Salesforce CRM & Systems Manager

  • Job Type: Permanent
  • Location: UK - United Kingdom - London United Kingdom London
  • Date Posted: June 28, 2019
  • Salary: £38,652 - £38,652
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First Point Group are currently recruiting for Salesforce CRM & Systems Manager to work in London, UK


  • To lead on Salesforce CRM system administration for the organization, including:
  • Setting up new users, profiles, job roles
  • Developing and configuring Custom Apps, Objects
  • Designing and amending page layouts
  • Designing reports and dashboards
  • Data Management
  • Staff induction and training
  • Technical Support

Configure and manage external applications, including:

  • XCD HR
  • Fonteva Membership and Events
  • Salesforce CPQ and Billing
  • Pardot
  • ClickTools
  • Simplify
  • DocuSign
  • GoCardless
  • Conga
  • Outlook for Lightning
  • Zoom
  • Survey Monkey
  • New Voice Media Contact World
  • Mobile Caddy
  • Map Anything
  • SMS Magic

To liaise with other teams inside make sure they make the best use of Salesforce and related applications to help them in their work:

  • Membership Services, Fonteva, Pardot, GoCardless, Salesforce CPQ
  • Finance, Fonteva, Salesforce CPQ & Billing, GoCardless
  • HR, XCD HR, SMS Magic
  • StreetLink, New Voice Media, Mobile Caddy, MapAnything
  • Pardot, Salesforce CPQ and Billing, Conga, DocuSign
  • Policy & Comms, Website, Pardot, Member Community, Clicktools, Survey Monkey
  • Social Investment ? Singlify, GoCardless, Conga, Docusign
  • IGP  Singlify grant management
  • Coopsys (IT support), Outlook integration

Technical support and training

  • Provide technical support to other team members
  • Provide training to new staff or systems and refresher training for existing staff or systems.
  • Produce accessible and useful system documentation and training materials for the systems we use.
  • Keep up to date on new Salesforce and related releases and developments.
  • administering and designing Salesforce CRM systems.
  • In-depth knowledge of Salesforce product range
  • Salesforce Certified Administrator
  • Experience of planning and delivering projects on time and on a budget to achieve specific outcomes
  • Ability to plan and manage a workload with conflicting demands to meet deadlines and complete tasks.
  • Ability to work independently, yet supportively within a wider team and to be able to work with a variety of internal and external stakeholders
  • Excellent written and verbal communication skills, including the ability to articulate IT solutions to groups, deliver training, etc.
  • Extensive experience of delivery of training in IT systems for non-technical staff
  • Experience of supporting the other applications that we use
  • Experience of working in the homelessness and housing sector
  • Additional Salesforce certifications


  • Willingness and ability to work outside normal office hours and travel within the UK
  • Willingness and ability to work flexibly in response to changing organisational requirements
  • If you are interested in applying please contact me at or call +44 207 758 3977.