Director of Customer Success overseeing strategy execution and team leadership at Float. Leading customer growth initiatives for the fintech company's business finance platform.
About the role
- CRM Administrator responsible for enhancing Salesforce architecture and user experience for Zero100’s influential members. Collaborating across teams to ensure system stability and data integrity while managing user access.
Responsibilities
- Optimize CRM Architecture and User Experience: Design, maintain, and enhance both the back-end structure and front-end interface of Salesforce, Pardot, Planhat, and Gong by configuring objects, fields, page layouts, automations, validation rules, and screen flows to deliver a seamless user experience across all CRM tools.
- Ensure System Stability and Data Integrity: Proactively monitor CRM performance, identify and resolve bugs, and implement testing protocols to maintain data accuracy and system reliability.
- Collaborate with Cross-Functional Teams: Partner with Finance, Sales, and Customer Engagement stakeholders to translate business requirements into intuitive CRM solutions. Provide recommendations to maximize functionality and efficiency.
- Drive Strategic System Enhancements: Work closely with the Senior Revenue Operations Manager to plan and execute medium- to long-term CRM projects, including the implementation of new integrations that align with business goals.
- Streamline Processes and Foster Best Practices: Document, refine, and simplify Revenue Operations workflows while promoting data hygiene. Empower partner teams through live training sessions and user guides on effective CRM usage.
- Support User Adoption: Lead onboarding for new CRM users, monitor adoption metrics, and provide day-to-day support via an internal ticketing system to address stakeholder needs promptly.
- Manage User Access and Security: Oversee user setup, roles, profiles, permissions, and public groups to ensure secure access.
Requirements
- Salesforce Certified Administrator or Salesforce Certified Advanced Administrator.
- Demonstrated experience configuring and customizing Salesforce and visualizing data through Reports/Dashboards.
- A strong interest in GTM systems automation (e.g. Salesforce flows, low-code tools, and process design).
- Proficiency in managing and prioritizing BAU requests from multiple stakeholders.
- Ability to identify risks and benefits of potential CRM configurations and to devise creative solutions to mitigate risks.
- Strong interpersonal skills to collaborate closely with leaders from across the business.
- Ambition to make a long-lasting positive impact on the business.
- Curiosity, adaptability, and a willingness to learn and experiment in a fast-paced environment.
Benefits
- Competitive salary including performance-based bonus
- Unlimited holidays
- Private healthcare & Life Insurance
- Enhanced Pension
- Enhanced Parental Leave Policy
- Custom designed offices in central London with free breakfasts & snacks
- Regular team socials
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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