About the role
Key Responsibilities:
- User & License Management
- Manage user setup, deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules.
- Ensure security settings align with best practices and company policies.
- Provide end-user support, resolving queries and handling user support tickets.
Salesforce Configuration & Maintenance
- Recommend and administer configuration changes, including:
- Flows, assignment rules, approval processes
- Fields, page layouts, record types, dynamic layouts
- Apps, actions, custom settings, mobile administration
- Dashboards and reports
- Build and manage automations using Flows to improve efficiency.
- Manage sandbox testing environments and deployments.
- Conduct regular system maintenance (Security Reviews, Release Updates, Health Check, Optimiser).
Sales Cloud & CPQ Support
- Support and enhance Sales Cloud and CPQ, ensuring they meet business needs.
- Identify and implement improvements to Salesforce processes related to sales operations and quoting.
- Provide recommendations on data structuring and reporting to optimise business insights.
- Improve reporting capabilities, generate bespoke data for projects, and design new workflows.
Data Management & Process Documentation
- Maintain data integrity, implementing deduplication, validation rules, and automation.
- Conduct regular audits to ensure data quality and compliance.
- Document system configurations, processes, and workflows for internal use.
User Training & Adoption
- Onboard new users and provide ongoing training to end users to improve system adoption.
- Develop user guides, training materials, and best practice documentation.
- Monitor and improve user engagement with Salesforce tools and features.
Technical Support & Integrations
- Support integrations with third-party applications (e.g., DocuSign, Conga, Mailchimp).
- Work with developers and external consultants for advanced configurations and troubleshooting.
Qualifications & Background
Required:
- Certified Salesforce Administrator.
- 2+ years’ hands-on experience as a Salesforce Administrator, with expertise in Sales Cloud and CPQ.
- Strong Salesforce product knowledge, particularly in user management, configuration, and automation.
Desirable:
- Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder).
- Experience working with integrated applications.
Key Skills & Competencies
Required:
- Self-starter, highly organized, and able to manage multiple tasks simultaneously.
- Strong problem-solving skills and attention to detail.
- Excellent customer focus, ensuring Salesforce meets user needs.
- Ability to build strong relationships across multidisciplinary teams, both virtually and in person.
- Strong presentation, reporting, and research skills.
- Good Microsoft Office skills, particularly Excel.
- Familiarity with relational databases and CRM (Customer Relationship Management) systems is an advantage.
Desirable:
- Curious, creative, and dynamic – able to think outside the box and challenge the norm.
- Demonstrates continued personal and professional development.
- Active participation in the Salesforce community.