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- Tasks: Administer Salesforce CRM, implement solutions, and ensure user satisfaction in a financial services setting.
- Company: Join a leading financial services company specialising in wealth management after a major merger.
- Benefits: Enjoy a competitive salary of £60-70k, plus bonuses and career growth opportunities.
- Other info: This role requires an EU work permit and offers remote work flexibility.
- Why this job: Be part of a large-scale digital transformation and make a real impact in the financial sector.
- Qualifications: 5+ years of Salesforce admin experience and relevant certifications required.
The predicted salary is between 60000 - 70000 £ per year.
Salesforce Administrator with 5+ years experience needed for a Financial Services Company specialising in wealth management following a merger of two global brands. This role is part of a large-scale digital transformation, focusing on implementing a new Salesforce Financial Services Cloud solution and migrating legacy data to the new system.
Responsibilities include:
- Administer the Salesforce CRM platform, ensuring optimal performance and user satisfaction.
- Gather requirements and translate them into effective Salesforce solutions.
- Customize and configure Salesforce features, including workflows, page layouts, reports, dashboards, and other settings.
- Manage Salesforce roles, profiles, sharing rules, workflows, and groups.
- Implement enhancements like custom objects, fields, formulas, workflows, and approval processes.
- Maintain data integrity and security, complying with best practices.
- Provide user support and training, promoting Salesforce adoption.
- Stay updated with Salesforce releases and advise stakeholders on potential improvements.
Qualifications:
- 5+ years of Salesforce administration experience.
- Experience with Salesforce Financial Services Cloud.
- Salesforce Administrator certification required; platform app builder certification preferred.
- Experience implementing Salesforce Financial Services Cloud, understanding components like financial modelling, client lifecycle management, and compliance.
- Strong problem-solving skills and ability to develop custom solutions.
- Excellent communication and stakeholder management skills.
- Proficiency in aligning Salesforce solutions with financial industry regulations.
Benefits include a salary of £60-70k, plus bonus and benefits. Join a growing organization with career opportunities within a global firm. Please contact us directly for more info or click apply for immediate consideration.
Salesforce Administrator - Financial Services Cloud employer: Claremont Consulting
Contact Detail:
Claremont Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Administrator - Financial Services Cloud
✨Tip Number 1
Network with professionals in the financial services sector who are already using Salesforce. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest features of Salesforce Financial Services Cloud. Being knowledgeable about recent updates can give you an edge during interviews, showing your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've customised Salesforce solutions in previous roles. Highlighting your problem-solving skills and successful implementations will demonstrate your capability to handle the responsibilities of this position.
✨Tip Number 4
Research the company’s recent projects and initiatives related to digital transformation. Understanding their goals will help you tailor your conversations and show how you can contribute to their success.
We think you need these skills to ace Salesforce Administrator - Financial Services Cloud
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of Salesforce administration experience, particularly with the Financial Services Cloud. Include specific examples of how you've customised and configured Salesforce features in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your problem-solving skills and ability to develop custom solutions. Mention your Salesforce Administrator certification and any relevant experience with financial modelling and compliance.
Showcase Relevant Projects: If you have worked on projects involving digital transformation or data migration, be sure to include these in your application. Detail your role and the impact of your contributions on the project's success.
Highlight Communication Skills: Since excellent communication and stakeholder management skills are crucial for this role, provide examples of how you've effectively communicated with stakeholders in past positions. This could include training users or gathering requirements.
How to prepare for a job interview at Claremont Consulting
✨Showcase Your Salesforce Expertise
Make sure to highlight your 5+ years of experience with Salesforce, especially your familiarity with the Financial Services Cloud. Be prepared to discuss specific projects where you've implemented solutions and how they benefited the organisation.
✨Demonstrate Problem-Solving Skills
Prepare examples of challenges you've faced in previous roles and how you developed custom solutions. This will show your ability to think critically and adapt to the needs of the business.
✨Communicate Effectively
Since excellent communication is key for this role, practice articulating your thoughts clearly. Be ready to explain complex Salesforce concepts in a way that stakeholders can easily understand.
✨Stay Updated on Salesforce Trends
Familiarise yourself with the latest Salesforce releases and features, particularly those relevant to the Financial Services Cloud. Being knowledgeable about recent updates will demonstrate your commitment to continuous learning and improvement.