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Salesforce Administrator

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: interactive investor
Full Time position
Listed on 2026-02-28
Job specializations:
  • Software Development
    Software Engineer
Job Description & How to Apply Below

Location: Hybrid – Manchester / Leeds 3 days on site per week, 2 days remote

Who we ar

e:interactive investor is an award-winning investment platform that puts its customers in control of their financial futur e.

We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 custome rs.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and E TFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insi ghts.

Purpose of th e role

We are looking for a Salesforce Administrator who is excited about building and maintaining a Salesforce environment that truly makes a difference to our business. You will have a proven skillset that spans the full declarative tool set and be an evangelist for Salesforce within the business. You will be a strong team player who thrives on highly collaborative projects.

You will join our Salesforce Dev Ops team that is responsible for architecting, building, and supporting our Operational IT systems. You will be expected to help drive our adoption of Salesforce and provide first-class support to our customers. You will be involved throughout the software development lifecycle from inception to ongoing support and monitoring. At each phase, you will be expected to make a positive impact on our deliverables to aid the business in making the most of its investment in Salesforce technologies.

KEY RESPONSIBILITIES IBILITIES:

Platform Administration & Conf
  • iguration:

    Manage user provisioning, roles, profiles, permission sets, and SSO policies. Configure Service Cloud features:
    Case management, Omni‑Channel routing, Queues, Milestones/Entitlements, Knowledge, and digital channels including MIAW. Implement Service Cloud Voice: set up telephony integration, call routing, transcription, and real‑time call insights. Build and maintain declarative automation (Flows, Approvals), Lightning pages, dynamic forms, an
  • Agentforce:

    Configure Einstein Bots, Einstein Case Classification, and Next Best Action for predictive and prescriptive service workflows. Deploy Agentforce capabilities: AI‑driven agent assistance, real‑time guidance, and productivity tools. Monitor AI model performance, accuracy, and compliance with data privacy
  • inistration:

    Configure Data Streams, DMOs, identity resolution, calculated insights, a
  • nd segments.

    Manage consent and data usage policies; ensure data harmonization and activa
tion health.

Security &
  • ;
    Compliance:

    Implement least‑privilege access, encryption, and au
  • dit controls.

    Support regulatory audits (GDPR, FCA, SOX) and maintain evidence fo
r compliance.

SKILLS & EXPER
  • l Requirements:

    Minimum 3+ years in salesforce admin ro
  • les or similar.

    Strong Salesforce Administration experience; particularly Service C
  • loud expertise.

    Hands‑on experience with Service Cloud Voice, Einstein AI features,
  • and Agentforce.

    Familiarity with Data Cloud
  • and Own Backup.

    Strong skills in Flows, Lightning App Builder, reports/dashboards, and AI
configuration.

Desira
  • ble Requirements:

    Experience with Einstein Bots, Next Best Action, and
  • AI model tuning.

    Familiarity with Ag
  • in AI, Own Backup.

    Familiarity with Splunk for monitoring, logging, and opera
  • tional analytics.

    Knowledge of compliance frameworks
(GDPR, FC
  • A, SOX).BENEFITS:

    Group Personal Pension Plan – 8% employer contribution and 4% em
  • ployee contribution

    Life Assurance and Grou
  • p Income Protection Private Medical Insurance
  • – Provided by Bupa
    25 Days Annual Leave,
  • plus bank holidays

    Staff Discounts on our
  • investment products

    Personal & Well-being Fund – Supporting your physical
  • and mental wellness

    Retail Discounts – Savings at a wide range of high street a
  • nd online retailers

    Voluntary Flexible Benefits – Tailor your benefits to
suit your lifestyle

Please Note:

We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.

interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.

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