Salesforce Expert

3 days ago


Altrincham, Trafford, United Kingdom FORT Full time

Company Overview:

FORT is a leading financial services company that offers tailored financing solutions to businesses.

Job Description:

We are seeking a highly skilled Salesforce Administrator to drive efficiency and innovation within our Salesforce environment. The successful candidate will play a key role in optimising the use of Salesforce Financial Services Cloud, specifically for sales and underwriting teams. This is an exciting opportunity for a professional who wants to work with cutting-edge technology and collaborate closely with stakeholders across departments.

  • System Administration: Oversee daily Salesforce administration tasks, including user setup, permissions, configuration, and customisation.
  • Salesforce Development: Design and deploy custom solutions in Salesforce Financial Services Cloud using tools such as DataRaptors, FlexiCards, and OmniStudio.
  • Data Management: Ensure data integrity and best practices within Salesforce, including handling data migrations, data hygiene, and deduplication.
  • Collaborative Projects: 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.

Key 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.
  • Certifications: Salesforce Administrator certification required; additional Salesforce certifications (e.g., Financial Services Cloud Consultant, OmniStudio Developer) are a plus.

Salary Estimate:

$80,000 - $110,000 per year



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