Salesforce Systems Administrator

UK Community Foundations

Location Remote
Salary £28,000 – £35,000
Team Finance / Operations
  • Closing: 11:59pm, 25th Apr 2022 BST

Job Description

UK Community Foundations are the membership organisation for 47 UK community foundations; the only national network of charitable funders with a physical presence in every part of the UK and the UK’s 4th largest funder.

We are currently using a legacy system built with Salesforce Classic and shared with 42 of the member organisations. We are though at the start of a huge digital transformation project, which will transform the way we work and support our communities, as we are gearing up for a complete rebuild of our system and move towards individual Salesforce systems.

This role of Systems Administrator reports into the Network Digital Transformation Lead and will initially cover our existing system and be an integral part of the implementation and ongoing support of the new system and structure.

This is a Temp to Perm role initially on a one-year contract, before moving to a permanent role within the new network Systems Admin support structure.

Responsibilities

  • All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups

  • Configure, enhance, and simplify the current system to increase UKCF usage across donor management, grant making, member management and finance.

  • Support the UKCF Programmes team in delivering national grants via Salesforce, from fund creation to impact monitoring.

  • Carry out basic administrative functions and configuration changes, including (but not limited to): Workflow, Process Builder, fields, page layouts, record types, custom settings, dashboards, and reports

  • Support the scoping of the requirements for our existing and new Salesforce build, testing proposed systems improvements within the sandbox before implementing into the Live environment

  • Support the migration of data and processes from the legacy version of Salesforce to the new Salesforce

  • Automate processes using Salesforce tools such as Workflow, Process Builder, approval processes, validation rules.

  • Handle day-to-day maintenance of Salesforce, tracking system errors and running health checks.

  • Handle data imports and create templates for users to provide data for upload.

  • Work closely with Salesforce leads from across our 42 members to bring learning to the network, share best practices, and to troubleshoot any issues.

  • Train users and grow our Salesforce skill set across the network.

  • Maintain and improve our existing Salesforce training videos and documentation.

Knowledge, Skills and Abilities

Required

  • A proactive attitude to platform enhancements

  • A desire to implement best practice solutions

  • Available and responsive to questions

  • Excellent relationship-building skills and ability to liaise with stakeholders at all levels

  • Gathering requirements and proposing technical solutions

  • Training users and creating training materials

  • Understanding of Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules)

  • Experience implementing Salesforce configuration changes including (but not limited to): Workflow, Process Builder, fields, page layouts, record types, custom settings, dashboards and reports

  • Experience managing GDPR and understanding of cyber security / information security

Desirable

  • Experience with Salesforce NPSP, and if possible, grant making via Salesforce

  • Experience in the charity / non-profit sector

  • Experience of Salesforce Classic

Qualifications

Required

  • Salesforce Product Knowledge and at least 18 months hands on administration experience

  • Trailhead Badges/Super Badges

Desirable

  • Salesforce Certified Admin

General – all staff are required to:

  • Familiarise themselves with the Company Policies and Procedures, held on the HR system, accessible by all staff at any time from the website

  • Uphold the Equal Opportunities and Anti-Harassment and Bullying Policies, ensuring effective implementation in all aspects of their work for UKCF

  • Act at all times within the Company Rules, Policies, Procedures, and any other statutory requirements

  • Be proactive, bring ideas, suggestions and contribute to business improvement

  • Undertake training as required

  • Attend staff and team meetings as required

  • Observe health and safety procedures to ensure personal safety and to safeguard the interests and safety of colleagues, customers, and visitors

  • Undertake other duties and work as appropriate since all staff are expected to work flexibly within their skill level to answer to changing priorities and make sure that customer needs and business objectives are met.

Demonstrate UKCF values:

We put inclusivity at the forefront of all we do

  • Valuing diversity of thought and experience

  • Ensuring all voices are heard

  • Challenging and dismantling barriers wherever we find them

 We put relationships first

  • Everything we achieve will be done with and through others

  • Demonstrating integrity, openness, honesty, and care in all we do

  • Empowering networks that support places to thrive

We are ambitious for members and the communities they support

  • Valuing future generations

  • Focussing on underlying causes not symptoms

  • Constantly challenging our knowledge and practice

Holidays and Benefits

  • 30 days holiday plus 8 bank holidays

  • Up to two days paid leave for volunteer days

  • Season ticket loans available

  • Enhanced pension

  • Flexible working

Removing bias from the hiring process

Applications closed Mon 25th Apr 2022

x

Removing bias from the hiring process

  • Your application will be anonymously reviewed by our hiring team to ensure fairness
  • You’ll need a CV/résumé, but it’ll only be considered if you score well on the anonymous review

Applications closed Mon 25th Apr 2022