Salesforce Specialist

Department: Residential Sales

______________

Company: Canary Wharf Management Limited

______________

Reporting to: Director - Residential Sales

______________

Job Summary
We are looking for a highly organised and technically proficient Salesforce Specialist – Residential sales, to support our Salesforce platform (Sales and Marketing Cloud) and related business systems. This role is pivotal in ensuring smooth system operations, user enablement, and compliance.

The successful candidate will be working in our residential sales department, under our director of residential sales and working closely with the Technology function to manage platform issues/escalations.

Salary: £45,000

Main Responsibilities
Salesforce System Administration

• Administer and maintain Salesforce, including user setup, profiles, roles, permissions, and data integrity.
• Understand the current system configurations, workflows, validation rules, and custom objects to provide operational support to the business users in Residential Sales.
• Collaborate with stakeholders to understand new requirements and work with the Technology to plan and deliver.

User Training and Support

• Provide onboarding and ongoing training for Salesforce users.
• Develop and maintain user documentation and training materials.

Reporting – Internal and External

• Build and maintain Salesforce reports and dashboards for internal teams and external stakeholders.
• Ensure data accuracy and consistency across reporting outputs.
• Support ad hoc reporting needs and data analysis requests.

Invoicing

• Use Salesforce to support invoicing workflows and data tracking.
• Collaborate with finance to ensure accurate billing and reconciliation.
• Maintain records of invoice history and payment status.

Email Marketing – Residential Sales

• Manage email marketing through Salesforce-integrated marketing tools.
• Design and build email templates in collaboration with the marketing team.
• Ensure email marketing is GDPR compliant and follows best practices.

Compliance – GDPR And Other Regulations

• Ensure Salesforce data handling complies with GDPR and other relevant regulations.
• Maintain audit trails and support data subject access requests.
• Assist with compliance reviews and documentation.

Payments – Working with Accounts

• Support payment tracking and reconciliation within Salesforce.
• Collaborate with the accounts team to resolve payment issues.
• Ensure accurate financial data is maintained across systems.

Sales Administration – Working with Residential Sales team and Selling Agents

• Manage and update property listings, sales website
• Provide ad hoc administrative support as required by the sales team or management.

PERSON SPECIFICATION

• Proven experience with Salesforce administration and user support. With a minimum of 2 years' experience in using Salesforce.
• Strong understanding of GDPR and compliance requirements.
• Familiarity with DocuSign, email marketing platforms, and invoicing systems.
• Excellent communication and stakeholder management skills.
• Ability to work independently and manage multiple priorities.
• Salesforce Administrator certification (preferred but not required).
• Previous experience in a sales administration or property administration role (preferred).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.

Health Safety And Welfare Responsibilities
All staff are required to fulfil their legal duty to take reasonable care for the health and safety of themselves and others who may be affected by their acts and omissions, and to follow all guidance and instructions given in this respect. Further details regarding Health & Safety responsibilities are set out in the Health & Safety Policy in the Administrative Rules and Procedures, and the Health, Safety & Welfare Manual.

Environmental, Social & Governance (esg) Responsibilities
Recognising the centrality of ESG principles within our organisation, we have developed a comprehensive ESG Strategy. It is imperative that all staff members understand and adopt this strategy into their respective roles. This includes adhering to environmental regulations, minimising waste, supporting nature within our urban environment, and facilitating positive change for those in need within our community and utilising our volunteering.

Quality Management Responsibilities
In line with the latest ISO 9001 requirements and our dedication to quality management, all staff are mandated to comply with system requirements as detailed within the Company Quality Manual & Policies. Additionally, it's vital to ensure the effective implementation of all Procedures, Plans, and Forms within our Electronic Document Management Systems (EDMS) to meet the ISO 9001: Quality Management Standard.

Company Values
Commit to Excellence

• Act with integrity and deliver high performance
• Put our customers at the heart of what we do
• Resolve issues by providing high quality solutions

Foster Collaboration

• Find opportunities to collaborate with others across the business to achieve shared goals
• Encourage inclusive networks and treat others with respect and fairness
• Use knowledge to work effectively with suppliers / contractors to meet shared goals

Encourage Engagement

• Confident in making decisions appropriate to the role
• Learn from mistakes and listen to constructive feedback to improve performance
• Prioritise safety and actively support community, wellbeing and sustainability programmes

Take Ownership

• Take pride in delivering high quality service which exceeds expectations
• Committed to opportunities for self-development
• Take responsibility for my own performance and look for ways to improve

Embrace Innovation

• Embrace change and innovation
• Proactively suggest ways to improve our business and encourage others to share ideas
• See new challenges as opportunities to deliver effective change

What We Offer
Diversity and Inclusion
We recognise the importance of embracing diverse experience, skills and perspectives at all levels and operating in an inclusive working environment, in order for everyone to reach their full potential. We also recognise that it makes business sense, since being an inclusive employer leads to better business performance and higher levels of employee engagement and satisfaction. We welcome applicants with diverse backgrounds, perspectives and skills and are committed to fostering a culture whereby everyone can reach their full potential.

Flexible Working
As an inclusive employer, we recognise the positive impact flexible working can have on an individual, their wellbeing, engagement and productivity. Therefore, we are open to consider flexible working arrangements, both temporary or permanent.

Learning and Development
At Canary Wharf Group, our employees receive a wide range of support to help improve their skills and achieve their career goals. We offer development opportunities through classroom and e-learning training, mentoring, cross department experience and on the job learning. We heavily invest in our staff attaining accreditations to develop existing and new skills, support chartered status, sponsorships and provide further educational opportunities which are job and business related. We never stand still and continually invest in developing skills and knowledge to ensure individual and company growth.

Other Benefits
We are committed to building a safe, happy and healthy community for our employees and we offer a comprehensive range of benefits, all designed with our employees and their wellbeing in mind. From generous pension and insurance plans, to health benefits, subsidised gym membership, store discounts and family leave, our benefits package allows our employees to choose the benefits that suit them and their individual needs.

If you are interested in joining our highly professional and skilled team for our next exciting phase of development, please complete the form on this page to apply online.

Early applications are encouraged as we reserve the right to appoint at any point.