Customer Service Consultant

2 weeks ago

Solihull, United Kingdom Innova Solutions Full time

Position: Customer Services Technology Administrator

Inside IR35 Contract

Solihull, UK


JOB SUMMARY: Support various Customer Service and Portfolio manage through developing automation process in Oracle and Salesforce (having knowledge to use Power BI will be an advantage) to support the overall customer services management, accounts receivable management and end of lease term efforts for Client's Financial Services Corporation (CFSC).


This is a varied business facing role, with the following responsibilities:

  • Helps users with support tickets, following through to resolution.
  • Identify and gather requirements from users and stakeholders.
  • Salesforce configuration changes, including (but not limited to): Flow, fields, page layouts, record types, custom settings, dashboards, and reports.
  • Monitor user adoption.
  • User training and creating training materials.
  • Participates in the identification of problem areas and development of resolutions to address them. (CI Boards)
  • Responsible for managing and manipulating data using Excel spreadsheets, generating reports, and analyzing data as required.
  • Compiles and presents reports to support decision-making processes within the department.
  • Understands the Harassment policy of the company and is responsible for its application in all aspects of employment.

We are looking for a proactive individual that can help us continually improve and enhance our Salesforce and Oracle platforms, with a drive for automation gathering requirements and feedback and designing best practice solutions. Our Salesforce user experience is of great importance to us; therefore, the Administrator should enjoy all aspects of user management including support tickets, training, and designing solutions with user satisfaction a priority.

We are looking for someone with a strong understanding of the Salesforce and Oracle platforms and a desire to keep learning. The Administrator should be comfortable liaising with users and enjoy learning new business processes in order to translate them into technical solutions.

Understanding of Banking application with a view to implement best practice for , Sepa and Direct debits.

Submission and development of the Irish CCR file (Central Credit Register) in Ireland, managing key updates and submissions.


EDUCATION/EXPERIENCE: A 4-year university degree or equivalent diploma is recommended. Equivalent experience may be substituted for education. Salesforce product knowledge and a minimum of 12-month hands-on administration experience

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