About the role :

Were seeking a hands-on Salesforce Admin to take ownership of a high-impact, post-migration CRM environment. Following our transition from Trident + HubSpot to Salesforce Sales Cloud + MCAE (April 2026), the external implementation partner has exited leaving behind a young org with known defects, incomplete builds, and no vendor backstop.

This is not a maintenance role. This is a triage-and-stabilise mandate.

You will operate at the intersection of business urgency and system clarity, supporting three key segments Institutional (ICG), VIP, and PWS while navigating a near real-time sync with Trident (our upstream source of truth). Many perceived Salesforce issues originate outside Salesforce knowing that boundary is critical to success.

What Youll Own :

- End-to-end ownership of the ask-salesforce queue

- Diagnose and resolve admin requests, data issues, and system behaviour queries

- Triage and route non-Salesforce issues (sync engine, data model, MCAE) with clear root-cause analysis

- Enable users to reduce repeat tickets through guidance and documentation

- Re-prioritise incoming requests based on real business impact (not perceived urgency)

Workload Snapshot :

- Data hygiene & record management (35%) dedupe, merge, ownership fixes

- Access & provisioning (20%) licenses, Okta, permissions

- Configuration (20%) objects, fields, stages, forecasting

- Lead routing & SLA issues (1015%)

- Bugs & automation conflicts (1015%)

- Integrations & enablement (20%) Zoom, Gmail, connectors, usage queries

Must-Have :

- Salesforce Admin Certification (ADM 201) or equivalent experience

- 2+ years managing a live Sales Cloud environment

- Strong declarative skills : objects, fields, validation rules, layouts

- Automation expertise : Flows, assignment rules, order-of-execution awareness

- User & access management : roles, profiles, permission sets, OWD

- Data management : deduplication, bulk updates, root-cause diagnosis

- Strong troubleshooting mindset and clear communication with business users

Strongly Preferred :

- Experience with upstream system sync (critical for this role)

- Okta / SSO provisioning experience

- Integration troubleshooting (OAuth, connected apps)

- Exposure to fintech / financial services environments

- Understanding of lead capture flows (MCAE/B2B marketing automation context)

Nice to Have :

- Platform App Builder / Advanced Admin certifications

- Basic Apex/SOQL reading ability

- Experience with Sales Engagement tools or structured intake processes

- MCAE/Pardot familiarity (not a core requirement)

If you thrive in ambiguity, can separate signal from noise, and enjoy bringing order to complex systems this role is for you.