Salesforce Administrator - Financial Services Cloud

Claremont Consulting; City Of London; On-site; GBP 60,000 - 70,000; Full time

Job summary

A financial services company is searching for a Salesforce Administrator with over 5 years of experience to support a digital transformation. Key responsibilities include administering the Salesforce platform, collaborating with teams to implement business solutions, and ensuring data integrity. Candidates should have Salesforce certifications and experience in Financial Services Cloud. The role offers a competitive salary of £60-70k plus bonuses and benefits.

Benefits

Competitive salary

Bonuses and benefits

Career growth opportunities

Qualifications

• 5+ years of professional experience in Salesforce administration.
• Experience with Salesforce Financial Services Cloud.
• Proficiency in managing Salesforce roles and profiles.
• Capability to align Salesforce solutions with industry regulations.

Responsibilities

• Administer the Salesforce platform for optimal performance.
• Summarise workflow items into user stories and requirements.
• Collaborate with teams to translate business needs into Salesforce solutions.
• Provide training and support for Salesforce users.

Skills

Salesforce administration experience

Problem-solving skills

Communication skills

Stakeholder management

Data management best practices

Education

Salesforce Administrator certification

Platform App Builder certification

Tools

Salesforce CRM

Job description

Salesforce Administrator with 5+ years experience needed for Financial Services Company specialising in wealth management on the back of a merger between two global brands.

As part of a large-scale digital transformation, they seek a Salesforce Admin who can help in the implementation of a new Salesforce Financial services cloud solution and migration of legacy data to the new system.

• You will play a crucial role in this transition and provide ongoing optimisation of the Salesforce ecosystem as well as :
• Administer the Salesforce CRM platform, ensuring optimal performance and user satisfaction.
• Summarise work flow items into user stories and gather working requirements.
• Collaborate with internal teams to understand business requirements and translate them into effective Salesforce solutions.
• Customise and configure Salesforce features, including but not limited to, workflows, page layouts, reports, dashboards, and other settings.
• Manage Salesforce roles, profiles, sharing rules, workflows, and groups.
• Implement new enhancements including the creation of custom objects, fields, formulas, automated workflows, and approval processes.
• Ensure data integrity and security by implementing best practices in data management and compliance.
• Provide user support and training, assisting with issue resolution and promoting Salesforce adoption across the organisation.
• Stay current with Salesforce releases, features, and best practices to implement improvements and advise stakeholders on potential benefits.

What you bring :

• 5+ years professional experience of Salesforce administration
• Experience within in Financial services cloud.
• Salesforce accreditation's such as Administrator (requirement) or platform app builder (desirable)
• Experience in working within a team to implement Salesforce Financial Services Cloud and understanding its components like financial modelling, client life‑cycle management, and regulatory compliance
• Strong problem‑solving skills, with the ability to develop custom solutions and workflows that cater to the intricate needs of wealth managers and their clients
• Excellent communication and stakeholder management skills, capable of bridging the gap between technical solutions and business strategies in the wealth management context
• Proficiency in aligning Salesforce solutions with industry‑specific regulations and standards, ensuring that all solutions comply with financial industry regulation.

In return, you'll be joining a growing organisation with considerable personal and professional career opportunities within a global firm. Salary benchmark is £60-70k + bonus and benefits.

Please reach out directly to for further info or click apply for immediate consideration.