Website:
finoocean.com
Job details:
About the ProjectWe 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 OverviewThe platform includes multiple standalone dashboards:
- Manager Dashboard
- Employee Dashboard
- Connector Dashboard
- Banker Dashboard
- Accounts Dashboard
The system handles
- Loan Lead Management
- Employee Workflow
- Commission Management
- Notification System
- Role Based Access
- Banking Matching Engine
- Document Management
- Reporting
- Analytics
ResponsibilitiesThe developer will be responsible for
Developing Custom WordPress PluginMaintain and improve our custom plugin
Example:
finoocean-lead-matcher.php
Custom Database DevelopmentMust know how to create and optimize custom MySQL tables.
Examples include
- Leads
- Notifications
- Commission
- Lead Updates
- Lead Documents
- Banker Criteria
- Access Requests
- Activity Logs
Should understand
- Foreign Keys
- Indexing
- Query Optimization
- Performance
Custom Dashboard DevelopmentBuild and maintain dashboards using
No Elementor or page builders.
User RolesMust understand advanced role management.
Roles include
- Super Admin
- Manager
- Sub Manager
- Employee
- Connector
- Banker
- Accounts
Each role has separate
- Dashboard
- Permissions
- Menu
- Workflow
Lead Management SystemExperience developing
- Lead Assignment
- Lead Status
- Lead Transfer
- Lead History
- Lead Timeline
- Notes
- Documents
Workflow AutomationExamples
Manager assigns lead
↓
Employee receives notification
↓
Banker receives notification
↓
Connector gets updates
↓
Accounts calculates commission
↓
Manager tracks everything
Notification SystemKnowledge of
- AJAX Notifications
- Live Notifications
- Real-time Updates
- Push Notification Integration (e.g., Pusher/WebSockets)
Commission ModuleMust understand
- Multi-Level Commission
- Referral Network
- Commission History
- Wallet
- TDS Calculation
- Payout System
Banker Matching EngineNeed experience creating
Matching Algorithm
Based on
- Loan Type
- Salary
- Credit Score
- City
- Bank Criteria
Automatic matching required.
Document ManagementExperience with
- Upload
- Preview
- Download
- Secure Access
- Role Based Access
ReportsGenerate reports
- Employee
- Connector
- Banker
- Accounts
- Commission
- Revenue
Should export
Dashboard StatisticsBuild live dashboards
Charts
KPIs
Monthly Reports
Performance Reports
SecurityKnowledge of
- WordPress Nonce
- Sanitization
- Escaping
- SQL Injection Prevention
- XSS Prevention
- CSRF Protection
Performance OptimizationMust know
- AJAX Optimization
- Database Optimization
- Lazy Loading
- Caching
- Query Optimization
Technical 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 HaveReact
Vue
NodeJS
Socket.io
Pusher
Redis
Docker
Composer
Laravel experience
GitHub Actions
CI/CD
Development WorkflowThe project uses a structured workflow with:
- LocalWP development environment
- GitHub version control with feature branches and pull requests
- Staging before production deployment
- Modular 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 StandardsDeveloper must write
Clean code
Reusable code
Modular code
Scalable code
Documented code
No hard coding.
Must Have ExperienceMinimum 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 SkillsGood communication
Problem-solving mindset
Daily progress updates
Ability to understand business workflows
Self-managed
Click on Apply to know more.
