IPS — Salesforce Administrator & Analyst

Position: IPS Grow — Salesforce Administrator & Analyst

We are looking for a proactive and detail-oriented Salesforce Analyst to join the IPS Grow team. This role sits within the IPS Grow Data & Digital team and will play a key part in supporting the development, maintenance, and continuous improvement of our Salesforce-based CRM system.

The Opportunity

We are looking for a proactive and detail-oriented Salesforce Analyst to join the IPS Grow team. This role sits within the IPS Grow Data & Digital team and will play a key part in supporting the development, maintenance, and continuous improvement of our Salesforce-based CRM system. You will work closely with colleagues across IPS Grow and Social Finance's Data and Digital Community of Practice to ensure our tools meet the needs of frontline teams and stakeholders.

Responsibilities

Salesforce design, development and support

• Support the configuration, testing and deployment of new Salesforce features and updates in line with the IPS Grow roadmap.
• Work with delivery teams to gather and document user requirements and translate them into technical specifications.
• Advise on design decisions, customisations, and enhancements to ensure Salesforce is fit for purpose and scalable.
• Monitor system performance and troubleshoot issues, escalating to technical leads or suppliers as needed.
• Maintain accurate documentation of system changes and user guidance materials.

Data analysis and reporting

• Support the creation and maintenance of dashboards and reports that provide actionable insights to internal and external stakeholders.
• Clean, validate and analyse data from Salesforce and other sources to support decision-making and performance monitoring.
• Collaborate with the wider data team to ensure consistency and quality in reporting outputs.

User support and continuous improvement

• Act as a first point of contact for Salesforce-related queries from IPS Grow colleagues.
• Identify common issues and contribute to the development of scalable support resources (e.g. FAQs, training materials).
• Contribute to user testing and feedback cycles to inform system improvements.

Collaboration and communication

• Work closely with the Head of Operational Support, Data and Digital Manager and Project Manager - CRM to deliver against the data and digital strategy.
• Build strong working relationships with delivery teams to understand their needs and ensure tools are fit for purpose.
• Contribute to a culture of learning, reflection and continuous improvement across the team.

Essential Criteria

• Experience working with Salesforce or similar CRM systems, including configuration, customisation and user support.
• Ability to advise on design decisions and adapt/develop Salesforce functionality (e.g. custom objects, workflows, automations) without needing to code.
• Strong analytical skills, with experience cleaning and interpreting data using Excel, Power BI or similar tools.
• Ability to communicate technical concepts clearly to non-technical audiences.
• A collaborative approach and willingness to learn from others.
• Strong organisational skills and attention to detail.

Desirable Criteria

• Experience supporting the design and development of Salesforce environments in-house.
• Experience working in a public sector or social impact context.
• Familiarity with Agile ways of working and product development cycles.
• Understanding of information governance and data protection principles.

The Team

IPS Grow is a national programme designed to support the expansion of Individual Placement and Support (IPS) services in mental health, primary care, and drug and alcohol teams across England. The programme is led by Social Finance and is funded by NHS England (NHSE), the Department for Work and Pensions (DWP), and the Office for Health Improvement and Disparities (OHID).

About Social Finance

We…