Salesforce Workflow Lead - Client Data & MI in Knutsford

Salesforce Workflow Lead - Client Data & MI in Knutsford

Knutsford Full-Time 50000 - 50000 £ / year (est.) Home office (partial)
Huntswood

At a Glance

  • Tasks: Optimise Salesforce workflows and produce insightful dashboards for senior stakeholders.
  • Company: Huntswood, a leading firm in corporate banking solutions.
  • Benefits: Hybrid work model, competitive salary, and professional development opportunities.
  • Other info: Enjoy a blend of onsite training and flexible working arrangements.
  • Why this job: Make a real impact by driving data quality and governance in a dynamic environment.
  • Qualifications: Strong analytical skills and experience with Salesforce workflows.

The predicted salary is between 50000 - 50000 £ per year.

Huntswood is recruiting a Client Workflow & MI Manager to optimise Salesforce-driven workflows for a major corporate banking client.

Based at a flagship campus in Knutsford, you’ll drive outreach readiness, data quality and governance, producing dashboards and insights for senior stakeholders.

The role begins with 1 week onsite training, then hybrid work with 1 day onsite monthly.

You’ll combine operational excellence with strong analysis and communication, managing complex data,

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Salesforce Workflow Lead - Client Data & MI in Knutsford employer: Huntswood

Huntswood is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With opportunities for career advancement in the dynamic field of secured lending collections, employees benefit from flexible remote working arrangements and a collaborative team environment that values innovation and excellence.

Huntswood

Contact Details:

Huntswood Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Salesforce Workflow Lead - Client Data & MI in Knutsford

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Huntswood. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Salesforce Workflow Lead - Client Data & MI in Knutsford

Salesforce
Data Quality Management
Governance
Dashboard Creation
Data Analysis
Communication Skills
Operational Excellence

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Huntswood.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Huntswood's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Huntswood

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Huntswood.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Huntswood will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Huntswood employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.