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 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
Responsibilities:
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
- Leads
- Notifications
- Commission
- Lead Updates
- Lead Documents
- Banker Criteria
- Access Requests
- Activity Logs
Should understand
- Foreign Keys
- Indexing
- Query Optimization
- Performance
Custom Dashboard Development
Build and maintain dashboards using
No Elementor or page builders.
User Roles
Must 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 System
Experience developing
- Lead Assignment
- Lead Status
- Lead Transfer
- Lead History
- Lead Timeline
- Notes
- Documents
Workflow 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 Notifications
- Live Notifications
- Real-time Updates
- Push Notification Integration (e.g., Pusher/WebSockets)
Commission Module
Must understand
- Multi-Level Commission
- Referral Network
- Commission History
- Wallet
- TDS Calculation
- Payout System
Banker Matching Engine
Need experience creating
Matching Algorithm
Based on
- Loan Type
- Salary
- Credit Score
- City
- Bank Criteria
Automatic matching required.
Document Management
Experience with
- Upload
- Preview
- Download
- Secure Access
- Role Based Access
Reports
Generate reports
- Employee
- Connector
- Banker
- Accounts
- Commission
- Revenue
Should export
Dashboard Statistics
Build live dashboards
Charts
KPIs
Monthly Reports
Performance Reports
Security
Knowledge of
- WordPress Nonce
- Sanitization
- Escaping
- SQL Injection Prevention
- XSS Prevention
- CSRF Protection
Performance Optimization
Must 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 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 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 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
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
