Salesforce & Systems Manager

Deadline: 23:59, Wednesday 28th January

The Salesforce and Systems Manager will play a key role in the Programmes team ensuring that our systems and processes run smoothly, that data is accurate and well maintained, and that we continue to innovate through our use of data systems to improve delivery and working across the wider Trust.

You will lead the usage and development of our Customer Relationship Management (CRM) platform, Salesforce, for the delivery and evaluation of our programmes. You will be responsible for overseeing the building and management of application and evaluation forms ensuring that internal and external colleagues views have been considered. Whilst this role sits within the programmes directorate, you will lead on Salesforce for the Trust as a whole and collaborate with other teams to ensure optimal running of the platform.

You will manage a number of external relationships, including our external Salesforce partners, application site partners and other digital and data partners to ensure that work is well managed, delivered on time and on budget. You will work closely with the Senior Impact and Evaluation Manager to ensure data on applications, evaluations, and long-term destinations is of high quality and securely held.

The role will report to the Senior Impact and Evaluation Manager, and work alongside, and with support from, the Data and Evaluation Officer.

• Act as the Trust’s in-house Salesforce lead, keeping up to date with sector updates (including Artificial Intelligence), training staff members in how best to use Salesforce
• Lead on the management and integration between Salesforce and the Trust’s other data collection platforms including Form Assembly, Sutton Trust Online, Campaign Monitor, and Zoom
• Work cross-Trust to identify potential Salesforce process improvements or system changes that will deliver efficiencies, prioritising these and overseeing their build and deployment
• Manage relationships with external stakeholders including web developers and Salesforce/Form Assembly representatives
• Manage the build and development of programme application sites with input from programme leads
• Responsibility for quality of data coming into and held in Salesforce, complying with GDPR requirements
• Manage the design, building, and dissemination of evaluation forms and ensure high rates of completion
• Manage the two-way sharing of application and engagement data with universities and delivery partners
• Support the communication of data and insights in Salesforce through the creation of dashboards and reports
• Prepare data for annual HEAT submissions
• Support the Senior Impact and Evaluation Manager with data and analysis when required
• Other duties as necessary from time to time

We welcome applications from individuals who the following:

Skills:

• High degree of initiative and the ability to take responsibility and prioritise own workload
• Strong problem solving and analytical abilities
• Organised, independent and able to work to deadlines
• Ability to think strategically
• Excellent attention to detail
• Demonstrates a willingness to learn
• Excellent verbal and written communication

Experience

• Experience as a Salesforce administrator, particularly in the non-profit sector
• Understanding of UK GDPR principles and compliance
• Proficiency in Microsoft Excel and the Office suite
• Knowledge of project management, including experience leading projects with both internal and external stakeholders, and analysing user needs

Experience in/knowledge of the following areas will help you to stand out, but is not required, and training will be provided for the right candidate:

• Knowledge and experience of the higher education, education, and/or non-profit sectors
• Familiarity with platforms such as Form Assembly, and the Higher Education Access Tracker
• Holding a Salesforce Administrator Certificate
• Project management training

We are also looking for an individual who:

• Is sympathetic to the aims of the Trust and its mission to address educational disadvantage
• Has first-class interpersonal skills - a natural ambassador able to represent the Sutton Trust in a range of settings
• Is eligible to work in the UK (see…