Senior Salesforce Coordinator

Contract: Full time, permanent (37.5 hours per week)
Job Location: Based in UK (with some travel to London and other regions as required)
Interview date: week commencing 11th August
Start date: August–September (preferred)

About the role

The Senior Salesforce Coordinator plays an integral role in helping The Access Project achieve its ambitions. The main responsibilities for this role are to maintain and improve Salesforce for the delivery and monitoring of The Access Project’s activities, including delivery of the programme, volunteer recruitment, and partnerships management.
The system is optimised to serve the specific needs of the organisation and is intensively used by frontline staff and management on a daily basis. The Access Project has an ongoing service agreement with Impact Box, a Salesforce development company, for more significant development work. The platform is also integrated with Moodle, to allow management and monitoring of online learning for our students.

The postholder will have full oversight of the system and will support The Access Project to make ongoing changes to functionality to achieve its goals. This would involve both independently updating the system (making reports, adding/changing fields, creating custom objects, creating and maintaining flows, user management etc.) and/or forwarding requirements to Impact Box or your line manager if the development requirements are more significant. The postholder will manage and assign user requests to the correct resource, being the first point of contact for all requests, and working cooperatively with staff members to ensure that needs are met.

Role responsibilities

•Troubleshoot and solve bugs and problems, escalating more serious issues to our external support (Impact Box) where required
• Manage user accounts, permissions, and roles

• Support the data insights team with the creation and maintenance of reports and dashboards
• Create and maintain flows, custom fields and objects, and Mass Action Schedulers to meet organisational needs
• Manage page layouts and lightning record pages to ensure clear organisation
and presentation of data
• Proactively and effectively manage and solve user requests from submission via Salesforce to completion, following up quickly and communicating changes or adjustments clearly to all relevant stakeholders
• Ensure changes are effectively and securely implemented, and carry out data hygiene/cleansing tasks
• Evaluate and implement new Salesforce releases and functionality
• Develop effective relationships with Salesforce users and key internal stakeholders, such as our Delivery and Partnerships teams, in order to identify development needs across the organisation
• Liaise with Impact Box, our external Salesforce services provider, and the Head of Technology and Insights to deliver development projects
• Provide guidance and advice to the Head of Technology and Insights about the viability of Salesforce systems development projects, working with our Insight and Evaluation Manager to outline the impact on reporting and with our Senior Online Delivery Coordinator to outline the necessary integrations with Moodle
• Develop, test, and deploy changes and updated in sandbox environments
• Document processes and workflows using Confluence so that there are clear records for future reference and training
• Train and educate users to increase Salesforce knowledge across the organisation
• Assist in troubleshooting issues with our Salesforce integrations including Form Assembly, TextMarketer, Zapier, and Tableau

Person specification
Experience:
• Previous experience implementing, configuring, or administering Salesforce (1-2 years) is a strong advantage.
• Previous experience in an educational or non-profit organisation is advantageous.

Skills and Competencies:
• Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions.
• Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards
• Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows
• Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable)
• Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent

Stakeholder and project management:
• Ability to manage projects involving both internal and external stakeholders, maintaining clear lines of communication
• Salesforce Administrator or Certified App Builder Certification (desirable)

Personal Attributes:
• Exemplary time management skills.
• Excellent communication and customer service skills, especially when working with stakeholders who have a more limited understanding of Salesforce.
• Strong organisational skills and attention to detail.
• Strong problem solving and troubleshooting skills.
• Excellent project management and stakeholder communications skills.
• Awareness of the responsibility to report any safeguarding or data protection concerns, taking safeguarding and data protection seriously as part of your everyday role.
• Passionate about educational equality and social mobility.
• Strong alignment with The Access Project's values of Empowerment, Courage, Impact, Inclusion, and Ownership.
• Ability to work collaboratively and cross-functionally within a diverse team.
• Commitment to continuous personal and professional development, and comfort learning new skills.

Benefits

• 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days.
• PerkBox – offering nationwide shopping discounts, gym memberships, holidays,
learning and much more.
• Employee Assistance Programme, a 24-hour helpline for staff
• Online Medical assistance – access 24/7 to a qualified GP within minutes, with
referrals and prescriptions available same-day.
• Interest-free travelcard loans
• Cyclescheme loans
• 1 Paid wellbeing day
• 2 paid Volunteering Days
• Employer’s pensions contributions (3%)
• CPD options in line with L&D programme
• Staff Mentoring scheme
• The Access Project welcomes requests for flexible working, subject to organisational needs

Equal Opportunities Statement

The Access Project aspires to represent the diversity of communities across the UK at all levels of the organisation and proactively takes steps to support this. We are committed to creating a culture where the experiences and voices of people from marginalised backgrounds are listened to and valued; where their skills are appreciated; and where their talents are nurtured and encouraged. The Access Project is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organization, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+ . We particularly welcome applications from people with lived experience in reference to our mission. We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us.

Disclosure of a Criminal Record

The Rehabilitation of Offenders 1974 (Exceptions) (Amendment) Order 1986 applies to posts where there is access to children. This means that applicants for employment that involves working with children and young people must disclose anything listed in their criminal record, with the exception of protected cautions and convictions. All Disclosures are carried out in the strictest confidence and are made only in connection with your application for employment and for no other purpose.
The application for a DBS check at a level appropriate to the job role will be activated before your first day of work. Members of staff who are not eligible for a standard or enhanced DBS check are required to undertake a basic DBS check only in line with legal requirements.
If you are selected for appointment to the role, you will be subject to this procedure.

Present or most recent employment

It is important to give full information, including the organisation you work in, or most recent employment if not currently working, full dates, address and explanation of any gaps in employment.

References

All appointments are subject to verification of employment and suitability of the candidate for the post applied for. We reserve the right to approach any previous employer for a reference and to verify their identity but will request your permission before doing so. If you have experience of working with children, please include this as one of your references.

Education, Qualifications and Training:

Ensure you give all the information requested, including dates, establishment where you studied and make clear the level of any examinations e.g., GCSE, GCE 'O' Level or 'A' Level or equivalents etc. and the grades you obtained. Also include any skills training you have had. You will be required to produce original documentary evidence of any qualifications relevant to the job, and these will be detailed on the person specification.
Proof of qualification is required before the appointment is confirmed.

Contact information

Please direct any queries to our email via:
[email protected]
For further information about The Access Project, please see our website via:
www.theaccessproject.org.uk
or contact The Access Project on 020 4513 5999.
Applications require an up to date CV.
Please ensure that you complete all of the questions in the application form to enable us to shortlist your application for an interview, otherwise it will be disqualified automatically. Resumes and CVs alone will not be considered.