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Senior Salesforce Administrator / Business Systems Analyst

We are seeking a highly capable Salesforce Administrator / Business Systems Analyst to join a growing team and play a pivotal role in enhancing both the usability and functional performance of the Salesforce platform. This position sits at the intersection of business analysis, system optimization, and user experience design, supporting a moderately complex and evolving Salesforce environment.

This individual will serve as a strategic partner to business stakeholders, driving continuous improvement initiatives, optimizing workflows, and ensuring the platform delivers a seamless and intuitive end-user experience.

Key Responsibilities

• Lead end-to-end UI/UX optimization initiatives across Salesforce, with a focus on improving usability, adoption, and overall user satisfaction
• Conduct detailed discovery sessions with cross-functional stakeholders to gather, analyze, and document business requirements
• Translate business needs into scalable Salesforce solutions, acting as a liaison between business users and technical teams
• Own and enhance core system processes, including workflow automation, collections queues, and user-driven operational procedures
• Partner with engineering and integration teams to support enhancements within an API-driven ecosystem, ensuring data integrity and efficient system interoperability
• Drive and coordinate User Acceptance Testing (UAT), including test planning, execution oversight, and stakeholder alignment
• Facilitate regular stakeholder meetings, providing updates, gathering feedback, and aligning priorities with leadership
• Manage delivery workflows through tools such as ClickUp (or similar platforms), ensuring effective tracking, prioritization, and execution of system enhancements

System Environment

• Salesforce Sales Cloud (current), with planned expansion into Service Cloud
• Approximately 100 active users across the platform
• Moderately complex environment with ongoing transformation and enhancement initiatives

Required Experience & Technical Skills

• Proven experience as a Salesforce Administrator within a dynamic, multi-user environment
• Strong understanding of UI/UX best practices within Salesforce Lightning Experience
• Hands-on experience with declarative Salesforce tools (Flows, Process Builder, validation rules, etc.)
• Exposure to Visualforce and/or Lightning Web Components (LWC) is highly desirable
• Experience working within API-heavy ecosystems, supporting integrations and data flows
• Familiarity with reporting and analytics tools such as Power BI or similar platforms

Ideal Candidate Profile

• Hybrid background combining Business Systems Analysis and hands-on Salesforce Administration
• Demonstrated experience leading discovery sessions and managing stakeholder relationships across multiple business units
• Prior experience within financial services, leasing, or financing environments strongly preferred
• Strong communication skills with the ability to translate technical concepts into business language
• Experience mentoring junior team members or contributing to team leadership initiatives is a plus

This is an opportunity for a proactive and strategic Salesforce professional to make a meaningful impact by shaping both the user experience and system capabilities within a growing organization.

Job Summary:
The Salesforce CRM & Sales Operations Specialist is responsible for administering and optimizing Salesforce and related sales technologies to support a disciplined, data-driven, and scalable sales process. This role collaborates with cross-functional teams-including Sales, Estimating, Operations, and Finance-to ensure systems, workflows, and data support accurate forecasting, efficient quote-to-order execution, and clear visibility across the project pipeline. Operating in a project-based environment, the administrator ensures strong pipeline discipline, data quality, and process consistency, leveraging CRM, ERP, and analytics to streamline workflows, improve reporting, and enable a predictable order process for both internal teams and clients.

Key Responsibilities:

Salesforce Administration & System Management

• Administer users, roles, permissions, and security settings in Salesforce.
• Configure and maintain objects, fields, page layouts, automation (Flows), validation rules, and approval processes.
• Manage opportunity stages, lead conversion, and quoting workflows aligned with project-based sales cycles.
• Develop and maintain dashboards and reports for pipeline visibility, forecasting, and operational KPIs.
• Support integrations between Salesforce, ERP systems, and analytics tools in collaboration with IT.

Sales Operations & Process Improvement

• Design and maintain scalable sales workflows that support a clean order process from quote through order entry.
• Partner with cross-functional teams to translate business requirements into system configurations and process improvements.
• Monitor pipeline performance, forecasting accuracy, and operational KPIs using Salesforce, Power BI, and Excel.
• Identify process bottlenecks in the lead-to-order lifecycle and implement improvements to increase speed, accuracy, and consistency.

Data Governance & Reporting

• Maintain data standards including field definitions, naming conventions, and picklists.
• Ensure data accuracy and completeness through ongoing monitoring, cleanup, and duplicate management.
• Document system configurations, data models, and governance practices.
• Ensure reporting and dashboards provide reliable insights for leadership and operational planning.

User Support & Change Management

• Serve as the primary support resource for Salesforce users.
• Provide training and guidance to ensure strong system adoption.
• Manage enhancement requests and coordinate system improvements using structured testing and release practices.

Pipeline & Project Coordination

• Maintain disciplined opportunity and project pipeline tracking across the sales lifecycle.
• Ensure opportunity records accurately reflect stage, probability, value, and timing.
• Coordinate with cross-functional teams to remove roadblocks and maintain project momentum.
• Support forecasting and production planning by aligning pipeline data with ERP schedules and capacity constraints.

Required Qualifications:

• 5+ years of experience in Sales Operations, CRM administration, or related operational roles.
• Hands-on experience administering Salesforce, including configuration, automation, and reporting.
• Salesforce Administrator Certification (ADM-201) or equivalent experience.
• Experience with analytics tools such as Power BI or Excel for forecasting and pipeline analysis.
• Strong organizational and communication skills with the ability to work across multiple departments.

Preferred Qualifications:

• Experience in manufacturing, utilities, construction, or engineered-to-order environments.
• Experience with Salesforce CPQ, Revenue Cloud, or CRM-ERP integrations.
• Experience integrating Salesforce with ERP systems.
• Additional Salesforce certifications or advanced reporting experience.

Success Metrics:

• High Salesforce user adoption across sales and operations teams.
• Accurate, reliable pipeline reporting and forecasting.
• Reduced friction in lead-to-order workflows.
• Improved data quality and operational visibility across the project pipeline.
• Exceptional task tracking and organizational skills with the ability to prioritize, monitor progress, and follow up effectively.
• Ability to manage detailed documentation, version control, and process compliance with high accuracy.

We're working with a Higher Education organization that's looking for a Salesforce Business Analyst with strong CPQ and Sales Cloud experience; familiarity with marketing automation (Pardot or Eloqua) is a plus. In this role you'll support internal Sales and Marketing teams by gathering and documenting business requirements, creating process maps and workflows, and leading UAT. Occasional Salesforce configuration may be required.

Requirements:

* 4+ years of experience as a Salesforce Business Analyst
* Strong skills in gathering and documenting business requirements
* Proven experience with leading UAT efforts, process mapping, and workflow analysis
* 2+ years of CPQ and Sales Cloud experience
* Desired Certifications: Salesforce Business Analyst, Salesforce Platform Administrator, Salesforce Platform App Builder


This is a remote position with flexibility in work hours. If you are details-oriented and passionate about leveraging technology to improve business processes, we encourage you to apply.

Salesforce Platform Architect - Multi-Cloud

We are looking for a senior Salesforce Platform Architect to lead the design and implementation of a multi-cloud Salesforce environment. This is a hands-on, strategic role that combines technical leadership, platform governance, and mentoring of delivery teams to ensure scalable, secure, and maintainable solutions.

Responsibilities

Platform Architecture & Design

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  Lead architectural strategy for Sales, Service, and Experience Clouds and related platforms
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  Develop reusable, high-quality solutions emphasizing configuration-first design principles
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  Maintain reference architectures, reusable components, and data models
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  Make informed technical decisions and review designs from internal and external teams
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  Apply best practices for scalability, performance, data integrity, and maintainability

Governance & Security

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  Establish and enforce platform-wide standards, naming conventions, and org structures
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  Oversee code quality, technical debt, API usage, and licensing compliance
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  Define security models, including roles, sharing rules, and field-level security
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  Support audit readiness and compliance efforts

Integration & Data Strategy

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  Architect integrations with ERP, marketing, middleware, and file-transfer systems
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  Ensure robust, auditable data flows in both real-time and batch processes
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  Implement API governance and choose appropriate patterns: synchronous, asynchronous, or event-driven

Collaboration & Delivery

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  Partner with business and technical teams to evaluate solution options
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  Guide development teams through hands-on mentorship, design reviews, and QA alignment
• 
  
  Support vendor selection and evaluation where needed

Innovation & Roadmap

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  Keep up-to-date with Salesforce platform releases and emerging features
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  Recommend adoption of new technologies such as AI, workflow automation, and low-code solutions
• 
  
  Contribute to enterprise architecture discussions and advocate for native Salesforce solutions

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Required Qualifications

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  10+ years of experience in Salesforce architecture, including multi-cloud deployments
• 
  
  Strong expertise in configuration, development, and solution design (Flows, Apex, LWC, SOQL)
• 
  
  Proven ability to lead development teams while providing hands-on architectural guidance
• 
  
  Experience with integration architecture (REST/SOAP, middleware, batch) and choosing sync vs. async/event-driven patterns
• 
  
  Solid knowledge of platform governance, org strategy, API limits, licensing, and technical debt management
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  Strong background in security and compliance (role hierarchy, sharing rules, field-level security)

Preferred Qualifications

• 
  
  Familiarity with version control systems and CI/CD processes (e.g., Git, Copado)
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  Experience with Salesforce automated testing and CI/CD integration
• 
  
  Expertise delivering secure, modern applications integrated with enterprise systems
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  Experience designing reliable bi-directional integrations with monitoring and resiliency
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  Knowledge of AI governance, platform AI capabilities, or integration with external AI solutions

Education & Certifications

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  Bachelor's degree in Computer Science, Engineering, Information Systems, or equivalent
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  Salesforce certifications preferred: Platform App Builder, Administrator / Advanced Administrator, Platform Developer I & II, Consultant Certifications (Sales, Service, Experience, Data Cloud), Architect Certifications (Application, System, Technical Architect)

We are seeking a Technical Architect with expertise in Salesforce Data Cloud, Sales Cloud, and Service Cloud to enhance our client's platform architecture and support system initiatives. This role focuses on aligning technology solutions with business goals, driving innovation, and ensuring seamless integration across applications. The environment promotes flexibility and allows for collaboration among teams while maintaining a clear focus on delivering high-quality results.

* Strong experience with Salesforce Data Cloud, Sales Cloud, and Service Cloud
* Expertise in designing and implementing cloud-based solutions
* Proficiency in data modelling and integration best practices
* Ability to translate business requirements into effective technical solutions
* Experience working within agile development methodologies

This role is based in Zurich and a valid work Permit is required to initiate the application process.

If you are ready to make a significant impact in a cooperative setting, we would like to hear from you.

Project Manager (Certinia PSA) - Home-Based - 6 Month Contract (Outside IR35)

You will be joining a well-known end user undergoing a large-scale digital transformation programme, focused on enhancing their Certinia PSA capabilities.

As a Project Manager, you will drive projects end-to-end, acting as the main point of contact for all Certinia-related activity. You will work closely with Certinia Professional Services, admin teams, and project coordination teams, while managing Jira prioritisation and ensuring smooth delivery. Alongside supporting C-level stakeholders to achieve their objectives in line with budget.

Key Skills:

• Proven experience leading projects aligned to Certinia PSA.
• End-to-end project management and delivery.
• Jira prioritisation and backlog management.
• Experience working with Pro Services and admin teams.
• Gathering and translating requirements with c-level stakeholders.

If you are interested in the vacancy, please do not hesitate to send over your CV. Email it to; j.taylor3@masonfrank.com

Salesforce Technical Consultant- Mid Market Salesforce Partner

London- hybrid

Base salary range £60k to £80k + Bonus

Mason Frank International has partnered exclusively with a premier, high-growth business and technology transformation consultancy to find a versatile Salesforce Technical Consultant. Our client is renowned for delivering high-impact enterprise solutions that combine deep technical capability with genuine business acumen to solve complex client problems.

This is a unique opportunity where you will seamlessly bridge the gap between technical depth and strategic client delivery. You will take meaningful ownership of client engagements-running discovery and requirements workshops with senior stakeholders one day, and getting hands-on with platform configuration, integrations, or front-end Lightning development the next. Operating with a high degree of autonomy, you will design scalable multi-cloud solutions, manage end-to-end delivery, and mentor junior members of an expert technical team.

Role responsibilities

• Architect scalable multi-cloud solutions (Sales, Service, Experience Clouds). Make well-reasoned platform decisions, balancing declarative (Flows) and programmatic approaches for optimal performance.
• Design and build integrations using REST/SOAP APIs and middleware (MuleSoft/Jitterbit). Utilise front-end skills (HTML, CSS, JavaScript) to deliver seamless Lightning user experiences.
• Lead scoping, discovery, and design workshops. Frame complex business problems clearly and present technical solutions confidently to C-suite stakeholders.
• Lead data mapping, requirements analysis, and end-to-end migration activities.
• Own delivery streams on major enterprise programmes or manage full end-to-end delivery on smaller engagements, keeping an eye on budget, technical risks, and quality assurance.
• Mentor colleagues, contribute to internal knowledge sharing (architectural patterns and best practices), and support pre-sales activity by scoping new opportunities and delivering compelling technical demos.

Experience required:

Proven experience operating in a Technical Consulting role gained in a Salesforce Consulting environment.

• Solid understanding of Apex, Visualforce, and LWC sufficient to guide technical work, quality-assure code, and contribute hands-on where needed. Good working knowledge of SOQL/SQL.
• Extensive experience with advanced declarative configuration, enterprise Flow design, and complex permission architectures.
• Proven background in managing data migrations and governing API/middleware integrations.
• Experience spanning across the following ecosystem pillars:
• HTML, CSS, JavaScript, able to build and review high-quality Lightning front-end experiences.
• REST/SOAP, platform events, MuleSoft/ETL tools, data migration strategy.
• Opportunity/case management, forecasting, omni-channel routing, or CPQ concepts.
• Experience Cloud: Partner/self-service portals and digital experience strategy.
• DevOps: Familiarity with CI/CD pipelines, Git, and sandbox governance.

Certifications & Qualifications

• A Degree in Computer Science, Engineering, or a related discipline is preferred.
• Salesforce Administrator certification is essential (Advanced Admin preferred).
• At least one Consultant certification (Sales, Service, or Experience Cloud).
• Platform Developer I or II is highly desirable.