Workflow Automation & Platforms Specialist

ABOUT US:

Kurtosys provides asset and wealth managers with a data and content publication platform that enables the construction and distribution of critical sales, marketing, and client reporting materials. Founded in 2002, Kurtosys operates across four global offices. Underpinned by global ISO-27001 certification in information security management, the Kurtosys team has a deep understanding of working at scale with data, information design, industry regulations and compliance issues.

THE OPPORTUNITY:

As part of our AI-first strategy, we are hiring selectively - bringing in individuals who elevate capability, productivity, and innovation. We’re looking for a Workflow Automation & Platforms Specialist to serve as both a Salesforce and Jira specialist and subject matter expert (SME) - someone who can own, configure, and evolve these platforms to help us scale smarter.

This role supports the entire client lifecycle - from marketing and presales through to sales, implementation, and service delivery. You’ll work across teams to simplify workflows, automate manual processes, and implement intelligent solutions that increase efficiency and enable growth.

We’re looking for someone with an AI-first mindset - someone who’s excited about automation, and the use of intelligent tools to solve real business problems.

WE WOULD LIKE YOU TO:

Salesforce & Atlassian Administration and SME Ownership

• Administer, maintain, and optimise Salesforce (Service Cloud, Sales Cloud, Agentforce, Data Cloud) and Jira


• Serve as the internal go-to expert, responsible for platform architecture, automation, and best practices


• Build advanced Flows, Apex classes, triggers, and custom configurations


• Design intelligent case routing, task automation, and scalable team workflows


• Configure Jira projects, workflows, permissions, and automation rules to align with business needs

Automation & AI Enablement

• Identify repetitive or manual processes across departments and automate them using Salesforce Flow, Atlassian Automation, or tools like n8n


• Collaborate on the design and integration of AI agents, decision-support tools, and internal chat-based assistants


• Lead internal experiments to validate AI-driven workflows and ensure they create measurable improvements


• Monitor system performance and recommend automation opportunities that align with business goals

Cross-Functional Collaboration & Support

• Work closely with Marketing, Sales, Implementation, Service, Product and Technology teams to gather requirements and translate them into technical solutions


• Provide user onboarding, training, and enablement across all supported platforms


• Maintain clear documentation for system architecture, automation logic, and usage guidelines

Data Integrity & Governance

• Manage user access, data cleanliness, and integration across systems


• Define and enforce best practices for scalable, efficient platform use


• Partner with key stakeholders to continuously evolve systems in line with operational priorities


• Distribute recurring reports and ensure relevant teams have reports suited to their KPIs.


• Have the ability to do direct configuration on internal tools, including Salesforce, Jira and Confluence.


• Training for internal teams on existing and new processes.


• Keep up to date with new features and functionality of tools.

WHAT WE’RE LOOKING FOR

• 3+ years’ experience as a Salesforce and Atlassian specialist/SME in a fast-paced, cross-functional environment


• Deep experience with Salesforce Service Cloud, Sales Cloud, Agentforce, and Data Cloud


• Proven ability to design Flows, build Apex triggers and classes, and manage automation pipelines


• Working knowledge of Jira Work Management or Atlassian Software, including workflow and rule configuration


• A strong
  AI-first mindset, with an interest in deploying intelligent tools, automation, and low-code/no-code solutions


• Strong communication, collaboration, and problem-solving skills


• A continuous improvement mindset with the ability to work independently

BENEFITS:

• Hybrid Model


• Relaxed Dress Code


• Open Culture


• Flexible Work Hours


• Group Risk Cover


• Employee Wellbeing Program


• 20 Days Paid Leave


• Ongoing Staff Appreciation Events


• Access To Learning Platforms


• Working With Experts Across The Globe
  

FINAL THOUGHTS:

We are an international SaaS based fintech company
We work with up to date technology, promote from within wherever possible, and encourage our team members to use initiative, think out the box and share their ideas.
We aim to transform how our customers - which includes the world's most prestigious financial services firms - drive engagement with their audiences.
Our aim is to give our customers the ability to target, knowledge share and nurture their community of prospects and clients to develop long standing relationships.

Get in touch to learn more.