Salesforce Administrator

Methods is a £100M+ IT Services Consultancy who has partnered with a range of central government departments and agencies to transform the way the public sector operates in the UK. Established over 30 years ago and UK-based, we apply our skills in transformation, delivery, and collaboration from across the Methods Group, to create end-to-end business and technical solutions that are people-centred, safe, and designed for the future.

Our human touch sets us apart from other consultancies, system integrators and software houses - with people, technology, and data at the heart of who we are, we believe in creating value and sustainability through everything we do for our clients, staff, communities, and the planet.

We support our clients in the success of their projects while working collaboratively to share skill sets and solve problems. At Methods we have fun while working hard; we are not afraid of making mistakes and learning from them.

Predominantly focused on the public-sector, Methods is now building a significant private sector client portfolio.

Methods was acquired by the Alten Group in early 2022.

The Salesforce team is responsible for the continual maintenance and development of the internal Salesforce org, the integral business operational platform. The Salesforce Administrator will act as a key member of this team, helping to analyse and resolve user issues, drive adoption, resolve system bugs and implement stakeholder change requests. The Salesforce Administrator will also design, create and deliver technical solutions on the Salesforce platform, ensuring that the org is continually fit for purpose.

The role will work across the full Salesforce platform, while developing subject matter expertise in Finance and Accounts processes within Certinia PSA and Certinia Accounting (FFA). This includes troubleshooting financial data and process issues, supporting system improvements, and contributing to the migration of legacy automation into Salesforce Flow.

Responsibilities

The Salesforce Administrator’s responsibilities will include (but not limited to):

• Participating in discovery sessions/workshops with business process stakeholders and users to gather/update solution requirements, performing gap analysis between Salesforce capabilities and enhancement needs
• Analysing user stories and translating these into deliverable working solutions and complete test scenarios
• Lead or assist with the design, development, testing and delivery of functional solutions within Salesforce, prioritising scalable, declaratively developed solutions
• Participating in user acceptance testing sessions
• Delivering user training
• Creating relevant user and administrator documentation to support solution rollouts
• 2nd line Salesforce BAU support
• Monitoring the internal ticketing system to ensure business queries are addressed in a timely manner
• Where relevant supporting / mentoring a junior administrator
• Tackling technical debt, including rationalisation and optimisation of existing automation
• Designing, building and maintaining complex record-triggered, scheduled and screen flows
• Identifying data quality issues and managing resolution of such instances
• Supporting Finance and Accounts teams with troubleshooting of Certinia PSA and Accounting (FFA) related issues
• Investigating financial data discrepancies including revenue recognition, billing, project financials, and accounting postings
• Working closely with Finance stakeholders to improve financial processes within Salesforce and Certinia
• Drawing on your Salesforce experience to identify opportunities to recommend scalable technical and/or 3rd party solutions to the Salesforce roadmap.

About You

You will have a strong understanding of internal business functions (Marketing, Sales, Service Delivery, Finance, HR etc.), and how the Salesforce platform can be designed and configured to accommodate them. You are comfortable working with Finance stakeholders and understanding accounting-driven processes such as billing, revenue recognition, project financials and reporting.

An excellent communicator, comfortable leading discussions to extract information and guide stakeholder expectations towards solutions that meet business needs. Demonstrable track record of improving user experience and business and system operational efficiency.

You enjoy owning and prioritising a varied workload consisting of solution delivery, end user support/training, automation improvements, and contributing to an integral business system.

You will be comfortable taking responsibility for the full project lifecycle and have the confidence, skills, experience, and personality to establish rapport with users and stakeholders when managing projects or BAU support/change situations. You possess the ability to work autonomously as well as representing a key member of the team and positively represent the team to the business.

Requirements

Essential

• 2+ years of Salesforce and Certinia administration, ideally in a business services industry, or equivalent consulting experience
• Strong experience supporting Certinia PSA and Certinia Accounting (FFA) or similar PSA/ERP systems
• Good understanding of finance and accounting concepts (billing, revenue, journals, project financials, GLA, etc.)
• Strong hands-on experience building and maintaining Salesforce Flows (record-triggered, scheduled, screen flows)
• Hands-on configuration experience with Salesforce CRM Analytics/ Analytics Studio/ Tableau CRM
• Experience analysing and resolving automation conflicts and technical debt
• Experience within support team and client-facing roles, managing users and day-to-day issues through to resolution
• Ability to work independently, within teams, and cross-functionally with excellent communication skills
• Outstanding attention to detail and enjoy project ownership
• Strong logical reasoning and problem-solving skills
• Salesforce declarative configuration to expert level (Lightning UI)
• Experience supporting orgs with 200+ users
• Experience with delivering Change and Release Management best practices and sandbox management
• Experience presenting to technical and non-technical stakeholders
• Experience with DataLoader (or equivalent ETL tools)
• Ability to effectively prioritise competing requests while managing user expectations
• Excellent listening, oral and written communication skills
• Team player
• Fluent in English

Desirable

• Salesforce Administrator Certification (ADM-201)
• Advanced Salesforce Flow architecture and best practices
• Further Salesforce Certifications:
• Advanced Administrator, Platform App Builder
• Experience working within a complex Salesforce org
• Experience leading/supporting/mentoring junior Administrator(s)
• Hands-on configuration experience with Conga and/or DocuSign
• BA / Project Management certifications
• Bachelor's degree in computer science, information systems, business analysis/change management or related field.
  

This role will require you to have or be willing to go through Security Clearance. As part of the onboarding process candidates will be asked to complete a Baseline Personnel Security Standard; details of the evidence required to apply may be found on the government website Gov.UK. If you are unable to meet this and any associated criteria, then your employment may be delayed, or rejected. Details of this will be discussed with you at interview.

Benefits

Methods is passionate about its people; we want our colleagues to develop the things they are good at and enjoy.