Salesforce Admin
4 weeks ago
**Role: Salesforce Admin**
**Rate: £450 p/d Inside IR35**
**Location: London/Remote**
**Duration: 6 months**
**Key Responsibilities**:
- **AE Onboarding**:
- Ensure new AEs receive their correct equipment.
- Add AEs to relevant Outlook distribution lists.
- Assist with onboarding AEs in Salesforce (SFDC).
- Support Talent Acquisition (TA) with approvals of Recruiter invoices.
- **SFDC Support**:
- Collaborate closely with US to assist AEs with general SFDC support.
- Provide AE onboarding and training for SFDC, including integration with Outlook, setting up opportunities, and familiarization with Legal Tech SKUs.
- Daily monitoring of SFDC Hygiene dashboard and Level 11, alerting AEs of items requiring attention.
- Assist AEs with opportunity updates, fixing issues, and margin calculations.
- Support sales management in fixing/closing opportunities during AE absences.
- Maintain a workflow to receive new opportunity details from AEs and open opportunities in SFDC on their behalf.
- Create ad-hoc SFDC reports for management and AEs.
- Attend forecast calls and help update opportunities or follow up with AEs to make changes.
- **Managing OnDemand Clients**:
- Manage the full SFDC process for repeat clients (NRF, FRC, Bosch, BMW), including opportunity creation, seeking approvals, contract signature, and closure.
- Expand this process to include more clients over time.
- **Conflict Checks**:
- Run all Conflict Checks (5-10 conflict checks per week) by receiving requests from AEs, running searches in Conflicts DB, and confirming results to AEs.
- Maintain a list of all conflicts run to assist AEs in prospecting.
- **Contract Signing**:Manage the contract signing process for approved contracts and legal documents (5-10 contracts per week) by uploading documents to DocuSign, routing them for eSignature, and handling post-signature tasks.
- **Field Marketing Support**:
- Assist Field Marketing with various activities, including sourcing locations in London, onsite support during events, and managing event leads.
- Help AEs collate contact information from websites and provide marketing support.
- **Ad-hoc Support**:
- Provide English/German translations for contracts, marketing documents, etc.
- Assist Sales Directors with planning meetings, team events, dinners, and other ad-hoc administrative tasks.
- Manage approvals for suppliers.
- Prepare presentations for AEs.
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