Vacancy – Salesforce Administrator

Salesforce Administrator

Crystal Specialist Finance is seeking an administrator with a comprehensive understanding of Salesforce and all its functionalities.

Working alongside the Sales and Marketing teams you will use Salesforce as a tool to target, monitor and develop sales leads for the business and thereby enhance business levels.


REPORTS TO: Operations Director

LOCATION: Tamworth

Key Responsibilities

  • Act as Salesforce champion for the business.
  • Support the continuous development of Salesforce to ensure it remains aligned to business needs.
  • Actively work with the sales and marketing teams to maximise Salesforce functionality and improve business practices and profitability.
  • Manage all data in Salesforce, ensuring accuracy of input from the sales teams.
  • Driving improvement of business processes and using the SFDC platform to drive operational efficiencies.
  • Proactively analyse SFDC data and provide actionable insights for the Management team.
  • Perform ongoing Salesforce administration (create accounts/profile, defining fields, updating layouts, reports, dashboards, etc.)
  • Able to take ownership and drive delivery of performance
  • Demonstrate core Crystal values and behaviours
  • Provide feedback on team, other departments, competitors, lenders and brokers
  • Identify and champion areas of improvement and training for company and team
  • Positive and encouraging attitude
  • To adhere fully to company handbook and policies
  • Reasonably anticipate, minimise and manage operational risk

Skills, Qualifications, Knowledge and Experience Required

  • Two years’ experience with Salesforce CPQ.
  • Experience with Pardot.
  • Excellent data management.
  • Creation of Salesforce reports and dashboards.
  • Strong understanding of Salesforce best practices and functionality.
  • Attention to detail
  • Proactive approach
  • Ability to work with multiple systems
  • Excellent literary and numerical Skills

Applicable Code of Conduct Rules – Tier 1

  • You must act with integrity
  • You must act with due care, skill and diligence
  • You must be open and cooperative with the FCA and other regulators
  • You must pay due regard to the interests of customers and treat them fairly
  • You must observe proper standards of market conduct

Core Competencies Required

  • Organisational Awareness
  • Planning & Organising
  • Managing & Developing Performance
  • Strategic Thinking
  • Communicating and influencing
  • Delivery and Performance