Salesforce and Programme Operations Specialist – NED Engagement Programme

About this role

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 Identify and correct duplicate, outdated, or incomplete records.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 escalate 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.