Salesforce Administrator/Business Analyst

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The Salesforce Administrator/Business Analyst is a pivotal role in the charity reporting directly to the

Director of Operations and Programmes. Our key programmes Inspiring the Future and Inspiring

Governance are all powered by Salesforce CRM which has been heavily invested in and developed

bespoke for the charity. Deloitte have provided pro bono support to develop the platform which was

completely relaunched based on salesforce communities in 2017 and since held up as an exemplar with

many other charities contacting us to understand more. See

http://www.salesforce.org/stories/education-employers-charity/

We now have over 60,000 registered community users amongst schools and volunteers and are looking

to significantly increase usage of the platform to support more interactions over the coming years.

Salesforce also supports our staff in managing new leads both from employers and schools and in

managing the delivery and reporting of several key government and foundation contracts.

Education and Employers is a UK based charity launched in 2009 with the aim of "providing young

people with the inspiration, motivation, knowledge, skills and opportunities they need to help them

achieve their potential, through ensuring that every school and college has an effective partnership with

employers".

The Charity runs several volunteer programmes; Inspiring the Future uses a bespoke match-making

technology which connects state schools and colleges with employers and people from the world of

work And, using this technology, the Inspiring Women and Primary Futures Campaigns. Over 40,000

people have registered to volunteer from all levels - apprentices to CEOs, all sectors - archaeology to

zoology and in all parts of the country. Using the same technology, the charity also runs the national

Inspiring Governance and Inspiring FE governance services. Our online technology and the related

programmes and campaigns it facilitates have seen high profile support across government, business

and teacher associations and ongoing corporate partnerships including Bank of America Merrill Lynch.

A number of other countries are rolling out some of our programmes including China and Australia.

The Salesforce Administrator/Business Analyst will help to drive the design, architecture and future

development of the platform and have full responsibility for day-to-day running and support of the

platform. The Administrator will be expected to stay up to date with Salesforce features and

functionality and training on best practice and usage of the platform. The role is also key to supporting

reporting, including data cleansing, and data management across the organisation, working with

different teams to ensure we have timely and accurate reports and dashboards to support delivery of

key contracts and programmes. They will need to work with both internal stakeholders and external

suppliers to build and maintain solutions in Salesforce that support charity requirements and processes

and supervise / train internal Salesforce super-users. They will also be required to undertake an

Enhanced Disclosure via the Disclosure and Barring Service.

Education and Employers is a small charity working at a rapid pace to bring about change and the ideal

candidate will be a self-starter with strong communication skills, able to absorb key information quickly

and work well with a small team in a dynamic working environment.

Key Accountabilities

Platform administration

                              Responsible for the day-to-day support of the Salesforce platform, resolving any platform issues

within a timely manner.

                              Perform ongoing platform administration (maintaining user roles, security settings, profiles and

workflow rules).

                              Responsible for daily administration and configuration including documentation of existing

processes (e.g. creation of users, roles, and permission sets; and customization of objects, fields,

record types, workflows, validation rules, email alerts, etc.,)

                              Managing staff and any delivery partner licenses to ensure staff have the appropriate licence to

perform their roles and liaising with salesforce and the Director of Operations and Programmes

on any required changes to license arrangements

Platform Development

                              Keep abreast of new Salesforce features and functionality, as well as research new solutions to

recommend improvements to deliver the charity’s aims

                              Gathering and pro-actively developing business requirements and translating these into a future

roadmap and, thereafter, project plans, as appropriate, including liaising with external

developers to ensure these are fully costed with outcomes and critical success factors assessed

                              Project manage activities related to Salesforce customizations and/or developments.

                              Use Community Builder and Process Builder to make changes to the platform when appropriate

                              Drive testing and validation of Salesforce configuration and development.

Supporting staff and users, including continued roll out of Salesforce as CRM for staff

                              Create and maintain documentation on processes, policies, application configuration and help

related materials for users.

                              Managing all technical aspects of ensuring salesforce is optimally utilised as a CRM for staff and

supporting the continued roll out of this

                              Conduct new and existing user training on all aspects of the platform including support and

training of internally identified ‘super users’ across the charity

                              Understanding the range of users of the platform, spotting the problems this creates and

proposing platform amends that give users a smoother customer journey

                              Developing how to guides and flow diagrams to support staff in utilising the platform

                              Supporting development of how-to videos and guidance to be uploaded to portal for end users

                              Dealing with enquiries and providing support to external organisations and individuals using the

Inspiring the Future and Inspiring Governance portal

Reporting and Data Integrity

                              To take responsibility for ensuring that user data on the platform is regularly cleansed across all

programmes including the development of an annual data cleansing timetable

                              Ensure processes are set up to continuously monitor data quality and integrity.

                              Develop and maintain dashboards, reports, workflows, custom report types and custom objects

                              Ensuring the platform remains responsive to enable reporting on key contracts by liaising with

appropriate staff and creating additional fields and reporting as required

                              Produce reports for key contracts and for the Board of Trustees when required

Stakeholder Management & Other

                              Managing the day-to-day relationships with our salesforce account manager

                              Managing the day-to-day relationships with any salesforce developers or third-party suppliers

                              Maintain and continually update skills related to salesforce administration and usage using

salesforce trailblazer as appropriate

                              Develop an annual timetable of programme platform updates and changes including data

cleansing

                              Other ad hoc administrative tasks to support the team as needed

Person specification

Skills/ Knowledge/ Expertise

Essential

                              Experience and ability to administer Salesforce.com with at least 2 years’ experience

                              Experience creating and managing both basic and more complex Salesforce admin functions:

custom fields, workflows, data validation, page layouts, campaigns

                              Experience in rolling out salesforce as a CRM system to staff

                              Experience of data manipulation and cleansing

                              Experience in reports and dashboards (static and dynamic)

                              Understanding integration scenarios, processes and design

                              Proven IT/Salesforce project management experience

                              Experience of liaising with a variety of different stakeholders

                              Strong analytical and problem-solving skills

                              Provide technical support, training and assistance to users / Training non-technical staff in

Salesforce or other applications

                              Excellent knowledge and practical application of Microsoft office tools

                              Fluency in written and spoken English

Desirable

                              Salesforce Administrator Certification

                              Experience of using ‘salesforce apps’ such as Tracker for project management

                              An understanding of the intersections between education and employment

                              Experience of working in a small team

                              Understanding of Cyber security e.g. Cyber Essentials, risk management and data protection

Personal Attributes

                              Good level of education, demonstrating strong client facing aptitude and communication skills

both written and verbal. Comfort and confidence in working with a variety of external

stakeholders, having an entrepreneurial and enterprising approach to their work.

                              A ‘doer’- ability to anticipate requirements and act to provide workable solutions

                              Creative and solutions orientated, perceiving processes as the means rather than the end and as

an aid to effective delivery

                              Influencer - demonstrates personal ‘presence’ and gains the confidence of others through

temperament, capability and calibre

                              Demonstrates sensitivity and possesses the ability to manage effectively the organisational

tensions that sometimes develop between all stakeholders involved in the organisation and

delivery of the complex programmes

                              Team Player: working collaboratively and flexibly to achieve outcomes and is keen to add value

to the organisation’s culture and ethos

                              Courteous and professional manner

Application

The Education and Employers Charity values having a diverse workforce. We are committed to equality

of opportunity and welcome applications from individuals, regardless of their background.

The closing date for applications is 17th August 2018 and only successful candidates will be notified no

later than 21st August that they have been shortlisted. Interviews will take place on the 23rd and 24th

August at the Education and Employers’ offices in Fleet Street London.

Only applications with a CV and a cover letter will be considered.

Applications from recruitment agencies will not be considered under any circumstances.