SENIOR IFA ADMINISTRATOR (SJP) - BECKENHAM, KENT

Artemis Recruitment Consultants Ltd City, London

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.

Dec 08, 2025

Full time

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.

Junior Salesforce Administrator: Drive Adoption & Automation

Carwow

A leading automotive technology firm in Greater London is seeking a Junior Salesforce Administrator to enhance internal platforms. You'll provide support to users, handle change requests, maintain Salesforce configurations, and contribute to process improvements. Ideal candidates will have 1-2 years of Salesforce experience, strong attention to detail, and excellent communication skills. This role offers competitive compensation and a vibrant work culture focused on diversity and inclusion.

Dec 08, 2025

Full time

A leading automotive technology firm in Greater London is seeking a Junior Salesforce Administrator to enhance internal platforms. You'll provide support to users, handle change requests, maintain Salesforce configurations, and contribute to process improvements. Ideal candidates will have 1-2 years of Salesforce experience, strong attention to detail, and excellent communication skills. This role offers competitive compensation and a vibrant work culture focused on diversity and inclusion.

Senior Salesforce Administrator - Platform Lead, BAU

Univertop

A leading company in the travel/leisure industry is recruiting a Senior Salesforce Administrator based in Greater London. In this role, you will take technical ownership of the Salesforce Lightning solution, overseeing its daily operations and ongoing improvements. Essential skills include Salesforce customization, business process analysis, and strong communication abilities. This is a fantastic opportunity to be involved in the Salesforce implementation and contribute to the overall strategy. Certification is preferred.

Dec 08, 2025

Full time

A leading company in the travel/leisure industry is recruiting a Senior Salesforce Administrator based in Greater London. In this role, you will take technical ownership of the Salesforce Lightning solution, overseeing its daily operations and ongoing improvements. Essential skills include Salesforce customization, business process analysis, and strong communication abilities. This is a fantastic opportunity to be involved in the Salesforce implementation and contribute to the overall strategy. Certification is preferred.

Graduate Design Team Administrator

Bucks & Berks Recruitment PLC High Wycombe, Buckinghamshire

Our client, a successful engineering/manufacturing company, is looking for an eager and attentive Design Team Administrator to join them. The successful candidate will be responsible for receiving and processing email and phone enquiries, creating and coordinating CRM systems and logging communications, via Salesforce CRM click apply for full job details

Dec 08, 2025

Full time

Our client, a successful engineering/manufacturing company, is looking for an eager and attentive Design Team Administrator to join them. The successful candidate will be responsible for receiving and processing email and phone enquiries, creating and coordinating CRM systems and logging communications, via Salesforce CRM click apply for full job details

Administrative Assistant

Supporting Futures Consulting Ltd

Role: Administrative Assistant Based: London Hybrid 1 day per week in office, or Fully Remote (UK) Rate: £15ph - £19.00ph depending on pay status Start Date: ASAP Duration: Temporary for 2-3 months (applications encouraged for permanent role) Hours: 3 Days Per Week, Not Thursdays We are supporting a London-based therapy service in recruiting a Temporary Administrative Assistant for a period of 2 to 3 months while a permanent appointment is made. The successful candidate will also be eligible to apply for the permanent role once advertised. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. About the Role You will support the Lead Administrator within a small and dedicated therapy team consisting of 12 counsellors and 1 senior. This is a varied administrative role that requires excellent organisation, clear communication and the ability to manage multiple tasks. Synopsis of Duties Running the counselling inbox, along with the Therapeutic Services Team Lead, this includes responding to client queries, advocate requests, external contacts Working on Microsoft and Salesforce to manage new referrals into the therapeutic service - this includes checking through referrals and maintaining accurate records on the CRM in line with new referrals. Processing requests for, and tracking travel funds for clients as required Booking initial assessments for clients on the waiting list Supporting counsellors with any queries - this includes requests for support with systems, equipment, inductions, correct data management Co-ordinating the administration of Therapeutic Services Group Work including, booking assessments, contact with Advocacy and Support Teams, communicating with clients and counsellors Attending and taking minutes for the Therapeutic Services Core Team weekly meetings and the monthly Counsellors team meeting (and other meetings between Therapeutic Services and Advocacy and Support as required) Maintaining accurate data relating to the client journey - this includes assessment, working agreements, case closure Checking and processing counsellor Invoices on a monthly basis Administration of the Therapeutic Services internal newsletter Administration of monthly feedback to counsellors from the evaluation form Supporting with the Therapeutic Services transitioning from Microsoft Software to Salesforce Along with the Therapeutic Services Team Lead, internal promotion and networking of Therapeutic Services internally Organising the Therapeutic Services 6 monthly Away Day, and trainings as required Undertaking a range of administrative and data processing tasks to ensure a high-quality service Any other reasonable duties as required Essential Requirements Strong organisational and time management skills Strong experience and skills in using Microsoft packages such as Excel, Word, Forms, Lists and Outlook Experience and knowledge of using Salesforce (or an equivalent CRM) Confident communicator with a friendly and professional approach Previous administrative experience Ability to work independently and handle sensitive information appropriately Commitment to supporting LGBTQ+ communities Enhanced DBS on the update service or dated within the last 12 months Working Arrangements The role is 3 days per week, excluding Thursdays. If based in London, 1 day per week in the office is preferred. For candidates based elsewhere in the UK, fully remote working is possible. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. Supporting Futures Consulting acts as both an employer and an agency

Dec 08, 2025

Contractor

Role: Administrative Assistant Based: London Hybrid 1 day per week in office, or Fully Remote (UK) Rate: £15ph - £19.00ph depending on pay status Start Date: ASAP Duration: Temporary for 2-3 months (applications encouraged for permanent role) Hours: 3 Days Per Week, Not Thursdays We are supporting a London-based therapy service in recruiting a Temporary Administrative Assistant for a period of 2 to 3 months while a permanent appointment is made. The successful candidate will also be eligible to apply for the permanent role once advertised. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. About the Role You will support the Lead Administrator within a small and dedicated therapy team consisting of 12 counsellors and 1 senior. This is a varied administrative role that requires excellent organisation, clear communication and the ability to manage multiple tasks. Synopsis of Duties Running the counselling inbox, along with the Therapeutic Services Team Lead, this includes responding to client queries, advocate requests, external contacts Working on Microsoft and Salesforce to manage new referrals into the therapeutic service - this includes checking through referrals and maintaining accurate records on the CRM in line with new referrals. Processing requests for, and tracking travel funds for clients as required Booking initial assessments for clients on the waiting list Supporting counsellors with any queries - this includes requests for support with systems, equipment, inductions, correct data management Co-ordinating the administration of Therapeutic Services Group Work including, booking assessments, contact with Advocacy and Support Teams, communicating with clients and counsellors Attending and taking minutes for the Therapeutic Services Core Team weekly meetings and the monthly Counsellors team meeting (and other meetings between Therapeutic Services and Advocacy and Support as required) Maintaining accurate data relating to the client journey - this includes assessment, working agreements, case closure Checking and processing counsellor Invoices on a monthly basis Administration of the Therapeutic Services internal newsletter Administration of monthly feedback to counsellors from the evaluation form Supporting with the Therapeutic Services transitioning from Microsoft Software to Salesforce Along with the Therapeutic Services Team Lead, internal promotion and networking of Therapeutic Services internally Organising the Therapeutic Services 6 monthly Away Day, and trainings as required Undertaking a range of administrative and data processing tasks to ensure a high-quality service Any other reasonable duties as required Essential Requirements Strong organisational and time management skills Strong experience and skills in using Microsoft packages such as Excel, Word, Forms, Lists and Outlook Experience and knowledge of using Salesforce (or an equivalent CRM) Confident communicator with a friendly and professional approach Previous administrative experience Ability to work independently and handle sensitive information appropriately Commitment to supporting LGBTQ+ communities Enhanced DBS on the update service or dated within the last 12 months Working Arrangements The role is 3 days per week, excluding Thursdays. If based in London, 1 day per week in the office is preferred. For candidates based elsewhere in the UK, fully remote working is possible. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. Supporting Futures Consulting acts as both an employer and an agency

Funding Operations Administrator

PROSPECTUS-4

Our client is a leading independent funder. They aim to improve our natural world, secure a fairer future and strengthen the bonds in communities in the UK. The foundation provides c. £50million annually in grants to organisations and initiatives with brilliant ideas who share their goals. They also provide social and impact investment for organisations with the aim of creating social and environmental impact. Their strategy focuses on three interdependent aims: improving Our Natural World; tackling injustice to deliver A Fairer Future; and nurturing Creative, Confident Communities. They also want to play a more active role by using a range of tools to effect change. In addition to funding, this includes convening and brokering alliances, commissioning research, and using its influence to achieve its goals. Prospectus is delighted to be working with the foundation to recruit a Funding Operations Administrator on a full-time basis. This role will be key member of the Operations Team and will offer broad administrative support to the foundation in all aspects of its work. A hybrid working model is in place which entails working at least 2 days per week in their office in Kings Cross (Tuesdays and Wednesdays) and the remainder flexibly working from home if you wish (although this role may sometimes require additional office-based days for special meetings or events). The role: This role contributes to the delivery of the foundation's strategy by providing comprehensive support to the resources, operations and funding teams, ensuring smooth and efficient running of the organisation. This is a very broad role which will provide essential input to processes right across the organisation and will be rooted in excellent customer service principles, effective communication and genuine teamwork and collaboration. It will range from arranging meetings rooms, reception duty, preparing reports for Trustee meetings and arranging and minuting meetings and helping with the logistics of convening events and seminars. It will also involve data input, analysis and reporting using the Salesforce Database, supporting the funding team with Salesforce day-to-day queries and carrying out initial eligibility assessments of initial expressions of interest from organisations interested in applying for funding. The culture at the foundation is collaborative and nurturing, so working closely with colleagues to share ideas and learn from each other will be essential in this role. The person: The successful candidate will have experience of working in a busy office-based environment with experience of working with CRM databases and providing excellent customer service both internally and externally. This person will be highly organised and will have a great eye for detail whilst being naturally helpful by nature and willing to get involved. There is plenty of room for development, so someone who is keen to learn and develop new skills in addition to bringing their own creativity and enthusiasm to the role will be important. Strong IT skills, systematic and methodical, this person will be a natural problem solver and good at multi-tasking and meeting deadlines. They will also be a good communicator both verbally and in writing with the ability to see the bigger picture. Having a strong vision on how crucial effective administrative support work is to ensuring an organisation meets its charitable objectives and provides an outstanding service to its grantees and stakeholders. This person will be a real team player whilst being able to work under their own steam, in a fast-paced environment. This interesting role represents a fantastic opportunity for someone with the right skills and experience to learn and develop within one of the leading funders in the UK. The foundation believes that a greater diversity of views, skills, and lived experience will help generate better ideas, and will lead to better decision making. We want to encourage applicants with a diverse range of backgrounds to apply. In particular, those with lived experience of racial inequity, disability, or poverty.

Dec 08, 2025

Full time

Our client is a leading independent funder. They aim to improve our natural world, secure a fairer future and strengthen the bonds in communities in the UK. The foundation provides c. £50million annually in grants to organisations and initiatives with brilliant ideas who share their goals. They also provide social and impact investment for organisations with the aim of creating social and environmental impact. Their strategy focuses on three interdependent aims: improving Our Natural World; tackling injustice to deliver A Fairer Future; and nurturing Creative, Confident Communities. They also want to play a more active role by using a range of tools to effect change. In addition to funding, this includes convening and brokering alliances, commissioning research, and using its influence to achieve its goals. Prospectus is delighted to be working with the foundation to recruit a Funding Operations Administrator on a full-time basis. This role will be key member of the Operations Team and will offer broad administrative support to the foundation in all aspects of its work. A hybrid working model is in place which entails working at least 2 days per week in their office in Kings Cross (Tuesdays and Wednesdays) and the remainder flexibly working from home if you wish (although this role may sometimes require additional office-based days for special meetings or events). The role: This role contributes to the delivery of the foundation's strategy by providing comprehensive support to the resources, operations and funding teams, ensuring smooth and efficient running of the organisation. This is a very broad role which will provide essential input to processes right across the organisation and will be rooted in excellent customer service principles, effective communication and genuine teamwork and collaboration. It will range from arranging meetings rooms, reception duty, preparing reports for Trustee meetings and arranging and minuting meetings and helping with the logistics of convening events and seminars. It will also involve data input, analysis and reporting using the Salesforce Database, supporting the funding team with Salesforce day-to-day queries and carrying out initial eligibility assessments of initial expressions of interest from organisations interested in applying for funding. The culture at the foundation is collaborative and nurturing, so working closely with colleagues to share ideas and learn from each other will be essential in this role. The person: The successful candidate will have experience of working in a busy office-based environment with experience of working with CRM databases and providing excellent customer service both internally and externally. This person will be highly organised and will have a great eye for detail whilst being naturally helpful by nature and willing to get involved. There is plenty of room for development, so someone who is keen to learn and develop new skills in addition to bringing their own creativity and enthusiasm to the role will be important. Strong IT skills, systematic and methodical, this person will be a natural problem solver and good at multi-tasking and meeting deadlines. They will also be a good communicator both verbally and in writing with the ability to see the bigger picture. Having a strong vision on how crucial effective administrative support work is to ensuring an organisation meets its charitable objectives and provides an outstanding service to its grantees and stakeholders. This person will be a real team player whilst being able to work under their own steam, in a fast-paced environment. This interesting role represents a fantastic opportunity for someone with the right skills and experience to learn and develop within one of the leading funders in the UK. The foundation believes that a greater diversity of views, skills, and lived experience will help generate better ideas, and will lead to better decision making. We want to encourage applicants with a diverse range of backgrounds to apply. In particular, those with lived experience of racial inequity, disability, or poverty.

Senior Customer Success Manager, Sales/ Service Cloud

Salesforce, Inc.

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Dec 06, 2025

Full time

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

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