CRM and Data Officer
About the role
£28,000 - £36,000
Are you ready to use your data and reporting expertise to back Indigenous people and protect the world’s rainforests?
We’re looking for a CRM and data professional to manage and improve our Salesforce system and help colleagues make effective use of organisational data.
You’ll be the main point of contact for Salesforce, maintaining the CRM, supporting users, improving data quality and producing useful reports and dashboards. You’ll also support fundraising and marketing teams with data analysis, segmentation, Gift Aid processes and campaign reporting.
You’ll help ensure that supporter data is handled appropriately and in line with GDPR and relevant charity-sector requirements. You’ll also support the maintenance of integrations between Salesforce and other systems, identifying opportunities to simplify processes and improve how we work.
About Cool Earth
Cool Earth is a climate charity that protects the rainforest by supporting the people who live there. We have been working alongside local and Indigenous rainforest communities for over 15 years in the three largest and most important rainforests in the world, the Amazon, The Congo Rainforest and the Papua New Guinea Rainforest. Indigenous and local communities have been protecting the rainforest for thousands of years, but unfortunately are now facing a humanitarian crisis, lacking necessities like safe drinking water, infrastructure, healthcare, and stable incomes.
This makes rainforest communities vulnerable to exploitation by illegal loggers and extractive industries, who pressure them to sell their land. Once these industries take over, Indigenous peoples are displaced, losing their ancestral homes, culture, and traditional ways of life, and the rainforest is destroyed. Without these forests to regulate the earth’s temperature the climate crisis will only worsen. So what do we do to help?
By working in collaboration with these communities we help support their livelihoods, improve health, sanitation and education and provide tech to help monitor their rainforest. Our main programme involves giving direct unconditional cash to rainforest communities so that they can decide how best to use it in order to improve their quality of life. Rainforest communities can only defend their land from illegal loggers and greedy land grabbers when they themselves are resilient and strong. We help them get to that point.
Requirements
What you'll be doing
In a nutshell: supporting the organisation to improve supporter experience as well as measure and demonstrate its fundraising and marketing impact. This includes:
CRM administration
- Act as the primary point of contact for Salesforce and provide day-to-day support to colleagues.
- Maintain and improve Salesforce configuration, supporter records, campaigns, segmentation and fundraising processes.
- Manage user access, permissions and routine CRM administration.
- Identify and resolve day-to-day CRM issues and escalate more complex technical issues where appropriate.
- Support colleagues to use Salesforce confidently through guidance, training and documentation.
Data quality, reporting and analysis
- Maintain accurate, consistent and reliable supporter data through regular cleansing, deduplication and data-quality checks.
- Create and maintain Salesforce reports and dashboards for different teams and audiences.
- Analyse CRM and campaign data to identify trends, provide insight and support fundraising and marketing decision-making.
- Support accurate tracking and reporting across relevant systems and channels.
Integrations and systems
- Support the day-to-day operation of integrations between Salesforce and relevant third-party systems.
- Work with internal and external stakeholders to troubleshoot integration and data-flow issues.
- Identify practical opportunities to simplify systems, reduce unnecessary connections and improve processes.
Compliance and Gift Aid
- Act as