Act as the technical owner and go-to expert for the Salesforce ecosystem, including Sales Cloud, Service Cloud, Marketing Cloud, and Agentforce.
Design, implement, and maintain Salesforce automations using Flows, Apex, Process Builder, and Omni-Channel routing to support marketing and commercial operations.
Develop and maintain integrations between Salesforce and other internal systems or third-party tools, ensuring seamless data exchange and synchronization.
Cooperate with the IT Operations team to administer, configure and optimize Salesforce environments: managing users, profiles, permission, custom objects, record types, and security settings.
Liaise with marketing and commercial stakeholders to translate business requirements into actionable implementations plans.
Manage external consultants/tools (marketing automation vendors, Salesforce and implementation partners).
Design, develop and maintain ETL pipelines to populate marketing automation tools with data coming from multiple sources, coordinating with the Data team.
Contribute to execute Moneyfarm’s AI Roadmap around commercial and marketing automation tools (Agentforce).
Requirements
**Background**
4+ years of experience in hands-on system integration or similar roles. Previous exposure to the fintech or wealth management industry is a must.
Academic background in engineering, computer science or similar field.****
**Skills**
Experience with Salesforce, Marketing Cloud, Agentforce or equivalent tools
At least 2 years’ hands-on experience in Salesforce (Apex, SOQL, Flows, metadata and data model).
Strong understanding of Salesforce data model and metadata management (objects, fields, relationships).
Full working proficiency with SQL, familiarity with Python.
Experience with data engineering tools such as DBT and Airflow, cloud platforms (GCP, AWS, Azure) and Data Warehouses (Big Query, Redshift, …) is a plus.
Interest and passion for AI and related tooling (Agentforce, N8N, Claude) is a strong plus.
Full English proficiency: this role will work with IT and UK teams.**
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