Salesforce Specialist

About the role

We are looking for a Salesforce Specialist to lead functional activities across the full Salesforce program lifecycle, from discovery to post‑go‑live support. The role involves working closely with business stakeholders to define requirements, configure the platform, and enable users to maximise the value of Salesforce.

Key responsibilities

• Gather and document business requirements, translate them into functional specifications and ensure they are kept up‑to‑date.
• Configure Salesforce objects, fields, workflows, validation rules, and user permissions; manage user set‑up, deactivation and ownership transfers.
• Develop and maintain reports, dashboards and analytical views to support decision‑making.
• Ensure data integrity across integrated systems, oversee data extraction, transformation and loading processes.
• Support testing, quality assurance, and resolve configuration defects during and after deployment.
• Create training material and deliver “train‑the‑trainer” sessions on core Salesforce modules such as Accounts, Contracts, Opportunities, Leads, Cases and Activities.
• Monitor compliance with version control, backup/recovery and integration standards.

Required profile

• Bachelor’s degree or higher.
• Minimum 4 years of experience delivering functional expertise throughout Salesforce program lifecycles.
• Proven experience in reporting, data analysis and visual analytics.
• Strong background in account, portfolio or client management.

Required skills

• Salesforce platform configuration and administration.
• Report and dashboard creation.
• Data extraction, transformation and visual analytics.