[GVI] Junior Salesforce Administrator

Project – the aim you’ll have

Role

• Based remotely, the Junior Salesforce Administrator will support the day-to-day operation of the firm’s Salesforce CRM platform, ensuring that user requests are resolved in a timely manner and that the platform remains reliable and well maintained.
• The role will primarily focus on resolving Salesforce support tickets and assisting business users across the firm. The platform supports multiple teams including Investor Relations, Investment, and Value Add.
• The Junior Salesforce Administrator will work closely with the existing Salesforce team to troubleshoot issues, maintain data quality and assist with smaller configuration and enhancement tasks. The role will also involve supporting project work where required.
• We are in the process of launching Salesforce Marketing Cloud and Sales Engagement, which will increase the team’s responsibility and variety of work.

Team

• The Salesforce platform supports key workflows across the firm and plays an important role in managing investor relationships, investment processes and portfolio insights.
• The Salesforce function currently consists of two Salesforce Administrators and a team manager.
• The Junior Salesforce Administrator will work alongside this team to support the CRM platform and ensure the firm’s teams receive responsive and effective support.

Position – how you’ll contribute

• Manage and resolve Salesforce support tickets from users across Investor Relations, Investment and Value Add teams.
• Troubleshoot issues relating to 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 strong relationships with business users to understand issues and support requirements.
• Support onboarding and training of new Salesforce users where required.
• Assist the Salesforce team with configuration tasks such as 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