IT & Salesforce Systems Administrator

Cardiff

9d•Remote

About The Position

The IT & Salesforce Systems Administrator owns Cardiff employees’ technology experience and supports the security, accuracy, and usability of the Salesforce environment. IT operations are the primary focus, including preparing devices, managing accounts and access, and supporting the tools employees use. The role also handles day-to-day Salesforce administration, including user and permission management, data quality, reports, and simple automation, in coordination with the senior Salesforce Administrator, Engineering, and teams across Sales, RevOps, Underwriting, Marketing, and People. This is an administrator role rather than a developer role, intended for someone early in their career who enjoys owning requests and solving problems in a fast-moving, regulated environment. The administrator provisions laptops and equipment, manages employee accounts and SaaS access, supports onboarding and offboarding, maintains asset records, troubleshoots IT issues, and owns incoming IT and Salesforce requests. Salesforce duties include managing users and security settings, configuring the platform, maintaining reports and dashboards, creating simple Flows with senior review, resolving support tickets, and escalating complex issues. The role also supports data quality, sandbox testing, UAT and regression testing, change documentation, and documentation of IT procedures, access decisions, Salesforce configuration, business processes, fixes, and integrations. The role emphasizes maintainable systems and appropriate use of automation. The administrator is encouraged to use AI tools such as ChatGPT, Claude, or Copilot to speed up routine work, including documentation, troubleshooting, request summaries, data cleanup, queries, test plans, and repetitive tasks. Success over the first 90 days includes learning Cardiff’s IT procedures and Salesforce processes, taking ownership of employee onboarding and offboarding, user and permission requests, completing an access review and data cleanup, handling most Tier 1 support, improving reports or dashboards, building simple Flows with senior review, and keeping documentation current.

Requirements

Salesforce Certified Administrator certification.
1–3 years of experience in IT support, systems administration, or Salesforce administration.
Hands-on experience provisioning laptops, setting up accounts, and supporting employee onboarding and offboarding.
Experience troubleshooting common hardware, software, and SaaS access issues.
Experience managing Salesforce users, profiles, permission sets, and roles.
Experience building Salesforce reports and dashboards.
Familiarity with Salesforce Flow and basic automation concepts.
Experience with Data Loader or similar data-management tools.
Strong attention to detail and a careful approach to data, access, and security.
Clear communication with technical and non-technical users.
Comfort using AI tools for research, troubleshooting, and documentation.

Nice To Haves

Previous help desk or device-management (MDM) experience.
Experience with Google Workspace, Slack, Zoom, Salesforce, and other SaaS applications.
Salesforce Platform App Builder or other Salesforce certifications.
Exposure to sandbox testing, change sets, or other deployment tools.
Basic knowledge of SOQL, REST APIs, or JSON.
Familiarity with Lead and Opportunity processes.
Experience in fintech, lending, banking, or another regulated environment.

Responsibilities

Order, provision, and prepare laptops and equipment before new-hire start dates.
Set up employee accounts and access across SaaS tools and Salesforce.
Deactivate accounts and recover equipment during offboarding.
Troubleshoot common hardware, software, and access issues.
Maintain accurate equipment and asset records and current onboarding and offboarding checklists.
Own incoming IT and Salesforce requests, prioritize the queue, and communicate request status proactively.
Run periodic access reviews and monitor user activity across key systems.
Follow security best practices for accounts, passwords, licenses, and permissions.
Learn and troubleshoot the SaaS applications used by the teams.
Manage Salesforce users, roles, profiles, permission sets, field-level security, and license assignments.
Configure Salesforce fields, picklist values, record types, page layouts, list views, and validation rules.
Build and maintain reports and dashboards for business teams.
Build and update simple record-triggered and screen Flows with senior review.
Resolve Salesforce support tickets and help users use the system effectively.
Escalate complex issues, including automation conflicts or integration errors, documenting findings clearly.
Identify and merge duplicate records.
Run imports, exports, and mass updates with Data Loader or similar tools.
Support field governance and data validation; report on data quality and fix ownership and access issues.
Test changes in sandbox before production; assist with UAT and regression testing.
Document changes and follow up with requesters.
Document IT onboarding and offboarding procedures, access and permission decisions, Salesforce configuration and automations, business processes, common fixes, and integrations.
Use AI tools to assist with routine documentation, troubleshooting, request summarization, data cleanup, query writing, test planning, and repetitive tasks.
Own employee onboarding, offboarding, and equipment tracking end to end; manage user and permission requests; complete access reviews and data cleanup; improve reports and dashboards; build simple Flows with senior review; and keep documentation up to date.