Salesforce Analyst & CRM Strategist

Essex Social Impact Bond; United Kingdom; Hybrid; GBP 35,000 - 43,000; Full time

Job summary

Social Finance is seeking a proactive Salesforce Analyst to join the IPS Grow Data & Digital team in the UK. You will support Salesforce configuration, data reporting and user support to ensure the CRM remains fit for purpose and scalable across frontline teams.

You will work with the Data & Digital Community of Practice and delivery teams to translate requirements into technical solutions, maintain documentation, and contribute to continuous improvement across the system.

Qualifications

• Experience with Salesforce or similar CRM systems, including configuration and user support.
• Ability to advise on design decisions and adapt Salesforce functionality without coding.
• Strong analytical skills with Excel/Power BI or similar tools.
• Clear communication of technical concepts to non-technical audiences.

Responsibilities

• Support Salesforce design, development and support (configuration, testing, deployment).
• Gather user requirements and translate into technical specs.
• Advise on design decisions, customisations and enhancements for scalability.
• Monitor performance and troubleshoot; document changes and guidance.
• Create and maintain dashboards/reports for insights and monitoring.
• Clean, validate and analyse data from Salesforce and other sources.
• Collaborate with data team to ensure quality reporting.
• Act as first point of contact for Salesforce-related queries.
• Develop scalable user resources and participate in testing cycles.
• Collaborate with Head of Operational Support and CRM Project Manager.

Skills

Salesforce

CRM systems

Data analysis

Excel

Power BI

Communication

Tools

Salesforce configuration

Job description

Social Finance is seeking a proactive Salesforce Analyst to join the IPS Grow Data & Digital team in the UK. You will support Salesforce configuration, data reporting and user support to ensure the CRM remains fit for purpose and scalable across frontline teams.

You will work with the Data & Digital Community of Practice and delivery teams to translate requirements into technical solutions, maintain documentation, and contribute to continuous improvement across the system.