Head of Salesforce

Salary: £80,000 - 100,000 per year

Requirements:

• Significant experience owning or leading Salesforce within a B2B commercial environment, ideally SaaS or technology.
• Strong hands-on Salesforce knowledge across Sales Cloud and Service Cloud.
• Strong working knowledge of Salesforce CPQ, including pricing, product configuration, bundles, discounting and approval processes.
• Strong understanding of B2B commercial processes including pipeline, opportunities, quoting, renewals, forecasting and attribution.
• Strong declarative Salesforce configuration experience, including Flow, validation rules, permission sets, record types, page layouts, reports and dashboards.
• Experience defining and owning a Salesforce strategy and roadmap.
• Experience integrating Salesforce with commercial platforms such as HubSpot, Clari, SalesLoft or similar.
• Strong understanding of Salesforce data management, governance and security.
• Experience managing Salesforce implementation partners and external vendors.
• Experience leading, mentoring or managing Salesforce professionals.
• Track record of improving Salesforce adoption, reducing technical debt and simplifying business processes.
• Ability to influence and challenge senior commercial stakeholders.
• Strong communication skills with the ability to translate between commercial and technical requirements.
• Previous experience as a Head of Salesforce, Salesforce Platform Lead, Salesforce Product Owner, Salesforce Manager or Senior Salesforce Lead.
• SaaS, software or technology industry experience.
• Salesforce certifications such as Administrator, Advanced Administrator, Platform App Builder or CPQ accreditation.
• Knowledge of Agentforce and Salesforce AI capabilities.
• Experience with AppExchange products and vendor evaluation.
• Familiarity with Jira and Salesforce integrations.
• Tableau, Power BI or similar reporting experience.
• Experience across broader Quote-to-Cash / Lead-to-Cash transformation.
• Strategic leadership: able to define the direction of Salesforce while remaining technically close to the platform.
• Commercial mindset: understands how B2B organisations sell, quote, forecast, renew and grow customers.
• Technical credibility: confident challenging solution designs, partners and technical decisions.
• Leadership: capable of developing a strong internal Salesforce capability.
• Stakeholder influence: comfortable engaging with and challenging senior leaders.
• Continuous improvement: constantly looking to simplify, automate and optimise the Salesforce ecosystem.

Responsibilities:

• Own the Salesforce strategy, roadmap and operating model across the organisation.
• Define and prioritise Salesforce initiatives aligned to commercial objectives and business growth.
• Act as the senior Salesforce authority, providing direction on platform design, governance and best practice.
• Translate commercial requirements into scalable Salesforce processes across lead management, opportunities, pipeline, quoting, renewals, forecasting, attribution and approvals.
• Establish effective governance around platform changes, configuration, integrations, data and user access.
• Own the ongoing administration, optimisation and roadmap of Salesforce CPQ.
• Manage product configuration, pricing structures, bundles, discounting and approval processes.
• Partner with Sales and Finance to ensure CPQ supports effective and scalable quote-to-cash processes.
• Manage specialist CPQ development and configuration delivered by external Salesforce partners.
• Identify opportunities to simplify and automate quoting and approval processes.
• Maintain technical oversight across Sales Cloud and Service Cloud.
• Provide hands-on configuration where required, including Flow, validation rules, permission sets, page layouts, record types, reports and dashboards.
• Establish technical standards and design principles across the Salesforce environment.
• Ensure platform changes are effectively scoped, tested, documented and deployed.
• Lead investigations into complex platform issues and address root causes.
• Reduce support demand through better design, automation, governance and user self-service.
• Manage Salesforce releases and identify opportunities to utilise new functionality.
• Own the wider Salesforce ecosystem, including platforms such as HubSpot, Clari, SalesLoft and Highspot.
• Ensure integrations, field mappings and data flows remain reliable and scalable.
• Evaluate Salesforce and AppExchange capabilities based on commercial value.
• Identify opportunities to automate, consolidate and improve the commercial technology stack.
• Help shape the roadmap for emerging Salesforce capabilities including Agentforce and AI.
• Lead, manage and develop a small internal Salesforce team.
• Establish clear priorities, responsibilities and technical standards.
• Coach team members and support professional development and Salesforce certifications.
• Own the relationship with the Salesforce implementation partner and relevant technology vendors.
• Scope specialist development, integration and transformation work.
• Hold external partners accountable for quality, cost, delivery and technical standards.
• Manage Salesforce resources, workload and relevant partner budgets.
• Ensure Salesforce remains stable, secure and high performing.
• Establish governance around data quality, security, permissions and platform changes.
• Own Salesforce data standards, including imports, mass updates, deduplication and data integrity.
• Monitor platform health, user adoption, performance and data quality.
• Establish KPIs for measuring Salesforce effectiveness and commercial value.
• Continuously identify opportunities to simplify processes and improve user experience.
• Act as the senior Salesforce subject-matter expert across the organisation.
• Partner with leaders across Sales, Customer Success, Finance, Operations and Technology.
• Challenge requirements where appropriate and ensure solutions address genuine business problems.
• Communicate the Salesforce roadmap, priorities and platform changes to senior stakeholders.
• Provide visibility of platform performance, adoption, investment and ROI.
• Lead Salesforce adoption, training and change initiatives.

Technologies:

• AI
• Cloud
• Flow
• HubSpot
• Support
• JIRA
• Power BI
• Product Owner
• Salesforce
• Security
• Tableau
• Backbone

More:

We are hiring a Head of Salesforce for a permanent hybrid role based in Gerrards Cross, with 2-3 days per week onsite. We offer a salary of £80-£100k plus bonus. This is a leadership role with end-to-end ownership of Salesforce and the wider commercial technology ecosystem supporting Sales, Customer Success, Order Management and Support. Salesforce is central to our commercial organisation, and we are looking for someone who can combine strategic direction with hands-on technical credibility. Strong working knowledge of Salesforce CPQ is mandatory. We do not offer sponsorship.

last updated 34 week of 2026