UK Green Building Council (UKGBC)
Salesforce and CRM Membership Services Administrator
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UKGBC: Who We Are
UK Green Building Council is the industry network with a mission to radically transform the built environment in the face of the climate, nature crises. We champion bold government action and convene the ambitious sections of industry to drive progress at pace and scale.
This is an opportunity to play a role at the forefront of tackling the climate and nature crises and to protect communities. Nature is in collapse and our buildings and communities will not withstand the climate impacts we face without urgent action. The places we live, work and play in must, and can, be part of the solution, not the problem.
We are a multi-disciplinary team of c.30 passionate, skilled people from across the UK with a London office hub. As a green charity, we prize our welcoming and inclusive work culture with wellbeing and professional development at its heart.
The Role
We are seeking a confident, competent and driven CRM / Salesforce Administrator who is keen to play a pivotal role in an increasingly vital and influential organisation. This fixed-term role offers an exciting opportunity to gain experience in both Salesforce administration and CRM evaluation, supporting a review of available platforms to assess how well Salesforce continues to meet the organisation's requirements.
This role is ideal for an early to mid-career professional looking for an opportunity to develop their stakeholder management skills, and to work independently to maintain and develop UKGBC’s CRM software, so that it continues to capture and report important insights regarding UKGBC's activities.
The ideal person will have hands-on experience using Salesforce and its core products, with a strong understanding of their function and relationships, along with good problem-solving, communication, and reporting skills. They will be trusted to work autonomously to provide a seamless service and support to their teammates across UKGBC, all the while developing their own broad insight and knowledge of our mission through working with a passionate and knowledgeable team of colleagues, and also with businesses across the entire built environment value chain.
We are an equal-opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability, or any protected characteristic. We are committed to creating a diverse and inclusive workplace where everyone feels welcome and valued. Our commitment to inclusivity means we support flexible work arrangements, ensuring work-life balance for all. We prioritise accessibility and will gladly accommodate any needs upon request, as we believe in providing a barrier-free recruitment process.
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We recognise that people of colour, those from different socio-economic backgrounds, and those from minoritised groups are currently underrepresented at senior levels within the industry. We're on the lookout for talented individuals with a wide range of skills and experiences and are eager to welcome candidates from underrepresented groups.
Key Responsibilities
- Providing fluid membership administration, including oversight of invoicing and new member applications
- Using Opportunities, Products and some custom objects to manage and maintain membership renewal and recruitment processes
- Working closely with the Finance team to reconcile accounts with Salesforce data on revenue
- Maintain accurate dashboards and reports that provide meaningful, actionable insights to deliver professional services to members and partners
- Building & scheduling reports & dashboards to deliver business insights –member and partner recruitment, stakeholder engagement.
- Maintaining and updating Salesforce, add-ons &customisations to deliver a modern and user-friendly CRM platform
- Monitoring Salesforce critical updates and AppExchange developments to ensure CRM is at the cutting edge of performance
- Ensuring all UKGBC Salesforce users (incoming and existing) are equipped with the knowledge necessary to be independently accountable for recording their relevant member interactions
- Responsible for UKGBC data protection policy to ensure GDPR compliance and risk mitigation across the organisation
- Using Accounts, Contacts, Leads to maintain up-to-date information on members, prospective members and other stakeholders
- Testing new customisations in Sandbox and deploying to live
- Using Campaigns to assist team in tracking engagement via events, working groups, committees, courses etc.
- Data cleansing and backup
UKGBC Member Portal/Experience Cloud
- Manage access to the UKGBC Member Portal by ensuring correct allocation of user profiles
- Oversee management of page content and configuration
- Problem solving relating to user access issues
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Account Engagement
- Ensure UKGBC team are equipped with the ability to:
- Construct, test and send emails using Lightning Template Builder
- Understand how to sync Salesforce Campaigns to AE
- Understand how AE communicates with Salesforce and why some Contacts and Leads may be ‘unmailable’ and how to rectify this
- Create forms for the purpose of collecting data for mailing lists and other functions
- Use reports to analyse efficacy of email campaigns
- Automate marketing emails
- Support membership recruitment and retention through analysis of Prospect data
Ideal Candidate
Mission: A commitment to tackling the climate and ecological crises, aligned with the UKGBC mission.
Integrity: An inclusive approach that conveys and embeds honesty and transparency as standard.
Attitude: A positive, proactive, problem-solving approach with agility to perform duties that may be outside core accountabilities.
Teamwork: Ability to work within a multidisciplinary and diverse team, supporting a positive working environment.
Communication: Strong verbal, written communication and presentation skills, with ability to share technical principles and concepts in a consistently clear manner.
Project management: Efficient organisational and time management skills.
Administration: Strong administrative and computer literacy skills (standard software packages, mainly Microsoft Office), Advanced Excel skills.
Stakeholder engagement: Professional approach to stakeholder engagement across diverse audiences and platforms
Experience and knowledge:
- Ability to build Salesforce reports & dashboards
- Knowledge of most declarative Salesforce functions
- Working knowledge of building automations – Workflows, Process Builder, Flows, email alerts, field updates etc.
- Experience of using Salesforce Dataloader or equivalent
- Experience with multiple Salesforce clouds and platforms – Account Engagement, Experience Cloud, Marketing Cloud, Sales Cloud, Service Cloud
- Understanding of multi-platform integrations eg. QuickBooks and Salesforce, Eventbrite and Salesforce
- Approximate minimum of 2 years working as a Salesforce Administrator, although alternative ways of demonstrating equivalent experience will be considered
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