Salesforce Administrator

The Company
At AccountsIQ, we’re on a mission to deeply understand our customers and deliver technology that enriches their lives. We provide smart, feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler, more affordable alternative to complex, costly ERP solutions. Our cloud-based accounting software transforms the finance function, making it easier for multi-entity businesses to capture, process, and report their financial data with ease and efficiency.

The Role

Reporting to the Sales and Marketing Operations Manager, the successful candidate will play a key role in driving the efficiency and effectiveness of our sales and marketing teams. You will be responsible for optimising processes, managing tools, analysing data, and enabling both teams to execute strategies that align with our business goals. You'll ensure that all operational aspects of both functions run smoothly, working closely with cross-functional teams including sales, marketing, finance, and IT.

What you’ll be doing

• Day-to-day management of Salesforce (SFDC) (user account maintenance, reports and dashboards, workflows and other routine tasks), ZoomInfo, LinkedIn Sales Navigator, HubSpot, AirCall and other software.
• Assist in customising SFDC to meet changing business requirements.
• Develop and deliver training materials and sessions for new and existing users to enhance their understanding and usage of Salesforce.
• Build and maintain custom objects, fields, workflows, validation rules and automation to support lead management, pipeline tracking and customer lifecycle processes.
• Monitor system health, performance and usage to proactively identify and resolve issues.
• Develop and refine dashboards and reports to provide actionable insights into revenue performance.
• Manage data imports, exports and cleansing to ensure accuracy across the revenue funnel.
• Provide support for all sales and marketing tools.
• Manage our data in SFDC to increase data quality, GDPR compliance and target ICP.
• Be the first point of call for Sales to support lead generation in SFDC, supporting day-to-day for Salesforce users, troubleshooting issues and providing guidance and best practices.

What you’ll need

• Strong Salesforce product knowledge, with at least 3-5 years’ Salesforce administration experience.
• Active Certified Salesforce Administrator (ADM 201) plus a commitment to ongoing learning and development.
• Strong understanding of Sales Cloud and Service Cloud data architecture.
• Experience with tools like Salesforce Flow and Data Loader.
• To love solving problems and be able to demonstrate this with experience.
• To enjoy identifying jobs that can be automated to help everyone work more efficiently.
• Be analytically minded and have good communication skills.
• Self-motivated with the ability to work independently.
• Familiarity with Revenue Operations principles and KPIs.
• Ability to prioritise workloads and manage multiple stakeholders.
• Excellent written, numerical, and verbal communication with team members.
• Excellent organisation and project management skills.
• Good knowledge of Microsoft applications including Teams and Excel.
• To come to the London office once a week.

Why work with us?

As a forward-thinking, collaborative company, we combine drive, energy, and ambition with a friendly, supportive culture that encourages everyone to do their best work. Having recently secured a €60M investment, it's an exciting time to join AccountsIQ. With a strong focus on growth and expansion, we're poised to elevate both the AccountsIQ product and the level of service we provide to our customers. We’re looking for passionate, talented individuals to join our Sales Data team to maximise revenue and deliver exceptional service, as we work together to build a brighter future for finance professionals.

Some of our perks

• 25 days annual leave +2 company days + bank holidays
• Hybrid working
• Working from abroad - up to 6 weeks per calendar year
• Private Health Insurance
• 5% Pension contribution
• Life Assurance - 4 x Salary
• Income Benefit
• Wellbeing initiatives

By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organization planning, and related purposes. AccountsIQ Group’s Privacy Notice explains what personal information we may process, where we may process your personal information, our purposes for processing your personal information, and the rights you can exercise over AccountsIQ Group’s use of your personal information.