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 acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and ultimately of the environment and society as a whole. The PRI is truly independent. It encourages investors to use responsible investment to enhance returns and better manage risks but does not operate for its own profit; it engages with global policymakers but is not associated with any government; it is supported by, but not part of, the United Nations.
Working at the PRI provides an opportunity to engage with highly motivated, culturally diverse professionals on a wide range of cutting edge issues, such as income inequality through the lens of sustainable finance. The PRI provides scope for development at all levels with opportunities for project leadership and management working alongside some of the most influential signatories and leaders across financial markets and economies. In combination with a supportive culture that encourages continuous learning and flexible working policies, PRI is a highly engaging place to work on truly transformative issues.
As the Junior Salesforce Administrator, you will be providing technical expertise to the CRM users and wider business, while also carrying out vital audits, project support and administrative duties. To succeed in this role you need to have strong communication skills, with at least one year's Salesforce experience as a solo Admin or working as part of a wider team. This role will be working alongside our Salesforce Administrator, your work will involve the maintenance and management of Salesforce as you take charge of the data cleaning and enrichment processes. As the PRI continues to grow, you can expect there to be plenty of opportunities for personal development, as well as the opportunity to learn and customise Lightning UI, as well extend support to Marketing Cloud.
■ Providing technical support for all CRM users, managing support calls in order of urgency and escalating calls where needed.
■ Managing data and keeping records accurate up to date and consistent across PRI systems.
■ Basic Salesforce Administration (Data maintenance, dashboards, reports, fields, page layouts, etc).
■ User Management (ADM ideal)
■ User creation/deactivation
■ User role assignment
■ User induction
■ Monitor automated bulk data update jobs.
■ Keeping up to date with Salesforce releases.
■ Assist with implementing & testing all-new enhancements and add-ons from Salesforce releases as well as and custom internal enhancements.
■ Create step by step user guides/manuals.
■ Provide regular reporting to the Salesforce Administrator and the Head of IT as required.
PRI expects roles at a ‘Associate level’ within the organisation to demonstrate skills across the following core competencies:
Incorporates the fullest range of information available into analysis and decision making
Uses appropriate technical processes/systems to develop and evaluate options in an effective and time-efficient manner
Assimilates data to draws out relevant insights and findings from analyses
Identifies opportunities and risks to feed into decision making
Presents analyses in an appropriate format providing clear and concise recommendations
Understands, and always works towards, the mission and the aims of the PRI
Is curious about what is happening in other parts of the PRI
Is Signatory centric – seeks to understand, listen and respond to Signatory needs
Understands own teams’ objectives and seeks to internalise them in own activities
Understands who does what at the PRI and uses the knowledge to complete activities
Approachable, credible and willing whenever engaging with colleagues
Actively and appropriately seeks input from others
Focuses on interacting with colleagues in an positive and open manner
Listens to what colleagues are saying, considers from different perspectives and tailor’s responses accordingly
Writes succinctly and clearly tailoring level of detail to the requirements of the end user
Communicates clearly and precisely and able to convey thinking comprehensively
Provides regular, clear and concise communications to manager, colleagues or other relevant people to keep updated on activities
Structures and prepares well-written, logical outputs with limited guidance and editing
Demonstrates self-awareness: actively seeks feedback from others and acts upon it
Explores new ideas with an inquisitive mind
Questions the status quo and suggests new ideas
Seeks out opportunities to drive continuous improvements in ways of working
Open-minded attitude which welcomes change and new ideas
Prioritises and organises time effectively, focussing on the key organisational priorities
Develops ways of working and processes to execute and improve efficiency across the PRI
Methodically tackles problems, working with colleagues where necessary
Takes account of the needs of other colleagues and/or Signatories when considering how to execute a piece of work
Promotes and utilises effective project management skills
Technical Competencies & Experience:
■ Experience working with Salesforce Sales Cloud CRM Systems/Data Entry.
■ Demonstrate the ability to work with technical systems.
■ Understanding of Salesforce declarative capabilities.
■ Excellent written communication and verbal presentation skills.
■ A collaborative and consultative approach to working with others.
■ IT/system skills - Microsoft Office, CRM (Salesforce), understanding of apex and visual force capabilities and willingness to learn.
■ Experience of managing and manipulating large sets of data using excel.
■ Meticulous attention to detail.
■ A can-do attitude and drive to deliver to deadlines at pace.
■ A team player with excellent interpersonal skills.
■ Experience of using Email Marketing Cloud (would be an advantage)
■ Stakeholder management skills.
■ Salesforce Certified Administrator desirable.