[GVI] Junior Salesforce Administrator

Software Mind

7d•Remote

About The Position

The Junior Salesforce Administrator supports the day-to-day operation of the firm’s Salesforce CRM platform, resolving user requests promptly and helping keep the platform reliable and well maintained. The role primarily focuses on Salesforce support tickets and assisting business users across Investor Relations, Investment, and Value Add teams. It involves working with the existing Salesforce team to troubleshoot issues, maintain data quality, and assist with smaller configuration and enhancement tasks, as well as supporting project work when required. The firm is launching Salesforce Marketing Cloud and Sales Engagement, which will expand the team’s responsibilities and variety of work. The Salesforce platform supports workflows across the firm, including investor relationships, investment processes, and portfolio insights. The role works alongside two Salesforce Administrators and a team manager to support the CRM platform and provide responsive, effective assistance to the firm’s teams. The position is based remotely.

Requirements

1–2 years’ experience working with Salesforce in an administration or support capacity.
Experience resolving user support requests or working with a ticketing system.
Experience creating or modifying Salesforce reports and dashboards.
Strong attention to detail and ability to work with data.
Ability to translate business requests into practical solutions.
Commercially minded, with a confident and pragmatic approach and the ability to build credibility quickly.
High EQ and ability to work effectively with business users.
Strong organisational skills and well-developed interpersonal skills and team spirit.
Highly articulate verbal and written communication.
Self-starting and able to manage workload independently in a remote environment.
Ability to prioritise multiple requests and respond to business needs.
Motivated to support colleagues across the firm and contribute to improving internal systems.

Nice To Haves

Salesforce Administrator Certification or working towards certification.
Experience with end-user support in a non-CRM capacity.
Experience working with Jira or other ticketing systems.
Data visualisation experience using tools such as Power BI.
Basic scripting or data manipulation skills.

Responsibilities

Manage and resolve Salesforce support tickets from users across Investor Relations, Investment, and Value Add teams.
Troubleshoot issues involving reports, dashboards, data updates, user permissions, and platform functionality.
Maintain the firm’s CRM platform and associated applications.
Assist with data maintenance and data quality initiatives across Salesforce.
Build and maintain relationships with business users to understand issues and support requirements.
Support onboarding and training of new Salesforce users where required.
Assist with configuration tasks, including creating or modifying reports, fields, page layouts, and workflows.
Support testing and rollout of enhancements and new functionality.
Document recurring issues and contribute to internal support documentation.
Support project work where required.