Salesforce Customer Success and Delivery Specialist

We are seeking a highly skilled and experienced Salesforce Customer Success Manager and Functional Administrator to join our team.

As a Customer Success Manager, you will be responsible for ensuring high levels of satisfaction, engagement, and retention among our clients. You will work closely with cross-functional teams to deliver client outcomes and provide expert advice on Salesforce usage and ROI.

As a Functional Administrator, you will manage user accounts, profiles, roles, permission sets, and sharing rules in line with security and compliance policies. You will configure and maintain Salesforce standard/custom objects, fields, page layouts, flows, and validation rules.

You will also build and maintain reports and dashboards to support business insight and performance tracking. Additionally, you will troubleshoot and resolve platform and user issues effectively, escalating to technical teams as needed.

To succeed in this role, you must have 3+ years' experience in a Salesforce administration or functional consulting role. You must also have strong knowledge of Salesforce core platform features, automation tools (Flow, Approvals), and data model.

Familiarity with Salesforce security concepts, GDPR/CCPA compliance, and best practices in user access control is also essential. Experience using Salesforce tools like Data Loader, Import Wizard, and AppExchange is highly desirable.

Qualifications include Salesforce Certified Administrator (required) and Salesforce Advanced Administrator or Business Analyst (preferred).

Our team is passionate about delivering exceptional service to our clients. We offer a dynamic and forward-thinking environment where you can grow and develop your skills.

Key Responsibilities:

• Act as the primary point of contact for assigned clients, ensuring high levels of satisfaction, engagement, and retention.
• Understand client business goals and proactively identify opportunities to improve Salesforce usage and ROI.
• Lead regular service reviews, roadmap discussions, and ongoing planning conversations.
• Work collaboratively with cross-functional teams to deliver client outcomes.

Functional Salesforce Administration:

• Manage user accounts, profiles, roles, permission sets, and sharing rules in line with security and compliance policies.
• Configure and maintain Salesforce standard/custom objects, fields, page layouts, flows, and validation rules.
• Build and maintain reports and dashboards to support business insight and performance tracking.
• Support data management activities, including imports, exports, deduplication, and data quality monitoring.
• Troubleshoot and resolve platform and user issues effectively, escalating to technical teams as needed.
• Install and manage third-party AppExchange apps as per client needs.
• Stay up to date with Salesforce release notes and identify features relevant to client environments.

Skills & Experience:

• 3+ years' experience in a Salesforce administration or functional consulting role.
• Experience working directly with business users or clients in a support or customer success capacity.
• Strong knowledge of Salesforce core platform features, automation tools (Flow, Approvals), and data model.
• Familiarity with Salesforce security concepts, GDPR/CCPA compliance, and best practices in user access control.
• Experience using Salesforce tools like Data Loader, Import Wizard, and AppExchange.
• Proficiency in stakeholder engagement, service delivery, and business analysis.
• Excellent communication, presentation, and relationship management skills.
• Exposure to project environments or Agile delivery preferred.

Qualifications:

• Salesforce Certified Administrator (required)
• Salesforce Advanced Administrator or Business Analyst (preferred)

Additional Information:

Our company offers a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change, and enable growth.

Our people are what make us thrive. We collaborate with a diverse group of colleagues who provide the support you need to produce meaningful and impactful work in an inclusive culture.

At our company, you'll take control over how you work. We're embracing new ways of working, from flexible hours and locations to generous paid parental leave and career breaks.

Our team members enjoy exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options, and more.