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Salesforce Reporting Officer

Godalming, Surrey
Circa £27,000 (Depending on experience)
Closing date
25 Jun 2022

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Environment / Conservation
Full Time
Contract Type
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Job Details

Salesforce Reporting Officer

Are you an expert in creating Salesforce Reports and Dashboards?

If so, our client needs you!

This new role is an exciting opportunity for a proactive reporting specialist to join their CRM team. Using their Salesforce CRM system you will provide colleagues worldwide with reports and dashboards to monitor fundraising performance. These will be used to guide decision making, improve relationships with donors and provide crucial information in their fight against factory farming.

Help transform billions of lives. Including yours.

Our client is the leading charity campaigning for farm animal welfare. Their mission is to end factory farming – the biggest form of animal cruelty on the planet and the issue at the centre of many of the world’s biggest challenges including climate change and the collapse of nature. With headquarters in the UK and offices throughout Europe, the USA and China, they are an influential organisation, mobilising thousands of supporters and partners worldwide.

About you

You will have experience of producing high quality reports and dashboards, either from Salesforce or an equivalent CRM system. You will have a proven track record of working alongside colleagues to understand requirements and deliver impactful reporting to assist them in their roles. You will also be able to train users, both individually and in groups on how to use reporting tools.

Key Responsibilities

  • Reports to Head of CRM.
  • Develop a suite of dashboards and reports for the Global Individual Giving and Major Gifts teams.
  • Work with CRM team to identify improvements to data being held within Salesforce and suggest changes that will help improve reporting.
  • Work closely with the Data Insights and Analytics Manager within the Digital team.
  • Manage all reports and dashboards available within Salesforce, making sure they are up to date, correct and relevant.
  • Implement a reporting folder structure and naming convention to ensure consistency and make sure users can find what they need.
  • Manage user access to reports and dashboards.
  • Responsible for training users in the use of reports and dashboards. This will include running training sessions, creating support articles, and helping users on a 1-1 basis.

Their commitment to diversity

Our client is committed to providing equal opportunities for everyone, regardless of their background. They value diversity and lived experience, and acknowledge the underrepresentation of people from certain backgrounds, both within their organisation and across the sector. They welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation, or other.

Why work for our client?

For animals, people and planet: They are on a mission to end factory farming and create a world where fresh air and sunshine are natural parts of any farming system.
To expand your current skills, develop your career and make a difference to the lives of billions
They offer 25 days paid holiday
45 minutes by train from London Waterloo, their international headquarters are in Godalming near Guildford, a picturesque market town on the banks of the River Wey.
They occupy modern, bright open plan offices just two minutes’ walk from Godalming station
Free parking

If you want to expand your current skills, develop your career and make a difference to the lives of billions, this could be the place for you

Please complete the online application form to upload your CV and a covering letter outlining how you meet the person specification detailed in the Job Description.

Please note that they reserve the right to commence interviews on a rolling programme.

Contract type: Permanent
Hours: 37 hours per week, full time
Salary: Circa £27,000 (Depending on experience)
Closing date for applications: 25th June,2022
Location: Godalming, Surrey, UK (flexible working offered - with minimum 2 days per week in office)

You may have experience of the following: Salesforce, CRM Manager, Customer Relationship Management, Certified Salesforce Administrator, Project Management, Continuous Improvement, Information Integration, Salesforce CRM Manager, etc.

Ref: 133 311


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