Lead Salesforce Engineer

Capital Economics is already a leading independent macro-economic research provider and is transforming its macroeconomics service to hand its clients a distinct advantage. Founded by renowned economist Roger Bootle in 1999 the business has an enviable and decorated international reputation for pithy, high-quality content and insights. Capital Economics' unrivalled independent and proprietary expertise is increasingly tailor-delivered and digital to ensure its clients and partners can make better investment, commercial and policy decisions, faster.

The business currently generates c £25 m revenue per annum and is highly profitable. We have a talented team of 140 across four office locations in London, New York, Toronto, and Singapore. The Capital Economics team includes over 60 highly qualified, experienced economists, over 50 in new business sales, account management and marketing, as well as the senior management, technology, and other operational staff. The core existing offering is macro-economic, financial markets and sectoral analysis, forecasts and consultancy with 30 subscription streams. The business has a strong renewal rate and 95% subscription based revenues. It has launched a series of market leading new services in recent months, including The Long Run (long range forecasting and thematic coverage) and CEI (an interactive data product), and has a new management team (CFO and CRO new in 2021). The business already serves over 1400 clients across 96 countries, mostly selling to individuals at financial institutions, and is working to double digit organic growth ambition. Our current client base is principally in the key financial centres worldwide such as London, the east coast of the United States, Singapore, Hong Kong and Australia. All products today are provided in English language. The revenue split is currently 25% from the UK, 25% Europe, 35% North America and 15% Asia.

Ownership: Phoenix Equity Partners

Phoenix Equity Partners is a mid-market private equity firm that backs management teams and entrepreneurs to drive growth in their businesses. Phoenix are experienced investors in medium sized, UK based businesses valued up to £200 m and acquired Capital Economics in 2018.

Role context

With the backing of one of the UK’s leading PE firms, Capital Economics is investing to leverage its unrivalled market position in macroeconomics and transform the value delivered to its clients through the service provided to new and existing clients and partners internationally. Furthermore, with new CEO, CFO, Chief Revenue Officer and Technical Director joining the management team in 2021 the business is working to deliver a step change in the experience through which its clients use its macroeconomics data and services.

Salesforce is one of the key technologies that Capital Economics leverages, and we are seeking to hire a new permanent member of staff to support the ongoing expansion of Sales Cloud, CPQ and Marketing Cloud within the business. The new staff member will be responsible for leading numerous expansion and integration projects on Salesforce as well as owning the operational support function for the Salesforce platforms. Key areas of contribution and delivery include:

• Building strong working relationships with internal team members, external stakeholders, and departmental peers (Director of Technology, Product Managers, Sales Operations Team, Senior Salesforce Admin, CMS Developers, etc)
• Manage the Salesforce administration team.
• Manage the relationship with external Salesforce suppliers.
• Advise and lead on Salesforce security best practice and data compliance on all areas that the team works on.
• Comply and contribute to company standards, processes and procedures.
• Lead the design of the target Salesforce architecture.
• Perform initial Salesforce project engagement and requirements scoping.
• Create and maintain supporting documentation, ensuring that processes/standards are adhered to.
• Lead on establishing business needs and requirements (including non-functional requirements).
• Create and manage Data Metrics and Key Performance Indicators; to support business decisions, improve processes and increase efficiency.
• Lead the training of other members of staff on the Salesforce ecosystem to improve their Salesforce knowledge, skills, and processes.
• Lead the implementation of a unified daily task driven workflow for use within the sales team.
• Lead the sales and marketing team automations to improve internal team efficiency.
• Design and support the integration of Salesforce with other business platforms. This may require the evaluation of AppExchange packages or other 3rd party software.
• Control Salesforce User Administration tasks including User Access, System Security, Role and Profile modifications (including Permission Sets, Sharing Rules & Public Groups). Creation of Custom Objects, Custom Fields, Page Layouts, Workflow Rules, Validation Rules, Reports, Dashboards and Process Builder.
• Create and manage scalable workflows, automations, and processes in the system while maintaining data integrity and increasing end user efficiency.
• Lead the design and creation of Salesforce dashboards and reports for operational and financial KPIs.
• Define a deployment pipeline between different Salesforce environments and ensure that it is maintained.

Skills & experience

Essential

• Experience of leading a Salesforce team.
• Experience of mentoring, facilitating technical discussions and setting direction.
• In depth knowledge of operational and application security.
• Excellent collaboration and communication skills with a delivery focussed mindset.
• Apex programming experience.
• Experience with multiple Salesforce technologies: Sales Cloud, Marketing Cloud and APEX.
• Strong analytical skills, including a thorough understanding of how to interpret business needs and translate them into application and operational requirements.
• Strong problem-solving abilities and an excellent attention to detail with a desire to own and resolve issues and challenges that impact the Salesforce platform.
• Awareness of the latest Salesforce technologies and trends.
• Extensive experience in the systems delivery lifecycle including requirements gathering, analysis, design, configuration, integration, testing (all phases), migration and deployment.
• In depth understanding of Salesforce data modelling.
• Proven ability to analyse, design, and optimize business processes via technology and integration, including leadership in guiding customers and colleagues in rationalising and deploying Salesforce solutions.
• Experience working as a Salesforce administrator/developer on large scale deployments.

Desirable

• Experience working within a Salesforce consultancy.
• Experience with Salesforce CPQ.
• Experience of integrating Salesforce with Financial management platforms.
• Salesforce certifications in Sales Cloud, CPQ and Marketing Cloud.
• Experience working with AMPScript.
• Proficient in SQL and SOQL.
• Knowledge of Marketing Cloud integration offerings (FTP, API, MC Connect), extension products and features (Datorama, Audience Builder, etc.).

Please send a CV with a short covering letter explaining why you want to work for Capital Economics and why you are suited to the role.

At Capital Economics, we are striving to create a diverse workforce and inclusive environment, which we believe are critical to help us make better decisions for the company, our employees, and our clients. A diverse and inclusive workplace makes for more innovative, engaged, and empowered employees, from whom business strength can be derived. This is particularly important in macroeconomic research, which relies on a diversity of views and opinions to be relevant and insightful.

Capital Economics is committed to equality, inclusion, and diversity. We encourage applications from all candidates regardless of ethnicity, religion or belief, gender, sexual orientation, age, disability, or gender identity. If you need reasonable adjustments to be made to the application process to ensure you are not at a disadvantage to other candidates, please include this in your cover letter. This is applicable if you have a disability or if you are neurodiverse/hold neurodiverse traits.

• Leave package
• Pension
• Life assurance
• Work from home
• Training & development
• Good additional maternity and paternity policies
• Bike to work scheme
• Thriving social committee