Salesforce Project Manager

Flowdesk; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global financial institution for digital assets is looking for a Salesforce Project Manager to lead the evolution of their Salesforce platform and enhance operational processes. You will drive cross-functional projects, ensuring compliance and scalability while collaborating closely with multiple teams. The ideal candidate has 3-5 years of relevant experience in operations or project management, particularly in fintech, and strong Salesforce configuration skills. The role promises an ambitious work culture and excellent growth opportunities in a fast-paced environment.

Benefits

100% health coverage

Pension

Team events and offsites

Qualifications

• 3–5 years in Operations, Product/Project Management or Salesforce Ownership.
• At least 2 years of hands-on Salesforce configuration experience.
• Strong process-thinking ability to scale workflows.

Responsibilities

• Lead and deliver cross-functional operational projects primarily on Salesforce.
• Drive the evolution of Salesforce workflows ensuring compliance.
• Maintain and improve client & partner lifecycle processes within Salesforce.

Skills

Salesforce configuration

Process thinking

Stakeholder management

Analytical mindset

Job description

Flowdesk's mission is to build a global financial institution for digital assets, one designed from the ground up for market integrity and efficiency. To achieve this in a rapidly evolving market, we apply a disciplined, first-principles approach to everything we do.

This approach is embedded in our core services, from institutional liquidity provision, trading solutions, OTC execution, to our comprehensive treasury management offerings. We seek individuals who are driven by this systematic approach. Joining Flowdeskherme meaning you will be a key contributor in building and scaling a more transparent and efficient financial markets infrastructure.

We seek individuals who are driven by this systematic approach. Joining Flowdesk means you will be a key contributor in building and scaling a more transparent and efficient financial markets infrastructure.

Flowdesk is scaling fast, and at the heart of our growth is the Client & Partner Operations team, ensuring robust processes, regulatory readiness, and seamless workflows. We’re hiring a Salesforce Project Manager to lead the evolution of our Salesforce platform and strengthen our operational backbone.

Be a key driver in building and optimizing Flowdesk’s Salesforce ecosystem, ensuring workflows and data are scalable, efficient, and compliant. Collaborate closely with Operations, Engineering, Legal, Compliance, and Sales & Trading to deliver operational excellenceacting across the organization.

Your role and responsibilities

Deliver Global Salesforce-Centric Operational Projects

• Lead and deliver large, cross‑functional operational projects, primarily on Salesforce and occasionally spanning multiple systems, translating business and regulatory requirements into scalable, reliable workflows.
• Drive the evolution of Salesforce as the core operational backbone, ensuring data models, automations, and processes support growth, complexity, and evolving compliance standards.
• Partner closely with technical (Architecture, Engineering, Automation) and business stakeholders to execute projects end‑to‑end — from discovery and design to delivery and post‑go‑live stabilization.

Contribute to Global Operational Excellence

• Maintain and continuously improve client & partner lifecycle processeswithin Salesforce, ensuring data quality, consistency, and compliance across systems.
• Contribute to siger SIX jd? (fake). (Run & Support activities) as part of the team’s shared responsibility, ensuring operational continuity, rapid issue resolution, and minimal disruption to business operations.
• Support release management, document processes, implement best practices, and collaborate with technical and automation teams to ensure operational reliability and audit readiness.
• Proactively identify opportunities to improve enablement, adoption, and overall effectiveness of Salesforce across business teams.

Background And Experiences

Must Haves

• 3–5 years of experience in Operations, Product/Project Management, or Salesforce Ownership within fintech, digital assets, or regulated financial services.
• At least 2 years of hands‑on Salesforce configuration experience, including Flow Builder, object & field modeling, permission sets, record types, validation rules, and troubleshooting.
• Demonstrated track record in delivering significant Salesforce 晫‑driven projects (not just admin/maintenance).
• Strong process‑thinking and analytical mindset; able to structure, document, and scale complex workflows.
• Excellent communication and stakeholder‑management skills; ability to coordinate across Ops, Legal, Compliance, Tech, and Sales.
• High level of autonomy, ownership, and reliability in fast‑paced, demanding environments.

Nice‑to‑Haves

• Fintech/crypto/digital asset operational experience; exposure to regulatory requirements (MiCA, VARA, MAS, etc.).
• ADM‑201 (Salesforce Certified Administrator) or similar Salesforce certification.
• Familiarity with multi‑system business processes involving tools like Dotfile (KYC/KYB), Ironclad/Tomorro (contract lifecycle), Workato (integrations/automations).
• Experience with release/change management, audit processes, and cross‑regional project delivery.

Company Culture and Values

At Flowdesk, our culture drives our success. Here’s how we live it

• Ambition, We aim for impact, speed, and excellence in the digital asset ecosystem.
• Ownership, If you believe in something, own it and deliver – or learn from the outcome.
• Humility, Results emerge from collective effort, not individual heroes.
• Collaboration, We succeed by moving forward together, across functions and geographies.

• International environment (English is the main language).
• Pension.
• 100% health coverage.
• Team events and offsites.

Recruitment process

• HR Interview
• Technical Interview with the Hiring Manager
• Head of Business Operations Interview
• Stakeholder Interview
• Founder Interview jt? (just placeholder)
• Wrap‑up Interview

On the agenda, discussions rather than trick questions! These moments of exchange will allow you to understand how Flowdesk works and its values. But they are also (and above all) an opportunity for you to present your career path and your expectations for your next job!

We are committed to an inclusive and accessible recruitment process. If you require any reasonable adjustments or have specific needs to enable you to participate fully in the interview or assessment process (e.g. a sign language interpreter, extra time for a test, or an accessible location), please contact us to discuss how we can support you.