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

- PHP
- AJAX
- JavaScript
- HTML
- CSS

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

- Excel
- PDF

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

Positive 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

📌 WordPress Full Stack Developer (Custom Dashboard & CRM) (India)
🏢 Das Aanandam Financial Services Private
📍 India