Anticipated Contract End Date/Length: Initial 3-month contract, with a potential 6-month extension
Work set up: Remote
Responsibilities
Salesforce 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- Identify and correct duplicate, outdated, or incomplete records.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 elevate 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.
- Handle contact data carefully and follow applicable data protection and confidentiality requirements.
Programme Operations and Team Support
- Provide dependable operational support to the existing NED programme team.
- Help relieve administrative pressure so the team can focus on event delivery, stakeholder relationships, and programme development.
- Maintain accurate documentation and follow established processes.
- Identify recurring administrative challenges and suggest practical improvements.
- Work collaboratively with colleagues to prioritise tasks and manage competing deadlines.
- Provide updates on workload, outstanding actions, and any issues requiring attention.
Essential Skills and Experience
- Proven, hands-on Salesforce experience is essential. Candidates must be comfortable working directly within Salesforce rather than having only general CRM exposure.
- Experience maintaining CRM records, updating contact information, and managing campaign or event-related data.
- Strong administrative and organisational skills, with excellent attention to detail.
- Experience managing a shared inbox, handling enquiries, and responding professionally to stakeholders.
- Ability to work accurately with large volumes of contact and event data.
- Confidence in identifying data discrepancies, correcting records, and following established processes.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks, prioritise effectively, and meet deadlines.
- A proactive, reliable, and solutions-focused approach.
- Capacity to work independently in a remote environment while collaborating effectively with a wider team.
- Professional handling of confidential information and awareness of data protection requirements.
Desirable Experience
- Background supporting corporate programmes, event teams, or senior stakeholder engagement initiatives.
- Experience using Salesforce campaigns, event attendance tracking, and automated communications workflows.
- Familiarity with marketing automation tools and event registration platforms.
- Experience maintaining consent records and supporting CRM data cleansing activities.
- Previous experience within professional services, financial services, or a large corporate environment.
- Experience supporting Non-Executive Directors, senior executives, or other professional audiences.
- Previous event management experience is not essential. This is an operational support role, and strong Salesforce capability is the priority.
Ideal Ca