CRM Administrator (Salesforce)

Job title: CRM Administrator (Salesforce)
Location: Hybrid/remote – we welcome remote applications across the UK, Cornwall-based applicants may be at an advantage
Salary: £30,000-£34,000 FTE
Working pattern: Part-time, 20-25 hours per week across 4-5 days
Contract type: Fixed-term, 6 months, opportunity to extend
Closing date: 28th August 2025 – we reserve the right to close sooner if we receive enough applications

About Cool Earth

We back people to protect the rainforest and fight the climate crisis.

We’re a climate charity that partners with Indigenous and local communities across the Amazon, Congo, and Papua New Guinea rainforests. By working in collaboration with these communities we help support their livelihoods, improve health, sanitation and education and provide tech to help monitor their rainforest. Our main programme involves giving direct unconditional cash to rainforest communities so that they can decide how best to use it in order to improve their quality of life. Rainforest communities can only defend their land from illegal loggers and greedy land grabbers when they themselves are resilient and strong. We help them get to that point.

About the role

As CRM Administrator, you will optimise our use of Salesforce CRM to drive efficiency, enhance data integrity, and support the strategic goals of our charity. Reporting initially to the Head of Fundraising & Development and working closely with the Fundraising, Communications and Operations teams, and occasionally a Salesforce consultant, you will be responsible for the day-to-day administration, configuration, and ongoing development of our CRM, providing technical and user support to maximise the platform’s value. While your main responsibilities will focus on Salesforce, there may be occasions where you are required to work with other data or reporting tools such as Power BI, GA4 and Looker Studio, depending on organisational needs. This is an exciting opportunity to apply your technical expertise to a mission-driven environment, ensuring our data systems effectively support our impactful work in climate action and enable us to achieve our ambitious long-term goals.

What you’ll do

System Administration & Support

Maintain our Salesforce CRM, continuously improving how it supports fundraising efforts and helps build stronger relationships with donors.
Manage user accounts, roles, permission sets, profiles, and security settings.
Provide day-to-day user support, handling support requests, troubleshooting issues and solving problems, escalating to a Salesforce consultant in complex cases.

Data and Integrations

Manage data imports, remove duplicates and carry out regular audits to ensure data integrity.
Maintain accurate and up-to-date records, proactively identifying and resolving data inconsistencies.
Manage Salesforce integrations and ETL tools including Fundraise Up and SkyVia.
Work with the Finance Team to ensure financial CRM data is accurate, including income reconciliation as required.

Reporting & Analytics

Create and maintain key Salesforce reports and dashboards for the team.
Support segmentation and data briefs for the wider teams using Dotdigital or similar platform.
Generate ad-hoc reports as requested to support development, communications, events, monitoring, evaluation, and data-driven decisions.
Support the Finance team with quarterly Gift Aid reports.
Assist with producing reports using other software such as Power BI, GA4 or Looker Studio if required.

Process Improvement

Configure and customise Salesforce processes, automation, validation rules, and integrations to improve efficiency.
Identify inefficiencies and relevant opportunities to improve and streamline our Salesforce processes.
Build briefs for external consultants and work with them on more complex processes.
Assist with testing and implementing new features, enhancements, and integrations.
Monitor Salesforce releases and stay up to date with the latest developments.

Training & Documentation

Provide direct support and training to users, including induction and follow-up sessions, and promote best practices in the use of Salesforce.
Develop and deliver Salesforce training materials and user guides.
Maintain technical and functional documentation for all system changes and processes.

Other

Support CRM-related projects and collaborate with internal teams and external partners as needed.
Ensure compliance with relevant data protection regulations and organisational policies.

Who you are

You have 2+ years’ experience as a Salesforce Administrator, ideally in a non-profit or purpose-driven organisation.
You know your way around Salesforce NPSP and its features, and you’re comfortable using it to support teams and streamline processes.
You’re actively working towards (or already hold) your Salesforce Administrator certification.
You have solid experience managing user accounts, roles, permission sets, profiles, and system security settings.
You’re curious, enthusiastic, and engaged in the Salesforce ecosystem, maybe through Trailhead, user groups, or community forums.
You know how to build clear, useful reports and dashboards that help teams make data-informed decisions.
You’re confident in managing processes and automations, and you understand validation rules and integrations that help the CRM run smoothly.
You have a sharp eye for detail and take pride in getting things right.
You enjoy solving problems and can explain technical issues clearly to non-technical colleagues.
You’re a strong communicator and organised project manager who can juggle multiple priorities with ease.
You enjoy supporting others, improving systems, and making sure the CRM is a genuinely valuable tool for the whole organisation.
You’re fluent in spoken and written English, and highly competent with Google and Microsoft Office tools.
You have a genuine interest in and commitment to the humanitarian and environmental principles of Cool Earth.
You’re aligned with our values: “smart”, “driven”, “open”, and “locally-led”.

It would be great (but not essential) if you also have:

A Salesforce Administrator certification.
Some experience with Power BI, GA4 and Looker Studio, or other marketing and data tools.
Experience working in the charity or non-profit sector, and an understanding of the unique challenges and opportunities that come with it.
Based in Cornwall, UK.
Fluent written and spoken Spanish.