Overview

Gen II is a leading fund administration provider focused on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1.5 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.

With 14 offices and more than 1,800 employees in the U.S., Canada, the UK, and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs who want to make an impact in our industry, grow with us, and create a community where everyone thrives. You’ll have opportunities for training to advance your technical and personal skills and meaningful benefits supporting physical, mental, and financial well-being.

Job Description:

We are seeking an experienced Salesforce Administrator to join our team. The ideal candidate will be responsible for the configuration, maintenance, and optimization of our Salesforce platform, ensuring its alignment with business objectives and providing critical support to our operational and business development teams. A background in Private Equity or alternate investment is highly desirable.

Primary Responsibilities

• Customize and configure Salesforce to meet the specific needs of our financial operations.
• Develop and implement custom objects, fields, workflows, and flows using Flow Builder.
• Own and responsible for the roadmap of enhancements for the Salesforce platform in collaboration with product owners.
• Work closely with the architecture team to ensure best practices and design principles for Salesforce.
• Manage the use of Lightning web components within the Salesforce instance.

Data Management

• Ensure data integrity and accuracy within the Salesforce platform.
• Manage data imports, exports, and data cleansing activities.

User Support and Training

• Provide ongoing support and training to end-users to maximize their utilization of Salesforce.
• Troubleshoot and resolve user issues in a timely manner.

System Integration

• Collaborate with IT and other departments to integrate Salesforce with other business systems.
• Ensure seamless data flow and integration points across platforms.

Security and Compliance

• Implement and manage security settings and user permissions.
• Stay informed about Salesforce updates and security best practices to ensure compliance.

Reporting and Dashboards

• Create and maintain reports and dashboards to support data-driven decision-making.
• Work closely with stakeholders to understand reporting requirements.

License Management

• Responsible for the correct licensing for the Salesforce application.

Job Requirements, Skills, Education and Experience

• 3+ years Proven experience as a Salesforce Administrator, with a focus on the financial domain.
• Strong understanding of Salesforce best practices and industry trends.
• Experience with Salesforce Service Cloud and Salesforce Sales Cloud.
• Experience with Salesforce flows.
• Experience with data management, system integration, and security implementation.
• Excellent communication and interpersonal skills.
• Ability to collaborate with cross-functional teams and adapt to evolving business needs.

Nice to have

• Salesforce Administrator Certification is highly desirable.
• Experience developing custom applications, writing code (Apex, LWC), building integrations, and/or testing and maintaining custom solution.
• Experience working in Azure DevOps, Jira, or similar system.
• Experience with git or similar version control systems.
• Experience working within Agile Framework.

Role Location / Hybrid Schedule

This role can be based in our Southampton office. Although the nature of most roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken depend on the demands and needs of the business, the office space available, and the individual’s preferences and circumstances.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Information Technology

Industries

• Accounting