SBS works with more than 1,500 banks, building societies and specialized finance providers across more than eighty countries worldwide. We help them to develop, deliver and operationalise their digital transformation strategies. Using our suite of digital banking products and services enables these organisations to deliver remarkable financial services to their clients.

CRM Administrator (TBH)

Summary:

The CRM Administrator supports the ongoing configuration and maintenance of the Salesforce platform, working closely with business stakeholders, developers, and other technology teams. This role is responsible for implementing minor changes within Salesforce, gathering and translating business requirements, coordinating with developers on technical delivery, and supporting data updates and platform testing activities.

While this role does not involve hands-on development, it requires a strong understanding of Salesforce architecture, development concepts, and integration points. The CRM Administrator must be comfortable working in a cross-functional environment, supporting Agile delivery, and ensuring that system changes are well-documented, scalable, and aligned with business needs.

Role Responsibilities

Salesforce Administration & Configuration

• Make small-scale configuration changes.
• Manage user access, profiles, and role assignments in accordance with platform governance policies.
• Support large-scale data updates and imports in collaboration with QA and data quality teams.
• Maintain documentation for configuration changes, processes, and standard operating procedures.

Stakeholder Engagement & Requirement Gathering

• Engage business stakeholders to understand processes, gather and refine requirements, and identify CRM related pain points.
• Translate business needs into structured requirements suitable for estimation and development.
• Collaborate with developers to validate scope, clarify requirements, and ensure delivery aligns with business intent.
• Provide functional oversight and input into technical solution design discussions.

Platform Support & Cross-System Awareness

• Support the operation of integrated platforms and tools (e.g. Outreach, Power BI, etc.) by understanding data flows and dependencies.
• Assist in troubleshooting data issues across systems and coordinating with relevant platform owners.
• Contribute to testing and validation of end-to-end changes that span multiple systems.

Delivery & Project Support

• Participate in Agile delivery processes, including backlog refinement, sprint planning, and retrospectives.
• Deliver configuration and admin-related tasks during sprints and contribute to QA and UAT efforts.
• Work with QA and developers to triage bugs, validate fixes, and support release preparation.
• Maintain visibility of request progress and ensure stakeholders are kept informed.

Role Requirements

Essential

• Salesforce Administrator certification (ADM201 or equivalent).
• 5+ years of experience as a Salesforce Administrator or in a similar functional/technical CRM support role.
• Strong understanding of Salesforce configuration and standard functionality.
• Proven experience gathering and translating requirements from stakeholders into system changes.
• Ability to work effectively with developers and understand the implications of Apex, APIs, and platform architecture.
• Experience in Agile delivery environments and collaborating with cross-functional teams.
• Strong attention to detail and good documentation habits.

Desirable

• Advanced Administrator (ADM211) and/or Platform App Builder certification preferred.
• Experience in RevOps functions, or B2B SaaS environments.
• Exposure to development technologies such as Apex, SOQL, and API integrations.
• Familiarity with tools such as Salesforce Inspector, Data Loader, or Workbench.
• Experience with supporting users and producing enablement or support documentation.
• Exposure to data quality initiatives, governance frameworks, or cross-system reconciliation.
• Familiarity with Salesforce Service Cloud.
• Experience with test automation in Salesforce

Join us and:

• Embrace diversity in our multicultural teams, where people have always been the key to our success
• Collaborate with dynamic professionals in a challenging, knowledge-sharing environment.
• Explore opportunities for career development and growth within our dynamic organization