Caseware

Salesforce Administrator

Maidstone, England, United Kingdom

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
FintechIndustries

Requirements

Candidates should possess at least 3 years of hands-on experience administering Salesforce in a business context, demonstrating a strong understanding of Lightning Experience and UI components. Proficiency in Salesforce configuration, including automation (Flow, Process Builder), reporting, and permission sets is required, along with experience supporting cross-functional teams through tailored Salesforce solutions. Familiarity with Salesforce data management tools such as Data Loader and Workbench, and integrations with platforms like NetSuite, MuleSoft, or other middleware is also necessary.

Responsibilities

As a Salesforce Administrator, you will translate evolving business requirements into scalable Salesforce solutions, optimize core functionalities like user access controls and automation, collaborate with stakeholders to gather requirements and implement solutions, build and maintain dashboards and reports for data-driven insights, serve as a primary point of contact for Salesforce support, maintain data quality through import/export processes, deliver user enablement resources, and drive system performance and audit readiness by proactively identifying improvements and ensuring compliance.

Skills

Salesforce Administration
Lightning Experience
UI Components
Automation (Flow, Process Builder)
Reporting
Permission Sets
Data Loader
Workbench
Integrations
Cross-functional Collaboration
Agile Tools (Jira)

Caseware

Provides software for audit and practice management

About Caseware

Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage their operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.

Toronto, CanadaHeadquarters
1988Year Founded
GROWTH_EQUITY_VCCompany Stage
Enterprise Software, Financial ServicesIndustries
501-1,000Employees

Benefits

Hybrid Work Options
Flexible Work Hours

Risks

Integration of LeaseJava may face operational challenges with existing systems.
Data privacy risks arise from the Validis partnership's data processes.
Resistance to AI tools like AiDA may slow market adoption.

Differentiation

Caseware offers cloud-based solutions for audit and financial reporting processes.
The company integrates AI-driven tools like AiDA to enhance auditing efficiency.
Caseware's acquisition of LeaseJava expands its lease management capabilities.

Upsides

Growing demand for cloud solutions boosts Caseware's market potential.
Partnerships with Validis and Xero enhance data management and market reach.
Increased tech investments in accounting firms align with Caseware's offerings.

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