Salesforce Administrator

Salesforce Administrator

Website freeagent FreeAgent

FreeAgent 🚀
FreeAgent is:

one of the UK’s most popular small business finance apps with over 100,000 customers. We help small businesses sort out the mess and the stress of managing their business finances
loved and adored by customers. We have an NPS of 70 (which is considered “exceptional”)
rated 4.7 ⭐ on Trustpilot. This is your chance to come and shape the future of small business banking and accounting!

Make a difference 💫

It’s an exciting time in the accounting and banking space. We’re seeing a revolution in the FinTech industry, and new government initiatives such as Making Tax Digital and Open Banking are opening up new features and products for customers.

The technology in this space is changing rapidly and at FreeAgent we’re working on the cutting edge. We’re focused on providing the best possible user experience for our growing customer base.

The Role 👷

We’re looking for an experienced Salesforce Administrator to join our Marketing Platform team. You’ll work collaboratively across engineering, sales and marketing to implement and maintain our instance of Salesforce Sales and Marketing Cloud and related systems. You’ll also enhance end-user experience by providing training, continuous support and new feature development.

This role requires a zealous approach to security, processes and risk mitigation, and a real love of training and working with team members to solve problems while keeping the larger company data structure and goals in mind.

Day-to-day, here’s what you can expect:

You’ll build effective relationships across all of the business.
Participate in the planning/analysis of business requirements for system changes and enhancement.
Manage the Salesforce Change Process from plan to test and release.
Train new users and our team on any new features/implementations – including group and individual training.
Create, manage and curate reports and dashboards.
Migrate data and customisations across Salesforce environments and manage bulk uploads.
Make data-driven decisions to optimise customer solutions.
Create and maintain data extensions and subscriber lists.
Complete QA checks on changes to data and journeys.
Create new fields, objects and processes within Salesforce.
Test, implement and maintain Salesforce integrations, applications and customisations.
Provide support and point of escalation for product teams using the Salesforce platform.

You 🙌

Ideally you’ll have:
Strong hands-on experience with Salesforce Sales and Marketing Cloud.
Experience integrating Salesforce with other applications and maintaining integrations.
Strong analytical skills and experience with reporting and data analysis, including custom reporting within and custom reporting objects.
Experience maintaining a fairly complex Salesforce organisation (either with more users, a more complex sharing model, integrations and/or using less common features).
Experience maintaining and customising the Salesforce organisation using best practices. Full understanding of options, such as automation, record types vs. page layouts.
Strong project management skills and able to implement a robust development cycle to specify, plan, implement, test, and release new changes to the platform.
Strong troubleshooting skills.
Great communication skills and the ability to train others in how to use the system, tailoring the training to each individual or user role.
A high level of self-motivation and self-awareness
A commitment to ongoing self-development, improving both technical and soft skills. If you have the commitment, we can provide opportunities for you.
Strong communication skills. Being able to write well and articulate your thoughts are great skills to have in any business.

Benefits 🎁

Annual salary £30,000 – £47,500 depending on experience, plus competitive benefits package. We provide a comprehensive package of employee benefits, which have been carefully selected to protect you, to promote healthy lifestyles, and to give you peace of mind. You can read more about these on our website.

Creating the best place to work 👩🏽‍💻

We want people to be productive, to have career opportunities, to be focused on meaningful work and to have an excellent work/life balance. We value a diverse team, and we believe the variety of experiences and backgrounds in our team make us stronger. We believe in a learning culture and encourage self-development and hold our legendary ‘Hack Days’ twice a year. Engineers write about what they do, and what they learn, on our popular engineering blog.

Over the last year we have adapted well to working remotely as we have been able to rely on our long established remote friendly practices. Looking to the future, we are excited to understand our ‘new normal’ and are committed to exploring the opportunities that a hybrid working environment could bring for our wider team.

Our amazing office in central Edinburgh will remain as our hub and our working environment is light and bright, with inspiring spaces and quiet places. Find out more about life at HQ here!

While we’re remote we’re finding alternative ways to stay connected and enjoy activities together, from our virtual art club to exercise challenges and cake decorating competitions. See how we’ve been getting on!

Applying for the role

Our application process is simple; just upload your CV and answer a few questions about why you are interested in this opportunity.

Our selection process involves a phone interview, a practical exercise and a visit to our beautiful Edinburgh office so you can meet the team. We work hard to make the process as straightforward, transparent and enjoyable as possible.

We really care about building an inclusive and diverse team, and we welcome applications from people with varied backgrounds and perspectives. We want to make sure that the people who build FreeAgent are reflecting our diverse customer base and bringing with them a range of ideas and experiences. What unites us is an openness to suggestions, and a drive to solve problems in the best way possible.

Don’t forget to tell us about why you think FreeAgent is the right place for you to make a difference!

To apply for this job please visit

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