Salesforce and Programme Operations Specialist - NED Engagement Programme

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• Identify and correct duplicate, outdated, or incomplete records.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…