Finance Manager Jobs
We are a multi-award-winning, creative, and innovative organisation, and the Database Officer is a role at Al-Khair Foundation, sitting within the Database team and delivering on a range of database tasks and processes utilising our Salesforce database.
We’re looking for someone who has a good working knowledge of database systems and who understands their importance to organisations like Al-Khair Foundation. We seek someone who is naturally process-driven and has a great eye for detail. You will be responsible for specific monthly processes, such as organisation income reconciliation and ongoing data uploads and cleansing for the Fundraising teams. You will also become a champion for Salesforce and understand the importance of CRM to help Al-Khair Foundation achieve our goals and provide a better service to our donors, supporters, and participants.
Your Role
Al-Khair Foundation uses Salesforce to manage relationships with our donors, supporters, and stakeholders, including recording all donations made to the organisation. Al-Khair Foundation’s Database Officer will be responsible for the monthly delivery of the income and data reconciliation processes for the Fundraising teams, which includes liaising with a wide range of external agencies and the website to successfully download and query files, update and create new supporter records on the database, process cheques and payment requests, and work closely with the Finance team to ensure all anticipated and banked income tallies correctly.
You will also work closely with colleagues in the Database team to support and maintain regular database processes, data cleansing, and other database-related functions that happen on a monthly or quarterly basis. This may include responding to and being responsible for Support Ticket queries in relation to income, data, and/or the database generally and working with external database agencies such as our web platform partners and Salesforce.
Aside from these core duties, from time to time, you may also carry out general administrative tasks on behalf of the Supporter Engagement team. This may include supporting the Supporter Care Assistant during busy periods with customer care via email and telephone and recording updates, processing invoices, and maintaining and updating team rotas and trackers.
Your Responsibilities
- Delivering the monthly data reconciliation and income reconciliation processes, which include downloading and uploading data files.
- Supporting the Fundraising teams with their monthly income recording and reconciliation.
- Liaising with external agencies and the Finance team.
- Checking for and correcting inaccuracies and updating supporter records.
- Running reports for the Fundraising and Finance teams.
- Maintaining and carrying out regular database processes, including data cleansing.
- Supporting the Database Coordinator and the Senior Data Manager to encourage best-practice use of the database across the organisation, including assisting with onboarding and new user training and being on hand for day-to-day technical support when the Database Coordinator is unavailable.
- Working with external partners (i.e., telemarketing agencies) to ensure the successful and smooth transition of data onto the database.
- Spotting and reporting database glitches and problems.
- Supporting with the ticketing system as a second point of contact in the Database team.
- Contributing to creating a culture committed to the safeguarding of children and adults and compliant with Al-Khair Foundation’s Child Safeguarding and Adults at Risk Policies.
Who You Are
To be successful, you will be:
- Someone who has experience using a Salesforce database to carry out day-to-day tasks and who understands their importance for organisations such as Al-Khair Foundation. Charity/NGO experience would be an advantage.
- Someone with excellent attention to detail and good numeracy skills.
- A great communicator who can manage a variety of stakeholder requirements and resolve requests in a timely and accurate manner.
- Able to organise your time and own workload effectively and able to work to deadlines in a busy environment.
- Able to learn new processes and systems swiftly and diligently.
- Able to work under your initiative, take instructions from others, and work well as part of a team.
- Experienced in carrying out administrative tasks and processes in an office setting, with good knowledge of Microsoft Office, especially Excel.
- Keen to learn more about the inner workings of database management.
For further information and to apply, please click the 'Apply' button and follow the instructions.
Closing date: 10th May 2024
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
The senior member of staff is responsible for ensuring the decisions of the Board are acted upon and the charity meets the legal and regulatory requirements of a CIO. The key focus will be on development of new income streams as we navigate challegnes across the site. The General Manager will oversee the implementation of the new Buisness Development Plan. Support the team of volunteers in project managment and fundraising to support the ambitions of the Board. HR management and financial control will be an important part of the role.
Thatcham Memorial Foundation is a Charitable Incorporated Organisation (CIO) that serves the people of Thatcham and surrounding areas.
The client requests no contact from agencies or media sales.
Finance Officer
This is a full time role - Hybrid working with an expectation of weekly attendance to Head Office at Baynards Green, Nr. Bicester Oxfordshire.
Job Purpose:-
We are looking to appoint a Finance Officer to join our growing team. Reporting to the Head of Finance this new role will ensure that appropriate financial processes and systems are followed and developed to support our charity’s sustainable growth and safeguard our financial health.
The Finance Officer will ensure that financial tasks and transactions are undertaken in an efficient, effective and timely manner and, importantly, that relevant financial information is provided to keep the Head of Finance updated and informed, supporting the Leadership Team to make the best decisions for the charity.
We are looking for a confident and experienced individual to join our supportive team. Previous charity finance knowledge is helpful but not essential, above all we want an individual to be tenacious, curious, diligent and show strong initiative.
Who are you?
You should be accomplished in Sage 50 Accounts and have considerable experience working in a finance function and in financial administration.
Some experience of working with Salesforce or an equivalent CRM database and an accountancy qualification or studying towards a professional qualification ACCA, CIMA, ACA, CIPFA) or AAT qualified. Experience of working in the Voluntary Sector, paid or unpaid would be great.
You should have excellent written and verbal communication skills (a natural ability to clearly communicate financial information to those with a non-finance background). You need to have proficient knowledge of Microsoft Office (Word, Excel, PowerPoint and Outlook and experience in database and payroll systems.
It would be amazing for you to have high level of attention to detail and methodical working, be a self-starter and be able to use initiative.
Have a positive and professional approach to work, be values focused and able to be adaptable in a growing and changing environment
How to Apply:-
Please access our attached Job Information Pack.
Please email a covering one page supporting statement explaining your suitability for the role along with your CV.
We recognise that some of your experience may be from unpaid roles as well as paid employment – please include any voluntary work if it helps to show why you are the right candidate for the job.
The client requests no contact from agencies or media sales.
All Hallows by the Tower are looking to seek an organised and friendly parish administrator/church manager to oversee the day-to-day running of the church. The administrator will manage the church office and have responsibility for the Grade I listed building, organisation of events, and minor financial responsibilities.
An inclusive church seeking to serve all who come to Tower Hill.
The client requests no contact from agencies or media sales.
TRC s a women-only organisation which provides support to women and girls who have experienced rape or sexual abuse. The Business Support & Development Officer will be responsible for TRCs business administration, finance & development; supporting the day-to-day operational functions and overall strategic objectives of TRC.
Do you want to be part of a growing, supportive charity? Do you want to make a difference to the lives of women and girls? TRC’s vision is to challenge rape culture and support and empower women and girls who have suffered rape and sexual violence.
The client requests no contact from agencies or media sales.
Department: Supporter Care and Database Services
Location: Hybrid working – Between office location and home. Minimum 3 days a week in the office in line with fixed rota.
Hours of Work: 37.5 hours per week
Contract: Permanent, full-time
Closing date: Tuesday 7th May 2024 at 10.00am
Interview date: Wednesday 15th May 2024 (via MS Teams)
Annual Leave: 33 days (plus eight bank holidays)
Benefits:
- Enhanced maternity, paternity, adoption, and shared parental pay
- Family friendly policies
- 8% employer pension contribution (Aviva) or opportunity to continue NHS Pension
- Free health cashback plan (Medicash) employee cover plus up to four dependent children)
- 24/7 virtual GP access (UK registered), plus access to Best Doctors
- Free confidential employee assistance programme (Health Assured)
- Access to wellbeing app (healthy living tips and Bright TV )
- Flexible working options; including hybrid working, flexible working patterns such as part-time, compressed hours and more*
- Learning and development committed (bespoke training, LinkedIn Learning etc.)
- Employee health and wellbeing committed (menopause friendly, disability confident employer etc.)
Background:
Every three minutes someone in the UK develops dementia; a progressive and complex condition that can be devastating for the whole family. One in two of us will be affected by dementia in our lifetime – either by caring for someone with the condition, developing it ourselves, or both.
Dementia UK is the specialist dementia nursing charity that is there for the whole family. Our specialist nurses, known as Admiral Nurses, provide free, expert advice, support and understanding to help families care for their loved one. Every day, Admiral Nurses help families up and down the country to have the best life possible for as long as possible.
Purpose of the job/About the role
Join Dementia UK as a Gift Processing Officer helping to establish an excellent level of financial processing that will underpin the growth in fundraising activity across a range of income streams.
Working within the supporter care team you will be responsible for processing a high volume of donations. You will ensure that that all processing is accurate and timely in order to provide an excellent supporter experience for all Dementia UK donors & supporters. Reporting to the Supporter Care Manager, the Gift Processing Officer will handle post, cheques, cash and charity vouchers, working carefully with our database to record income and thank all supporters who give to Dementia UK.
The ideal candidate will possess previous experience in database management, demonstrating a keen eye for detail and strong numeracy skills. You will have high computer literacy with knowledge of Microsoft Office including Word and Excel. You will also have excellent interpersonal and communication skills with the ability to prioritise own workload and adapt to changing demands in a busy environment.
If this sounds like you, join us in making a difference in the lives of those affected by dementia.
Our Culture
In addition to a competitive salary and a generous benefits package, we truly value our people. It’s important for us to create a working environment that looks after our workforce to achieve their full potential. You will become part of a diverse and dedicated team who are supported to use and develop their skills. We recognise and value the key role you will play in delivering our strategic plans for the benefit of those living with dementia.
Our staff have a voice. Representatives from different roles and levels across the organisation positively contribute and lead on our working groups around health and wellbeing, menopause, and equality, diversity and inclusion.
Dementia UK is proud to welcome everyone, we aim for a truly inclusive culture with talented, diverse teams that represent a variety of backgrounds, perspectives, and skills. We celebrate differences and individuality and encourage everyone to join us and be their whole selves always.
*Please note that any decision on flexible working is based on business needs
The client requests no contact from agencies or media sales.
We are looking for someone to help us promote the work of our diocese, which covers our churches in Edinburgh, the Lothians and the Borders.
You would
- promote the diocese internally and externally
- develop and maintain our digital channels
- support our churches' communications training needs
Do you have experience in:
- a communications, digital communications or marketing related role
- using Content Management Systems such as WordPress
- creating social media content in a professional capacity
- creating, sourcing and editing content such as copy, images and videos
You will need to:
- have excellent written and spoken English
- be able to foster effective working relationships
- have excellent organisational skills
We offer:
- a small and friendly team, working from an office near Haymarket
- a generous non-contributory pension
- support and development through our Annual Review process and training funds
The client requests no contact from agencies or media sales.
Empowering refugees to thrive as they rebuild their lives.
Upbeat Communities deliver services to welcome refugees and support them to settle and rebuild their lives in the UK. We are looking for an Administrator to support the team.
About You.
Do you love data and technology, and are confident using multiple online platforms and systems? Are you an excellent planner, with a high attention to detail? Are you able to work to tight deadlines, whilst being comfortable with change and flexibility? Do you have good teamwork, communication and interpersonal skills, with the ability to interact with people from diverse backgrounds?
Purpose of the role:
· To be the first point of call for IT, data and facilities processes.
· To provide administrative support across the organisation.
About us.
Upbeat Communities exists to help refugees settle and rebuild their lives in the UK. One of the best resources a refugee can have to help them settle in their new home is a good social network. With this aim, we want to help connect refugees into community. Our name reflects our vision to see thriving communities where refugees can make a positive contribution.
Our organisational values, lived out by our staff and volunteers, are:
We work to WELCOME. We create COMMUNITY. We are inspired to act with INTEGRITY. We exist to EMPOWER. We are committed to CREATIVITY. We run on RELATIONSHIPS. We are proud to be PROFESSIONAL. We have COMPASSION at our core.
Upbeat Communities' Christian ethos was the driving force behind the charity’s formation and is the basis for the values. Many of our team are Christians but we are eager to build a team that is representative of the diverse nationalities, faiths, and life experiences of the communities we work with.
Main duties and responsibilities:
IT
· Ensure all staff have IT equipment from their first day of work, ensuring that they are able to access the IT support they need with minimal interruption to daily tasks.
· Keep a record of all IT equipment, key information and renewals due.
· Be the first point of contact for IT provider, leading on Cyber essentials & annual IT audit.
· Lead on the implementation of strategic IT goals.
· Support the Continuous Improvement Officer to find new ways of working and ensure we stay up to date with emerging IT trends.
Data
· Maintain organisational databases, ensuring all data is accurate, meaningful, and compliant with the requirements of current and potential funders, as well as Upbeat’s policies and procedures for data.
· Liaise with Data consultants to manage workflow of data requests.
· Present data in a useful manner for stakeholders.
· Play a key role in the organisation around GDPR and Data Protection.
· Be responsible for the confidential maintenance of service user records and other relevant documents in line with Data Protection legislation (e.g. data protection impact assessments).
Facilities
· Support with office management processes (ordering stationery and equipment).
· Support in the efficient use of premises (organise key holder rota, complete regular checklists).
· Support with risk management and Health and Safety compliance (risk assessments, checklists, PAT checks).
Administration
· Provide administrative support to the charity’s projects (topping up payment cards, phone lines, donation admin).
· Assist with organising and monitoring staff training.
· Assist with the review and writing of policies and the staff handbook.
· Assist with process mapping across the organisation.
Other
· Make an active contribution to the overall work of Upbeat Communities through team meetings, staff training, awareness and fundraising events, and any other appropriate activities.
· Be committed to, and work in accordance with Upbeat Communities’ values and ethos, as well as adhering to all organisational policies and procedures.
· Participate in relevant networks and forums to assist in the work of this role as part of individual and professional development.
Person Specification:
We are looking for exceptional candidates who can demonstrate the following experience and skills. Please make sure you evidence each of these areas when you apply.
Experience
· Experience of supporting IT systems.
· Experience maintaining & improving an organisations Cyber Security position.
· Experience using data for reports and presentations.
· Experience of using a range of online platforms for managing data and information.
· Experience of using Microsoft Office, (Outlook, Word, Excel).
· Experience of office / resource management.
Skills & Attributes
· Excellent spoken and written English, with the ability to communicate to participants and external agencies.
· Excellent administrative ability, well organised and reliable.
· Excellent IT skills.
· Confident in managing and interpreting data.
· Ability to plan and manage your own workload.
· A team player with a helpful attitude and a positive disposition.
· Ability to communicate clearly and professionally to a range of stakeholders.
· Good problem-solving skills.
· Ability to work well on your own initiative and as part of a team.
· Understanding of the need to always maintain confidentiality.
· Commitment to some evening and weekend work.
· Commitment to actively demonstrate and participate in Upbeat Communities’ ethos and values.
What we offer as an Employer
· 25 days holiday plus 8 Bank Holidays for full time staff (pro rata for part time staff).
· Flexible working to promote a good work / life balance.
· Opportunities for continued training and development.
· Competitive pension scheme.
· Annual team retreat to recharge, re-envision and build relationships across the team.
· Regular support and supervision.
Empowering individuals and families to thrive as they rebuild their lives.
The client requests no contact from agencies or media sales.
Trust and Foundations Officer
We would prefer this role to be hybrid and applicants to be based within commuting distance to our Head Office at Baynards Green in Oxfordshire.
The Child Brain Injury Trust was originally set up by a group of medical professionals. The organisation has evolved over the years and is now the leading UK charity supporting families and professionals affected by childhood acquired brain injury. Working in consultation and collaboration with families and professionals, the charity aims to ensure families can access the support they need, when they need it and to ensure they have the best possible chance of reaching their potential.
Are you a passionate, highly motivated, and organised individual? Do you have brilliant application and report writing skills and are able to build effective relationships with donors? If you are, we are seeking a Trusts & Foundations Officer to be an integral part of the Trusts and Foundations team where you will be responsible for submitting applications to Trusts & Foundations for our services in the UK.
You will be working to deliver our ambitious targets for trust and foundations income for 2024/25 and beyond. The post-holder will help to research and explore new avenues for funding and build a strong pipeline of new donors who have the potential to support the charity. You will be building and maintaining strong relationships with stakeholders at trusts and foundations and preparing and delivering targeted funding applications to those organisations. You will be able to build upon and develop a compelling case for support for both the services we offer as a whole and for specific projects that reflect our work and values.
Ideally you will be looking to develop your skills with the aim of moving into a management role within the department within the next 2 – 3 years, so this role is to be viewed as a development opportunity.
How to Apply:-
Please access our attached Job Information Pack.
Please email a covering one page supporting statement explaining your suitability for the role along with your CV.
We recognise that some of your experience may be from unpaid roles as well as paid employment – please include any voluntary work if it helps to show why you are the right candidate for the job.
The client requests no contact from agencies or media sales.
We are recruiting into our FAST team. In this role, you'll be instrumental in maintaining and advancing our technology infrastructure. Working closely with colleagues across seven sites, you'll be at the forefront, ensuring smooth operations and facilitating the delivery of essential services.
Please find full details of how to apply via our website in the advert below. The deadline for application submissions is 23:59, Wednesday 08 May 2024.
We are striving to better represent the young people we support and therefore are particularly keen to increase applications from Black/Black British, Muslim, and male candidates as they are currently under-represented in our organisation. We also encourage applications from people with relevant lived experience.
If you need an adjustment to be made to any part of the recruitment process, please let us know as soon as possible.
Who are we?
We are a leading youth homelessness charity based in the Southwest, working with over 1,500 young people. At 1625ip we are driven by Social Justice and Passion: we strive to do something that matters and take pride in seeing the results of our work in social outcomes and improving young people’s lives.
What you will be doing:
- Tapping into your previous experience in help desk support, multitasking to troubleshoot and repair issues, you will be providing technical support via our helpdesk to colleagues, resolving issues promptly and efficiently.
- Using your previous experience in IT, you will be managing and overseeing the day-to-day operation of our IT systems, including hardware, software, and network infrastructure, using your problem-solving skills to ensure smooth running of the network and systems.
- With your solid knowledge of IT systems and applications and strong communication and interpersonal skills, you will collaborate with teams and colleagues to assess their IT needs, identify areas for improvement, and implement appropriate solutions.
- Assisting and contributing to IT policy, planning, development.
You will be in the FAST (Facilities and systems team) and your line manager will be our Central Services Manager.
At 1625ip we are led by our Competency Development Framework. This connects our values to our behaviours in everything we do and gives us the tools to develop. The framework ensures our recruitment is better informed, applications and interviews are behaviourally based, and job profiles are developed on the ‘how’ of a job.
The role requires previous experience and knowledge of IT infrastructure. If you have transferrable skills and you are interested in this role, but you are worried about the application process, please get in touch with us. We encourage you to have an informal chat with the recruiting manager to discuss how your personal or professional experience and skills could be transferred to this role. Details of how you can do that are further down in this advert.
Contract details
- Hours per week: 37.5 (this represents full time hours)
- Contract type: Permanent
- Pay: £28,282 - £29,777 per annum
- The location: You will be based in Kingsley Hall, close to Bristol’s main train and bus stations as well as the vibrant city centre. There is also flexibility to work from home to be agreed upon.
A few benefits at 1625ip
In return for your dedication, we offer:
- A generous annual leave entitlement of 30 days per annum plus all Bank Holidays
- A supportive and approachable team with an emphasis on colleague wellbeing
- Flexible working
- A friendly and welcoming team
Important dates
- Application deadline closes: 23:59, Wednesday 08 May 2024.
- If you have not heard from us by the end of the day on Thursday 09 May 2024, please assume that your application has been unsuccessful on this occasion.
- Interviews are on Thursday 16 May 2024.
The client requests no contact from agencies or media sales.
Camphill Village Trust is seeking a new Data Officer to join their team. Camphill Village Trust is a UK charity that supports over 600 adults with learning disabilities, autism, mental health issues, and complex needs across nine communities and services in England through supported living and day placement opportunities.
A significant aspect involves managing the Charity’s IT hardware and software to ensure they meet the organisation's needs, including planning upgrades and coordinating IT training events. Additionally, the role covers managing telecommunications and ensuring compliance with data protection regulations. It also involves working closely with the Head of Finance and external companies on new IT developments and data protection policies, ensuring the Charity's practices align with GDPR and other regulatory requirements.
The ideal candidate would have experience providing IT support, be organised, have strong communication skills, and have a good understanding of Office 365 systems. They should be proactive, resourceful, and possess a problem-solving disposition, able to work effectively with a range of stakeholders, including external support companies. They should be organised and methodical, combining accuracy with attention to detail and an ability to meet deadlines. Strong communication skills and the ability to explain IT issues to non-IT colleagues and build constructive working relationships are a must-have.
It is an exciting time to join the Trust with new leadership, a new strategy and opportunities for career growth whilst making a real difference to those whom we support. If this description resonates with you, we encourage you to submit your CV in Word format as soon as possible. Suitable candidates will be provided with further details about the role.
As a specialist Recruitment Practice, we are committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. We invest in your journey as a candidate and are committed to supporting you in your application.
About you
Are you detail-oriented, love working with data and want to work in a great team that’s making a difference to people living with myeloma? We’re looking for an enthusiastic Data Officer who has experience working with relational databases with a strong understanding of data protection and electronic marketing regulation. This role is ideal for someone who is methodical, enjoys a varied to-do list, and is committed to continuous professional development.
The right candidate will have experience working with databases in a fundraising or marketing context, be comfortable wrangling and cleaning data and possess the ability to communicate complex concepts effectively. If you have experience with data analysis and visualisation that’s even better!
About the Role
As a Data Officer at Myeloma UK, you will be supporting the charity as we implement a brand-new data strategy. You will ensure our data is handled with the highest care, complying with best practice in data protection, and be involved in projects covering data management, data cleaning, reporting, and analysis.
Some of your varied responsibilities will include:
· Collaborate across the charity assessing our processing and help to manage communication preferences, data assets, including maintaining the Records of Processing Activities (RoPA) log.
· Support us in assessing new and existing data processing to ensure we follow privacy by design principles.
· Enhance data flows from multiple sources to our CRM, providing training and support to colleagues where needed.
· Contribute to the development and execution of a brand-new data strategy, improving our charity’s data maturity through staff training and promoting best practice.
· Create dashboards and visualisations, identify trends, and provide insights to enhance how we work.
About us
Myeloma UK is the only organisation in the UK dealing exclusively with the blood cancer myeloma and related conditions. We are committed to bringing together the best and brightest people to help ensure that every patient has an empowered present and a hopeful future.
Our ultimate goal is to find a cure and make myeloma history. Until then, our mission is to help every patient live well with myeloma for as long as possible. We are committed to diagnosing myeloma earlier, discovering and sharing knowledge, transforming the patient experience and influencing positive change in care.
Our culture
Wellbeing and staff engagement are at the heart of our culture.
We offer flexible working and flexitime to allow you to find the right working pattern for you. We have a Staff Engagement Group who work with us to ensure staff are happy and who help us review and update our benefits. We offer an employee assistance programme and our Wellbeing Leads are always here to support our staff.
How to apply
If you think you would be a great fit for this role, get in touch and tell us more about yourself by sending us:
1. A cover letter telling us more about you and what you think makes you a good fit for this role
2. A CV that sets out your career history, with key responsibilities and achievements
We want to get a sense of who you are as well as what you can do.
Applications close on 13 May 2024 and interviews will be held w/c 20 May 2024. You may be asked to do a task prior to your interview.
Myeloma UK is an equal opportunities employer and always welcomes applications from suitably qualified and eligible candidates regardless of:
· sex,
· race,
· disability,
· age,
· sexual orientation,
· gender reassignment,
· religion or belief, marital status, or pregnancy and maternity.
Please note, you will be asked to provide evidence of your eligibility to work in the UK prior to interview selection.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Conservation Collective (CC) funds solutions to protect the environment, restore nature, and safeguard against climate change. The CC UK charity incubates, launches, and supports locally focused foundations, which open new funding channels to support the most impactful environmental grassroots projects. Our network comprises 20 members based all over the world and is growing.
We manage and monitor our donor relations, grant giving governance, contacts, and event activities, via a bespoke and customised salesforce system. This was launched in September 2021, and has been developed and configured to meet our growing needs since then. As the demand for our model increases around the world, we need a highly capable systems specialist to support us to ensure our data systems are well managed, users are trained, and we can create accurate reports for our donors and other audiences. The role will report to the Finance Director and will work closely with the rest of the team. This is a critical role that is central to the success of building a robust organisation, and there is opportunity for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Oversee Salesforce System: maintenance, training, development, and reporting
Maintenance
· Ensure key objects on Salesforce such as accounts, contacts, campaigns and grants are working effectively (ensure process flows work well).
· Maintain reliable records in all objects on Salesforce by eliminating duplicates monthly, processing user deletion requests and updating records for lists with up-to-date information on key stakeholders (e.g. trustees, contractors etc).
· Weekly data back-ups.
· Uploading ad-hoc batch data from Campaigns e.g. Just Giving or historical data into Opportunities.
· Ensure regular data cleaning to enhance the credibility and adoption of the system. Spot trends with issues and feedback into system development or training.
· Oversee data governance log: maintaining log of changes to review with the team, discussing effect on budget and system usage to inform decision making.
Training and support
· Oversee user set ups, create new user profiles, and share best practices according to GDPR practices.
· Oversee smooth onboarding and training process for new members to ensure effective adoption.
· Keep training materials related to key objects updated, host internal webinars to address new feature introductions or common issues to troubleshoot.
· Promptly troubleshoot any user issues and feeding these into training to prevent it happening again.
· Respond to individual questions from users on Slack and share tips and tricks.
Automations and Development
· Manage the integration of Form Assembly, ensuring all connectors work well and troubleshoot and update individual forms when needed.
· Support users with the building of individual Form Assembly forms, updating when needed (ad hoc) and embedding them in their websites.
· Perform developments such as creating new fields, updating picklist values, page layouts, forms, automation configuration, formula fields, and other content. Work with core team to assess where a development is foundation specific, and where it should be applied across all users.
· Act as key point of contact with our external Salesforce consultants on any requests of flow maintenance or improvements and monitoring effective use of credits and budgets.
Reporting
· Build reports and dashboards for each key Object – spot trends and suggest improvements.
o Opportunities - pipeline and income reports for board meetings
o Grants - tracker and applications analysis, extraction of impact data for evaluation purposes
· Provide quarterly diagnoses of user adoption levels across the network.
· Work with exec director to prepare quarterly data for trustee meeting and annual reports.
Manage IT systems with the support of an outsourced consultant
· Act as a key point of contact with our outsourced IT company, overseeing the creation of new users and managing the leavers’ processes.
- Ensure MS365 systems are working effectively for current users, and troubleshoot issues as a first point of contact before liaising with outsourced providers.
· Maintain an up to date ‘how to guide’ for our intranet, ensuring all users know how to use it and find what they need.
· Recommend Cyber Security improvements.
· Procure IT equipment for team with support of external consultant.
· Maintain an up-to-date list of active users, MS 365 licenses and Antivirus license protection.
· Oversee the IT budget by approving expenses on a regular basis.
· To manage website domains – purchasing new ones on request, performing updates or providing access to web designers.
Essential criteria:
· Passionate about nature and the environment
· Understanding of and experience in Salesforce User Management
· Knowledge/skills in improving business processes, overseeing testing; identifying and implementing systems enhancements.
· Experience of being able to communicate well with and support non-technical colleagues.
· Strong communication skills, verbal and written.
· Ability to work methodically.
· Ability to work quickly and accurately.
· A keen eye for detail.
· Demonstrable ability to work independently.
· Energetic approach to work and a desire to learn.
· Experience in not-for-profit sector
Strongly desirable criteria:
· Salesforce Administration Certificate.
· Salesforce Trailhead badges.
· Awareness of GDPR regulations.
· Comfortable with using MS Office suite, Slack and Canva environments.
· Familiarity with complex accounting models (affiliates, branches, restricted and unrestricted funding).
· Experience of working in a fast-paced environment that is constantly growing and adapting.
· Being able to speak Spanish, Greek or Italian would be a bonus.
Benefits: being part of a dynamic, creative, and growing team working to amplify the impact of local grassroots environmental work, as well as:
· Flexible working as standard (hours and location)
· Flexible holiday allowance
· Private medical insurance
· Discretionary annual bonus
· Salary sacrifice pension scheme
· CPD opportunities
· Possible travel in the UK and internationally
· Saving the world!
The client requests no contact from agencies or media sales.