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- Tasks: Manage and optimise our Salesforce platform to support business goals.
- Company: Gen II Fund Services is a top fund administration provider with a focus on private capital asset managers.
- Benefits: Enjoy meaningful benefits, training opportunities, and a supportive community that values your growth.
- Why this job: Join a dynamic team where your contributions make a real impact in the finance industry.
- Qualifications: 3+ years as a Salesforce Administrator, preferably in finance; strong communication skills required.
- Other info: Hybrid working options available; be part of a thriving community with over 1,800 employees.
The predicted salary is between 24000 - 40000 £ per year.
Join to apply for the Salesforce Administrator role at Gen II Fund Services
Join to apply for the Salesforce Administrator role at Gen II Fund Services
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1.5 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.
With 14 offices and more than 1,800 employees in the U.S., Canada, the UK, and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
Job Description:
We are seeking an experienced Salesforce Administrator to join our team. The ideal candidate will be responsible for the configuration, maintenance, and optimization of our Salesforce platform, ensuring its alignment with business objectives and providing critical support to our operational and business development teams. A background in Private Equity or alternate investment is highly desirable.
Primary Responsibilities Will Include:
- Customize and configure Salesforce to meet the specific needs of our financial operations.
- Develop and implement custom objects, fields, workflows, and flows using Flow Builder.
- Own and responsible for the roadmap of enhancements for the Salesforce platform in combination with the various product owners.
- Working closely with the architecture team to ensure best practice and design principles for Salesforce.
- Manage the use of Lightning web components within the Salesforce instance.
Data Management:
- Ensure data integrity and accuracy within the Salesforce platform.
- Manage data imports, exports, and data cleansing activities.
User Support and Training:
- Provide ongoing support and training to end-users to maximize their utilization of Salesforce.
- Troubleshoot and resolve user issues in a timely manner.
System Integration:
- Collaborate with IT and other departments to integrate Salesforce with other business systems.
- Ensure seamless data flow and integration points across platforms.
Security and Compliance:
- Implement and manage security settings and user permissions.
- Stay informed about Salesforce updates and security best practices to ensure compliance.
Reporting and Dashboards:
- Create and maintain reports and dashboards to support data-driven decision-making.
- Work closely with stakeholders to understand reporting requirements.
License Management:
- Responsible for the correct licensing for the Salesforce application.
Job Requirements, Skills, Education and Experience:
- 3+ years Proven experience as a Salesforce Administrator, with a focus on the financial domain.
- Strong understanding of Salesforce best practices and industry trends.
- Experience with Salesforce Service Cloud and Salesforce Sales Cloud.
- Experience with Salesforce flows.
- Experience with data management, system integration, and security implementation.
- Excellent communication and interpersonal skills.
- Ability to collaborate with cross-functional teams and adapt to evolving business needs.
Nice to have:
- Salesforce Administrator Certification is highly desirable.
- Experience developing custom applications, writing code (Apex, LWC), building integrations, and/or testing and maintaining custom solution.
- Experience working in Azure DevOps, Jira, or similar system.
- Experience with git or similar version control systems.
- Experience working within Agile Framework.
Role Location/Hybrid Schedule
This role can be based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.
Seniority level
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Seniority level
Associate
Employment type
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Employment type
Full-time
Job function
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Job function
Information Technology
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Industries
Accounting
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Salesforce Administrator employer: Gen II Fund Services
Contact Detail:
Gen II Fund Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Administrator
✨Tip Number 1
Familiarise yourself with the specific Salesforce features mentioned in the job description, such as Flow Builder and Lightning web components. This will not only help you understand the role better but also allow you to speak confidently about your experience during interviews.
✨Tip Number 2
Network with current or former employees of Gen II Fund Services on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Stay updated on the latest Salesforce trends and best practices, especially those related to the financial sector. Being knowledgeable about industry developments will demonstrate your commitment to the role and your proactive approach to professional growth.
✨Tip Number 4
Prepare to discuss how you've previously managed data integrity and user support in Salesforce. Having concrete examples ready will showcase your problem-solving skills and your ability to enhance user experience, which is crucial for this position.
We think you need these skills to ace Salesforce Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Salesforce Administrator, especially in the financial domain. Include specific examples of how you've customised Salesforce to meet business needs and any relevant certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with Salesforce flows, data management, and user support, and explain how these skills align with Gen II's objectives.
Highlight Relevant Skills: In your application, emphasise your understanding of Salesforce best practices, system integration, and security implementation. Mention any experience with tools like Azure DevOps or Jira, as well as your ability to collaborate with cross-functional teams.
Showcase Continuous Learning: Demonstrate your commitment to professional development by mentioning any ongoing training or certifications related to Salesforce. This could include your Salesforce Administrator Certification or any courses you've taken to enhance your skills.
How to prepare for a job interview at Gen II Fund Services
✨Showcase Your Salesforce Expertise
Make sure to highlight your experience with Salesforce, especially in the financial domain. Be prepared to discuss specific projects where you customised and configured Salesforce to meet business needs, as this will demonstrate your hands-on knowledge.
✨Understand the Company’s Operations
Research Gen II Fund Services and their operations in private capital asset management. Understanding their business model and how Salesforce fits into their strategy will help you tailor your responses and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
Expect technical questions related to Salesforce flows, data management, and system integration. Brush up on best practices and be ready to explain how you've implemented security settings and user permissions in past roles.
✨Demonstrate Communication Skills
As a Salesforce Administrator, you'll need to collaborate with various teams. Prepare examples of how you've effectively communicated with stakeholders and provided training or support to end-users, showcasing your interpersonal skills.
