Salesforce Administrator - Crunch

Brighton and Hove

Closing date: 08/05/2019

Crunch is an award-winning online financial services firm for the self-employed and small business owners, combining online accounting software with unlimited access to advice from expert accountants. We also help our clients with their mortgages, business insurance, and investments and pensions. We’re based in central Brighton and our talented team includes accountants, client managers, developers, and designers.

Job Description:

Location: Preston Park, Brighton

About the role:

As our Salesforce Administrator you will be the day to day point of contact and ‘first line’ support for all Salesforce CRM queries within the team, resolving issues and maintaining an exceptional level of service to our internal customers.

Skills Range:

Role Responsibilities:

• Work closely with the rest of the Transformation and Programme team to drive efficiency, establish best practices and be an active contributor to the ‘discovery’ and ‘benefits realisation’ phases of business projects and initiatives.
• Act as gatekeeper for the overall architecture of our Salesforce instance, implementing Salesforce ‘best practice’ solutions to ensure the continued integrity of the system.
• Design and implement workflows, improve and maintain the quality of the Salesforce system data and conduct regular checks of data integrity.
• Maintain the active team users of Salesforce, including set up of licences as part of the on-boarding process and ensure leavers are removed from the system.
• Support the HR/L&D team with en- masse user training when required (such as system upgrades or enhancements) and support with ongoing induction training for new users within the team.
• Produce accurate and insightful reports and dashboard information as requested by stakeholders and senior management.
• Investigate issues that occur and work with cross functional teams to troubleshoot until they are resolved.
• Support the Transformation and Product team with any projects or initiatives which impacts the usage of the Salesforce platform.

Person Specification:

About you:

• Demonstrable knowledge and usage of the platform and Salesforce CRM system, its workflows, process builder, validation rules, profiles and permissions.
• Experience in a Salesforce Administrator equivalent role.
• Advanced numerical and IT literacy skills, in particular use of Microsoft Excel or Google Sheets.
• Experience of building and/or maintaining dashboards or business intelligence tools and developing tangible metrics.
• Practical implementation of robust information security procedures and adherence to the GDPR.

• Salesforce Administrator certification such as ADM 201, or working towards it.
• Awareness of the features of a ‘FinTech’ business and topical issues within the wider business landscape.
• Ability to analyse data and provide insight across multiple business functions.
• Usage or knowledge of Service Cloud and Pardot systems.
• Knowledge of third party accounting software such as Sage.
• Experience of ‘agile’ project management methodology.

About us
We are a FinTech company, located in the heart of Brighton, named as Innovative Firm of the Year in 2017. We develop cutting-edge, cloud-based financial services for freelancers, contractors, and small businesses. Our software is developed in- house and is supported by a team of in-house accountants and client managers.
Crunch is at the forefront of the changes in the financial industry as it experiences some of the biggest changes in the past 100 years. Recent initiatives include working directly with HMRC and high street banks to put previously inaccessible financial information and analytics in front of our users in real time.
We can offer you an opportunity to work with great new technologies and colleagues, improving your skills to develop your career as we grow together. Not forgetting we also offer a fantastic range of benefits including, free breakfasts, free fresh fruit, half day off on your birthday, discounts at local food/coffee establishments, and a relaxed, friendly, learning environment to thrive in.
Crunch is an Equal Opportunities employer and we are committed to diversity and inclusion for all. We deal with all applications equally regardless of gender, race, ethnic background, religion or beliefs, disability, age, sexual orientation, gender reassignment or marital/family status.

Key Area: Usability 15-1151.00Usability
Attendance: Full-Time

No agencies please

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