Triple Point
Salesforce Administrator & Service Desk Lead
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Salesforce Administrator & Service Desk Lead
About Us
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 modernized 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 processes, 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 administration and uphold change control and governance.
- Absorb knowledge transfer from the programme and delivery partner, sustaining BAU through and beyond the transformation.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Experience
- Salesforce Administrator certification, with strong hands-on administration across multiple clouds: Sales, Service, and Experience Cloud (FSC preferred).
- Service-desk / BAU support experience with solid ITSM knowledge: ticket-queue management, prioritisation, SLAs, and incident / request handling.
- Flow automation, security, and sharing configuration, reports and dashboards, and data management.
- Experience administering telephony / CTI and e-signature / document-generation tooling (e.g., DocuSign) in support of customer journeys.
- Release and deployment support (change sets / SFDX awareness) and strong documentation and knowledge-base discipline.
- Confident stakeholder support and communication: the visible front door for platform users.
Qualifications & Desirable
- ITIL Foundation (v4) or equivalent ITSM grounding.
- Further Salesforce certifications: Advanced Administrator, Service Cloud Consultant, and / or Platform App Builder.
- Experience with ITSM / ticketing platforms (e.g., Jira, ServiceNow, Zendesk) and building service-desk reporting.
- Financial services or other regulated environment.
- Data-quality tooling (e.g., Cloudingo or similar) and awareness of adjacent finance and business systems.
- Exposure to AI-assisted administration, operations, and agentic solutioning.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Join Us?
- You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
- Be part of a growing and innovative team leading the way in tech solutions.
- We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
- Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
- Stay Curious.
- Be Generous.
- Take Thoughtful Action.
- Pull Together.
- Own It.
In line with our values, Stay Curious and Take Thoughtful Action, every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working, and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Equal Opportunities
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location