Salesforce CRM and Data Officer
Posted 5 hours 7 minutes ago by NFP PEOPLE
Salesforce CRM and Data Officer
We are seeking an experienced Salesforce professional to improve supporter data, reporting and insight for an international climate charity.
Position: CRM and Data Officer
Salary: £28,000 to £36,000 per year
Hours: Full time, 37.5 hours per week
Location: Remote, with occasional travel to London and Cornwall
Closing date: 10 September 2026. The vacancy may close early if sufficient suitable applications are received.
About the role
As Salesforce CRM and Data Officer, you will manage and improve the organisation's Salesforce system, helping colleagues use data effectively and deliver an excellent supporter experience.
Acting as the main point of contact for Salesforce, you will provide day-to-day support, maintain accurate supporter records and develop reports and dashboards that inform fundraising and marketing decisions.
Key responsibilities include:
- Managing Salesforce configuration, users, permissions, supporter records, campaigns and fundraising processes
- Providing Salesforce support, guidance, training and documentation
- Maintaining data quality through cleansing, deduplication and regular checks
- Creating reports and dashboards for different teams and audiences
- Analysing supporter and campaign data to identify giving trends and provide actionable insight
- Supporting integrations and data flows between Salesforce and third-party systems
- Overseeing analytics and tracking tools, including Google Analytics, Tag Manager and website reporting
- Managing data protection enquiries and supporting GDPR-compliant contact preferences
- Supporting accurate Gift Aid processes and claims
- Identifying opportunities to simplify systems and improve processes
About you
You will be a confident Salesforce professional who can combine technical CRM administration with data analysis, reporting and excellent internal support.
You will need:
- At least two years' recent, hands-on Salesforce administration experience
- Experience managing users, permissions, records, campaigns and routine configuration
- Experience creating Salesforce reports and dashboards
- Advanced Excel skills and the ability to interpret data and identify trends
- Experience maintaining supporter, donor, customer or membership data
- Experience improving data quality and resolving day-to-day CRM issues
- An understanding of GDPR, data privacy and contact preference management
- The ability to explain technical information clearly to non-technical colleagues
- Strong problem-solving, organisation and stakeholder management skills
Experience of fundraising data, Gift Aid processes, Salesforce Nonprofit Success Pack or Nonprofit Cloud would be an advantage.
About the organisation
You will join an international climate charity that works alongside Indigenous and local communities to protect rainforests across the Amazon, Congo and Papua New Guinea.
The organisation supports communities to strengthen their livelihoods, health, education and resilience. This includes providing direct, unconditional funding, enabling communities to decide how best to improve their quality of life and protect their land from illegal logging and exploitation.
Benefits include flexible working, an employee assistance programme, a learning and development budget, enhanced leave policies, volunteering time and payroll giving.
The organisation welcomes applications from people of all backgrounds. Offers are subject to satisfactory references and appropriate screening checks.
Applicants must already have the legal right to live and work in the UK, as visa sponsorship is unavailable.
Other roles you may have experience of could include: Salesforce Administrator, CRM Manager, Supporter Data Manager, Fundraising Data Manager, Database Manager, CRM and Insight Manager, Fundraising Systems Manager or Salesforce Data Manager.
Please note this role is advertised by the recruitment agency acting on behalf of the client, NFP People.