Salesforce Data Analyst

  • Full-time
  • Salary: £27,000 – £30,000 depending on experience
  • Location: Bristol Office / Home Working (flexibility on completion of probation)
  • Application Deadline: 31 May 2022
  • Please send your CV to to apply

The Role

You will be working in a small group alongside the data manager and web development team to:

  • Ensure the accuracy and security of information regarding supporters, subscribers, and donors, held in our Salesforce-based CRM system.
  • Improve and implement processes to import, combine and present data acquired through multiple routes & sources, in various forms & file formats.
  • Help develop better data integration with our own websites, e-commerce outlet, accounting services, and a variety of fundraising services & payment platforms.
  • Analyse the effectiveness of our campaigns and fundraising methods, including through data visualisation.
  • Ensure the timely and accurate production of management information & financial reporting.
  • Improve data-driven communications inside and outside the organisation.

Role Requirements:

  • Minimum of two years’ experience in the use of modern cloud-based Contact Relationship Management systems, ideally in a Salesforce environment and specifically NPSP (Non-Profit Success Pack) versions.
  • A strong understanding of relational database principles & structures, including linked tables and querying methods (eg using SQL)
  • Demonstrable skills and creativity in data processing and manipulation, deduplication, applying criteria through filtered bulk updates, event-driven or routine automated processes.
  • Ability to summarise and display data in appropriate & effective formats for colleagues, management, and external bodies. Production of reports, presentations or live dashboards.
  • Ability to respond quickly to urgent ad-hoc requirements for information, extracted directly from single databases or in combination with other sources.
  • An understanding of basic financial concepts of income, expenditure and ledgers; banking procedures, standing orders and direct debits; awareness of accounting procedures & principles.

Desirable Skills & Experience:

  • The use of APIs and proprietary tools for linking and integrating online data sources.
  • Database administration & process modelling – use of custom data fields, development of coded triggers or stored procedures to reflect organisational changes and requirements.
  • Knowledge of business operations specific to the Charitable Sector – including Gift Aid, donations & subscriptions, fundraising methods & regulations, campaigning, appeals and permitted communications.
  • A good working understanding of GDPR compliance and principles of data privacy & security.
  • Experience of working with accounting software, including data input and exports.

Experience in the use of the following tools & packages would be advantageous:

  • Salesforce NPSP & Salesforce Apex
  • Xero
  • Jitterbit Data Loader or Harmony
  • Zapier
  • Microsoft Access and Excel (for data manipulation & visualisation)


Please send your CV to to apply.

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