Salesforce Administrator & Service Desk Lead
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team The Digital and Technology team's purpose is to provide cutting-edge digital solutions that are safe and reliable whilst improving efficiency and reducing potential risks for everyone at Triple Point. The Digital Transformation team looks after our core systems, the integration between them, and all aspects of data, from the data warehouse to reporting that provides clear insight into trends. It automates manual business processes, adopts emerging technology such as Gen/Adaptive AI, and uses Microsoft 365 tooling to make TP and our TP'ers more efficient. It also manages our outsourced Salesforce developers and quality assurance specialists to ensure delivery quality and pace. The role As our Salesforce Administrator & Service Desk Lead you are the day-to-day owner and single front door for the Salesforce estate. Your primary focus is business-as-usual keeping the platform running, well-supported and well-administered, on clear ITSM principles. You work closely enough with the transformation to absorb its changes and sustain the modernised platform once it lands making this both a BAU-first role and an embedded part of the programme. The Role’s Key Responsibilities Own day-to-day Salesforce administration and act as the single support front door across the estate. Run the service desk on ITSM principles manage ticket queues, prioritisation and SLAs; triage and resolve incidents and requests; and escalate cleanly. Build and maintain the knowledge base and runbooks turning fixes into self-service and repeatable process, and spreading knowledge across the team. Configure and maintain the platform across Sales, Service and Experience Cloud (FSC preferred) users, profiles and permission sets, flows, page layouts, reports and dashboards. Administer the tools that surround the platform telephony / CTI (e.g. Zoom Phone, Service Cloud Voice), e-signature and document generation (e.g. DocuSign) in support of the client journey. Own data quality and hygiene deduplication and data-quality tooling, data loads, and monitoring of declarative integrations. Support release management and deployments alongside the delivery partner; provide first-line security admi...