Salesforce & Systems Manager

The Sutton Trust; Greater London; Hybrid; GBP 42,000 - 45,000; Full time

Job summary

An educational charity in Greater London seeks a Salesforce and Systems Manager to lead the implementation and management of Salesforce across the Trust. You will ensure data quality, streamline processes, and manage stakeholder relationships. The ideal candidate has experience as a Salesforce admin, strong analytical skills, and a commitment to improving educational access. This full-time, permanent position offers a salary between £42,025 and £45,000, with flexible working options.

Benefits

Flexible working hours

Opportunity to work from home

Qualifications

• Experience as a Salesforce administrator, particularly in the non‑profit sector.
• Knowledge of project management and experience leading projects.
• Organised, independent and able to work to deadlines.

Responsibilities

• Act as the Trust’s in-house Salesforce lead.
• Manage relationships with external stakeholders.
• Ensure the quality of data in Salesforce, complying with GDPR.

Skills

Analytical abilities

Attention to detail

Communication

Problem-solving

Initiative

Education

Salesforce Administrator Certificate

Understanding of UK GDPR principles

Tools

Salesforce

Microsoft Excel

Form Assembly

Job description

Deadline: 23:59, Wednesday 28th January

The Salesforce and Systems Manager will play a key role in the Programmes team ensuring that our systems and processes run smoothly, that data is accurate and well maintained, and that we continue to innovate through our use of data systems to improve delivery and working across the wider Trust.

You will lead the usage and development of our Customer Relationship Management (CRM) platform, Salesforce, for the delivery and evaluation of our programmes. You will be responsible for overseeing the building and management of application and evaluation forms ensuring that internal and external colleagues views have been considered. Whilst this role sits within the programmes directorate, you will lead on Salesforce for the Trust as a whole and collaborate with other teams to ensure optimal running of the platform.

You will manage a number of external relationships, including our external Salesforce partners, application site partners and other digital and data partners to ensure that work is well managed, delivered on time and on budget. You will work closely with the Senior Impact and Evaluation Manager to ensure data on applications, evaluations, and long‑term destinations is of high quality and securely held.

The role will report to the Senior Impact and Evaluation Manager, and work alongside, and with support from, the Data and Evaluation Officer.

Main duties

• Act as the Trust’s in‑house Salesforce lead, keeping up to date with sector updates (including Artificial Intelligence) and training staff members in how best to use Salesforce.
• Lead on the management and integration between Salesforce and the Trust’s other data collection platforms – including Form Assembly, Sutton Trust Online, Campaign Monitor, and Zoom.
• Work cross‑Trust to identify potential Salesforce process improvements or system changes that will deliver efficiencies, prioritise these and oversee their build and deployment.
• Manage relationships with external stakeholders, including web developers and Salesforce/Form Assembly representatives.
• Manage the build and development of programme application sites with input from programme leads.
• Ensure the quality of data coming into and held in Salesforce, complying with GDPR requirements.
• Manage the design, building, and dissemination of evaluation forms and ensure high rates of completion.
• Manage the two‑way sharing of application and engagement data with universities and delivery partners.
• Support the communication of data and insights in Salesforce through the creation of dashboards and reports.
• Prepare data for annual HEAT submissions.
• Support the Senior Impact and Evaluation Manager with data and analysis when required.
• Other duties as necessary, from time to time.

Person Specification

We welcome applications from individuals who the following:

Skills

• High degree of initiative and the ability to take responsibility and prioritise own workload.
• Strong problem solving and analytical abilities.
• Organised, independent and able to work to deadlines.
• Ability to think strategically.
• Excellent attention to detail.
• Demonstrates a willingness to learn.
• Excellent verbal and written communication.

Experience

• Experience as a Salesforce administrator, particularly in the non‑profit sector.
• Understanding of UK GDPR principles and compliance.
• Proficiency in Microsoft Excel and the Office suite.
• Knowledge of project management, including experience leading projects with both internal and external stakeholders, and analysing user needs.

Additional skills that will help you to stand out

• Knowledge and experience of the higher education, education, and/or non‑profit sectors.
• Familiarity with platforms such as Form Assembly, and the Higher Education Access Tracker.
• Holding a Salesforce Administrator Certificate.
• Project management training.

We are also looking for an individual who:

• Is sympathetic to the aims of the Trust and its mission to address educational disadvantage.
• Has first‑class interpersonal skills – a natural ambassador able to represent the Sutton Trust in a range of settings.
• Is eligible to work in the UK (see here for information about right to work).

Terms of Appointment

• Contract: Full‑time, Permanent
• Salary: £42,025‑£45,000 per annum
• Working location: Minimum of 2 office days per week
• Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21‑24 Millbank, London, SW1P 4QP. Our home‑working policy gives staff the option to work from home for up to 60% of the time, with approval from their line managers.
• Hours: The standard working hours are 9am to 5pm, Monday to Friday and may also be required to attend events/meetings outside of normal working hours during weekday evenings and occasionally at weekends.
• DBS check will be required.

Scroll down to find out about our staff benefits!

Please note that your application should be submitted in one go – you can view the questions by clicking on the link if you would like to prepare in advance.

Interviews

Applications should reach us by 23:59, Wednesday 28th January, with first round interviews held over Zoom on Wednesday, 11th February, and second round interviews held at our London offices on Wednesday, 18th February.

Safeguarding statement

The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.

Contextual recruitment

The Trust is committed to ensuring equality of opportunity and that all applicants receive equal consideration for employment. We strongly encourage individuals from all backgrounds, including those underrepresented at present at the Trust, to apply for this role. As such we particularly welcome applications from people with disabilities, Black, Asian or Minority Ethnic backgrounds, LGBTQ+ and from different socio‑economic and educational backgrounds. We are committed to being an inclusive and welcoming place to work and know that greater diversity will lead to even greater results for the young people we support.

We are committed to providing reasonable adjustments for disabled candidates throughout our recruitment process and during employment.

We also operate contextual recruitment at the Sutton Trust. Our application process gives you the option to include information about your background, such as whether you were eligible for free school meals, whether your parents went to university, or whether you attended a state school. For more examples and information on contextual recruitment, please see our website.