Salesforce Administrator - Financial Services Cloud

Claremont Consulting

📍 London, England, United Kingdom

Full Time Sales Representatives, Services

Job Description

Salesforce Administrator with 5+ years experience needed for Financial Services Company specialising in wealth management on the back of a merger between two global brands.

As part of a large-scale digital transformation, they seek a Salesforce Admin who can help in the implementation of a new Salesforce Financial services cloud solution and migration of legacy data to the new system.

  • You will play a crucial role in this transition and provide ongoing optimisation of the Salesforce ecosystem as well as:
  • Administer the Salesforce CRM platform, ensuring optimal performance and user satisfaction.
  • Summarise work flow items into user stories and gather working requirements.
  • Collaborate with internal teams to understand business requirements and translate them into effective Salesforce solutions.
  • Customise and configure Salesforce features, including but not limited to, workflows, page layouts, reports, dashboards, and other ...
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