Location: London / Hybrid / Flexible
Type: Permanent
Package: £45k to £60k, plus 10% discretionary bonus and benefits
Our client is an independent energy market intelligence, research, consulting and training business that helps organisations understand and respond to the changing energy landscape. They support clients across the UK, Ireland and North-west Europe including energy suppliers, generators, investors, public sector bodies, policymakers, corporate energy users.
The Salesforce Administrator role focuses tightly on day-to-day platform hygiene, user support, data quality, reporting discipline and the controls that link Salesforce to Accounting Package and the wider commercial process.
Responsibilities
Salesforce Administration & Hygiene
* Own day-to-day administration of the Salesforce instance: users, profiles, permission sets, sharing rules, page layouts and validation rules.
* Maintain a clean instance: routine data hygiene sweeps, duplicate management, dormant record review and clear-up of orphaned data.
* Manage picklists, record types and core object configuration to keep the platform aligned with the agreed commercial process.
* Apply and document changes through a controlled change-management process; manage sandbox-to-production releases.
Data Quality & Integrity
* Own the data quality framework for accounts, contacts, opportunities, contracts and renewals completeness, accuracy and timeliness KPIs.
* Run regular data-quality reporting and drive remediation with sales, account management and finance owners.
* Maintain the monthly reconciliation between Salesforce and Sage Intacct in conjunction with the Financial Controller’s team.
* Support quarter-end and year-end revenue cut-off procedures from a Salesforce data perspective.
Reporting & Dashboards
* Build, maintain and audit core Salesforce reports and dashboards used by Sales, Marketing, Finance and the leadership team.
* Ensure a single, agreed source of truth for pipeline, bookings, ARR and renewal metrics.
* Decommission redundant reports and dashboards to keep the platform tidy and trusted.
User Support, Training & Adoption
Process Controls & Integrations
Continuous Improvement
Internal Focus
* Works closely with Sales, Marketing, Account Management, Consulting and Finance teams; key partnership with the FC on the Salesforce-Intacct control.
Core Competencies
* Leadership
* Customer Centricity
* Problem Solving
* Service Delivery
* Commercial Awareness
* Technical / Professional Skills
Experience & Skills
* Practical, hands-on Salesforce administration experience who is comfortable setting up, reports, dashboards, flows and data tools.
* Strong data-quality discipline; experienced with de-duplication, data loading and validation rules.
* Confident Excel user able to manipulate, cleanse and validate large data sets.
* Understanding of a typical B2B subscription / consulting revenue cycle and how it maps through a CRM.
* Awareness of how Salesforce data is consumed downstream by Finance systems (Sage Intacct or similar) is desirable.
* Operationally disciplined and takes pride in a tidy, well-governed platform.
* Service-minded, with patience and clarity when supporting users at all levels.
* Strong written communicator; produces clear documentation and change notes.
* Comfortable saying no to ad-hoc changes that would compromise data integrity, and able to explain why
Salary description
£45000.00 - £60000.00 per year