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

As a Junior CRM Administrator, you will be the first point of contact for all user requests and will provide assistance to the rest of the CRM team with maintaining and developing our CRM solution.

You will work closely with the CRM and wider Technology team, and partner with the business to enable the capabilities of our CRM solution, achieving operational efficiencies and best outcome for our signatories.

Core Responsibilities:

BAU and Administration

• Act as the first point of contact for all CRM helpdesk requests (e.g. Salesforce, Form Assembly)

• Support setting up and manage users and permissions for all CRM products (e.g. Salesforce, Form Assembly)

• Manage data uploads, reporting and dashboard requests

• Collaborate with other teams on data deduplication and data quality projects

• Training and new users onboarding, departments on new functionality and refresher training.

Projects and Development

• Configure and maintain email-to-case, automations, lightning record pages, field and page layouts, record types.

• Follow a structured change management process by implementing and testing every development in dedicated sandbox, giving demos to users, deploying to production during monthly release window and providing post deployment support in case of any issues

Person Specification

• Knowledge of Salesforce such as user management, roles, profiles, and permission sets, in an organisation.

- Salesforce qualifications are highly desirable with a minimum of Salesforce Administrator or equivalent demonstrable experience in lightning.

• Knowledge or understanding of Salesforce data model, security model, and declarative capabilities.

- Experience with data management best practices, including data cleansing, data loads, and data migration both day to day and as part of projects is highly desirable.

• Experience in creating and maintaining reports and dashboards is desirable

• Familiarity with declarative automation tools, such as Process Builder, Flow, and Workflow Rules is highly desirable.

• Marketing Cloud and Form Assembly experience is an advantage

• Good problem-solving skills and ability to troubleshoot and resolve system issues.

• Self-starter with the ability to work independently, prioritize tasks, and meet deadlines.

• Attention to detail and commitment to delivering high-quality work.

• Ability to adapt to a fast-paced, dynamic environment and quickly learn new technologies.

• Excellent written communication and verbal presentation skills 

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

• As this is a global role, please be mindful of operating in different time zones. 

• Language skills, other than English, are desirable 

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.