Salesforce Systems Specialist

Kurtosys, Cape Town, Claremont, South Africa

See jobs at Kurtosys

About Kurtosys

Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes.
The company provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish, and optimize all their financial data, documents, websites and content in a secure, compliant environment.
As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market.
Kurtosys solutions include secure websites and portals, interactive data tools and apps, automated sales presentations, marketing collateral and reporting and document libraries.  
Kurtosys infrastructure and technology is underpinned by global ISO-27001 certification in information security management, and Kurtosys teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues.
Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices, employing approximately 200 people. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.


Our mission is to empower financial services firms to build highly productive, industry-compliant sales, marketing, and client service departments.
Using our innovative digital experience platform and tools, our customers can accelerate these functions by automating critical business processes and create stand-out investor experiences that lead to lasting relationships with their customers. 
All while reducing risk with technology that ensures alignment with industry regulations and best practices.
As a partner in the pursuit of your success, we work tirelessly to understand your goals, helping you sell more, retain more clients and reduce cost and risk.
We are seeking a well-rounded, technical business analyst who will be involved with analyzing and specifying new projects, as well as improving and upgrading existing solutions for the customer. The analyst will draw on a variety of problem solving abilities, technical skills and Kurtosys product knowledge, working closely with the client as well as the internal product and implementation teams to elicit requirements, gather & analyze data and design a solution to meet the business need presented by the client.

We are looking for a certified Salesforce individual with strong consultative skills to execute end to end internal projects and effectively manage our Salesforce environment.
You should be very focused on improving employee efficiency and effectiveness through training and by driving the adoption of Salesforce and third-party applications.
You must set and achieve objectives, ensure both top quality and control of internal projects, handle stakeholder and vendor interaction, and act as the subject matter expert. 
You must have a strong understanding of how to build and support highly scalable and reliable solutions on the Salesforce Platform.


  • Ensure that Kurtosys has the appropriate tools, data, and reporting.
  • Manage and maintain Salesforce in terms of user management, configurational changes, security, data updates and maintenance. 
  • Analysing business requirements.
  • Designing customized solutions to meet the internal needs of the different Salesforce solutions available.
  • Be able to execute on multiple internal projects with minimal oversight.
  • Ability to handle multiple projects simultaneously.
  • Lead the improvement and deployment of processes to ensure business capabilities are in line with planned growth and company targets.
  • Work with the internal divisions (Sales, Marketing, Customer Success, Finance, Product, Technology, and Strategic Vendor Partners) on alignment with operational goals, processes or improvements.
  • Keep up to date with new features and functionality of Salesforce for potential roll-out or team education. 
  • Facilitate training on Salesforce and related tools.

Required Skills

  • Excellent communication, training, and presentation skills.
  • Have a solution-focused problem-solving skills set .
  • Self-motivated and highly driven to continuously learn, adapt, and improve.
  • Minimum 4 Years Salesforce Experience of a consulting nature (this could include consultative sales or technical administration related to Salesforce)
  • Excellent proficiency in general applications such as Microsoft Office (Word, Excel, PowerPoint).
  • Proven ability to manage and resolve complex technical issues. 

Preferred Skills

  • Experience in implementing, re-implementing, or customizing multiple customer Salesforce environments through various industries, preferable in the software development industry.
  • Experience with FinancialForce or an alternate professional service tool desirable but not required.


  • Salesforce Certification(s).

About Kurtosys

Kurtosys provides an industry class digital experience platform for financial services companies. Our platform enables financial institutions to orchestrate their data across websites, documents and portals to increase sales, marketing and client servicing efficiency. The Kurtosys SaaS platform offers a range of fund marketing and investor servicing solutions including investment management websites, fund data tools, automated fund factsheets, secure investor portals and document libraries. Our infrastructure and technology are underpinned by our global ISO-27001 certification in information security management; and we have a deep understanding of working with data, industry regulations and compliance issues. Founded in 2002, Kurtosys was funded from Silicon Valley investment and now operates across four global offices and employs over 150 talented people. We work with some of the world’s largest asset management brands that include banks, wealth managers, mutual fund providers and alternative investments.

Want to learn more about Kurtosys? Visit Kurtosys's website.