CRM and Data Officer

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Serve as the main point of contact for Salesforce, offering daily support to team members.

• Enhance and maintain Salesforce configurations, supporter records, campaigns, segmentation, and fundraising workflows.

• Oversee user access, permissions, and routine CRM administrative tasks.

• Diagnose and resolve everyday CRM issues, escalating more complex technical problems when necessary.

• Provide guidance, training, and documentation to assist colleagues with Salesforce.

• Ensure accurate supporter data through cleansing, deduplication, and quality control checks.

• Develop and sustain Salesforce reports and dashboards tailored for various teams and audiences.

• Analyze CRM and campaign data to uncover trends that support fundraising and marketing strategies.

• Facilitate tracking and reporting across applicable systems and channels.

• Assist in managing integrations between Salesforce and external systems.

• Troubleshoot integration and data-flow challenges with both internal and external partners.

• Seek opportunities to streamline systems, minimize unnecessary connections, and enhance processes.

• Serve as the initial point of contact for data protection inquiries and manage responses to external questions and complaints.

• Ensure compliance with supporter data and contact preference processes, including GDPR regulations.

• Provide accurate data and processes for Gift Aid claims to the Fundraising and Finance teams.

• Conduct routine audits and flag any issues related to data protection, security, or compliance.

• Identify and implement enhancements to CRM processes, reporting, and data management.

• Collaborate with colleagues to improve system usability and overall effectiveness.

⛳️ Requirements

• 1–3+ years of practical CRM administration experience, preferably with Salesforce.

• Familiarity with Salesforce nonprofit data models such as NPSP or NonProfit Cloud is an advantage.

• Proficient in Excel with the capability to analyze data to identify giving trends.

• Experience in maintaining CRM records and enhancing data quality.

• Proven ability to create Salesforce/CRM reports and dashboards.

• Skill in identifying and resolving daily CRM issues.

• Experience with analytics and tracking tools like Google Analytics, Tag Manager, website reporting, CRM reports, and OneTrust.

• Ability to analyze and present data effectively.

• Strong understanding of data quality and information management principles.

• Expertise in producing accurate reports for various audiences.

• Experience in recognizing opportunities to improve systems or processes.

• Proven ability to support colleagues in using systems effectively.

• Solid understanding of data privacy laws and best practices in the charity sector regarding Gift Aid and donor contact preferences.

• Experience in supporting GDPR-compliant data collection and reporting.

• Ability to convey technical information clearly to non-technical colleagues.

• Strong experience in managing both external and internal stakeholders.

• Excellent attention to detail, organizational skills, and ability to manage workloads efficiently.

• Confident in providing training and daily support.

• Collaborative approach to problem-solving.

🏝️ Benefits

• Flexible working hours with options to work from home, the office, or even abroad.

• Access to a 24/7 employee assistance program helpline.

• Counseling services available.

• Self-guided mental health programs for employees and their families.

• Learning and development budget allocated for each employee.

• Organization-wide workshops and training sessions provided.

• Generous holidays, enhanced sickness, medical, and family leave policies.

• Additional time off to volunteer for charitable causes.

• Tax-free payroll giving scheme for donations to charities.