Salesforce Customer Success Manager and Functional Administrator

**About Powered Evolution**

**Role Overview**

This hybrid role combines the client-facing responsibilities of a Customer Success Manager (CSM) with the hands-on expertise of a Salesforce Functional Administrator. You will serve as the trusted advisor for clients, ensuring satisfaction and success in their Salesforce journey, while also managing platform configurations, user support, and functional enhancements.

You will work across both Application Managed Services (AMS) and project engagements, acting as the bridge between users, technical teams, and business stakeholders.

**Key Responsibilities**

**Customer Success & Stakeholder Management**
- 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 (developers, testers, business analysts) 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**:
KPMG is 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 KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you’ll take control over how you work. We’re embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

**_ At KPMG every career is different, and we look forward to seeing how you grow with us._