At a Glance
- Tasks: Join our Salesforce team to enhance user experience and drive impactful solutions.
- Company: Methods, a leading IT Services Consultancy transforming the public sector in the UK.
- Benefits: Enjoy 25 days off, private medical insurance, and a supportive work culture.
- Other info: Collaborative team with opportunities for personal and professional growth.
- Why this job: Make a real difference in society while developing your skills in a dynamic environment.
- Qualifications: 2+ years of Salesforce experience and a passion for finance processes.
The predicted salary is between 40000 - 50000 £ per year.
Methods is a £100M+ IT Services Consultancy who has partnered with a range of central government departments and agencies to transform the way the public sector operates in the UK. Established over 30 years ago and UK-based, we apply our skills in transformation, delivery, and collaboration from across the Methods Group, to create end-to-end business and technical solutions that are people-centred, safe, and designed for the future.
The Salesforce team is responsible for the continual maintenance and development of the internal Salesforce org, the integral business operational platform. The Salesforce Administrator will act as a key member of this team, helping to analyse and resolve user issues, drive adoption, resolve system bugs and implement stakeholder change requests. The Salesforce Administrator will also design, create and deliver technical solutions on the Salesforce platform, ensuring that the org is continually fit for purpose.
The role will work across the full Salesforce platform, while developing subject matter expertise in Finance and Accounts processes within Certinia PSA and Certinia Accounting (FFA). This includes troubleshooting financial data and process issues, supporting system improvements, and contributing to the migration of legacy automation into Salesforce Flow.
ResponsibilitiesThe Salesforce Administrator’s responsibilities will include (but not limited to):
- Participating in discovery sessions/workshops with business process stakeholders and users to gather/update solution requirements, performing gap analysis between Salesforce capabilities and enhancement needs
- Analysing user stories and translating these into deliverable working solutions and complete test scenarios
- Lead or assist with the design, development, testing and delivery of functional solutions within Salesforce, prioritising scalable, declaratively developed solutions
- Participating in user acceptance testing sessions
- Delivering user training
- Creating relevant user and administrator documentation to support solution rollouts
- 2nd line Salesforce BAU support
- Monitoring the internal ticketing system to ensure business queries are addressed in a timely manner
- Where relevant supporting / mentoring a junior administrator
- Tackling technical debt, including rationalisation and optimisation of existing automation
- Designing, building and maintaining complex record-triggered, scheduled and screen flows
- Identifying data quality issues and managing resolution of such instances
- Supporting Finance and Accounts teams with troubleshooting of Certinia PSA and Accounting (FFA) related issues
- Investigating financial data discrepancies including revenue recognition, billing, project financials, and accounting postings
- Working closely with Finance stakeholders to improve financial processes within Salesforce and Certinia
- Drawing on your Salesforce experience to identify opportunities to recommend scalable technical and/or 3rd party solutions to the Salesforce roadmap.
You will have a strong understanding of internal business functions (Marketing, Sales, Service Delivery, Finance, HR etc.), and how the Salesforce platform can be designed and configured to accommodate them. You are comfortable working with Finance stakeholders and understanding accounting-driven processes such as billing, revenue recognition, project financials and reporting.
An excellent communicator, comfortable leading discussions to extract information and guide stakeholder expectations towards solutions that meet business needs. Demonstrable track record of improving user experience and business and system operational efficiency.
You enjoy owning and prioritising a varied workload consisting of solution delivery, end user support/training, automation improvements, and contributing to an integral business system.
You will be comfortable taking responsibility for the full project lifecycle and have the confidence, skills, experience, and personality to establish rapport with users and stakeholders when managing projects or BAU support/change situations. You possess the ability to work autonomously as well as representing a key member of the team and positively represent the team to the business.
Essential- 2+ years of Salesforce and Certinia administration, ideally in a business services industry, or equivalent consulting experience
- Strong experience supporting Certinia PSA and Certinia Accounting (FFA) or similar PSA/ERP systems
- Good understanding of finance and accounting concepts (billing, revenue, journals, project financials, GLA, etc.) (Mandatory)
- Strong hands-on experience building and maintaining Salesforce Flows (record-triggered, scheduled, screen flows)
- Hands-on configuration experience with Salesforce CRM Analytics/ Analytics Studio/ Tableau CRM
- Experience analysing and resolving automation conflicts and technical debt
- Experience within support team and client-facing roles, managing users and day-to-day issues through to resolution
- Ability to work independently, within teams, and cross-functionally with excellent communication skills
- Outstanding attention to detail and enjoy project ownership
- Strong logical reasoning and problem-solving skills
- Salesforce declarative configuration to expert level (Lightning UI)
- Experience supporting orgs with 200+ users
- Experience with delivering Change and Release Management best practices and sandbox management
- Experience presenting to technical and non-technical stakeholders
- Experience with DataLoader (or equivalent ETL tools)
- Ability to effectively prioritise competing requests while managing user expectations
- Excellent listening, oral and written communication skills
- Team player
- Fluent in English
- Salesforce Administrator Certification (ADM-201)
- Advanced Salesforce Flow architecture and best practices
- Further Salesforce Certifications: Advanced Administrator, Platform App Builder
- Experience working within a complex Salesforce org
- Experience leading/supporting/mentoring junior Administrator(s)
- Hands-on configuration experience with Conga and/or DocuSign
- BA / Project Management certifications
- Bachelor's degree in computer science, information systems, business analysis/change management or related field.
This role will require you to have or be willing to go through Security Clearance. As part of the onboarding process candidates will be asked to complete a Baseline Personnel Security Standard; details of the evidence required to apply may be found on the government website Gov.UK. If you are unable to meet this and any associated criteria, then your employment may be delayed, or rejected. Details of this will be discussed with you at interview.
Methods is passionate about its people; we want our colleagues to develop the things they are good at and enjoy.
By joining us you can expect:
- Autonomy to develop and grow your skills and experience
- Be part of exciting project work that is making a difference in society
- Strong, inspiring and thought-provoking leadership
- A supportive and collaborative environment
As well as this, we offer:
- Development access to LinkedIn Learning, a management development programme and training
- Wellness 24/7 Confidential employee assistance programme
- Social - Breakfast Tuesdays, Thirsty Thursdays and Pizza on the last Thursday of each month as well as commitment to charitable causes
- Time off 25 days a year
- Pension Salary Exchange Scheme with 4% employer contribution and 5% employee contribution
- Discretionary Company Bonus based on company and individual performance
- Life Assurance of 4 times base salary
- Private Medical Insurance which is non-contributory (spouse and dependants included)
- Worldwide Travel Insurance which is non-contributory (spouse and dependants included)
Salesforce Administrator employer: Methods Business and Digital Technology Ltd
Methods is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and collaborative work environment. With a focus on meaningful project work that positively impacts society, employees enjoy autonomy in their roles, access to continuous development opportunities, and a range of benefits including private medical insurance and wellness programmes. Located in the UK, Methods fosters a culture of learning from mistakes and encourages team bonding through social events, making it a rewarding place to build a career.
Contact Details:
Methods Business and Digital Technology Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Administrator
✨Tip Number 1
Network like a pro! Reach out to current employees at Methods on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by diving deep into Salesforce and Certinia. Brush up on your knowledge of finance processes, as this will show you're serious about the role and ready to hit the ground running.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Share specific examples of how you've tackled challenges in previous roles, especially those related to user support and system improvements.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Methods team.
We think you need these skills to ace Salesforce Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with Salesforce and Certinia. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills:As a Salesforce Administrator, you'll be interacting with various stakeholders. Use your application to demonstrate your excellent communication skills. Share examples of how you've successfully led discussions or resolved user issues in the past.
Be Specific About Your Experience:When detailing your experience, be specific about the Salesforce features you've worked with, especially around flows and automation. We love seeing concrete examples of how you've tackled challenges and improved processes.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Methods Business and Digital Technology Ltd
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce knowledge, especially around Flows and Certinia. Be ready to discuss how you've used these tools in past roles, as well as any challenges you've faced and how you overcame them.
✨Understand the Finance Side
Since this role involves working closely with Finance stakeholders, it’s crucial to have a solid grasp of finance and accounting concepts. Familiarise yourself with terms like billing, revenue recognition, and project financials so you can speak confidently about them during the interview.
✨Prepare for Scenario-Based Questions
Expect to be asked about specific scenarios where you had to analyse user stories or resolve technical issues. Think of examples from your experience that showcase your problem-solving skills and ability to deliver effective solutions.
✨Showcase Your Communication Skills
As an excellent communicator, you’ll need to demonstrate your ability to lead discussions and manage stakeholder expectations. Practice articulating your thoughts clearly and concisely, and be prepared to explain complex concepts in simple terms.
