Salesforce and Programme Operations Specialist – NED Engagement Programme

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

📋 Description

• Maintain and refresh contact records, campaign details, and event-related data within Salesforce.

• Create and modify contact entries, oversee attendance statuses, and ensure the accuracy and completeness of records.

• Preserve event campaign records and verify that attendee information is captured correctly.

• Update attendance records post-event to initiate automated follow-up communications.

• Detect and rectify duplicate, outdated, or incomplete records.

• Investigate missing information and ensure that CRM records fulfill internal data quality standards.

• Facilitate consistent application of Salesforce processes and workflows throughout the programme.

• Oversee and manage the programme's shared inbox.

• Address event registration questions, access requests, attendee inquiries, and general programme queries.

• Escalate complex issues to relevant team members and maintain logs of inquiries and follow-up actions.

• Provide administrative support for both virtual and in-person events.

• Update attendee and attendance records after events and promptly process post-event data.

• Assist with registration administration and ensure accurate event records are maintained.

• Collaborate with the programme team to complete event administrative tasks within agreed timelines.

• Review and refine CRM records to enhance data accuracy and completeness.

• Identify missing consent information and assist in the review and updating of records.

• Support audience databases and assess potential Non-Executive Director contacts.

• Manage contact data in compliance with data protection and confidentiality regulations.

• Provide operational support to the NED programme team and maintain precise documentation.

• Recognize recurring administrative challenges and propose practical improvements.

• Prioritize tasks, handle competing deadlines, and provide updates on workload and issues.

⛳️ Requirements

• Proven hands-on experience with Salesforce is essential.

• Experience in maintaining CRM records, updating contact information, and managing campaign or event-related data.

• Strong administrative and organizational skills, with keen attention to detail.

• Experience managing a shared inbox, responding to inquiries, and engaging professionally with stakeholders.

• Ability to work accurately with significant volumes of contact and event data.

• Confidence in identifying data discrepancies, correcting records, and adhering to established processes.

• Strong written and verbal communication skills.

• Ability to handle multiple tasks, prioritize effectively, and meet deadlines.

• A proactive, dependable, and solutions-oriented approach.

• Capability to work independently in a remote setting while effectively collaborating with a broader team.

• Professional management of confidential information and awareness of data protection requirements.

• Candidates must be legally authorized to live and work in the country where the position is located, without needing employer sponsorship.

• Desirable: experience supporting corporate programmes, event teams, or initiatives involving senior stakeholder engagement.

• Desirable: experience with Salesforce campaigns, event attendance tracking, and automated communications workflows.

• Desirable: familiarity with marketing automation tools and event registration platforms.

• Desirable: experience maintaining consent records and aiding in CRM data cleansing activities.

• Desirable: prior experience in professional services, financial services, or a large corporate environment.

• Desirable: experience supporting Non-Executive Directors, senior executives, or other professional audiences.

🏝️ Benefits

• Initial 3-month contract, with the possibility of a 6-month extension.

• Remote work setup.

• Opportunity to support a high-profile executive engagement programme within a leading professional services environment.

• Inclusive and equal opportunity hiring practices.