Salesforce and CRM Membership Services Administrator
| Salary | £35,000 – £40,000 (FTE) pro rated to 3 days pw (0.6FTE), depending on experience. |
| Length of Contract | Full time, permanent |
| Hours of work | 22.5 – 26.5 hours per week |
| Location | Hybrid model with office in central London |
| Benefits | 28 days holidays plus Bank holidays 3 days closure between Christmas and New Year Enhanced Pension BUPA Cashback Scheme |
This fixed-term role offers an exciting opportunity to gain experience in both Salesforce administration and CRM evaluation, supporting a review of available platforms to assess how well Salesforce continues to meet the organisation’s requirements.
The ideal person will have hands-on experience using Salesforce and its core products, with a strong understanding of their function and relationships, along with good problem-solving, communication, and reporting skills. They will be trusted to work autonomously to provide a seamless service and support to their teammates across UKGBC, all the while developing their own broad insight and knowledge of our mission through working with a passionate and knowledgeable team of colleagues, and also with businesses across the entire built environment value chain.
Key responsibilities
- Providing fluid membership administration, including oversight of invoicing and new member applications
- Using Opportunities, Products and some custom objects to manage and maintain membership renewal and recruitment processes
- Working closely with the Finance team to reconcile accounts with Salesforce data on revenue
- Maintain accurate dashboards and reports that provide meaningful, actionable insights to deliver professional services to members and partners
- Building & scheduling reports & dashboards to deliver business insights –member and partner recruitment, stakeholder engagement.
- Maintaining and updating Salesforce, add-ons &customisations to deliver a modern and user-friendly CRM platform
- Monitoring Salesforce critical updates and AppExchange developments to ensure CRM is at the cutting edge of performance
- Ensuring all UKGBC Salesforce users(incoming and existing)are equipped with theknowledgenecessary tobeindependentlyaccountablefor recording theirrelevant member interactions
- Responsible for UKGBC data protection policy to ensure GDPR compliance and risk mitigation across the organisation
- Using Accounts, Contacts, Leads to maintain up-to-date information on members, prospective members and other stakeholders
- Testing new customisations in Sandbox and deploying to live
- Using Campaigns to assist team in tracking engagement via events, working groups, committees, courses etc.
- Data cleansing and backup
UKGBC Member Portal/Experience Cloud
- Manage access to the UKGBC Member Portal by ensuring correct allocation of user profiles
- Oversee management of page content and configuration
- Problem solving relating to user access issues
Account Engagement
- Ensure UKGBC team are equipped with the ability to:
- Construct, test and sendemails usingLightningTemplate Builder
- Understand how to sync Salesforce Campaigns to AE
- Understand how AE communicates with Salesforce and why some Contacts and Leads may be ‘unmailable’ and how to rectify this
- Create forms for the purpose of collecting data for mailing lists and other functions
- Use reports to analyse efficacy of email campaigns
- Automate marketing emails
- Support membership recruitmentand retentionthrough analysis of Prospect data
