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Methods

Salesforce Administrator

Methods

Salesforce Administrator managing the internal Salesforce org for a £100M+ IT Services Consultancy. Supporting user issues and implementing technical solutions for Finance and Accounts processes.

Posted 5/26/2026full-timeLondon • 🇬🇧 United KingdomJuniorMid-LevelWebsite

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Applicant Tracking System Keywords

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Hard Skills
Salesforce administrationCertinia PSACertinia Accounting (FFA)Salesforce FlowsSalesforce CRM AnalyticsTableau CRMChange ManagementDataLoaderSalesforce declarative configurationAutomation conflict resolution
Soft Skills
communication skillsattention to detailproblem-solving skillsproject ownershipteam playerindependent workcross-functional collaborationuser managementmentoringprioritization
Tools & Technologies
SalesforceCongaDocuSignETL toolsticketing systemuser acceptance testingadministrator documentationfinancial data analysisbusiness process improvementscalable solutions
Certifications & Qualifications
Salesforce Administrator Certification (ADM-201)Advanced AdministratorPlatform App BuilderBA / Project Management certifications
Industry Keywords
business services industryfinance conceptsbillingrevenue recognitionproject financialsGLAtechnical debtuser trainingfunctional solutionssupport team

Tech Stack

Tools & technologies
ERPETLTableau

About the role

Key responsibilities & impact
  • Participating in discovery sessions/workshops with business process stakeholders and users to gather/update solution requirements, performing gap analysis between Salesforce capabilities and enhancement needs
  • Analysing user stories and translating these into deliverable working solutions and complete test scenarios
  • Lead or assist with the design, development, testing and delivery of functional solutions within Salesforce, prioritising scalable, declaratively developed solutions
  • Participating in user acceptance testing sessions
  • Delivering user training
  • Creating relevant user and administrator documentation to support solution rollouts
  • 2nd line Salesforce BAU support
  • Monitoring the internal ticketing system to ensure business queries are addressed in a timely manner
  • Where relevant supporting / mentoring a junior administrator
  • Tackling technical debt, including rationalisation and optimisation of existing automation
  • Designing, building and maintaining complex record-triggered, scheduled and screen flows
  • Identifying data quality issues and managing resolution of such instances
  • Supporting Finance and Accounts teams with troubleshooting of Certinia PSA and Accounting (FFA) related issues
  • Investigating financial data discrepancies including revenue recognition, billing, project financials, and accounting postings
  • Working closely with Finance stakeholders to improve financial processes within Salesforce and Certinia
  • Drawing on your Salesforce experience to identify opportunities to recommend scalable technical and/or 3rd party solutions to the Salesforce roadmap.

Requirements

What you’ll need
  • 2+ years of Salesforce and Certinia administration, ideally in a business services industry, or equivalent consulting experience
  • Strong experience supporting Certinia PSA and Certinia Accounting (FFA) or similar PSA/ERP systems
  • Good understanding of finance and accounting concepts (billing, revenue, journals, project financials, GLA, etc.)
  • Strong hands-on experience building and maintaining Salesforce Flows (record-triggered, scheduled, screen flows)
  • Hands-on configuration experience with Salesforce CRM Analytics/ Analytics Studio/ Tableau CRM
  • Experience analysing and resolving automation conflicts and technical debt
  • Experience within support team and client-facing roles, managing users and day-to-day issues through to resolution
  • Ability to work independently, within teams, and cross-functionally with excellent communication skills
  • Outstanding attention to detail and enjoy project ownership
  • Strong logical reasoning and problem-solving skills
  • Salesforce declarative configuration to expert level (Lightning UI)
  • Experience supporting orgs with 200+ users
  • Experience with delivering Change and Release Management best practices and sandbox management
  • Experience presenting to technical and non-technical stakeholders
  • Experience with DataLoader (or equivalent ETL tools)
  • Ability to effectively prioritise competing requests while managing user expectations
  • Excellent listening, oral and written communication skills
  • Team player
  • Fluent in English
  • Salesforce Administrator Certification (ADM-201)
  • Advanced Salesforce Flow architecture and best practices
  • Further Salesforce Certifications:
  • Advanced Administrator, Platform App Builder
  • Experience working within a complex Salesforce org
  • Experience leading/supporting/mentoring junior Administrator(s)
  • Hands-on configuration experience with Conga and/or DocuSign
  • BA / Project Management certifications
  • Bachelor's degree in computer science, information systems, business analysis/change management or related field.

Benefits

Comp & perks
  • Autonomy to develop and grow your skills and experience
  • Be part of exciting project work that is making a difference in society
  • Strong, inspiring and thought-provoking leadership
  • A supportive and collaborative environment
  • Development access to LinkedIn Learning, a management development programme and training
  • Wellness 24/7 Confidential employee assistance programme
  • Social - Breakfast Tuesdays, Thirsty Thursdays and Pizza on the last Thursday of each month as well as commitment to charitable causes
  • Time off 25 days a year
  • Pension Salary Exchange Scheme with 4% employer contribution and 5% employee contribution
  • Discretionary Company Bonus based on company and individual performance
  • Life Assurance of 4 times base salary
  • Private Medical Insurance which is non-contributory (spouse and dependants included)
  • Worldwide Travel Insurance which is non-contributory (spouse and dependants included)