Salesforce Administrator Fintech Sales
Quant Capital
In this role you will own Salesforce administration globally, safeguard data integrity, and support the sales and marketing teams with reporting and processes. You will collate requirements, implement governance, and deliver documented solutions that underpin the sales pipeline. You’ll work closely with cross-functional stakeholders and potentially travel to run training and system implementations. This is a high-autonomy position acting as the go-to Salesforce expert for the firm, shaping data quality and sales effectiveness.
Responsibilities- Collate and document sales and business processes, policies and procedures
- Maintain integrity of the Salesforce database
- Lead workgroups to gather system requirements for documented processes
- Create reporting suites to support sales team management
- Maintain governance for data quality and consistency
- Deliver documented requirements to stakeholders
- Organize and run training campaigns for stakeholders (possible international travel)
- Coordinate internal system implementations beyond Salesforce (e.g., HR and Finance)
- Extensive data management experience in a commercial sales-focused business
- Salesforce Administration experience (Objects and Processes)
- Experience supporting and collaborating with sales and marketing teams
- Understanding of sales pipelines
- Interest in data and reporting
- Interest in sales forecasting (preferred)
- Proficiency with Microsoft Word, Excel, Project, PowerPoint, MS Access, Visio
- Cross-functional collaboration
- Stakeholder management
- Proactive communication
- Salesforce Administration (Objects and Processes)
- Data management and reporting
- Sales forecasting (preferred)
Reference: WJ-747_30151037