Salesforce Lead
CV-LibraryGerrards Cross, BuckinghamshirepermanentPosted: 2 July 2026
Apply NowSalesforce Lead
Location: Gerrards Cross - 2-3 days per week & Remote
Salary: £70-80k + Bonus
Type: Permanent
No Sponsorship Available
Purpose
The Salesforce Lead is responsible for managing and optimising our Salesforce platform and connect tools, including Clari, SalesLoft and Highspot, serving Sales, Customer Success, Order Management and Support teams. Salesforce is the core of the role. This is hands-on: you will run the platform day to day, deliver the changes our Sales, Customer Success, Order Management and Support teams rely on, and keep the data clean and trusted.
You will line-manage a small team, set the practical roadmap for the platform, and work directly with commercial leaders to turn how they sell, renew and serve customers into clean Salesforce processes. You will also manage our Salesforce implementation partner for any specialist or net-new build, so we buy that skill on demand rather than carry it in-house. You will be accountable for platform stability, user adoption, data integrity and reducing the volume of avoidable support tickets through better design.
Key Responsibilities
Platform Ownership & Roadmap
Own and maintain a practical roadmap of Salesforce changes and improvements, prioritised by commercial value and effort.
Translate how the business sells, renews and serves customers into clean Salesforce processes - lead routing, opportunity and renewal stages, attribution, and approvals.
Own Salesforce CPQ post go-live (July 2026) - pricing, product bundles, discount and approval rules - working with the implementation partner through the launch and into business-as-usual.
Hands-on build and configuration: fields, page layouts, flows, validation rules, permission sets, reports and dashboards.
Reduce avoidable ticket volume by fixing root causes - through better permissions, layouts, validation and self-service - not just resolving requests one by one.
Own the connected tools in the commercial stack - HubSpot, Clari and SalesLoft - and keep the integrations and field mappings working.
Manage call recording and automated meeting preparation capabilities to enhance sales productivity and visibility.
Own diary management features and integrations that keep sales calendars clean and aligned with CRM data.
Implement and maintain propensity to buy signals and scoring models to improve lead prioritisation and sales focus.
Build and optimise Account Manager dashboards to surface key metrics, opportunities and account health.
Develop Salesforce integrations with Claude and other AI tools to support sales processes and improve team productivity.Team Leadership & Development
Line-manage and develop a small Salesforce team (administrator and support analyst), setting clear priorities and standards.
Manage our Salesforce implementation partner for any specialist or net-new build (for example automation, integrations or Agentforce), so we buy that skill on demand.
Document how the platform's key processes work so knowledge is shared across the team, not held by one person.
Conduct regular check-ins and reviews, supporting the team's certifications and development.
Manage the team workload and the partner budget and flag resourcing needs.Platform Optimisation
Keep the platform stable, secure and performing well across Sales Cloud and Service Cloud.
Manage Salesforce releases and connected-tool updates to minimise disruption.
Implement governance controls for data management, access management and compliance.
Monitor key platform metrics including system health, user adoption, data quality and system performance.
Lead investigations into critical issues and drive remediation plans.Stakeholder Management
Serve as the primary point of contact for all Salesforce matters across the organisation.
Partner with business leaders to understand requirements and translate them into Salesforce solutions.
Communicate platform updates, improvements and changes to stakeholders.
Provide executive reporting on platform health, user adoption and ROI.
Manage user adoption programmes, including training and change management initiatives.Key Skills, Experience and Qualifications
Essential Skills
Salesforce Certified Administrator, ideally Advanced Administrator. Platform App Builder is a plus.
5+ years hands-on Salesforce administration, including Sales Cloud and Service Cloud.
Working knowledge of Salesforce CPQ - able to own and administer pricing, bundles and approval rules, and manage a partner's build. We are going live with CPQ in July 2026, so comfort supporting it from day one is important.
Strong commercial understanding of how a B2B sales organisation works - pipeline, opportunities, renewals, forecasting and attribution - and the ability to turn that into clean Salesforce processes.
Expert in declarative configuration: flows, validation rules, permission sets, page layouts, record types, reports and dashboards.
Experience integrating Salesforce with connected commercial tools such as HubSpot, Clari or SalesLoft, including field mapping and data flow.
Sound data management - imports, mass updates, deduplication and keeping data clean and trusted.
Experience managing or working alongside a Salesforce implementation partner to scope and deliver build work.
A track record of reducing support demand through better design, governance and self-service.
Clear communicator who can work with commercial teams and explain technical things simply.
People management experience.
Financial acumen to develop budgets and demonstrate ROI.
Detail-oriented with strong project management skills.Desirable Skills
Familiarity with emerging Salesforce capabilities (e.g. Agentforce, AI features) sufficient to scope requirements and brief implementation partners.
Experience in a SaaS or technology business.
Familiarity with AppExchange tools and how to evaluate them.
Knowledge of Jira and how it connects to Salesforce.
Experience building reports and dashboards in a BI tool (Tableau, Power BI or similar)
Location: Gerrards Cross - 2-3 days per week & Remote
Salary: £70-80k + Bonus
Type: Permanent
No Sponsorship Available
Purpose
The Salesforce Lead is responsible for managing and optimising our Salesforce platform and connect tools, including Clari, SalesLoft and Highspot, serving Sales, Customer Success, Order Management and Support teams. Salesforce is the core of the role. This is hands-on: you will run the platform day to day, deliver the changes our Sales, Customer Success, Order Management and Support teams rely on, and keep the data clean and trusted.
You will line-manage a small team, set the practical roadmap for the platform, and work directly with commercial leaders to turn how they sell, renew and serve customers into clean Salesforce processes. You will also manage our Salesforce implementation partner for any specialist or net-new build, so we buy that skill on demand rather than carry it in-house. You will be accountable for platform stability, user adoption, data integrity and reducing the volume of avoidable support tickets through better design.
Key Responsibilities
Platform Ownership & Roadmap
Own and maintain a practical roadmap of Salesforce changes and improvements, prioritised by commercial value and effort.
Translate how the business sells, renews and serves customers into clean Salesforce processes - lead routing, opportunity and renewal stages, attribution, and approvals.
Own Salesforce CPQ post go-live (July 2026) - pricing, product bundles, discount and approval rules - working with the implementation partner through the launch and into business-as-usual.
Hands-on build and configuration: fields, page layouts, flows, validation rules, permission sets, reports and dashboards.
Reduce avoidable ticket volume by fixing root causes - through better permissions, layouts, validation and self-service - not just resolving requests one by one.
Own the connected tools in the commercial stack - HubSpot, Clari and SalesLoft - and keep the integrations and field mappings working.
Manage call recording and automated meeting preparation capabilities to enhance sales productivity and visibility.
Own diary management features and integrations that keep sales calendars clean and aligned with CRM data.
Implement and maintain propensity to buy signals and scoring models to improve lead prioritisation and sales focus.
Build and optimise Account Manager dashboards to surface key metrics, opportunities and account health.
Develop Salesforce integrations with Claude and other AI tools to support sales processes and improve team productivity.Team Leadership & Development
Line-manage and develop a small Salesforce team (administrator and support analyst), setting clear priorities and standards.
Manage our Salesforce implementation partner for any specialist or net-new build (for example automation, integrations or Agentforce), so we buy that skill on demand.
Document how the platform's key processes work so knowledge is shared across the team, not held by one person.
Conduct regular check-ins and reviews, supporting the team's certifications and development.
Manage the team workload and the partner budget and flag resourcing needs.Platform Optimisation
Keep the platform stable, secure and performing well across Sales Cloud and Service Cloud.
Manage Salesforce releases and connected-tool updates to minimise disruption.
Implement governance controls for data management, access management and compliance.
Monitor key platform metrics including system health, user adoption, data quality and system performance.
Lead investigations into critical issues and drive remediation plans.Stakeholder Management
Serve as the primary point of contact for all Salesforce matters across the organisation.
Partner with business leaders to understand requirements and translate them into Salesforce solutions.
Communicate platform updates, improvements and changes to stakeholders.
Provide executive reporting on platform health, user adoption and ROI.
Manage user adoption programmes, including training and change management initiatives.Key Skills, Experience and Qualifications
Essential Skills
Salesforce Certified Administrator, ideally Advanced Administrator. Platform App Builder is a plus.
5+ years hands-on Salesforce administration, including Sales Cloud and Service Cloud.
Working knowledge of Salesforce CPQ - able to own and administer pricing, bundles and approval rules, and manage a partner's build. We are going live with CPQ in July 2026, so comfort supporting it from day one is important.
Strong commercial understanding of how a B2B sales organisation works - pipeline, opportunities, renewals, forecasting and attribution - and the ability to turn that into clean Salesforce processes.
Expert in declarative configuration: flows, validation rules, permission sets, page layouts, record types, reports and dashboards.
Experience integrating Salesforce with connected commercial tools such as HubSpot, Clari or SalesLoft, including field mapping and data flow.
Sound data management - imports, mass updates, deduplication and keeping data clean and trusted.
Experience managing or working alongside a Salesforce implementation partner to scope and deliver build work.
A track record of reducing support demand through better design, governance and self-service.
Clear communicator who can work with commercial teams and explain technical things simply.
People management experience.
Financial acumen to develop budgets and demonstrate ROI.
Detail-oriented with strong project management skills.Desirable Skills
Familiarity with emerging Salesforce capabilities (e.g. Agentforce, AI features) sufficient to scope requirements and brief implementation partners.
Experience in a SaaS or technology business.
Familiarity with AppExchange tools and how to evaluate them.
Knowledge of Jira and how it connects to Salesforce.
Experience building reports and dashboards in a BI tool (Tableau, Power BI or similar)