Recruiting now
| Posted: | 11/06/26 | |
| Recruiter: | Back-Up | |
| Reference: | 3121085862 | |
| Type: | Permanent | |
| Disciplines: | IT Manager | |
| Salary: | Competitive | |
| Location: | London | |
| Description: | Primary Responsibilities Salesforce Platform Management Day to day management of the Back Up Trust Salesforce system Implement and enforce data quality standards within Salesforce, including regular data cleansing, deduplication, and validation procedures to ensure the accuracy of information Create and manage flows and approval processes within Salesforce to automate business processes and increase operational efficiency Ensure security and compliance by continuously monitoring and managing user profiles, roles, and permissions Maintain comprehensive documentation of Salesforce configurations, data models, and integration processes. Work with various Salesforce applications (for example FormAssembly) to enhance Salesforce capabilities Stay updated on industry best practices and emerging Salesforce technologies, making recommendations for their adoption when appropriate
User Training, Support & Adoption Create and maintain user guides, training materials, process documentation, and knowledge resources Lead onboarding and refresher training sessions for new and existing staff Provide ongoing user support and troubleshooting to promote confidence and effective system use Identify gaps in user knowledge and recommend targeted training or process improvements Promote best practice use of Salesforce and associated systems across the organisation Gather feedback from users to improve system usability, processes, and adoption Champion a positive data culture and encourage consistent, accurate use of Salesforce across teams Develop a Salesforce adoption strategy to maximise organisational value from the platform Monitor system adoption and engagement, identifying opportunities to improve usage and staff capability
Reporting Develop dashboards and reporting frameworks that support operational performance monitoring and strategic decision-making Work with teams to define KPIs and reporting requirements across fundraising, services, finance, and engagement activities Support the development of a data-driven culture across the organisation
Governance & Data Stewardship Develop and maintain Salesforce governance processes, including change request management, release procedures, and prioritisation frameworks Support organisational compliance with GDPR and data protection requirements in collaboration with the Data Protection Officer Monitor and improve data governance practices, ensuring consistency of data standards across teams
Supplier & Project Management Coordinate system enhancements, testing, and deployments with Back-Up s third-party Salesforce partner Support project delivery for future Salesforce developments and integrations
Data Protection Officer (DPO) Responsibilities In addition to Salesforce and systems responsibilities, the postholder will act as Back Up's designated Data Protection Officer (DPO), providing leadership and oversight of data protection compliance across the organisation.
Additional Responsibilities
In addition to Salesforce platform management, the postholder will play a key role in supporting the organisation's wider data, systems and digital transformation agenda. Responsibilities may include: Support the development and implementation of Back Up's wider systems and technology strategy, ensuring Salesforce integrates effectively with the broader technology landscape. Act as a subject matter expert on organisational data and systems architecture, helping to identify opportunities for system improvement, integration and automation. Support the evaluation, implementation and ongoing management of business applications beyond Salesforce, ensuring systems remain fit for purpose and aligned with organisational needs. Contribute to digital transformation projects, working with colleagues and external partners to improve processes, efficiency and user experience across the organisation. Monitor emerging technologies, including artificial intelligence (AI), and make recommendations on their appropriate and responsible adoption to support organisational objectives. Provide support and guidance on IT-related matters, liaising with external suppliers and managed service providers where appropriate.
PERSON SPECIFICATION
Experience Essential Experience of managing the day-to-day operations of a Salesforce system; including expertise in change control and user support Experience of working on the continuous development of a Salesforce system Experience managing CRM-related projects or workstreams Experience of developing training and delivering workshops and one-to-one sessions with staff at all levels Experience of implementing, managing, monitoring and reporting on end-to-end security of Salesforce and integrated software applications Experience of developing effective working relationship with external development partners Experience of Salesforce within a non-profit context with Salesforce Nonprofit Success Pack (NPSP) or Non-profit Cloud structure, objects and functionality Experience with third-party form-builders such as Form Assembly Ability to manage testing, documentation and change processes in a structured and consistent manner
Desirable Experience of a large-scale Salesforce implementation project in the Not for Profit sector Experience of working with email marketing platforms
Knowledge and skills Essential Relevant Salesforce Administrator certification Project management experience, with demonstrable ability to deliver projects to time and budget Strong analytical skills and ability to design systems and processes to facilitate data analysis Knowledge and experience of UK data security law and principles Ability to communicate technical language to non-technical audiences, visually and verbally Able to demonstrate good judgment and use initiative, with high attention to detail to produce accurate work of a high quality Be an enthusiastic, approachable and confident team player, with a willingness to learn
Desirable Project management qualification | |