Salesforce Developer Administrator

Job Description
Job Title: Salesforce Developer/Administrator
Reporting to: Sales Operations Manager
The Salesforce Developer/Administrator is responsible for managing and optimising our
Salesforce platform to support efficient sales and marketing operations. In this role, you will
work closely with our cross functional teams to ensure the Salesforce platform aligns with
business processes and supports our growth objectives. This role requires a strong blend of
technical proficiency and communication skills to effectively manage our Salesforce
environment and continuously improve the user experience.
Your expertise will contribute to data accuracy, user support, training, troubleshooting, and
driving system enhancements.
Responsibilities:
Design & Business Requirements:
• Work with stakeholders from different departments and cross functional teams to
understand what people need.
• Deliver appropriate needs analysis and design documentation (including user stories)
for all medium and large changes.
o “as a (role), I want to (action), so that I can (outcome)”
• Facilitate requirements acceptance and change approval processes in relation to the
Salesforce platform
• Business Process Mapping – create and maintain visual representations of business
processes
• Maintain user and business documentation once release cycles are completed
Salesforce Configuration and Customisation:
• Use declarative functionality (clicks not code) to deliver solutions using the
Salesforce platform.
• Understand and use programmatic development to deliver, test and deploy
solutions across Apex, Visualforce, JavaScript and HTML
• Ensure all users have the correct access to Salesforce and can perform their day-to-
day tasks with minimal friction.
• Ensure data and process controls are in place across the instance, delivering data
hygiene, security and process compliance.
• Utilise, maintain and configure advanced automation (Flow Builder) to streamline
and automate business processes.
• Configure and customize Salesforce in line with current Salesforce best practices,
with a full understanding of standard features/functionality and their trade-offs
when maintaining and customising the platform.
Data Management:
• Ensure data and process controls are in place across the instance, managing the
integrity and cleanliness of data within the instance without excessive manual
intervention.
• Conduct accurate data import and export operations (as required) while maintaining
data integrity during the transfer process.
• Collaborate with stakeholders to define and implement data governance policies and
best practices.
• Maintain and manage a company wide data dictionary referencing all source and
destination systems related to Salesforce.
User Support and Documentation:
• Troubleshoot issues, answer simple salesforce questions and route/escalate
Salesforce support cases to relevant members of the Revenue Operations team.
• Create and maintain user documentation, training materials, and knowledge base
resources.
System Enhancements and Integration:
• Collaborate with cross-functional teams to identify opportunities for system
enhancements and recommend solutions to improve the effectiveness and efficiency
of Salesforce.
• Work closely with stakeholders to gather requirements, assess feasibility, and
manage the implementation of system enhancements.
• Coordinate with external partners and developers, if necessary, for system
integrations and custom development.
DevOps:
• Management of committing changes to source control, opening pull requests,
reviewing and merging the team’s work in source control.
• Setting up monitoring and continuously improving DevOps processes: CI/CD, test
automation and monitoring
• Oversee the company DevOps process end to end – including backups, delegating
access to different orgs and DevOps processes, and defining / tracking DevOps KPI’s.
• Running all final releases to production and rolling back or restoring if anything goes
wrong.
• Reviewing development code coverage (for apex related changes) using automated
unit testing and code quality analysis.
Native Reporting and Dashboards:
• Design and generate reports and dashboards in Salesforce to provide actionable
insights to stakeholders.
• Collaborate with business users to define reporting requirements and create
customised reports and dashboards in line with departmental processes and metrics.
• Monitor report utilisation and provide recommendations for enhancements to meet
evolving business needs.
System Maintenance and Upgrades:
• Stay updated with Salesforce releases and new features, assessing their impact on
our organization, and identifying opportunities for improvement.
• Manage system maintenance tasks, including managing user licenses, overseeing
regular data backups, and monitoring system performance.
• Coordinate with Salesforce support and vendors for issue resolution, escalation, and
managing enhancement requests.
Requirements Design & Business Requirements:
• Work with stakeholders from different departments and cross functional teams to
understand what people need.
• Deliver appropriate needs analysis and design documentation (including user stories)
for all medium and large changes.
o “as a (role), I want to (action), so that I can (outcome)”
• Facilitate requirements acceptance and change approval processes in relation to the
Salesforce platform
• Business Process Mapping – create and maintain visual representations of business
processes
• Maintain user and business documentation once release cycles are completed
Salesforce Configuration and Customisation:
• Use declarative functionality (clicks not code) to deliver solutions using the
Salesforce platform.
• Understand and use programmatic development to deliver, test and deploy
solutions across Apex, Visualforce, JavaScript and HTML
• Ensure all users have the correct access to Salesforce and can perform their day-to-
day tasks with minimal friction.
• Ensure data and process controls are in place across the instance, delivering data
hygiene, security and process compliance.
• Utilise, maintain and configure advanced automation (Flow Builder) to streamline
and automate business processes.
• Configure and customize Salesforce in line with current Salesforce best practices,
with a full understanding of standard features/functionality and their trade-offs
when maintaining and customising the platform.
Data Management:
• Ensure data and process controls are in place across the instance, managing the
integrity and cleanliness of data within the instance without excessive manual
intervention.
• Conduct accurate data import and export operations (as required) while maintaining
data integrity during the transfer process.
• Collaborate with stakeholders to define and implement data governance policies and
best practices.
• Maintain and manage a company wide data dictionary referencing all source and
destination systems related to Salesforce.
User Support and Documentation:
• Troubleshoot issues, answer simple salesforce questions and route/escalate
Salesforce support cases to relevant members of the Revenue Operations team.
• Create and maintain user documentation, training materials, and knowledge base
resources.
System Enhancements and Integration:
• Collaborate with cross-functional teams to identify opportunities for system
enhancements and recommend solutions to improve the effectiveness and efficiency
of Salesforce.
• Work closely with stakeholders to gather requirements, assess feasibility, and
manage the implementation of system enhancements.
• Coordinate with external partners and developers, if necessary, for system
integrations and custom development.
DevOps:
• Management of committing changes to source control, opening pull requests,
reviewing and merging the team’s work in source control.
• Setting up monitoring and continuously improving DevOps processes: CI/CD, test
automation and monitoring
• Oversee the company DevOps process end to end – including backups, delegating
access to different orgs and DevOps processes, and defining / tracking DevOps KPI’s.
• Running all final releases to production and rolling back or restoring if anything goes
wrong.
• Reviewing development code coverage (for apex related changes) using automated
unit testing and code quality analysis.
Native Reporting and Dashboards:
• Design and generate reports and dashboards in Salesforce to provide actionable
insights to stakeholders.
• Collaborate with business users to define reporting requirements and create
customised reports and dashboards in line with departmental processes and metrics.
• Monitor report utilisation and provide recommendations for enhancements to meet
evolving business needs.
Requirements
Design & Business Requirements: • Work with stakeholders from different departments and cross functional teams to understand what people need. • Deliver appropriate needs analysis and design documentation (including user stories) for all medium and large changes. o “as a (role), I want to (action), so that I can (outcome)” • Facilitate requirements acceptance and change approval processes in relation to the Salesforce platform • Business Process Mapping – create and maintain visual representations of business processes • Maintain user and business documentation once release cycles are completed Salesforce Configuration and Customisation: • Use declarative functionality (clicks not code) to deliver solutions using the Salesforce platform. • Understand and use programmatic development to deliver, test and deploy solutions across Apex, Visualforce, JavaScript and HTML • Ensure all users have the correct access to Salesforce and can perform their day-to- day tasks with minimal friction. • Ensure data and process controls are in place across the instance, delivering data hygiene, security and process compliance. • Utilise, maintain and configure advanced automation (Flow Builder) to streamline and automate business processes. • Configure and customize Salesforce in line with current Salesforce best practices, with a full understanding of standard features/functionality and their trade-offs when maintaining and customising the platform. Data Management: • Ensure data and process controls are in place across the instance, managing the integrity and cleanliness of data within the instance without excessive manual intervention. • Conduct accurate data import and export operations (as required) while maintaining data integrity during the transfer process. • Collaborate with stakeholders to define and implement data governance policies and best practices. • Maintain and manage a company wide data dictionary referencing all source and destination systems related to Salesforce. User Support and Documentation: • Troubleshoot issues, answer simple salesforce questions and route/escalate Salesforce support cases to relevant members of the Revenue Operations team. • Create and maintain user documentation, training materials, and knowledge base resources. System Enhancements and Integration: • Collaborate with cross-functional teams to identify opportunities for system enhancements and recommend solutions to improve the effectiveness and efficiency of Salesforce. • Work closely with stakeholders to gather requirements, assess feasibility, and manage the implementation of system enhancements. • Coordinate with external partners and developers, if necessary, for system integrations and custom development. DevOps: • Management of committing changes to source control, opening pull requests, reviewing and merging the team’s work in source control. • Setting up monitoring and continuously improving DevOps processes: CI/CD, test automation and monitoring • Oversee the company DevOps process end to end – including backups, delegating access to different orgs and DevOps processes, and defining / tracking DevOps KPI’s. • Running all final releases to production and rolling back or restoring if anything goes wrong. • Reviewing development code coverage (for apex related changes) using automated unit testing and code quality analysis. Native Reporting and Dashboards: • Design and generate reports and dashboards in Salesforce to provide actionable insights to stakeholders. • Collaborate with business users to define reporting requirements and create customised reports and dashboards in line with departmental processes and metrics. • Monitor report utilisation and provide recommendations for enhancements to meet evolving business needs.

---