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 early 2022, 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 Salesforce and data administrator to support us to ensure our system is well managed, users are trained, and we can create accurate reports for our donors and other audiences. We’re looking for someone who can not only ensure that the existing system works well and is well managed, but who can identify opportunities for improvement and help us generate high-quality reports from the system to help us to raise more funding to support grassroots conservation work.
The role will report to the Finance Director and will work closely with the rest of the team in the UK and around the world, it is a critical role that is central to the success of our global network, and there is lots of scope for an ambitious candidate to grow in responsibility with it.
Key Responsibilities:
Oversee Salesforce System: maintenance, training, development, and reporting
Maintenance, user management, support and development
* Administer and maintain the Salesforce platform, managing user access, profiles, roles, and security settings
* Customise Salesforce to meet our business requirements, with outsourced development support to create and manage of custom objects, fields, formulas, validation rules, and process automation
* Collaborate with stakeholders to gather and analyse business needs, translate them into technical requirements, and implement effective Salesforce solutions
* Monitor system performance, troubleshoot issues, and resolve any operational or functional problem. Managing work outsourced to Salesforce contractors when needed
* Ensure automatic back-ups are working and up to date and an understanding of how to restore back-ups if needed, protecting our organisational data
* Stay current with the latest Salesforce releases, features, and best practices, and evaluate their potential impact on the organization
* Identify opportunities for process improvements and system enhancements to maximise Salesforce functionality and efficiency
* Support the implementation of new features, applications, and third-party integrations within the Salesforce ecosystem
* Maintain comprehensive documentation of Salesforce configurations and process
* 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).
* Oversee data governance log: maintaining log of changes to review with the team, discussing effect on budget and system usage to feed into prioritisation of new features and functionality, support the communication of any platform changes to end users
* Oversee smooth onboarding and training process for new members to ensure effective adoption.
Integrations
* Manage the integration of applications with Salesforce ensuring all connectors work well and troubleshoot and update connections where needed.
* Support users with the building of individual Form Assembly forms, updating when needed (ad hoc) and embedding them in their websites.
Reporting
* Support us to produce effective and easy to understand reports from the system:
* Opportunities - pipeline and income reports for board meetings
* Grants - tracker and applications analysis, extraction of impact data for evaluation purposes
* Provide quarterly analysis of user activity in the system, identifying and addressing trends or issues that arise from this
* Support the senior management team to prepare quarterly data and reports for trustee meeting and annual reports.
Overseeing our IT systems with the support of outsourced consultants
As well as the Salesforce administration, the candidate we’re looking for will be able to assist us as:
* a key point of contact with our outsourced IT company, overseeing the creation of new users and managing the leavers’ processes on the MS 365 environment
* Troubleshooting issues as a first point of contact before liaising with outsourced providers.
* Recommend Cyber Security improvements.
* Maintain an up-to-date list of active users, MS 365 licenses and Antivirus license protection.
* Support us with the management of our website domains – purchasing new ones on request and performing updates when needed.
Data Protection Officer point of contact
* Support our organisational Data Protection and lead on issues to improve where needed, ensuring Conservation Collective is compliant with and follows the Information Commissioner Office Data Protection policies (GDPR).
The successful candidate for this role will need to demonstrate:
* Minimum of 1 year’s experience as a Salesforce Administrator
* Salesforce Administrator certification
* Strong knowledge of Salesforce architecture, data models, and best practices for configuration and customisation
* Proficiency in Salesforce Lightning Experience
* Hands-on experience with Flow Builder
* Solid understanding of Salesforce security models, including roles, profiles, and permission sets
* Proven ability to gather and translate business requirements into effective technical solutions
* Clear communication skills, verbal and written. This is vital in supporting colleagues with less technical experience!
* Solid understanding of Data Privacy and GDPR regulations
* Excellent problem-solving skills with the ability to troubleshoot and resolve system issues
* Self-motivated, detail-oriented, and able to manage multiple priorities in a fast-paced environment
* Ability to work independently/remotely.
* Experience in not-for-profit sector
Ideally, they’ll also be:
* Passionate about nature and the environment
* Comfortable with using Slack and Canva environments.
* Being able to speak other languages, 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)
* Unlimited holiday allowance
* Private medical insurance
* Salary sacrifice pension scheme
* CPD opportunities
* Possible travel in the UK and internationally
* Saving the world!