CRM and Data Officer

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Cool Earth

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 Non-profit

🌍 Social Impact

Non-profit • Social Impact

Cool Earth is a non-profit organization that champions the relationship between people, rainforest, and climate. The organization focuses on people-led conservation initiatives and works with indigenous communities to combat deforestation and fight the climate crisis. By providing direct financial support and partnering with local communities, Cool Earth aims to protect rainforests, which serve as vital carbon-storing ecosystems, while ensuring that the voices of those living in these areas are heard and supported.

📋 Description

• Act as the primary point of contact for Salesforce and provide day-to-day support to colleagues • Maintain and improve Salesforce configuration, supporter records, campaigns, segmentation and fundraising processes • Manage user access, permissions and routine CRM administration • Identify and resolve day-to-day CRM issues and escalate complex technical issues where appropriate • Support colleagues through Salesforce guidance, training and documentation • Maintain accurate supporter data through cleansing, deduplication and data-quality checks • Create and maintain Salesforce reports and dashboards for different teams and audiences • Analyse CRM and campaign data to identify trends and support fundraising and marketing decisions • Support tracking and reporting across relevant systems and channels • Support the operation of integrations between Salesforce and third-party systems • Troubleshoot integration and data-flow issues with internal and external stakeholders • Identify opportunities to simplify systems, reduce unnecessary connections and improve processes • Act as the first point of contact for data protection enquiries and manage responses to external queries and complaints • Support compliant supporter data and contact-preference processes, including GDPR requirements • Support Fundraising and Finance with accurate data and processes for Gift Aid claims • Carry out routine checks and flag data protection, security or compliance issues • Identify and implement improvements to CRM processes, reporting and data management • Work with colleagues to improve system usability and effectiveness

🎯 Requirements

• 1–3+ years of hands-on CRM administration experience, preferably Salesforce • Familiarity with Salesforce nonprofit data models NPSP or NonProfit Cloud is a plus • Advanced Excel skills and ability to interpret data to identify giving trends • Experience maintaining CRM records and improving data quality • Experience creating Salesforce/CRM reports and dashboards • Ability to identify and resolve day-to-day CRM issues • Experience overseeing analytics and tracking tools such as Google Analytics, Tag Manager, website reporting, CRM reports and OneTrust • Experience analysing and presenting data • Good understanding of data quality and information management • Ability to produce accurate reports for different audiences • Experience identifying opportunities to improve systems or processes • Experience supporting colleagues to use systems effectively • Sound understanding of data privacy laws and charity-sector best practices regarding Gift Aid and donor contact preferences • Experience supporting GDPR-compliant data collection and reporting • Ability to explain technical information clearly to non-technical colleagues • Strong external and internal stakeholder management experience • Strong attention to detail, organisation and workload-management ability • Confident providing training and day-to-day support • Collaborative problem-solving approach

🏖️ Benefits

• Flexible hours with the opportunity to work from home, the office, or even overseas • 24/7 employee assistance programme helpline • Counselling services • Self-guided mental health programmes for employees and their families • Learning and development budget for every employee • Organisation-wide workshops and trainings • Generous and enhanced holiday, sickness, medical and family leave • Extra time off to volunteer for good causes • Tax-free payroll giving scheme for donating to charities