Salesforce Administrator

Methods Consulting; Greater London; On-site; GBP 49,000 - 77,000; Full time

Benefits offered by this job

25 days annual leave

Pension scheme

Discretionary bonus

Life assurance

Private medical insurance

Worldwide travel insurance

Job summary

Methods Consulting in the United Kingdom seeks an experienced Salesforce and Certinia administrator to support PSA and Accounting systems. The role requires strong Flow and analytics configuration, plus stakeholder communication across finance and operations.

You will own deployment of declarative solutions, mentor junior admins, and ensure data integrity while aligning with finance processes. A professional services background is preferred.

Qualifications

• 2+ years of Salesforce and Certinia administration experience.
• Strong experience supporting Certinia PSA and Certinia Accounting (FFA) or similar PSA/ERP systems.
• Good understanding of finance and accounting concepts including billing, revenue, journals, project financials, and GLA.
• Hands‑on configuration experience with Salesforce Flows (record-triggered, scheduled, screen).
• Hands‑on configuration with Salesforce CRM Analytics / Tableau CRM.

Responsibilities

• Gather and translate stakeholder requirements; gap analysis between Salesforce capabilities and enhancements.
• Lead or assist design, development, testing and delivery of Salesforce solutions, prioritising declarative approaches.
• Participate in user acceptance testing and deliver user training; create admin documentation.
• Provide 2nd line Salesforce BAU support and monitor tickets for timely resolution.
• Mentor junior admins where relevant; tackle technical debt and optimise automation.
• Design and maintain complex Salesforce flows; identify data quality issues and resolve.
• Support Finance with Certinia PSA and Accounting issues; investigate revenue recognition and billing.
• Collaborate with Finance to improve processes within Salesforce and Certinia.

Skills

Salesforce administration

Certinia administration

Finance and accounting concepts

Salesforce Flow

Salesforce CRM Analytics / Tableau CRM

DataLoader / ETL tools

Stakeholder communication

Team player

English fluency

Security clearance readiness

Education

Bachelor's degree in CS/IS/BA

Tools

Conga

DocuSign

DataLoader

Job description

Salary: £49,000 - 77,000 per year

Requirements:

• 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, including billing, revenue, journals, project financials, and GLA
• Strong hands‑on experience building and maintaining Salesforce Flows, including record-triggered, scheduled, and screen flows
• Hands‑on configuration experience with Salesforce CRM Analytics, Analytics Studio, or 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 enjoyment of project ownership
• Strong logical reasoning and problem‑solving skills
• Salesforce declarative configuration to expert level, including Lightning UI
• Experience supporting orgs with 200+ users
• Experience 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) desirable
• Advanced Salesforce Flow architecture and best practices desirable
• Further Salesforce certifications such as Advanced Administrator and Platform App Builder desirable
• Experience working within a complex Salesforce org desirable
• Experience leading, supporting, or mentoring junior Administrator(s) desirable
• Hands‑on configuration experience with Conga and/or DocuSign desirable
• BA or Project Management certifications desirable
• Bachelors degree in computer science, information systems, business analysis/change management, or related field desirable
• We will require you to have or be willing to go through Security Clearance, and as part of onboarding you will be asked to complete a Baseline Personnel Security Standard

Responsibilities:

• Participate in discovery sessions and workshops with business process stakeholders and users to gather or update solution requirements and perform gap analysis between Salesforce capabilities and enhancement needs
• Analyse user stories and translate them 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
• Participate in user acceptance testing sessions
• Deliver user training
• Create relevant user and administrator documentation to support solution rollouts
• Provide 2nd line Salesforce BAU support
• Monitor the internal ticketing system to ensure business queries are addressed in a timely manner
• Support or mentor a junior administrator where relevant
• Tackle technical debt, including rationalisation and optimisation of existing automation
• Design, build, and maintain complex record-triggered, scheduled, and screen flows
• Identify data quality issues and manage resolution of such instances
• Support Finance and Accounts teams with troubleshooting of Certinia PSA and Accounting (FFA) related issues
• Investigate financial data discrepancies, including revenue recognition, billing, project financials, and accounting postings
• Work closely with Finance stakeholders to improve financial processes within Salesforce and Certinia
• Identify opportunities to recommend scalable technical and/or third‑party solutions to the Salesforce roadmap

Technologies:

• CRM
• ETL
• ERP
• Flow
• Support
• Salesforce
• Security
• Tableau
• UX UI Design
• Marketing

More:

We are Methods, a 100M+ IT Services Consultancy that 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 bring transformation, delivery, and collaboration expertise 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, with people, technology, and data at the heart of who we are, and we focus on creating value and sustainability for our clients, staff, communities, and the planet. We support our clients collaboratively, share skill sets, solve problems, and value learning from mistakes. We predominantly serve the public sector and are building a significant private sector client portfolio. We offer autonomy to grow your skills, exciting project work that makes a difference in society, inspiring leadership, a supportive and collaborative environment, development through LinkedIn Learning and training, wellness support, social activities, 25 days annual leave, pension scheme with employer contribution, discretionary bonus, life assurance, private medical insurance, and worldwide travel insurance. This full‑time role sits within our Support / IT Support / Salesforce Admin function.