Salesforce Administrator
Role details
Job location
Tech stack
Job description
Role specific:
- This is a varied business facing role, with the following responsibilities:
- All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules.
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports.
- Sandbox environment management.
- Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience.
- Identify unused or underutilised platform features.
- Create a platform roadmap and define priorities, liaising with stakeholders.
- Own the communication of any platform changes to end users and stakeholders.
- Data management to improve Salesforce data quality, implementing rules and automation as needed.
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
- User support tickets.
- Monitor and improve user adoption.
- New user and ongoing user training.
- Technical documentation.
- Working with integrated applications including additional applications e.g. DocuSign, Conga, Survey Gizmo, Mailchimp etc.
- Adaptive to fast-paced changes and ongoing process updates.
- Demonstrates strong decision-making skills and a high sense of ownership.
- History working with Apex is desirable.
All staff:
- Ensure compliance with the company's regulatory requirements under the FCA.
- Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
- Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
- At all times comply with the FCA's Code of Conduct.
- Ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
- Report any breaches of policy to Compliance and/ or your supervisor as required.
- Escalate risk events immediately.
- Provide input to risk management processes, as required.
Requirements
We are looking for someone with a good understanding of the Salesforce platform, who can understand both our current setup and our business objectives, in order to quickly identify areas of improvement. The Salesforce Administrator should be comfortable with change management and governance, as well as communicating, prioritising and managing all aspects of a Salesforce project. The ideal candidate will be happy liaising with stakeholders at all levels, with the ability to translate technical information into layman's terms, clearly explaining design options and their potential impact., Required:
- Strong Salesforce product knowledge with Salesforce Administration hands-on experience with Sales Cloud and Pardot.
- Certified Salesforce Administrator.
Desirable:
- Additional Salesforce certifications e.g. Advanced Administrator, Platform App Builder
- Bachelor's/Postgraduate degree, or professional qualification, * A collaborative team player, approachable, self-efficient and influences a positive work environment.
- Demonstrates curiosity.
- Resilient in a challenging, fast-paced environment.
- Ability to take a high level of responsibility in a fast pace and high-volume environment.
- Excels at building relationships, networking and influencing others.
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness.
Skills and Experience: Essential:
- A proactive attitude to platform enhancements.
- Designing scalable, best practice solutions.
- Excellent relationship-building skills.
- Ability to liaise with stakeholders at all levels.
- Translating requirements into technical solutions.
- Experience in change management and governance.
- Training end users and key stakeholders.
- Technical documentation.
- Available and responsive to questions.
- Experience implementing Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
Desirable:
- Demonstrates continued personal/professional development.
- Active in the Salesforce community., * Act with integrity
- Act with due skill, care and diligence
- Be open and cooperative with the FCA, the PRA and other regulators
- Pay due regard to the interests of customers and treat them fairly
- Observe proper standard of market conduct
- Act to deliver good outcomes for retail customers, Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.