Team Mission
Enhancing customer visibility and delivering a connected experience across our Lending and Business Banking domains.
Leveraging cross-product customer data to boost engagement, unlock cross-sell opportunities, and strengthen customer relationships.
Collaborating closely with Product lines, Marketing, and Commercial teams to create impactful, customer-focused solutions.
About the role
* We are seeking an experienced Salesforce Administrator with a background in Financial Services, hands‑on expertise in Financial Services Cloud (FSC), and solid experience with Sales Cloud, Service Cloud, and CTI systems. This role sits in a fast‑paced, dynamic environment where flexibility is key, and where driving change management and user adoption is central to success.
* This is an initial 6‑month contract with potential to become permanent.
Key Responsibilities
* Act as one of our Salesforce Administrators for our growing FSC org supporting multiple teams across business domains and locations.
* Support change management efforts by coordinating releases, communicating platform updates, and ensuring readiness across user groups.
* Develop and deliver training, onboarding, and adoption materials (guides, Slack updates, walkthroughs, office hours).
* Partner with business teams to understand requirements and design scalable, efficient Salesforce solutions.
* Configure declarative automation (Flows, page layouts, record types, security, validation rules).
* Optimise Financial Services Cloud capabilities, including Action Plans, Application Forms, Financial Accounts and Interaction Summaries.
* Champion user adoption, ensuring teams get the most out of Salesforce and Slack‑integrated workflows.
* Monitor data quality, run audit checks, and support governance processes.
* Support agile delivery: assist with backlog grooming, testing, sprint rituals, and iterative improvement.
Required Skills & Experience
* 3–5+ years Salesforce Administration experience, ideally in Financial Services.
* Strong practical experience with Financial Services Cloud, Sales + Service Cloud.
* Proven track record of running change management initiatives and improving system adoption.
* Experience designing and delivering Salesforce training sessions, best‑practice guides, and adoption campaigns.
* Hands‑on knowledge of internal and external Slack integrations and workflow automations.
* Good experience with integrated CTI systems.
* Salesforce Certified Administrator required; Advanced Admin or FSC Accreditation preferred.
* Comfortable working in a rapidly changing environment with shifting priorities.
Personal Attributes
* Strong communicator able to influence stakeholders and coach users at all levels.
* Passionate about empowering users and improving business processes.
* Highly organised, proactive, and adaptable.
What makes working here better
* This is a truly hybrid role, offering engineers the flexibility to work from home while also providing opportunities to collaborate in person with the team when it adds value. There’s no fixed requirement for days in the office, instead, we focus on creating space for engineers to engage meaningfully, whether that’s in‑person for whiteboarding sessions or remote for deep focus work.
* Work‑life balance – 25 days holiday (plus bank holidays) each year, and enhanced family leave allowances.
* Competitive salary & equity – We want people to have a serious stake in the business.
* Good kit – Your choice of the best laptop, running macOS.
* Team socials – The opportunity to get to know each other outside of work.
* Company socials – A chance to catch up and meet new colleagues weekly over informal office breakfasts, lunches and dinners at OakNorth – or at our free barista bar every day.
* Commuter support – We offer the cycle to work and EV scheme.
About Us
We’re OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.
Banking should be barrier‑free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data‑driven tools.
But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed.
Our story
OakNorth Bank was built on the foundations of frustrations with old‑school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said ‘no’. Unfortunately, all major banks in the UK were using the same computer – and it was broken.
Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan?
The industry was backward‑looking and too focused on historic financials, rather than future potential.
So, what if there was a bank, founded by entrepreneurs, for entrepreneurs? One that offered a dramatically better borrowing experience for businesses?
No more what ifs, OakNorth Bank exists.
For more information regarding our Privacy Policy and practices, please visit https://oaknorth.co.uk/legal/privacy-notice/employees-and-visitors/
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