Salesforce and Programme Operations Specialist – NED Engagement Programme

Anticipated Contract End Date/Length: Initial 3-month contract, with a potential 6-month extension

Work set up: Remote

ResponsibilitiesSalesforce Administration and CRM Management

• Maintain and update contact records, campaign information, and event-related data within Salesforce.
• Create and update contacts, manage attendance statuses, and ensure records are accurate and complete.
• Maintain event campaign records and ensure attendee information is correctly captured.
• Update post-event attendance records to trigger automated follow-up communications.
• Identify and correct duplicate, outdated, or incomplete records.
• Investigate missing information and ensure CRM records meet internal data quality requirements.
• Support the consistent use of Salesforce processes and workflows across the programme.

Shared Inbox and Enquiry Management

• Monitor and manage the programme's shared inbox, responding to enquiries in a timely and professional manner.
• Handle event registration queries, access requests, attendee questions, and general programme enquiries.
• Manage incoming requests efficiently and escalate more complex matters to the relevant team members.
• Maintain clear records of enquiries and follow-up actions where required.
• Ensure communications are accurate, helpful, and aligned with the organisation's standards.
• Help manage fluctuations in inbox volume around busy event periods.

Event Administration and Post-Event Processes

• Provide back-office administrative support across a busy calendar of virtual and in-person events.
• Update attendee and attendance records following events.
• Ensure post-event data is processed promptly so automated follow-up communications can be triggered correctly.
• Support registration administration and maintain accurate event records.
• Coordinate with the programme team to ensure all relevant event administration is completed within agreed timelines.
• Help maintain consistent processes across the annual event schedule.

CRM Data Quality and Audience Management

• Review and clean existing CRM records to improve data accuracy and completeness.
• Identify missing consent information and support the appropriate review and updating of records in line with internal procedures.
• Assist with maintaining audience databases and ensure contact information remains up to date.
• Support the identification and review of potential Non-Executive Director contacts who are not currently engaged with the programme.
• Help organise and maintain audience information to support future engagement activity.