Job Title: Technology and Insight Coordinator (Temporary)
Salary: £24,570 - £28,000 p.a. pro rata (+ £3,000 London weighting, if applicable)
Closing Date: 15th August 2025, interviews during w/c 18th August 2025 (dates may be adjusted)
Reporting to: Head of Technology and Insights
Contract: Full time, fixed term period from w/c 18th August 2025, for eight weeks (37.5 hours per week). May be extended.
Job Location: Remote (with some travel to London as required)
Applications require an up-to-date CV and 1–2-page expression of interest document to support your application. The expression of interest document should include examples of how your skills and experience map to requirements noted in ‘Person specification’ below.

EDUCATION, QUALIFICATIONS AND TRAINING:

• Ensure you give all the information requested, including dates, establishment where you studied and make clear the level of any examinations e.g., GCSE, GCE ’O’ Level or ‘A’ Level or equivalents etc. and the grades you obtained. Also include any skills training you have had. You will be required to produce original documentary evidence of any qualifications relevant to the job, and these will be detailed on the person specification.
• Proof of qualification is required before the appointment is confirmed.

ABOUT THE ROLE

The main responsibilities for this role are to maintain and improve Salesforce for the delivery and monitoring of The Access Project’s activities, including delivery of the programme, volunteer recruitment, and partnerships management. The system is optimised to serve the specific needs of the organisation and is intensively used by frontline staff and management on a daily basis. The Access Project has an ongoing service agreement with ImpactBox, a Salesforce development company, for more significant development work. The platform is also integrated with Moodle, to allow management and monitoring of online learning for our students.
The postholder will have full oversight of the system and will support The Access Project to make ongoing changes to functionality to achieve its goals. This would involve both independently updating the system (making reports, adding/changing fields, creating custom objects, creating and maintaining flows, user management etc.) and/or forwarding requirements to ImpactBox or your line manager if the development requirements are more significant. The postholder will manage and assign user requests to the correct resource, being the first point of contact for all requests, and working cooperatively with staff members to ensure that needs are met.

ROLE RESPONSIBILITIES

Support the efficacy of our monitoring and reporting systems (main focus):

• Maintain data resources in Excel (including Power Query)
• Support the team in preparing large data sets, typically in Excel Power Query, and with bulk data uploads to Salesforce
• Support the Head of Technology and Insight with basic Salesforce user issues and queries. Troubleshoot and solve bugs and problems, escalating more serious issues to our external support (Impact Box) where required
• Manage user accounts, permissions, and roles
• Support the data insights team with the creation and maintenance of reports and dashboards
• Create and maintain flows, custom fields and objects, and Mass Action Schedulers to meet organisational needs
• Manage page layouts and lightning record pages to ensure clear organisation and presentation of data
• Proactively and effectively manage and solve user requests - from submission via Salesforce to completion - following up quickly and communicating changes or adjustments clearly to all relevant stakeholders
• Ensure changes are effectively and securely implemented, and carry out data hygiene/cleansing tasks
• Evaluate and implement new Salesforce releases and functionality
• Develop effective relationships with Salesforce users and key internal stakeholders, such as our Delivery and Partnerships teams, in order to identify development needs across the organisation
• Develop, test (in Salesforce, interfaces with LMS/Moodle and reporting processes), and deploy changes and updated in sandbox environments
• Document processes and workflows using Confluence so that there are clear records for future reference and training
• Train and educate users to increase Salesforce knowledge across the organisation
• Assist in troubleshooting issues with our Salesforce integrations including Form Assembly, TextMarketer, Zapier, and Tableau
• Cover LMS/Moodle user support during colleague absences:
• Timely and professional management of user queries, supporting users to have positive experiences of engaging with the LMS. This will involve responding to user support messages and emails, and may involve phone calls or online sessions with users who require further support.
• Providing technical support and guidance to staff, volunteers, and tutors.