Salesforce Operations Specialist

1 month ago


Altrincham, Trafford, United Kingdom Capify UK Full time

Job Title: Salesforce Operations Specialist

Location: Office-based in the UK with occasional remote flexibility

Reporting to: Head of Technology

Job Type: Full-Time

Salary: £45,000 - £60,000 per annum, based on experience

Role Overview:

We are seeking a skilled Salesforce Operations Specialist to drive efficiency and innovation within our Salesforce environment. As a key member of our team, you will play a crucial role in optimising our use of Salesforce Financial Services Cloud, supporting sales and underwriting teams. Collaborating closely with stakeholders across departments, including our Australian team, you will design and implement streamlined processes and workflows that enhance user experience and business outcomes.

Main Responsibilities:

  • System Administration: Oversee day-to-day Salesforce administration tasks, including user setup, permissions, configuration, and customisation.
  • Salesforce Development: Design and deploy custom solutions in Salesforce Financial Services Cloud, utilising tools such as DataRaptors, FlexiCards, and OmniStudio.
  • Process Optimisation: Work closely with sales and underwriting teams to streamline workflows, enhance data accessibility, and simplify processes within Salesforce.
  • Data Management: Ensure data integrity and best practices within Salesforce, including handling data migrations, data hygiene, and deduplication.
  • Cross-Functional Collaboration: Partner with cross-functional teams, including Sales, Credit, and IT, to develop solutions that align with business needs and regulatory requirements.
  • Documentation & Training: Create and maintain detailed process documentation, user guides, and training materials to support Salesforce users across the organisation.
  • Global Teamwork: Participate in some team meetings outside of regular office hours to accommodate collaboration with our Australian team.

Required Skills and Qualifications:

  • Experience: Minimum of 3 years of experience as a Salesforce Administrator, ideally within the financial services industry.
  • Salesforce Financial Services Cloud: Strong understanding and hands-on experience with Financial Services Cloud, including data models and specific functionality for lending.
  • OmniStudio Tools: Proficient in using DataRaptors, FlexiCards, and OmniStudio for building custom solutions.
  • Analytical Skills: Ability to analyse business requirements, troubleshoot issues, and implement scalable solutions.
  • Communication: Excellent communication and interpersonal skills, with a strong emphasis on collaborative working.
  • Detail-Oriented: Demonstrated ability to handle complex data, workflows, and ensure precision in Salesforce configurations.
  • Certifications: Salesforce Administrator certification required; additional Salesforce certifications (e.g., Financial Services Cloud Consultant, OmniStudio Developer) are a plus.


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