
OakNorth
We’re enabling intrepid entrepreneurs and connecting savvy savers with the tools and tech to fast-track their future.
Connect with This Employer:About the Company
About the Role
OakNorth is focused on enhancing customer visibility and creating a connected experience across our product lines (Business Banking, Lending, and Personal Savings). Our newly launched CRM Platform (Salesforce) plays a key role in achieving this goal. The ideal candidate will design, implement, and manage our Salesforce platform, ensuring it supports our business needs and growth.
Key Responsibilities:
- Design, configure, and customize Salesforce to align with business processes in sales, service, and marketing.
- Develop and implement solutions, including custom objects, fields, formulas, workflows, and automation tools.
- Collaborate with stakeholders to gather requirements and transform them into practical solutions.
- Architect and implement integrations between Salesforce and other systems.
- Manage Salesforce security features, including user roles, profiles, permissions, and sharing rules.
- Ensure data quality and consistency within Salesforce.
- Provide ongoing technical support and training for Salesforce users.
- Stay informed about the latest Salesforce features and updates.
- Work with cross-functional teams to align business and technical goals.
- Participate in Agile processes such as sprint planning, daily stand-ups, and retrospectives.
Required Skills and Experience:
- Experience with Salesforce Sales Cloud, Service Cloud, and ideally Financial Services Cloud.
- Strong knowledge of Salesforce configuration and customization (declarative development).
- Experience with Salesforce AI tools (e.g., Einstein, Agentforce).
- Familiarity with external AI integrations (e.g., OpenAI) for Salesforce.
- Proficiency in Lightning Web Components, FlexCards, and REST/SOAP API integrations.
- Knowledge of workflow automation tools such as Process Builder and Flow Builder.
- Proficiency in data manipulation languages (SOQL).
- Experience with marketing automation tools (e.g., Iterable, Hubspot, Marketing Cloud).
- Strong stakeholder management skills and experience working with both business and technical teams.
How to Work:
- Collaborate within a cross-functional, mission-driven team that values autonomy.
- Focus on solving user problems that lead to business outcomes, measuring success based on results.
- Foster a culture of continuous improvement by sharing feedback and learning from mistakes.
- Actively participate in research and conversations to understand user needs.
- Support continuous deployment by ensuring efficient and automated delivery.
- Adopt test-driven development (TDD) to maintain speed and confidence in delivering solutions.
- Take full ownership of the features you work on, embracing a DevOps culture.
- Work with cloud-native tools to automate low-value tasks and focus on high-quality outcomes.
What’s Valued:
- A diverse team where different voices are valued, and safety is created for all to share opinions.
- A collaborative and supportive environment, where teamwork and laughter are encouraged.
- An inclusive workplace where everyone feels they belong and can be themselves.
What’s Great About This Role:
- Minimum of 3 days per week in-office to encourage collaboration and hands-on innovation.
- A work-life balance with 25 days holiday (plus bank holidays) and enhanced family leave.
- A competitive salary and equity to share in the business’s success.
- A selection of top-tier hardware, with a choice of macOS or Ubuntu laptops.
- Regular team and company social events, including office breakfasts, dinners, and a free barista bar.
- Commuter support, including a cycle-to-work scheme.