Rodeo
Get started

Principles for Responsible Investment

Salesforce Functional Specialist - Technology & Data

London
£55k – £60k/yr
Posted about 17 hours ago
Sign up to applySee more jobs like this

How your CV stacks up

1Upload CV
2Analyse CV
3Improve CV

Upload your CV to see how well it fits this job role

?%

Salesforce Functional Specialist - Technology & Data

Employment Type - Full time (Please note, where PRI has an office there is an expectation to work a minimum of 2 days per week)

Location - Hybrid · London, City of, UK

Salary - £55,000 - £60,000 (GBP)

Closing - 11:59pm, 31st Aug 2026 BST

About The PRI

The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

The PRI’s three distinct capabilities relate to the core elements of the PRI’s approach to achieving a sustainable financial system.

  • Translate RI (Responsible Investment) thought leadership into insights and practical support that is tailored to what signatories need to progress their RI practice
  • Convene our vast network to create opportunities for collaborative action
  • Harness our global scale to influence policymakers and regulators to effect system change

Job Description

We’re seeking a talented, proactive and outcome-focused Salesforce Functional Specialist to join our shape and deliver our Salesforce capabilities. In this role, you will play a vital part in advancing the organization’s goals in relation to Responsible Investment by partnering with stakeholders across the organization to understand strategic objectives, redesign end-to-end processes, and translate and deliver them into an improved CRM ecosystem.

The person will work closely with most areas of the business, working within the technology team, you will provide architectural guidance, process rationalisation/transformation, and deliver the declarative changes in Salesforce. You will ensure that solutions are aligned with company strategy, deliver measurable outcomes, and establish standardised ways of working across the organisation.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

See breakdown
Save jobNot relevant
View details

It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

See breakdown
Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

See breakdown
Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

The work will be based primarily in the London office and time zone (currently with flexible working), and candidates will work and accommodate our international colleagues.

Core Responsibilities

  • Collaborating with stakeholders to determine business requirements that drive measurable business outcomes, making recommendations (understanding goals, pain points, constraints) and translating into Salesforce solutions
  • Design and implement Salesforce solutions that meet business needs, aligning with industry standards, and PRI design and development principles
  • Commit to continual improvement and innovation, championing and configuring new features in line with business needs
  • Provide functional expertise, guiding colleagues on how to leverage Salesforce capabilities and optimise business processes
  • Conduct workshops, stakeholder interviews, training sessions, and demonstrations
  • Drive education, awareness, and adoption through partnering, training, onboarding.

Person Specification

Mandatory Criteria

  • Well-developed people management/partnering skills, with a particular emphasis on business partnering and the ability to influence and collaborate with diverse groups
  • A collaborative, inclusive, and consultative approach, with the confidence to challenge constructively and drive standardisation where beneficial.
  • Strong understanding of Salesforce data model, security model, and declarative capabilities
  • Strong Salesforce functional knowledge with the ability to design scalable solutions
  • Salesforce Administrator experience with experience of working in small, admin teams in both classic and lightning
  • Excellent written communication and verbal presentation skills - You will be working with our internal customers daily, so must have the ability to explain complex, technical solutions and problems to our customers in a language they can understand. You will also have the ability to conduct effective presentations and training sessions and produce high-quality artefacts (process maps, user stories, design documentation)
  • Ability to work independently, manage ambiguity, prioritise effectively, and balance strategic architecture with delivery pragmatism.
  • Significant experience delivering change in complex environments, working effectively with people across the organisation (Particularly Sales Cloud)
  • Strong problem-solving skills, with the ability to troubleshoot, work with others to creatively resolve issues
  • Excellent networking, relationship management, and interpersonal skills and experience of building strong and productive relationships

Get help with your application

Your very own career expert that helps elevate your application to the next level.

Get help applying for this job

Non-Mandatory Criteria

  • Experience shaping Salesforce roadmaps and translating business needs into epics/user stories, acceptance criteria, and prioritised backlogs.
  • Multiple Salesforce qualifications
  • Financial Services domain expertise preferred
  • Demonstrable experience with Marketing Cloud and Experience Cloud
  • Knowledge of data management best practices, including data cleansing, data loads, and data migration both day to day and as part of projects is highly desirable
  • Demonstrable project management skills, with experience in delivering multiple small projects and BAU activities in parallel. This may include organising and negotiating with others that are outside of your team

We particularly welcome candidates from under-represented groups, including Black, Asian, and other People of Colour, those with visible or non-visible disabilities, LGBTQ+ candidates, and those who are neurodivergent.

N.B. We reserve the right to close a vacancy before the closing date in the event of an overwhelming response or a change in business priorities.

Trusted by 25,000+ job seekers

“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”

Jessica, London

Get help applying for this job

Skills

Salesforce Administration
Business Partnering
Sales Cloud
Process Mapping
Stakeholder Management
Salesforce Data Model
Declarative Development
User Stories
Requirement Gathering
Marketing Cloud
Experience Cloud
Data Migration
Project Management
Technical Documentation
Problem Solving
Training and Onboarding

Location

London, England, United Kingdom

Sign up to applySee more jobs like this