility, and alignment with our Loanership™ model.
- Use Miro to visualize the end-to-end process — including the student journey, data flow, and automation — so the system can be understood at a glance.
- Deliver a clear, streamlined board that our team can use as the single source of truth for implementation.
We already have a team working with us on implementation — Salesforce configuration, Webflow forms, and Make.com automations. What we need now is someone who can step back, help us visualize the big picture on a Miro board, and streamline the workflow so execution is clear, consistent, and scalable.
The outcome will:
- Scale our Loanership™ program, converting micro-loans into grants tied to student success milestones.
- Empower underserved students — especially Black women, HBCU learners, and adult learners — to navigate funding applications with clarity and confidence.
- Build a unified system that integrates education, housing, and financial services, eventually powering our Super App pilot with IBM.
- Provide our team with a Miro-based visualization that doubles as training, documentation, and a roadmap for long-term scalability.
By simplifying complexity, the volunteer’s work will allow our team to focus on reaching more students, reducing manual work, and expanding our impact to 2,500+ students annually.
- Creating initial Salesforce custom objects and fields based on FAFSA and internal application schemas.
- Starting Webflow/Make.com integration and defining draft data flows.
- Gathering documentation of field names, validation rules, and user types.
- Conducting multi-team working sessions across tech, product, and design.
- Establishing a Miro board draft that needs expert refinement and expansion.
- Securing full buy-in from leadership and assigning a dedicated project lead.
- Confirming an internal implementation team ready to carry forward the design and process improvements once the volunteer helps us finalize the visualization.
Pay Your Tuition Foundation
Location
Washington, D.C.
Website
http://www.gopyt.comMember Since
Apr 2020
Completed Taproot Plus Partnerships
8
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