CRM Assistant

CRM Assistant 

Would you like to work in a dynamic forward-looking organisation as the CRM Assistant, where you can help to advance, promote, and maintain high standards of practice of psychotherapy and psychotherapeutic counselling for the benefit of all?

Position: CRM Assistant

Location: Hybrid/London (in the office at least once per month on average)

Contract: Permanent

Hours: Full and part time hours considered

Salary: £31,824 per annum (FTE) (pro rata for part time hours)

Closing Date: Monday 20th January 2025

Please note we reserve the right to close the vacancy once we have received sufficient applications, so we encourage you to apply as early as possible.

About the Role

We are seeking a CRM Assistant with a passion for mental health service provision in the UK to join our dynamic and thriving team. In this role, you will help maintain the accredited register, a key regulatory tool, supporting the public interest and advancing the charitable objectives. This is a particularly exciting time to join as we have just launched our three-year strategy. You will be pivotal in supporting the ongoing maintenance and development of the Salesforce CRM, members’ area and associated systems and processes.

Key responsibilities include:

• Act as a contact for the Salesforce database and related systems to ensure all users are fully supported. In liaison with the CRM administrator escalate faults and data protection concerns appropriately and in a timely fashion and take appropriate mitigating actions.

• Provide direct day-to-day support for Fonteva’s Salesforce database including, but not limited to, managing user licences, setup, profiles, customisation of objects, fields, record types, page layouts and validation.

• Support the CRM administrator log and investigate issues and faults, and troubleshoot fixes and solutions, collaborating with teams and external vendors, so optimum performance and compliance can be maintained.

• Regularly audit and monitor the quality of data within the CRM and carry out daily and monthly database housekeeping tasks including regular de-duplication, data cleansing, and disposal.

• Undertake monthly reconciliations to match Salesforce records with financial transactions.

• Work with the CRM administrator and external vendors to test and deploy patches, upgrades etc.

• Support the CRM administrator, and working closely with colleagues and subject matter experts, identify, develop, improve and deploy processes and CRM features in line with business need.

• Undertake basic membership administrative duties, especially during the busy renewals period (August – October)

About You

This is a role for an individual who has a keen eye for detail, is methodical and enjoys applying analytical and problem-solving skills. Join us as we seek to address the growing demand for greater choices of high-quality mental health service provision. You’ll work alongside colleagues from diverse backgrounds and collaborate with team members across the organisation. There’ll be scope for professional development and growth whilst working closely within a small team. In short, it is an opportunity to make a real difference.

You will need to have the following skills and experience:

• Working knowledge or experience of supporting, administering or managing CRM databases, preferably Salesforce.

• Understanding of user experience, user journeys and business processes.

• Experience in building and analysing reports and dashboards.

• Troubleshooting and investigative skills, including good analytical and problem solving skills.

• Experience in data management, cleansing and monitoring data.

• Excellent team player with the ability to provide guidance and support to colleagues.

• Strong organisational skills and a meticulous eye for detail.

• Excellent communication skills, both written and verbal, and the ability to produce accurate documents such as training guides.

• Self-driven with a positive attitude and a strong customer focus.

• Organised and methodical, with an aptitude for logic.

About the Organisation

The employer is the leading professional body for psychotherapists and psychotherapeutic counsellors. Alongside professional support for members, they are the leading research, innovation, educational and regulatory body working to advance psychotherapies, and emotional and mental wellness for the benefit of all. They represent training organisations and over 8,000 individual therapists - working privately or in the NHS or voluntary sector - offering a wide variety of psychotherapeutic approaches or modalities.

You may have experience in areas such as: CRM Assistant, CRM Lead, Customer Relationship Management Assistant, CRM Officer, CRM Executive, Customer Relationship Management Executive, Customer Relationship Management Officer, Admin Assistant, Administrator, Administrative Assistant, IT Assistant, IT Lead, Membership Officer, Membership Lead

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.