Akkodis
City, Sheffield
Salesforce Product Manager Akkodis are currently working in partnership with a leading service provider to recruit an experienced Salesforce Product Manager to lead and be accountable for the strategic direction, optimisation, and ongoing evolution of the Salesforce Service Cloud platform across our clients business. Please note this would be a hybrid role with 2-3 days a week required in Sheffield (close proximity to Sheffield train station) The Role As the Salesforce Product Manager you will ensure that Salesforce capabilities are aligned to business objectives, deliver measurable operational benefits, and enable scalable, customer-centric solutions through effective product ownership, stakeholder engagement, and technical leadership. You will be a hands-on Product Manager with a detailed, working understanding of Salesforce Service Cloud, the wider Salesforce ecosystem (including integrations and data), and emerging AI capabilities (such as automation, analytics, and AI-driven service features), enabling you to shape, challenge, and guide solution design and delivery effectively. Along with a highly competitive salary there is the flexibility of hybrid working and the opportunity to develop your skills with further training and certifications. The Responsibilities Own, actively manage and present quarterly the end-to-end product roadmap for Salesforce platforms, incorporating input from stakeholder teams and ensuring alignment with organisational strategy and customer experience objectives. Identify, assess, and prioritise product features, enhancements, and technical improvements that drive operational efficiency, improve customer satisfaction, support revenue growth, and enhance overall profitability. Work collaboratively with cross-functional teams (Operations, IT, Digital, Data, Compliance, and third-party suppliers) to ensure Salesforce product goals are fully aligned with business outcomes and regulatory requirements. Translate product strategy into clear product requirements, including epics, user stories, acceptance criteria, and success measures, ensuring delivery teams have a shared understanding of expected outcomes. Conduct market research, industry benchmarking, and competitive analysis to identify emerging trends, opportunities, and risks relevant to the Salesforce product landscape. Partner closely with development and delivery teams to ensure solutions are designed, built, tested, and delivered on time, within budget, and to agreed quality standards, managing dependencies and trade-offs where required. Develop, maintain, and govern product documentation, including user guides, release notes, training materials, and technical documentation, ensuring consistency and adoption across the organisation. Analyse product usage data, performance metrics, and customer feedback to identify improvement opportunities, validate roadmap priorities, and continuously optimise platform value. Lead and support go-to-market and change initiatives for new Salesforce features and enhancements, working with operational, sales, and communications teams to drive effective adoption and benefits realisation. The Requirements Demonstrable experience operating as a user-focused Product Manager / Product Owner for Salesforce, supported by relevant Salesforce certifications across core products. Deep, hands-on expertise in Salesforce Service Cloud, including case management, omni-channel service, automation, reporting, and customer experience optimisation. A strong working knowledge of the wider Salesforce ecosystem, including Sales Cloud, Marketing Cloud, and related platform capabilities, with an appreciation of how these can be integrated to deliver end-to-end customer journeys. Proven ability to collaborate with technical delivery teams and influence senior stakeholders to define, agree, and maintain a clear product vision and roadmap that delivers measurable strategic outcomes. Experience translating product strategy and roadmaps into prioritised backlogs, ensuring the highest-value features and improvements are delivered first, balancing business value, risk, and technical dependency. Demonstrated experience coaching and mentoring Salesforce Administrators, fostering capability growth, best practice, and continuous improvement. Experience managing and holding third-party suppliers and delivery partners to account, ensuring quality, value for money, and alignment to agreed outcomes. If you are looking for an exciting new challenge to join a growing organisation and play a key role in its continued success, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/ or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Salesforce Product Manager Akkodis are currently working in partnership with a leading service provider to recruit an experienced Salesforce Product Manager to lead and be accountable for the strategic direction, optimisation, and ongoing evolution of the Salesforce Service Cloud platform across our clients business. Please note this would be a hybrid role with 2-3 days a week required in Sheffield (close proximity to Sheffield train station) The Role As the Salesforce Product Manager you will ensure that Salesforce capabilities are aligned to business objectives, deliver measurable operational benefits, and enable scalable, customer-centric solutions through effective product ownership, stakeholder engagement, and technical leadership. You will be a hands-on Product Manager with a detailed, working understanding of Salesforce Service Cloud, the wider Salesforce ecosystem (including integrations and data), and emerging AI capabilities (such as automation, analytics, and AI-driven service features), enabling you to shape, challenge, and guide solution design and delivery effectively. Along with a highly competitive salary there is the flexibility of hybrid working and the opportunity to develop your skills with further training and certifications. The Responsibilities Own, actively manage and present quarterly the end-to-end product roadmap for Salesforce platforms, incorporating input from stakeholder teams and ensuring alignment with organisational strategy and customer experience objectives. Identify, assess, and prioritise product features, enhancements, and technical improvements that drive operational efficiency, improve customer satisfaction, support revenue growth, and enhance overall profitability. Work collaboratively with cross-functional teams (Operations, IT, Digital, Data, Compliance, and third-party suppliers) to ensure Salesforce product goals are fully aligned with business outcomes and regulatory requirements. Translate product strategy into clear product requirements, including epics, user stories, acceptance criteria, and success measures, ensuring delivery teams have a shared understanding of expected outcomes. Conduct market research, industry benchmarking, and competitive analysis to identify emerging trends, opportunities, and risks relevant to the Salesforce product landscape. Partner closely with development and delivery teams to ensure solutions are designed, built, tested, and delivered on time, within budget, and to agreed quality standards, managing dependencies and trade-offs where required. Develop, maintain, and govern product documentation, including user guides, release notes, training materials, and technical documentation, ensuring consistency and adoption across the organisation. Analyse product usage data, performance metrics, and customer feedback to identify improvement opportunities, validate roadmap priorities, and continuously optimise platform value. Lead and support go-to-market and change initiatives for new Salesforce features and enhancements, working with operational, sales, and communications teams to drive effective adoption and benefits realisation. The Requirements Demonstrable experience operating as a user-focused Product Manager / Product Owner for Salesforce, supported by relevant Salesforce certifications across core products. Deep, hands-on expertise in Salesforce Service Cloud, including case management, omni-channel service, automation, reporting, and customer experience optimisation. A strong working knowledge of the wider Salesforce ecosystem, including Sales Cloud, Marketing Cloud, and related platform capabilities, with an appreciation of how these can be integrated to deliver end-to-end customer journeys. Proven ability to collaborate with technical delivery teams and influence senior stakeholders to define, agree, and maintain a clear product vision and roadmap that delivers measurable strategic outcomes. Experience translating product strategy and roadmaps into prioritised backlogs, ensuring the highest-value features and improvements are delivered first, balancing business value, risk, and technical dependency. Demonstrated experience coaching and mentoring Salesforce Administrators, fostering capability growth, best practice, and continuous improvement. Experience managing and holding third-party suppliers and delivery partners to account, ensuring quality, value for money, and alignment to agreed outcomes. If you are looking for an exciting new challenge to join a growing organisation and play a key role in its continued success, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/ or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Lightfoot
Exeter, Devon
About the role The Salesforce Administrator supports the ongoing configuration, optimisation, and governance of Lightfoot's Salesforce platform, acting as the operational backbone of the system. The role ensures the Salesforce org is reliable, scalable, secure, and aligned with business processes across all teams. Working closely with stakeholders across the business, the Salesforce Administrator helps maintain platform health, user adoption, automation quality, and data integrity so Lightfoot can deliver efficient, customer-centric outcomes that support sustained growth.This role is critical to delivering the 20% growth we are driving to achieve, by ensuring Salesforce supports operational efficiency, accurate reporting, process automation, and scalable system design. Within 6-12 months, this role will have stabilised core automation, improved reporting accuracy, and reduced manual processing through Flow-led optimisation. This role is ideal for someone looking to step into greater ownership and develop toward a senior Salesforce position.This is a hybrid position requiring two days per week in the office. Key Responsibilities Salesforce Administration & Configuration Manage day-to-day administration of the Salesforce org including users, profiles, permission sets, roles, and access controls. Configure and maintain objects, fields, page layouts, record types, validation rules, flows, and automation. Build and maintain reports and dashboards to support operational and commercial decision-making. Ensure system changes are properly tested, documented, and deployed in line with governance standards. Support sandbox management, change sets, and release coordination activities. Automation & Process Optimisation Design and maintain Flow-based automation to improve efficiency and reduce manual processes. Identify opportunities to streamline workflows and remove friction across departments. Troubleshoot and resolve automation issues, ensuring minimal disruption to users. Work with stakeholders to translate business requirements into scalable Salesforce solutions. Data Quality, Reporting & Governance Maintain high standards of data accuracy, consistency, and integrity across the platform. Monitor data health and implement validation or automation controls to prevent data quality issues. Support regular audits of user access, field usage, and automation performance. Produce accurate reporting and dashboards to provide visibility of KPIs, trends, and operational metrics. User Support & Enablement Act as first-line support for Salesforce-related queries and issues. Provide training and guidance to users to drive adoption and best practice usage. Create and maintain clear documentation of processes, system configurations, and changes. Build strong working relationships across all teams to ensure the platform meets evolving needs. Platform Maintenance & Continuous Improvement Monitor system performance, storage usage, and platform limits. Support integration monitoring and basic troubleshooting (APIs, connected apps, named credentials where applicable). Keep up to date with Salesforce releases and assess relevant new features for adoption. Contribute to the roadmap for platform enhancements and long-term scalability. Work requests/issues through the Project Tracker in Salesforce. Skills & Experience Experience administering Salesforce, including core objects, security, reports, dashboards and Flow. Experience building and maintaining automation using Salesforce Flow. Ability to translate business requirements into practical system configuration. Strong attention to detail with a structured approach to change management. Confident communicator, comfortable working with technical and non-technical stakeholders. Analytical, organised and solution focused. Proficient in Microsoft Office. Salesforce Administrator Certification (desirable) Exposure to SaaS or B2B environments, integrations or APIs (desirable) REF-
About the role The Salesforce Administrator supports the ongoing configuration, optimisation, and governance of Lightfoot's Salesforce platform, acting as the operational backbone of the system. The role ensures the Salesforce org is reliable, scalable, secure, and aligned with business processes across all teams. Working closely with stakeholders across the business, the Salesforce Administrator helps maintain platform health, user adoption, automation quality, and data integrity so Lightfoot can deliver efficient, customer-centric outcomes that support sustained growth.This role is critical to delivering the 20% growth we are driving to achieve, by ensuring Salesforce supports operational efficiency, accurate reporting, process automation, and scalable system design. Within 6-12 months, this role will have stabilised core automation, improved reporting accuracy, and reduced manual processing through Flow-led optimisation. This role is ideal for someone looking to step into greater ownership and develop toward a senior Salesforce position.This is a hybrid position requiring two days per week in the office. Key Responsibilities Salesforce Administration & Configuration Manage day-to-day administration of the Salesforce org including users, profiles, permission sets, roles, and access controls. Configure and maintain objects, fields, page layouts, record types, validation rules, flows, and automation. Build and maintain reports and dashboards to support operational and commercial decision-making. Ensure system changes are properly tested, documented, and deployed in line with governance standards. Support sandbox management, change sets, and release coordination activities. Automation & Process Optimisation Design and maintain Flow-based automation to improve efficiency and reduce manual processes. Identify opportunities to streamline workflows and remove friction across departments. Troubleshoot and resolve automation issues, ensuring minimal disruption to users. Work with stakeholders to translate business requirements into scalable Salesforce solutions. Data Quality, Reporting & Governance Maintain high standards of data accuracy, consistency, and integrity across the platform. Monitor data health and implement validation or automation controls to prevent data quality issues. Support regular audits of user access, field usage, and automation performance. Produce accurate reporting and dashboards to provide visibility of KPIs, trends, and operational metrics. User Support & Enablement Act as first-line support for Salesforce-related queries and issues. Provide training and guidance to users to drive adoption and best practice usage. Create and maintain clear documentation of processes, system configurations, and changes. Build strong working relationships across all teams to ensure the platform meets evolving needs. Platform Maintenance & Continuous Improvement Monitor system performance, storage usage, and platform limits. Support integration monitoring and basic troubleshooting (APIs, connected apps, named credentials where applicable). Keep up to date with Salesforce releases and assess relevant new features for adoption. Contribute to the roadmap for platform enhancements and long-term scalability. Work requests/issues through the Project Tracker in Salesforce. Skills & Experience Experience administering Salesforce, including core objects, security, reports, dashboards and Flow. Experience building and maintaining automation using Salesforce Flow. Ability to translate business requirements into practical system configuration. Strong attention to detail with a structured approach to change management. Confident communicator, comfortable working with technical and non-technical stakeholders. Analytical, organised and solution focused. Proficient in Microsoft Office. Salesforce Administrator Certification (desirable) Exposure to SaaS or B2B environments, integrations or APIs (desirable) REF-
CV Elite Limited
Bristol, Gloucestershire
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
