Junior Salesforce Administrator

Project – the aim you’ll have

Role

• Based remotely, the Junior Salesforce Administrator will support the day-to-day operation of the firm’s Salesforce CRM platform, ensuring that user requests are resolved in a timely manner and that the platform remains reliable and well maintained.

• The role will primarily focus on resolving Salesforce support tickets and assisting business users across the firm. The platform supports multiple teams including Investor Relations, Investment, and Value Add.

• The Junior Salesforce Administrator will work closely with the existing Salesforce team to troubleshoot issues, maintain data quality and assist with smaller configuration and enhancement tasks. The role will also involve supporting project work where required.

• We are in the process of launching Salesforce Marketing Cloud and Sales Engagement, which will increase the team’s responsibility and variety of work.

Team

• The Salesforce platform supports key workflows across the firm and plays an important role in managing investor relationships, investment processes and portfolio insights.

• The Salesforce function currently consists of two Salesforce Administrators and a team manager.

• The Junior Salesforce Administrator will work alongside this team to support the CRM platform and ensure the firm’s teams receive responsive and effective support.

Position – how you’ll contribute

• Manage and resolve Salesforce support tickets from users across Investor Relations, Investment and Value Add teams.

• Troubleshoot issues relating to reports, dashboards, data updates, user permissions and platform functionality.

• Maintain the firm’s CRM platform and associated applications.

• Assist with data maintenance and data quality initiatives across Salesforce.

• Build and maintain strong relationships with business users to understand issues and support requirements.

• Support onboarding and training of new Salesforce users where required.

• Assist the Salesforce team with configuration tasks such as creating or modifying reports, fields, page layouts and workflows.

• Support testing and rollout of enhancements and new functionality.

• Document recurring issues and contribute to internal support documentation

Expectations – the experience you need

Essentials:

• 1–2 years’ experience working with Salesforce in an administration or support capacity

• Experience resolving user support requests or working with a ticketing system

• Experience creating or modifying Salesforce reports and dashboards

• Strong attention to detail and ability to work with data

• Ability to translate business requests into practical solutions

Desirable Skills:

• Salesforce Administrator Certification or working towards certification

• Experience with end user support in a non-CRM capacity

• Experience working with Jira or other ticketing systems

• Data visualisation experience using tools such as Power BI

• Basic scripting or data manipulation skills

Additional skills – the edge you have

• Commercially minded

• Confident and pragmatic in approach and able to build credibility quickly

• High EQ and ability to work effectively with business users

• Strong attention to detail and organisational skills

• Well-developed interpersonal skills and team spirit

• Highly articulate (verbal and written)

• Self-starting and able to manage workload independently in a remote environment

• Ability to prioritise multiple requests and respond to business needs

• Motivated to support colleagues across the firm and contribute to improving internal systems