Salesforce Administrator

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration of £85 billion and over 500,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs, and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts, and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, a highly engaged community of investors, and daily newsletters and insights.

PURPOSE OF ROLE:

We are looking for a Salesforce Administrator who is excited about building and maintaining a Salesforce environment that truly makes a difference to our business. You will have a proven skillset that spans the full declarative tool set and be an evangelist for Salesforce within the business. You will be a strong team player who thrives on highly collaborative projects.

You will join our Salesforce DevOps team that is responsible for architecting, building, and supporting our Operational IT systems. You will be expected to help drive our adoption of Salesforce and provide first-class support to our customers. You will be involved throughout the software development lifecycle from inception to ongoing support and monitoring. At each phase, you will be expected to make a positive impact on our deliverables to aid the business in making the most of its investment in Salesforce technologies.

Requirements

Core Responsibilities

• Platform Administration & Configuration

• Manage user provisioning, roles, profiles, permission sets, and SSO policies.

• Configure Service Cloud features: Case management, Omni‑Channel routing, Queues, Milestones/Entitlements, Knowledge, and digital channels including MIAW.

• Implement Service Cloud Voice: set up telephony integration, call routing, transcription, and real‑time call insights.

• Build and maintain declarative automation (Flows, Approvals), Lightning pages, dynamic forms, and layouts.

• Einstein & Agentforce

• Configure Einstein Bots, Einstein Case Classification, and Next Best Action for predictive and prescriptive service workflows.

• Deploy Agentforce capabilities: AI‑driven agent assistance, real‑time guidance, and productivity tools.

• Monitor AI model performance, accuracy, and compliance with data privacy standards.

• Data Cloud Administration

• Configure Data Streams, DMOs, identity resolution, calculated insights, and segments.

• Manage consent and data usage policies; ensure data harmonization and activation health.

• Security & Compliance

• Implement least‑privilege access, encryption, and audit controls.

• Support regulatory audits (GDPR, FCA, SOX) and maintain evidence for compliance.

Required Qualifications

• Strong Salesforce Administration experience; particularly Service Cloud expertise.

• Hands‑on experience with Service Cloud Voice, Einstein AI features, and Agentforce.

• Familiarity with Data Cloud and OwnBackup.

• Strong skills in Flows, Lightning App Builder, reports/dashboards, and AI configuration.

Preferred / Nice‑to‑Have

• Experience with Einstein Bots, Next Best Action, and AI model tuning.

• Familiarity with Agentforce roadmap.

• Certifications: Salesforce Administrator, Service Cloud Consultant, Data Cloud Consultant, Einstein AI, OwnBackup.

• Familiarity with Splunk for monitoring, logging, and operational analytics.

• Knowledge of compliance frameworks (GDPR, FCA, SOX).

Benefits

Benefits

• Group Personal Pension Plan – 8% employer contribution and 4% employee contribution

• Life Assurance and Group Income Protection

• Private Medical Insurance – Provided by Bupa

• 25 Days Annual Leave, plus bank holidays

• Staff Discounts on our investment products

• Personal & Well-being Fund – Supporting your physical and mental wellness

• Retail Discounts – Savings at a wide range of high street and online retailers

• Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.

interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive