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Salesforce administrator

London
Mason Frank
Salesforce administrator
Posted: 28 June
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Recruitment Manager (Salesforce) UK & Nordics at Mason Frank International

Job Title: Junior–Mid Level Salesforce Administrator

Location: City of London (4 days per week in office)

Eligibility: Must have full right to work in the UK and be within commuting distance to London

About the Business

Dynamic and fast-paced private equity firm based in the heart of the City of London. With a strong focus on delivering exceptional value and performance, they pride ourselves on operational excellence and data-driven decision-making. As they continue to scale, they are looking for a proactive and detail-oriented Salesforce Administrator to support and enhance the use of Salesforce across the business.

The Role

Reporting into the Head of Technology, the Salesforce Administrator will play a key role in managing and optimising our Salesforce platform to support internal teams across investment, operations, and investor relations. This is an exciting opportunity for someone with hands-on experience in Salesforce administration who is looking to further develop their skills in a professional services environment.

Key Responsibilities

* Day-to-day administration of the firm’s Salesforce environment, including user management, permissions, and data integrity
* Configure and maintain custom objects, fields, page layouts, workflows, validation rules, and reports/dashboards
* Support internal users with queries and issues, providing timely and effective resolutions
* Collaborate with internal stakeholders to gather requirements and implement scalable solutions
* Assist with system integrations, testing, and updates (including AppExchange tools)
* Monitor platform performance and implement best practices for system efficiency and security
* Document processes, configurations, and changes for audit and knowledge-sharing purposes
* Stay up to date with Salesforce releases and evaluate new features for relevance and benefit

Skills & Experience Required

* 2+ years of hands-on Salesforce administration experience (Salesforce Admin certification highly desirable)
* Experience working in a professional services, finance, or investment management environment is a plus
* Strong understanding of Salesforce CRM capabilities, limitations, and best practices
* Proficient in creating reports and dashboards and using automation tools (e.g., Flows, Process Builder)
* Excellent attention to detail and a methodical approach to data management
* Strong communication and interpersonal skills with the ability to work with stakeholders at all levels
* Must be highly self-motivated and capable of managing multiple priorities effectively

Additional Requirements

* Must be based within commuting distance of Central London
* Must have the full right to work in the UK (we are unable to offer sponsorship at this time)
* Comfortable working 4 days per week onsite at our London City office

What We Offer

* Competitive salary (£50,000–£55,000) plus annual performance-based bonus
* Opportunity to work in a high-performing, collaborative environment
* Exposure to a fast-paced private equity setting with room for growth and development
* Modern City office with excellent transport links


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Information Technology
* Industries

Venture Capital and Private Equity Principals

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