Salesforce Administrator

  • Salary
    £35,000 – £45,000 depending on experience
  • Bonus
    Discretionary up to 10%
  • Hours
    Full-time
  • Location
    Remote

About Drewberry

This is an exciting opportunity to build a career at one of the UK’s leading and fastest growing financial adviser firms.

Being a growing SME, there is a vibrant entrepreneurial environment where everyone’s views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company.

There’s a great team spirit and colleagues often socialise together outside of work.

About the Salesforce Administrator Role

We are looking for a hands-on Salesforce Administrator to take overall responsibility for our CRM activities. You will work very closely with the heads of various departments – including marketing, sales and client services. 

The main duties of the role include:

  • Work with key stakeholders to deliver new objects and processes to improve the effectiveness of our proposition
  • Working with the development team in the delivery of our technology platform.
  • Organise and maintain the data in our CRM
  • Analyse data to gain valuable client and prospect insights
  • Analyse and report on campaign effectiveness
  • Build and maintain reports for various business areas
  • Assist with Salesforce CRM training

Requirements

  • At least 2 years Salesforce experience required 
  • At least two years experience working in a broader digital team in partnership with developers and key stakeholders
  • Strong analytical and numerical skills
  • Experience building flows, workflows and processes
  • Experience organising data in an object orientated manner
  • Experience using workbench and competent with SOQL
  • Experience using change sets and managing sandbox environments
  • Competent building all types of reports
  • Although not required having experience integrating salesforce data with other platforms via connectors and data studio would be beneficial
  • Experience in Financial Services is an advantage but not required.

What We Can Offer You

You can expect to receive the following whilst working for Drewberry:

  • Competitive salary of £35,000 – £45,000 dependent on experience (based on full time hours)
  • Quarterly bonus structure
  • Flexible working options between 8am and 7pm
  • Opportunity to work full time
  • 24 days paid holiday (based on full time hours of 37.5 hours per week)
  • Paid day off for your birthday
  • 5% employer pension contribution
  • 4x salary death in service (life insurance) benefit
  • Health cash plan insurance
  • Access to remote (app based) GP services
  • Access to a health & wellbeing app where you can earn rewards
  • Exam and training support

How To Apply

If you would like to apply, please email your CV to andrew.jenkinson@drewberry.co.uk

Contact Us

Head Office & Pensions and Investments
Senator House
85 Queen Victoria Street
London
EC4V 4AB
Personal Insurance & Accounts Payable
Telecom House
125-135 Preston Road
Brighton
BN1 6AF
Drewberry London Office MapDrewberry Brighton Office Map

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk.

Drewberry Ltd is registered in England and Wales. Companies House No. 06675912

Drewberry Ltd registered office: Telecom House, Preston Road, Brighton, England, BN1 6AF. Telephone 0208 432 7333

Drewberry Ltd (Financial Conduct Authority No. 505473) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning

Limited, which are authorised and regulated by the Financial Conduct Authority.

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