Overview

It’s all about impact. As an organisation we want to create impact, and to do that we use increasingly smart systems both to run our operational processes and generate great forward-looking business intelligence. These systems underpin the extraordinarily wide variety of activities that we undertake – from reducing childhood obesity, through being a great hospital charity raising lots of money and spending it well, to managing an £850m pool of endowment assets with an active property development team. Our activities are interlinked, and we are approaching our many challenges in new and unique ways.

Our principal operational software is Salesforce, and this is a fantastic opportunity for an experienced Salesforce Admin to join a dynamic and highly motivated team that has implemented a huge amount of Salesforce system development over the last couple of years. You’ll be mainly involved in embedding these new operational processes and ensuring that all our users are fully supported and confident in using the system. You’ll also have a chance to put your advanced system admin skills to use, both by fixing bugs as they emerge and by delivering an ongoing programme of incremental improvements. Later, there will be an opportunity to work on the design and development of new operational functionality in collaboration with our external development partner. Of course, you’ll also be looking after the day-to-day administration, supporting users, providing training and producing documentation. You can also expect some exposure Tableau, which we have developed as our primary system for the delivery of high-level management information.

Although you’ll work very closely with the Head of Finance and Operations, you’ll also interface with users at all levels across the organisation as you ensure that they have the knowledge, tools and information that they need. We’ll expect you to use all your imagination, innovation and flair, and in return we’ll offer you plenty of freedom to make your own choices and try things out.

This is a maternity cover role, but you’ll be joining at an exciting time for the team. We are intrinsically enterprising, collaborative and delivery-minded, and have massive ambition to deliver the most sophisticated systems and business intelligence of any organisation in our sector. If you’re the right person, you could play a key part in helping us to achieve this.

Reporting to

Head of Finance and Operations

Key responsibilities

Work with the Head of Finance and Operations and internal teams to embed Salesforce as the organisation’s CRM and operation processing system by:

• Providing a consistent and approachable point of contact for users and other stakeholders.

• Resolving user issues, fixing bugs, and designing and implementing minor improvements.

• Supporting the creation and development of reports and dashboards.

• Proactively looking for cross organisational opportunities for system improvement, process automation, efficiency gains and business intelligence enhancements.

• Designing and delivering appropriate one-off and on-going training to users.

• Devising and creating system and end-user documentation.

• Performing day-to-day system administration, including managing users, profiles, permissions etc.

Support the Finance and Operations Team by:

• Ensuring that all Salesforce processes are developed with appropriate and robust controls.

• Maintaining and developing the interfaces between Salesforce, the finance system (Access Dimensions) and Tableau.

• Providing high quality internal team reporting.

• Work with the Head of Finance and Operations and external developers to design and implement a programme of future system development.

Knowledge/Qualifications

• Salesforce Administrator (Essential)

• Advanced Excel (Essential)

• FormAssembly (Desirable)

Experience

• Designing and creating Salesforce reports and dashboards (Essential)

• Designing and building processes and workflows using Salesforce Process Builder, Workflow Actions and Rules, Approval Processes and Flows (Desirable)

• General process design and automation (Essential)

• Financial and non-financial reporting/business intelligence (Desirable)

Personal Attributes

• Self-starter – ambitious, confident, and exhibits the organisation’s enterprising, collaborative and delivery-minded cultural and behavioural values.

• Imaginative and innovative – able analyse problems from different angles and actively develop alternative solutions.

• Visual flair – able to design user interfaces and reports which are visually interesting and inform the user.

• Passion for quality and accuracy - great at working with large volumes of complex data with logic, persistence and care.

• Excellent interpersonal skills - able to effectively liaise with both internal and external teams with good written and oral communication, with the self-confidence to challenge where necessary.

• Great planning and organisational skills - able to work to multiple prioritised tasks, targets and deadlines.

• Committed to continuous improvement.

Values

Enterprising – looks at things from different angles and is open to new ideas and perspectives

Collaborative – contributes to collective effort and gives time and attention to people and ideas

Delivery minded – is accountable for results and willing to get stuck in and work at pace.