Senior Salesforce Administrator

Senior Salesforce Administrator - Maternity Cover

Focus: Sales Cloud & Service Cloud | Close partnership with Operations, Sales &
Commercial Teams

Overview
We are seeking an experienced Senior Salesforce Administrator (Maternity cover) to own the
day-to-day management, optimisation, and enhancement of our Salesforce Sales Cloud and
Service Cloud environments. The ideal candidate will have a strong track record of partnering with Operations, Sales, and Commercial teams to translate business requirements into scalable, efficient Salesforce solutions. This role will ensure our platform is reliable, user-friendly, and continuously evolving in line with business needs.

Key Responsibilities

Salesforce Administration & Platform Ownership

• Serve as a senior administrator for Salesforce Sales Cloud and Service Cloud across
  multiple business units, working within our Agent Tooling team on initiatives.

• Manage user setup, roles, profiles, permission sets, queues, sharing rules, and security
  settings.

• Maintain and optimise page layouts, record types, Lightning apps, Lightning pages, and
  compact layouts.

• Build and enhance reports, dashboards, and list views to support performance tracking
  and insights.

• Oversee data governance, including data imports, data quality, duplication management,
  and hygiene processes.
  

Enhancements, Configuration & Automation

• Configure and maintain flows (Record-Triggered, Screen, Scheduled Flows), validation
  rules, formula fields, custom objects, and automation that improves business processes.

• Troubleshoot system issues and support users by resolving Salesforce-related queries.

• Manage and refine case management processes, lead lifecycle, opportunity stages, and
  sales/service workflows.

• Ensure Salesforce remains aligned with industry best practices and platform updates.
  Collaboration & Requirements Gathering

• Work closely with Operations, Sales, Commercial, and Customer Service teams to
  understand their processes, challenges, and requirements.

• Work closely with Product and Engineering Manager on extensive transformation
  initiatives, including rearchitecture of the wider agent tooling tech stack, with Salesforce
  at its core.

• Translate business requirements into technical solutions using Salesforce native
  functionality wherever possible.

• Facilitate workshops, discovery sessions, and backlog refinement to prioritise
  enhancements.

• Communicate technical concepts in clear, accessible language to non-technical
  stakeholders.
  

Project & Release Management

• Lead small to medium Salesforce enhancement projects from concept to deployment.

• Coordinate and conduct UAT, gather feedback, and ensure successful release cycles.

• Document configuration, processes, and system changes to maintain an up-to-date
  knowledge base.
  

Skills & Experience

• Breadth of hands-on Salesforce Administration experience, ideally in Senior or Lead
  roles.

• Strong knowledge of Sales Cloud (Leads, Opportunities, Forecasting, Products,
  Quotes) and Service Cloud (Cases, Omni-Channel, Knowledge).

• Proven experience working directly with Operations, Sales and Commercial
  stakeholders to gather, refine, and implement requirements.

• Extensive experience with Flow and modern Lightning configuration tools.

• Solid understanding of Salesforce security, sharing, and data management best
  practices.

• Experience working in fluid, fast-paced, cross-functional environments
  (contract/consulting experience beneficial).

• Salesforce Administrator certification required; Advanced Administrator or relevant
  Consultant certifications preferred.
  

Nice to have

• Experience with Billing, Customer Experience tools, or third-party integrations.

• Experience with setup and integrations of enterprise platforms outside of Salesforce.

• Background in industries with high operational complexity (e.g., field service,
  marketplaces, B2B sales) and/or Marketplaces.

• Exposure to Agile delivery methodologies or ShapeUp.

This role will be remote.

About us

We’re Checkatrade – the UK’s leading platform for finding a tradesperson. With more than 50,000 trades listed and over 6 million reviews, we help homeowners get jobs done right and help tradespeople grow their business.

We’re growing fast, with big plans to become the go-to brand for home improvements. If you care about great work, take pride in the details, and want to make an impact, you’ll fit right in.