At a Glance
- Tasks: Support and optimise Salesforce Service Cloud for better customer service.
- Company: Join a growing financial services business in South West England.
- Benefits: Earn £300–£400/day with hybrid work options and potential contract extension.
- Other info: 3-month initial contract, likely to extend; flexible on-site requirements.
- Why this job: Make a real impact in a dynamic company undergoing exciting transformation.
- Qualifications: Experience as a Salesforce Admin, especially with Service Cloud, is essential.
The predicted salary is between 60000 - 84000 £ per year.
TechOhana have partnered with a well-regarded UK business to bring on a Salesforce Administrator with a strong finance and accounting background.
This is an internal role within a long-established, tightly knit Salesforce team responsible for the ongoing development and administration of a complex, business-wide Salesforce org. The platform is central to how the organisation operates, and the team is continuously improving it. Finance is a core part of the remit and candidates without a working knowledge of financial processes will not be considered.
Working alongside a small, experienced team and reporting into a Head of Salesforce, you will take ownership of day-to-day Salesforce administration, user support, and the ongoing development of the platform. The environment is declarative-first with no custom development, and there is significant focus on Flow automation and the rationalisation of legacy processes. You will work closely with Finance stakeholders on troubleshooting, process improvement, and platform enhancements related to financial operations.
Requirments:
- 2+ years of hands-on Salesforce administration experience.
- A solid, working understanding of finance and accounting processes including billing, revenue recognition, accounts payable, P&L, and project financials. This is a firm requirement for the role
- Strong experience building and maintaining Salesforce Flows across record-triggered, scheduled, and screen flow types
- Experience supporting and managing a Salesforce org with 200 or more users
- Experience with data management tools such as Data Loader
- The ability to work independently, prioritise competing demands, and communicate clearly with stakeholders at all levels
- Salesforce Administrator certification is desirable
- Hands-on experience with Certinia PSA or Certinia Accounting is desirable
- A stable, collaborative team environment with a strong track record of tenure
- Broad platform exposure with genuine scope to develop skills in automation and beyond
- Private medical insurance (including spouse and dependants)
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Salesforce Administrator employer: TECHOHANA
Join a forward-thinking North East business as a Salesforce Consultant, where you'll be part of a dynamic team dedicated to modernising their Salesforce platform. Enjoy a hybrid working model that promotes work-life balance, alongside opportunities for professional growth and development in a collaborative environment. With exposure to various clouds and a focus on impactful solutions, this role offers a rewarding experience for those looking to make a difference in a supportive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Administrator
✨Tip Number 1
Familiarise yourself with the latest features and updates in Salesforce Service Cloud. Being knowledgeable about recent enhancements can help you demonstrate your expertise during discussions with potential employers.
✨Tip Number 2
Network with professionals in the financial services sector who are also Salesforce Administrators. Engaging with this community can provide insights into industry-specific challenges and solutions, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss specific examples of how you've optimised Salesforce processes in previous roles. Highlighting your hands-on experience will show that you can make an immediate impact in the new position.
✨Tip Number 4
Research the company’s current use of Salesforce and any recent changes in their customer service processes. Tailoring your conversation to their specific needs can set you apart from other candidates.
We think you need these skills to ace Salesforce Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience specifically as a Salesforce Administrator, particularly with Service Cloud. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and how your skills align with the company's needs. Mention your experience in optimising Salesforce Service Cloud and your ability to work in a regulated environment.
Showcase Relevant Experience:In your application, provide specific examples of past projects where you improved user experience or streamlined processes using Salesforce. This will help illustrate your capability to drive operational efficiency.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role involving stakeholder communication.
How to prepare for a job interview at TECHOHANA
✨Showcase Your Salesforce Expertise
Be prepared to discuss your previous experience with Salesforce Service Cloud in detail. Highlight specific projects where you optimised processes or improved user experience, as this will demonstrate your capability to handle the role effectively.
✨Communicate Clearly with Stakeholders
Since strong stakeholder communication is crucial for this position, practice articulating how you've gathered requirements in past roles. Use examples that showcase your ability to translate business needs into actionable Salesforce solutions.
✨Demonstrate Problem-Solving Skills
Think of scenarios where you've faced challenges in a regulated environment, particularly in financial services. Be ready to explain how you approached these issues and what solutions you implemented to ensure compliance and efficiency.
✨Prepare Questions About the Role
Show your interest in the position by preparing insightful questions about the company's current Salesforce setup and future plans. This not only demonstrates your enthusiasm but also helps you gauge if the role aligns with your career goals.
