Title: Salesforce & Marketing Technology Specialist

We are seeking a highly capable and solutions-oriented Salesforce & Marketing Technology Specialist to lead the customisation, integration, and optimisation of our Salesforce platform across multiple brands. This is a hands-on role requiring deep technical expertise in Salesforce CRM, Marketing Cloud, and website integration — paired with strong data management capabilities and the broader IT proficiency to execute end-to-end solutions.

Why This Role Matters

This is a critical systems enabler role for a fast-scaling business. Previous hires have lacked the hybrid skill set required — someone technical enough to build and fix, but commercial enough to understand how CRM and marketing automation should support sales, compliance, and customer engagement. You will become the go-to technical lead bridging IT, marketing, sales, and operations.

Key Responsibilities

• Salesforce Customisation & Admin

  • Build, configure, and maintain objects, fields, flows, permissions, and automation.

  • Implement logic and triggers to enhance CRM usability for our sales and underwriting teams.

  • Manage Salesforce user access, licences, and best practices for data hygiene.

• Website & System Integration

  • Create and maintain API connections between Salesforce and our websites, lead capture forms, payment systems, and third-party tools.

  • Support embedded forms, quote journeys, and customer portals linked to Salesforce.

• Salesforce Marketing Cloud

  • Design and deploy email journeys, customer segmentation strategies, and lead scoring.

  • Ensure full utilisation of Marketing Cloud for drip campaigns, campaign analytics, and ROI tracking.

• Data Management & Reporting

  • Oversee the import/export, mapping, cleansing, and visualisation of complex data sets.

  • Build dashboards and reports for internal departments, ensuring single-source-of-truth data consistency across platforms.

• IT & Business Support

  • Serve as the internal IT lead for anything related to Salesforce and connected systems.

  • Work with third-party providers where necessary to extend technical solutions.

You’ll Need to Demonstrate

• Proven experience customising Salesforce (Sales Cloud essential; Marketing Cloud preferred).

• Fluency in Apex, Flow Builder, SOQL, and API integrations.

• Strong grasp of data modelling, relational databases, and campaign tracking logic.

• Ability to connect website forms (e.g. WordPress, Webflow, React front-ends) to Salesforce.

• Working knowledge of HTML, CSS, and JavaScript (for front-end integration tweaks).

• A pragmatic and self-managing mindset — capable of delivering without hand-holding.

• Experience supporting marketing and sales teams in a fast-moving, B2B environment.

Desirable But Not Essential

• Salesforce certifications (Administrator, Marketing Cloud Email Specialist, Platform App Builder).

• Experience with tools like Zapier, HubSpot, Google Tag Manager, or Pardot.

• Understanding of FCA compliance or experience in financial/professional services.

What You’ll Get

• A high-trust, high-impact environment where your technical expertise will be valued.

• Freedom to propose and implement better systems — not just maintain what's already there.

• Direct access to leadership and a chance to shape scalable infrastructure.