NorthOak

About NorthOak NorthOak is a boutique technology and digital operations consulting firm whose mission is to empower organizations and teams to scale, automate, and streamline their operations. Our team works closely with diverse companies and provides innovative solutions such as workflow management systems, customized outsourcing, and digital transformation initiatives. Founded in 2024, NorthOak aims to become a leader in operations consulting, partnering with businesses across various industries to optimize their processes and drive sustainable growth. Your Role We’re seeking a Senior Finance Lead to support financial operations for one of our fast-growing clients. This role is ideal for a hands-on finance professional who thrives in fast-paced environments and can drive both execution and process improvement. You will work closely with the client’s leadership and existing finance team to manage day-to-day financial operations, ensure accurate reporting, and improve systems across invoicing, payments, payroll, and forecasting. This role supports the client’s Finance Lead and does not replace them. Beyond finance, you will also support team coordination, maintain documentation, and contribute to special projects and system improvements. The ideal candidate is proactive, detail-oriented, and highly adaptable, with a strong sense of ownership and the ability to move quickly without sacrificing accuracy. This is a full-time remote position with the potential for growth for high performers. Candidates must be available during Eastern Time business hours (9am–5pm, Monday to Friday). Key Responsibilities - Own and manage the full month-end close process, ensuring accurate, complete, and timely financial records - Perform regular account reconciliations (bank, credit card, and balance sheet) to maintain clean and reliable financial data - Manage AP/AR workflows using Bill.com and Tipalti, including vendor onboarding, invoice processing, approvals, and payments - Maintain and ensure accuracy of financial data within QuickBooks, including proper categorization and record-keeping - Oversee payroll and expense management processes through Rippling or similar platforms - Review, audit, and validate financial transactions and reports to ensure accuracy and compliance with accounting policies - Monitor cash flow and proactively flag inconsistencies, risks, or areas for improvement - Identify and implement automation opportunities across financial workflows and reporting Process Improvement, Projects & Operational Support - Identify and implement improvements across bookkeeping, reconciliation, and reporting workflows, including automation initiatives - Support system implementations, migrations, and software transitions - Clean up historical financial data and improve reporting accuracy - Create and maintain SOPs and documentation for financial processes - Support team accountability and assist with cross-functional or operational initiatives Compliance & Controls - Ensure compliance with accounting standards, tax requirements, and internal controls - Coordinate with external accountants, auditors, and tax advisors

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a detail-oriented Salesforce Administrator to help manage and optimize Salesforce for one of our clients. In this role, you’ll be responsible for the day-to-day configuration, support, and maintenance of the platform, ensuring it runs smoothly and continues to support evolving business needs. You’ll work closely with project leads and stakeholders to translate business requirements into scalable Salesforce solutions and ensure users are fully enabled to get the most out of the system. This is an excellent opportunity for a certified Salesforce professional who is eager to deepen their expertise across multiple orgs and industries. This is a full-time, fully remote position. Candidates must be available to work during Eastern Time business hours (Monday to Friday, 9:00 AM – 5:00 PM ET). Key Responsibilities - Developing and implementing strategic plans that align with our organizational goals. - Collaborating with cross-functional teams to foster a cohesive work environment. - Monitoring project timelines and deliverables, providing regular updates to stakeholders. - Conducting thorough market research and analysis to inform decision-making processes. - Overseeing the training and development of team members. - Ensuring compliance with industry regulations and company policies. - Evaluating and reporting on key performance metrics. - Administer and configure Salesforce orgs across Sales Cloud, Service Cloud, and Experience Cloud for multiple client accounts. - Manage user accounts, roles, profiles, permission sets, and security settings in line with client requirements. - Build and maintain flows, process builders, validation rules, and approval processes. - Create and manage custom objects, fields, page layouts, record types, and relationship structures. - Develop and maintain dashboards, reports, and list views to support business decision-making. - Perform data management tasks including imports, deduplication, mass updates, and data quality monitoring. - Manage AppExchange installations, integrations, and connected app configurations. - Provide first and second-line support to end users. - Document configurations, processes, and system changes. - Participate in discovery sessions and requirement gathering meetings with clients. - Support release management activities including sandbox management and deployment checklists. - Stay current with Salesforce releases and communicate relevant feature updates. Qualifications - Salesforce Certified Administrator (ADM-201) — required - 1–3 years of hands-on Salesforce administration experience in a professional setting - Solid understanding of Salesforce data model, security model, and automation tools - Experience with Flow Builder and declarative automation (Process Builder knowledge a plus) - Proficiency with standard reporting and dashboard creation - Comfortable working in a multi-client or agency environment - Strong communication skills — able to explain technical concepts clearly to non-technical stakeholders - High attention to detail and strong organisational habits Preferred Qualifications - Salesforce Certified Advanced Administrator or Platform App Builder certification - Experience with Salesforce CPQ, Pardot / Marketing Cloud Account Engagement, or Field Service Lightning - Familiarity with data tools such as Data Loader, Workbench, or Dataloader.io - Previous experience in a managed services or consulting firm - Experience with HubSpot CRM administration is a nice-to-have

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking an experienced Senior Salesforce Administrator to lead complex client engagements, mentor junior team members, and act as a trusted technical advisor across our client portfolio. In this role, you will design and deliver sophisticated Salesforce solutions across multiple clouds and product areas while driving best practices across the team. This role is ideal for a hands-on practitioner who is equally comfortable working directly within a Salesforce org as they are presenting strategic recommendations to client stakeholders and leadership teams. This is a full-time, fully remote position. Candidates must be available to work during Eastern Time business hours (Monday to Friday, 9:00 AM – 5:00 PM ET). Key Responsibilities - Lead end-to-end Salesforce implementations and optimisation engagements for mid-market and enterprise clients - Architect scalable solutions across Sales Cloud, Service Cloud, Experience Cloud, and related products, balancing declarative and programmatic approaches - Conduct discovery workshops, solution design sessions, and technical requirement gathering with client stakeholders - Design and build advanced automation using Flow Builder (including screen flows, scheduled flows, and autolaunched flows), replacing legacy Process Builder and Workflow Rules - Manage complex data architecture including custom object modelling, junction objects, and large-scale data migrations - Perform org health audits and technical debt assessments, producing prioritised remediation roadmaps for clients - Oversee sandbox strategy, release management, and change set or CI/CD-based deployments - Mentor and technically guide junior and mid-level Salesforce Administrators on the team - Collaborate with Salesforce developers on requirements that exceed declarative capabilities, providing clear handoff documentation - Serve as the senior escalation point for complex support issues and environment incidents - Maintain strong client relationships, participating in regular business reviews and proactively identifying expansion opportunities - Contribute to internal knowledge base, playbooks, and team training initiatives Qualifications - Salesforce Certified Administrator (ADM-201) — required - Salesforce Certified Advanced Administrator — required (candidate profile: 6x Salesforce Certified) - 4+ years of Salesforce administration experience, including at least 2 years in a senior or lead capacity - Demonstrated experience delivering complex, multi-phase Salesforce projects from discovery through to go-live - Deep expertise in Flow Builder, Approval Processes, and the full Salesforce automation stack; proficiency in Reports, Dashboards, and custom SOQL queries - Strong understanding of integration concepts (REST/SOAP APIs, middleware platforms, connected apps); hands-on experience with Data Loader, Workbench, and data migration and synchronisation projects - Proven ability to manage multiple concurrent client accounts and shifting priorities - Excellent client-facing communication and presentation skills; demonstrated strengths in stakeholder collaboration, change management, requirements elicitation, user training, and process improvement - Experience with Salesforce data governance, data quality management, and large-scale data migrations Preferred Qualifications - Experience in a similar role or industry, demonstrating a capacity to contribute immediately to our team's goals - Proficiency with the relevant tools and technologies, allowing seamless integration into our existing workflows - Strong analytical and problem-solving skills, enabling the candidate to tackle challenges with creativity and critical thinking - Exceptional communication abilities, fostering effective collaboration within a diverse team and across various departments - A track record of successful project management, showcasing the ability to meet deadlines and manage multiple priorities efficiently Nice-to-Have - Additional certifications such as Platform App Builder, CPQ Specialist, Service Cloud Consultant, or Sales Cloud Consultant - Familiarity with the broader Salesforce ecosystem toolset, including Conga (document automation), Salesforce Inspector, and Workbench; experience with sales intelligence tools such as LinkedIn Sales Navigator and ZoomInfo is a plus - Experience working with project and ITSM tools such as JIRA and ServiceNow in a delivery or support context - Experience with Salesforce CPQ, Revenue Cloud, Marketing Cloud, or Field Service Lightning - Familiarity with DevOps tools such as Gearset, Copado, or GitHub Actions for Salesforce deployments - Exposure to Apex, SOQL, and Lightning Web Components — sufficient to review code and collaborate effectively with developers - Background in a Salesforce consulting partner or managed services organisation - Familiarity with HubSpot CRM administration (Marketing Hub, Sales Hub, or Service Hub) is a nice-to-have, particularly for client engagements involving multi-platform CRM environments or Salesforce-HubSpot migrations