Salesforce Administrator

Team Mission

Enhancing customer visibility and delivering a connected experience across our Lending and Business Banking domains.

Leveraging cross-product customer data to boost engagement, unlock cross-sell opportunities, and strengthen customer relationships.

Collaborating closely with Product lines, Marketing, and Commercial teams to create impactful, customer-focused solutions.

• We are seeking an experienced Salesforce Administrator with a background in Financial Services, hands‑on expertise in Financial Services Cloud (FSC), and solid experience with Sales Cloud, Service Cloud, and CTI systems. This role sits in a fast‑paced, dynamic environment where flexibility is key, and where driving change management and user adoption is central to success.
• This is an initial 6‑month contract with potential to become permanent.

• Act as one of our Salesforce Administrators for our growing FSC org supporting multiple teams across business domains and locations.
• Support change management efforts by coordinating releases, communicating platform updates, and ensuring readiness across user groups.
• Develop and deliver training, onboarding, and adoption materials (guides, Slack updates, walkthroughs, office hours).
• Partner with business teams to understand requirements and design scalable, efficient Salesforce solutions.
• Configure declarative automation (Flows, page layouts, record types, security, validation rules).
• Optimise Financial Services Cloud capabilities, including Action Plans, Application Forms, Financial Accounts and Interaction Summaries.
• Champion user adoption, ensuring teams get the most out of Salesforce and Slack‑integrated workflows.
• Monitor data quality, run audit checks, and support governance processes.
• Support agile delivery: assist with backlog grooming, testing, sprint rituals, and iterative improvement.

• 3–5+ years Salesforce Administration experience, ideally in Financial Services.
• Strong practical experience with Financial Services Cloud, Sales + Service Cloud.
• Proven track record of running change management initiatives and improving system adoption.
• Experience designing and delivering Salesforce training sessions, best‑practice guides, and adoption campaigns.
• Hands‑on knowledge of internal and external Slack integrations and workflow automations.
• Good experience with integrated CTI systems.
• Salesforce Certified Administrator required;
  Advanced Admin or FSC Accreditation preferred.
• Comfortable working in a rapidly changing environment with shifting priorities.

• Strong communicator able to influence stakeholders and coach users at all levels.
• Passionate about empowering users and improving business processes.
• Highly organised, proactive, and adaptable.

• This is a truly hybrid role, offering engineers the flexibility to work from home while also providing opportunities to collaborate in person with the team when it adds value. There’s no fixed requirement for days in the office, instead, we focus on creating space for engineers to engage meaningfully, whether that’s in‑person for whiteboarding sessions or remote for deep focus work.
• Work‑life balance – 25 days holiday (plus bank holidays) each year, and enhanced family leave allowances.
• Competitive salary & equity – We want people to have a serious stake in the business.
• Good kit – Your choice of the best laptop, running macOS.
• Team socials – The opportunity to get to know each other outside of work.
• Company socials – A chance to catch up and meet new colleagues weekly over informal office breakfasts, lunches and dinners at Oak North – or at our free barista bar every day.
• Commuter support – We offer the cycle to work and EV scheme.

We’re Oak North Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.

Banking should be barrier‑free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data‑driven tools.

But we go beyond finance, to empower our…