About the PRI

The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

The PRI’s three distinct capabilities relate to the core elements of the PRI’s approach to achieving a sustainable financial system.

• Translate RI (Responsible Investment) thought leadership into insights and practical support that is tailored to what signatories need to progress their RI practice

• Convene our vast network to create opportunities for collaborative action

• Harness our global scale to influence policymakers and regulators to effect system change

Job Description

We’re seeking a talented, outcome focussed and proactive Salesforce CRM Administrator to join our team. In this role, you will play a vital part in advancing the organisations goals in relation to Responsible Investment by managing and maintaining our CRM solution, ensuring optimal performance, supporting users and driving continual improvement to meet our business needs.The person will work closely with the CRM Manager, and partner with all areas of the business providing guidance, support and development of standardised CRM practises.The work will be based primarily in the London office and time zone (currently with flexible working), and candidates will work and accommodate our international colleagues.

Core Responsibilities:

• Partnering with all teams across the business to determine requirements, making recommendations and delivering outcomes that meet needs and align with Salesforce best practise.

• Configure, maintain and promote core Salesforce features, including email-to-case, service cloud, automations, lightning record pages, field layouts and record types.

• Commit to continual improvement and innovation, championing new features and determining candidates for rollout across the business.

• Configuration and management of CRM solution environments, including development and testing environments.

• Act as the first point of contact for CRM requests, including incident management and small change, triaging requests and support users

• Manage the workload for, and mentor junior administrators and manage and direct supplier workload

• Follow a structured change management process, developing and releasing incidents and project development to a regular release cycle, ensuring regular interaction with users and providing ongoing support.

• Manage user accounts, roles and permissions across the CRM ecosystem.

• Manage data uploads, develop core reports and dashboards, support users with their reporting and dashboard requests.

• Drive education, awareness and adoption through partnering, training, onboarding.

Person Specification

Mandatory Criteria

• Well-developed people management skills, with a particular emphasis on customer service and business partnering

• Strong understanding of Salesforce data model, security model and declarative capabilities

• Salesforce Administrator (certified) with a proven track record of working as a solo administrator or in a very small, admin team in both classic and lightning

• Significant experience of supporting Sales Cloud, Service Cloud

• Excellent written communication and verbal presentation skills - You will be working with our internal customers daily, so must have the ability to explain complex, technical solutions and problems to our customers in a language they can understand. You will also have the ability to conduct effective presentations and training sessions

• A collaborative and consultative approach to working with others & committed to fostering an inclusive environment

• Strong problem solving skills, with the ability to troubleshoot, work with others to creatively resolve issues

• Demonstrates a commitment to developing others and a growth mindset, actively pursuing continuous profession and personal development

• Demonstrable experience across a broad range of tasks as a Salesforce administrator, in an organisation of above 100 users

• Excellent networking, relationship management and interpersonal skills and experience of building strong and productive relationships

• Ability to work independently, prioritise their own work, manage expectations and demonstrate control over their workload.

Non-Mandatory Criteria

• Multiple Salesforce qualifications

• Financial Services domain expertise preferred

• Several years’ experience with driving AI within Salesforce, improving efficiency and increasing revenue opportunities

• Demonstrable experience with Marketing Cloud and Experience Cloud

• Knowledge of data management best practices, including data cleansing, data loads, and data migration both day to day and as part of projects is highly desirable

• Demonstrable project management skills, with experience in delivering multiple small projects and BAU activities in parallel. This may include organising and negotiating with others that are outside of your team

• Language skills, other than English

We particularly welcome candidates from under-represented groups, including Black, Asian, and other People of Colour, those with visible or non-visible disabilities, LGBTQ+ candidates and those who are neurodivergent.

The PRI is committed to offering flexibility to our employees, both formal (e.g. part-time work) and informal (e.g. a shift in hours to accommodate caring responsibilities). Please talk to us about how we could make this role flexible for you.

N.B. We reserve the right to close a vacancy before the closing date in the event of an overwhelming response or a change in business priorities.