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Salesforce Manager

Closing date
28 Jan 2022

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Technology & New Media
Contract Type
Full Time
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Supermums is an award-winning recruitment company with a difference. We specialise in placing skilled candidates in flexible roles within the Salesforce ecosystem. We work with an exciting and impressive range of companies to support their recruitment process. The following job position is working for one of our clients and we welcome you to contact us for more information and discuss further if you feel you have the skills and experience to apply. If you would like to discuss any other potential jobs we may have available at the moment, then please register with us at

Location: Homeworking, very flexible role however there is an office in Vauxhall for meetings when required

Hours: 35 hours per week

Reports to: Director of Resources

Direct/indirect reports: 1 indirect


Our client is looking for an experienced Salesforce manager to lead the development and delivery of their CRM strategy, and ensure the organisation makes powerful use of their data to deliver their mission and measure their reach.

Our client's Salesforce database sits at the heart of the organisation, and is key to all relationship management and reporting, including fundraising, memberships, programme participation and reach.

You will need to be adept at project management and understand how to work with a wide range of internal stakeholders to identify their needs and maximise the features of Salesforce in order to meet them. You will work closely with all teams, bringing hands-on expertise as a Salesforce admin as well as experience in managing workflow processes, stakeholder management, data protection and system integration.

You will be comfortable managing multiple work streams, working closely with our client's Salesforce partner. You will need to have exceptional communication skills and the ability to interact with both IT and non-IT staff at all levels to define and deliver their CRM needs, as well as providing effective and accessible training, system documentation and user guidance.

You will also be part of their digital matrix team, working closely with those leading web, social media and digital content development, to ensure their systems, processes, platforms and approaches are aligned to deliver digital transformation across all areas of their work.

Working with our client

To our client, their people are their most important asset and they value and respect diversity in all its forms (seen and unseen). They particularly welcome applications from Black and Asian candidates, people with disabilities and candidates from the communities in which they work. Our client would like to increase representation of these groups among their staff as they know greater diversity will lead to an even greater impact for their work. They are also committed to providing training, mentoring and support to help bring new perspectives and experiences into the organisation, and ensure that their staff has the skills and understanding they need to talk confidently about the challenges communities face and their role in addressing them.

Our client encourages a flexible working approach that allows each person in their team to work in a way that suits their circumstances and enables them to contribute to our client's success, whoever they are.

Part 1: Job profile

1.1 Main purpose of job

This role is responsible for leading the development and delivery of our client's CRM strategy, ensuring they make powerful use of their data to deliver their mission and measure their reach.

1.2 Position in organisation

This role is part of the resources team, which has a total of seven members of staff, and reports directly to the Director of Resources. You will work closely with an IT and Data Support Officer, who reports to the IT Manager and provides support across both areas. You will also be part of the digital matrix team, which is led by the Head of Digital and is responsible for driving forward digital transformation across all areas of their work.

1.3 Working contacts

  • Close working with the IT Manager, IT & Data Support Officer, Head of Digital and Website Manager
  • Work with all teams across the charity to ensure effective engagement with our client's Salesforce CRM

  • Contact with our client's CRM partner and other providers as necessary

Part 2: Key duties and responsibilities

2.1 Data management
  • Work with teams across the charity to ensure all data is recorded accurately and efficiently in Salesforce
  • Provide support for reporting, segmentation and data analysis activity across the organisation
  • Oversee manual and automated import processes from external data sources, and ensure these are effective and fit for purpose
  • Work closely with the Website Manager and web development agency to ensure robust integration with CMS
  • Work closely with the finance team to ensure robust integration with the finance package and online financial transactions
  • Ensure data is held securely and confidentially, and accessed in accordance with agreed levels of permissions for different user groups
  • Work closely with all teams to ensure the accuracy and validity of data entered or imported to the CRM, and regular data cleaning
  • Work closely with the IT and Data Support Officer to oversee day-to-day admin and support for Salesforce processes

2.2 Strategy and leadership
  • Work with internal stakeholders to develop and deliver Salesforce strategy, in order to meet the needs of the charity
  • Work closely with the Head of Digital to ensure Salesforce development supports the wider strategy for digital transformation
  • Develop and support a group of Salesforce "super users" to act as ambassadors for Salesforce across all teams and functions and ensure strong engagement at all levels

2.3 Training and support
  • Develop and deliver a programme of training for all users, including those working outside London, ensuring best use of CRM functionality and efficient processes and workflow across the charity
  • Maintain and develop effective system documentation and user guidance
  • Maintain licensing to ensure access by individual staff and team groups as necessary
  • Provide guidance and support around data protection legislation and fundraising regulation, and what this means for our client's data management

The postholder may be required to undertake other activities as deemed appropriate, and to support activities that contribute to the growth and sustainability of the charity, and to the sharing and development of our client's organisational knowledge.

Part 3: Person specification

3.1 Essential experience
  • At least two years Salesforce (Lightning) administration experience in a medium-sized organisation, preferably in the charity sector
  • Salesforce importing tools and processes

3.1.1 Desirable experience
  • Salesforce ADM-201 certification
  • Salesforce automated processes e.g. Flows / Form Assembly
  • Salesforce API integrations
  • Common charity platforms - e.g Mailchimp, JustGiving, MS Office 365, Eventbrite

3.2. Knowledge
  • Good practice on data protection

3.3 Skills
  • Project management
  • Excellent written and spoken communications
  • Delivering customer support and training - ideally for Salesforce
  • Working independently and problem solving
  • Working under pressure and managing deadlines

3.4 Other
  • Commitment to equality and diversity
  • Strong interest in literacy and social justice issues

Part 4: Summary of terms and conditions of service

Home working: This post is suitable for regular home working in line with our client's home working policy.

Travel: This post may require occasional travel. Travel expenses will be paid when incurred in line with our client's expenses policy.

Hours: Our client has a flexible working culture and encourages all staff to work in a way that enables them to be most effective in their role.

Probation period: This post is subject to a 12-week probationary period.

Notice period: This post is subject to an eight-week notice period.

Safeguarding: The postholder will adhere to our client's safeguarding policy for children, young people and vulnerable adults.

Annual leave: You will receive a total of 39 days per year (pro rata for part time staff), made up of 28 days' annual leave plus the closure of the office on all bank holidays and from Christmas Day to New Year's Day inclusive.

Pension: Our client will contribute 8% of annual salary for those who qualify for their group pension plan.

Other benefits: Our client provides a Cycle to Work scheme and access to other health and wellbeing benefits including an employee assistance programme, discounted gym membership, dental plans and health assessments.
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