Salesforce CRM and Data Officer

Skills
Conservation IssuesCustomer Relationship ManagementData AnalysisData EntryEnvironmental AwarenessSalesforce TrainingSalesforce.Com
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • At least two years recent hands-on Salesforce administration experience
  • Experience managing users permissions records campaigns and routine configuration
  • Experience creating Salesforce reports and dashboards
  • Advanced Excel skills and ability to interpret data and identify trends
  • Experience maintaining supporter donor customer or membership data
  • Experience improving data quality and resolving day-to-day CRM issues
  • Understanding of GDPR data privacy and contact preference management
  • Ability to explain technical information clearly to non-technical colleagues
  • Strong problem-solving organisation and stakeholder management skills

Nice to have

  • Confident
  • Analytical
  • Organised
  • Collaborative
  • Detail-oriented

Day to day

  • Manage and improve Salesforce to support supporter data, reporting and insight
  • Provide day-to-day CRM support, guidance, training and documentation for colleagues
  • Create reports, dashboards and analysis that inform fundraising and marketing decisions
  • Maintain data quality and improve processes across systems and integrations

Hiring process

  • Apply before 10 September 2026
  • Applications may close early if enough suitable candidates apply
  • References and screening checks required
  • Must have legal right to work in the UK