We are seeking an experienced Salesforce SME to lead the ongoing development, optimisation and adoption of Salesforce across a growing financial services business.
Acting as the organisation's Salesforce expert, you will partner closely with Sales, Distribution, Marketing and Technology teams along with the wider business to ensure the platform supports business growth, client engagement and operational efficiency. This role combines hands-on administration and solution design with strategic input, helping maximise the value of Salesforce while supporting key initiatives across the business.
You will play a pivotal role in identifying opportunities to improve customer journeys, automate processes, enhance reporting capability and deliver a seamless experience for both internal users and clients.
Key Responsibilities
- Serve as the primary Salesforce subject matter expert across the business.
- Partner with Sales and Marketing teams to optimise CRM processes, campaign effectiveness and client engagement activities.
- Design and implement scalable Salesforce solutions that support business growth and operational efficiency.
- Manage platform configuration, workflows, automations, user access, security and governance.
- Develop meaningful dashboards and reporting to provide visibility across sales performance, pipeline activity and marketing outcomes.
- Support integrations between Salesforce and key business applications.
- Maintain data quality standards and champion best practice CRM usage.
- Work with stakeholders to identify opportunities for process improvement and digital transformation.
- Oversee platform enhancements, releases and ongoing system optimisation.
- Collaborate with technology partners and vendors to deliver successful Salesforce initiatives.
- Strong experience as a Salesforce Administrator, CRM Manager, Salesforce Lead or similar role.
- Proven experience working with Salesforce preferably in a financial services, wealth management, funds management or professional services environment.
- Strong understanding of sales pipeline management, lead generation and marketing automation processes.
- Experience building reports, dashboards, workflows and automation within Salesforce.
- Knowledge of Salesforce integrations, security and platform governance.
- Ability to translate business requirements into practical and user-friendly solutions.
- Excellent stakeholder engagement skills with the ability to work across both business and technology teams.
- A proactive and commercially minded approach to continuous improvement.
This is an opportunity to become the Salesforce expert within a respected financial services organisation undergoing continued growth and transformation. You'll work closely with senior leaders and key stakeholders influencing how customer and adviser relationships are managed while helping drive business performance through smarter use of Salesforce.
If you're passionate about CRM optimisation, stakeholder engagement and delivering meaningful business outcomes through Salesforce, we'd love to hear from you.
For a confidential discussion, please apply.
