Salesforce Administrator

Methods; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Development access to LinkedIn Learnig

Pension Salary Exchange Scheme with 4%

Discretionary Company Bonus

Life Assurance

Private Medical Insurance

Worldwide Travel Insurance

Wellness 24/7 EAP

Job summary

Methods, a leading IT services consultancy, seeks a skilled Salesforce Administrator to maintain and enhance the internal Salesforce org. The role focuses on Certinia PSA and Accounting (FFA), troubleshooting financial data, and migrating legacy automation to Salesforce Flow.

You will work across the Salesforce platform, collaborating with finance teams to improve processes and deliver scalable technical solutions. Security clearance will be required during onboarding.

Qualifications

• 2+ years of Salesforce and Certinia administration experience.
• Strong hands-on experience building and maintaining Salesforce Flows.
• Experience supporting Certinia PSA and Certinia Accounting (FFA) or similar PSA/ERP systems.
• Good understanding of finance and accounting concepts (billing, revenue, journals).
• Experience with DataLoader or similar ETL tools.

Responsibilities

• Participating in discovery sessions to gather requirements and analyze gaps.
• Translating user stories into deliverable solutions and test scenarios.
• Lead or assist design, development, testing and delivery of Salesforce solutions.
• Participating in user acceptance testing sessions and delivering training.
• Creating user and administrator documentation for solution rollouts.
• Providing 2nd line Salesforce BAU support and monitoring tickets.

Skills

Salesforce Administration

Certinia PSA/FFA

Salesforce Flows

Finance data

Stakeholder training

Lightning UI

DataLoader

Education

Bachelor's degree

Tools

Salesforce CRM Analytics/ Analytics Studio/ Tableau CRM

Job description

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.

Responsibilities

• 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.

Requirements 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

Desirable

• 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.

Description 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.

Our human touch sets us apart from other consultancies, system integrators and software houses - with people, technology, and data at the heart of who we are, we believe in creating value and sustainability through everything we do for our clients, staff, communities, and the planet.

We support our clients in the success of their projects while working collaboratively to share skill sets and solve problems. At Methods we have fun while working hard; we are not afraid of making mistakes and learning from them.

Predominantly focused on the public-sector, Methods is now building a significant private sector client portfolio.

Methods was acquired by the Alten Group in early 2022.

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.

Benefits 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)