Be the first point of contact for Salesforce support. Triage and resolve internal support tickets, including duplicate records, data clean-up, validation issues, access problems and minor bugs. Escalate more complex issues to our Salesforce Developer or Data Ops team, ensuring users receive timely support.
Manage day-to-day Salesforce administration. Maintain users, permission sets, sharing rules, page layouts, fields and validation across our sales, partnerships and account management processes. Help safeguard sensitive customer data by keeping access controls accurate.
Support smaller configuration and automation improvements. Handle straightforward changes to validation rules, record types and Flows, working with our Salesforce Developer on more complex builds. We don't use the Lead object. Everything runs on Account, Contact and Opportunity, which means the Opportunity model carries a lot of weight and needs care.
Maintain and improve Salesforce reports and dashboards. Keep everyday reporting accurate for sales teams and managers, fix minor filtering issues, and tidy up legacy reports that are no longer useful.
Get to the answer in the data. Use basic SOQL queries to investigate affected records and troubleshoot everyday support tickets when standard reports don't provide the answer.
Keep the connected stack healthy. Outreach, Modjo, Kubaru, Lusha, Clay, Hightouch and other tools. You don't need to arrive an expert in each, but you should be the person who knows where the data comes from and identify what breaks when it stops.
Push the vision forward. We want all day-to-day sales work to happen in Salesforce: The data they need to see, the actions they need to take, and the AI and automation solutions that multiply their productivity. You help get us there, alongside our Salesforce Developer and Data Ops Analyst.
How we build
Three principles guide everything we ship:
Top user experience. Minimise admin work for our users, maximise their productivity. Their time is the point.
Build it right. Efficient, scalable, adaptable. We dislike technical debt and we don't pretend it isn't there.
Security and privacy. Customer and prospect data safety is not a checkbox at the end of a project, it's a foundational requirement in everything we do.
