Salesforce Administrator

KMK Recruitment; Greater London; Hybrid; GBP 80,000 - 100,000

Job description

We are excited to be partnering with a city-based charity who is looking to recruit a Grants Operation and Data Officer. Working as part of a team, the purpose of this role is to ensure the smooth operation of the Grants Department and its funding programmes, with a special focus on Salesforce to help improve processes and data received.

Supporting this busy department, the role covers both the financial and operational administration. As such, there will be a strong emphasis on administration using grants database Salesforce. Projects will include running and updating reports, updating dashboards, assisting with grants enquiries, offers and processing of payments, and organizing events related to the funding programmes. The right person will be a Salesforce Superuser and this role will involve a high volume of people contact.

Operations (particularly CRM)

• End-to-end data management of team functions using CRM System Salesforce, including data entry, report and dashboard creation, and general record and data maintenance/cleaning.
• Enable the smooth processing of grant-funding applications and relationship management, through use of software packages such as Form Assembly, SAGE, Members, and more.
• Liaise with external support agencies and software providers to resolve any operational issues.
• Proactively seek to optimize the processes and systems in place, keeping up to date with Salesforce releases and ensuring all technology is fully aligned. Monitor system performance to ensure efficiency and suggest improvements.

Communications (Foundation)

• Be the first point of contact for the Grants Department, answering enquiries via phone, email, letter, and social media. Ensure applicants are dealt with compassionately and professionally.
• Monitor, maintain, and improve the Foundation’s online presence for grant applicants, ensuring clear and relevant information is available on the website and beyond. This includes writing and updating content for web pages and mailings internally and externally.

Event Coordination

• Assist in administering arrangements for a small number of events.

Grant/Committee Administration

• Assist with the preparation of meeting papers for circulation before board meetings.
• Ensure all systems, databases, and hard copy files are kept up to date, remove duplicates, and allow for timely processing and payment of grants.

Additional Information

• The post holder may also be expected to carry out other duties as reasonably requested.

The person

The ideal person will have:

• Proven organizational and administrative capabilities
• High level of attention to detail
• Salesforce or other CRM experience (ideally Administrator level)
• Excellent communication skills both written and verbal to support applicants/grantees from a wide range of organizations and backgrounds
• Proactive and organized team player, with a can-do approach to challenges
• Ability to effectively manage workload, adjust to changing requirements, and deliver to deadlines
• Computer skills including Microsoft Office at a highly proficient level

Full time: 5 days per week, 8 hours a day including 1 hour lunch (hours to be performed between 8am – 6pm with core hours of 10am – 4pm).

Hybrid working available 1 day working from home per week.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Administrative
• Industries
• Non-profit Organizations