At a Glance
- Tasks: Manage Salesforce administration and lead the service desk for a dynamic tech team.
- Company: Join Triple Point, a certified B Corp and a Sunday Times 'Best Place to Work'.
- Benefits: Enjoy competitive salary, flexible working, and professional development opportunities.
- Other info: Embrace a culture of curiosity, generosity, and thoughtful action in a diverse environment.
- Why this job: Be part of an innovative team making a real impact in the investment sector.
- Qualifications: Salesforce Administrator certification and experience in service desk support required.
The predicted salary is between 50000 - 60000 £ per year.
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'. If this sounds like an environment where you would flourish, then read on…
The Digital and Technology team's purpose is to provide cutting-edge digital solutions that are safe and reliable whilst improving efficiency and reducing potential risks for everyone at Triple Point. The Digital Transformation team looks after our core systems, the integration between them, and all aspects of data, from the data warehouse to reporting that provides clear insight into trends. It automates manual business processes, adopts emerging technology such as Gen/Adaptive AI, and uses Microsoft 365 tooling to make TP and our TP'ers more efficient. It also manages our outsourced Salesforce developers and quality assurance specialists to ensure delivery quality and pace.
As our Salesforce Administrator & Service Desk Lead you are the day-to-day owner and single front door for the Salesforce estate. Your primary focus is business-as-usual keeping the platform running, well-supported and well-administered, on clear ITSM principles. You work closely enough with the transformation to absorb its changes and sustain the modernised platform once it lands making this both a BAU-first role and an embedded part of the programme.
The Role’s Key Responsibilities
- Own day-to-day Salesforce administration and act as the single support front door across the estate.
- Run the service desk on ITSM principles manage ticket queues, prioritisation and SLAs; triage and resolve incidents and requests; and escalate cleanly.
- Build and maintain the knowledge base and runbooks turning fixes into self-service and repeatable process, and spreading knowledge across the team.
- Configure and maintain the platform across Sales, Service and Experience Cloud (FSC preferred) users, profiles and permission sets, flows, page layouts, reports and dashboards.
- Administer the tools that surround the platform telephony / CTI (e.g. Zoom Phone, Service Cloud Voice), e-signature and document generation (e.g. DocuSign) in support of the client journey.
- Own data quality and hygiene deduplication and data-quality tooling, data loads, and monitoring of declarative integrations.
- Support release management and deployments alongside the delivery partner; provide first-line security administration and uphold change control and governance.
- Absorb knowledge transfer from the programme and delivery partner, sustaining BAU through and beyond the transformation.
Experience
- Salesforce Administrator certification, with strong hands-on administration across multiple clouds Sales, Service and Experience Cloud (FSC preferred).
- Service-desk / BAU support experience with solid ITSM knowledge ticket-queue management, prioritisation, SLAs and incident / request handling.
- Flow automation, security and sharing configuration, reports and dashboards, and data management.
- Experience administering telephony / CTI and e-signature / document-generation tooling (e.g. DocuSign) in support of customer journeys.
- Release and deployment support (change sets / SFDX awareness) and strong documentation and knowledge-base discipline.
- Confident stakeholder support and communication the visible front door for platform users.
Qualifications & Desirable
- ITIL Foundation (v4) or equivalent ITSM grounding.
- Further Salesforce certifications Advanced Administrator, Service Cloud Consultant and / or Platform App Builder.
- Experience with ITSM / ticketing platforms (e.g. Jira, ServiceNow, Zendesk) and building service-desk reporting.
- Financial services or other regulated environment.
- Data-quality tooling (e.g. Cloudingo or similar) and awareness of adjacent finance and business systems.
- Exposure to AI-assisted administration, operations and agentic solutioning.
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team leading the way in tech solutions. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
- Stay Curious.
- Be Generous.
- Take Thoughtful Action.
- Pull Together.
- Own It.
In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
Salesforce Administrator & Service Desk Lead in London employer: Triple Point
At Triple Point, we pride ourselves on being a certified B Corp and a Sunday Times 'Best Place to Work' for 2025 & 2026, fostering a collaborative and innovative work culture that values curiosity and thoughtful action. As a Salesforce Administrator & Service Desk Lead, you will thrive in an environment that prioritises employee growth through comprehensive benefits, hybrid working options, and access to cutting-edge technology, all while contributing to meaningful investment strategies that aim to leave the world better than we found it.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Administrator & Service Desk Lead in London
✨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 Triple Point. 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 Administrator & Service Desk Lead in London
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 Triple Point.
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 Triple Point'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 Triple Point
✨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 Triple Point.
✨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 Triple Point 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 Triple Point 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.
