Salesforce Administrator (Hermanus)

DataFin; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services company in Cape Town is seeking a Salesforce Administrator to manage and enhance their Salesforce environment. The ideal candidate must possess a relevant degree and Salesforce Administrator Certification, along with a minimum of 3 years' experience in Salesforce Administration. This role involves customization, configuration, and driving improvements in system performance and user adoption.

Qualifications

• Minimum of 3 years' experience in Salesforce Administration and release management.
• Ability to explain complex issues in easily understood language at all levels.

Responsibilities

• Serve as the primary system administrator for the Salesforce environment.
• Design and implement custom data models.
• Manage releases and system upgrades.
• Provide first-line technical support.

Skills

Salesforce Administration

Apex

Visualforce

Problem-solving

Communication

Education

Relevant tertiary qualification in Computer Science

Salesforce Administrator Certification

Tools

Salesforce Inspector

Data Loader

Job description

ENVIRONMENT

An innovative leader in cross-border financial services, based in Hermanus, is seeking a Salesforce Administrator to take full ownership of their Salesforce environment. As the in-house expert, you will be responsible for customizing, configuring, and developing the Salesforce platform using Apex, Visualforce, and related technologies. You’ll drive initiatives to streamline workflows, automate processes, and enhance platform performance, ensuring Salesforce aligns with the organization’s broader strategic objectives. The ideal candidate brings a blend of technical and business acumen, with a relevant tertiary qualification in Computer Science, Information Systems, or a related field, and holds a Salesforce Administrator Certification.

DUTIES

System Administration

• Serve as the primary system administrator for the Salesforce environment (Sales Cloud, Service Cloud, Experience Cloud).
• Internal user management, including creation of accounts, profiles, permission sets, and roles.
• Manage login policies, system security settings, and field-level security/sharing rules.
• Handle core administrative functions, including workflows, reports, dashboards, and routine system tasks.

Configuration & Development

• Design, configure, customize, and test business solutions on the Force.com platform according to specifications and standards.
• Create and maintain custom objects, fields, page layouts, record types, and apps.
• Build advanced automation solutions using Flows, Process Builder, and Approval Processes where required.
• Configure and customize Digital Experiences (Experience Cloud) to align with business requirements.
• Maintain and/or troubleshoot existing Salesforce integrations with external systems using APIs, Web Services, and AppExchange products.
• Adhere to architectural standards.

Data Modelling & Management

• Design and implement custom data models, including objects, fields, and relationships where standard Salesforce structures are insufficient.
• Import, export, and update data using tools (Salesforce Inspector, Data Loader).
• Maintain data integrity through deduplication, validation, and cleansing processes.
• Build and maintain advanced reports, dashboards, and analytics for business decision-making.

Automation

• Implement declarative automation (Flows, Apex, platform events).
• Evaluate and recommend software products based on functionality and value.
• Design and maintain Salesforce process automations to streamline business operations.

Testing

• Manage sandboxes (refreshes, seeding) and migration of master data.
• Prepare test cases, test data, and test for quality.

System Maintenance & Upgrades

• Monitor system health, performance, and error logs.
• Resolve configuration and system issues proactively.
• Manage releases, system upgrades, and integrations with other platforms.
• Stay current with Salesforce releases, new features, and best practices.

Security & Compliance

• Enforce data governance and compliance standards across the platform.
• Maintain security policies, role hierarchies, permission models, and data sharing rules.
• Ensure adherence to company and regulatory compliance requirements.

Support & Training

• Provide first-line technical support, troubleshoot issues, and manage support tickets.
• Identify recurring issues and recommend long-term solutions.
• Deliver training, documentation, and guidance to end-users to drive adoption.
• Keep stakeholders updated on task progress in line with Agile methodologies.

Collaboration & Vendor Management

• Partner with developers and third-party vendors on complex customizations and integrations.
• Collaborate with business stakeholders to gather requirements and translate them into scalable Salesforce solutions.
• Communicate and align with mobile app developers where Salesforce functionality integrates with apps.

Documentation & Reporting

• Create and maintain documentation on processes, policies, and system configurations.
• Track time spent on tasks and report progress against deliverables.
• Maintain clear communication with stakeholders regarding development and release schedules.

General

• Deliver a configured CRM system on the Salesforce platform to meet business requirements.
• Ensure ease of maintenance by implementing best practices and architectural standards to limit customization.
• Enhance the CRM system to meet time, quality, and cost expectations.

Compliance

• Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
• Comply with all regulatory rules, including but not limited to FSCA, FAIS, and SARB (where relevant).

REQUIREMENTS

• It is desirable that the candidate have proven expertise in both business and technical facets of the role, including:
• Relevant tertiary qualification in Computer Science, Information Systems, or related field.
• Salesforce Administrator Certification (Salesforce Certified Administrator).
• Minimum of 3 years’ experience in Salesforce Administration and release management.
• Ability to solve problems and/or deliver innovative solutions.
• Ability to cope well under pressure and remain calm in dynamic situations is crucial.
• Ability to prioritise and focus on multiple tasks to achieve positive outcomes is crucial.
• Demonstrated ability to work independently and as part of a team.
• Ability to explain complex issues in easily understood language that convey key messages successfully at all levels of the organisation.

ATTRIBUTES

• Managing Relationships
• Ability to plan and organize
• Sense of urgency
• Action Orientation
• Decision-making
• Resilience
• Systems knowledge
• Product Knowledge
• Adaptability