Salesforce Administrator Finance and Administration

Salesforce Administrator

Gerrards Cross - Hybrid

Do you want to help shape software that affects thousands of lives?

We are ranked as the UK’s #1 construction specific software player and our mission is simple; to provide market leading end-to-end software solutions to the construction and construction like industries across the entire build life cycle.

If you are looking to build an exceptional career with an award-winning company you’ve come to the right place. Our teams are based in the UK, Europe, US, and India, working on products that are used on a global scale. We have a clear and defined road map to deliver over the next 3 years, which is centred around a large-scale digital transformation as well as continuing our growth and expansion.

We embrace diversity and equality and want our employees to be comfortable bringing their whole selves to work. We are committed to building a team with a variety of backgrounds, skills and views. Creating a culture of Equality isn’t just the right thing to do, it improves every aspect of our business.

Within Causeway, the Salesforce platform forms the operational backbone of the business. It is not just a CRM system or a sales tool but is used by all areas of the business including Finance, Services and Support, and is also central to our e-commerce solution. The Salesforce Administrator is Causeway’s trusted advisor on all things Salesforce, responsible for the health of our Salesforce platform across all areas of the business.

The administrator will define best practice and ensure that this is followed, seeking out inefficiencies in both process and system use and making recommendations for improvement. Working under the guidance of the Head of Salesforce, the role uses technical expertise to configure the platform and leverage  to provide a robust operational backbone. As part of the continuous improvement programme, the role is central to ensuring the platform constantly evolves and meets changing user requirements.

The key areas of responsibility include: technical expertise across the Salesforce platform; continuous improvement to maximise platform value; and training and support to ensure users can use the platform effectively.

• Stay updated on the platform’s new tools, capabilities and updates, documenting these and putting forward recommendations for any new adoption to the Head of Salesforce.
• Manage Salesforce roles, profiles, sharing rules, flows and groups.
• Monitor and report on access levels and usage.
• Act as gatekeeper for any new data imported onto the platform to ensure data integrity.
• Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
• Maintain and update sandbox areas for testing.
• Evaluate and install new Salesforce releases.
• Create and maintain archive for field history tables.
• Install high-priority updates from
• Run quarterly database maintenance reports.

• Work with the Head of Salesforce to refine stakeholder requirements, make recommendations for delivery and customise the platform to deliver that.
• Identify areas for improvement and recommend and implement solutions.
• Build custom reports and dashboards as required.
• Keep up to date on Salesforce functionality and make recommendations on how Causeway may leverage it for improvement.
• Document processes.
• Ensure governance is followed for all system improvements and updates.

• Develop and implement training programmes, including e-learning, to ensure users maximise their use of the Salesforce platform.
• Define best practice and ensure it is followed.
• Address user issues as they arise in a timely manner in line with defined SLAs.
• Deliver training workshops as…