Salesforce Administrator
Wise May are looking for a strong Salesforce Administrator to join a busy professional services business based in Canary Wharf to support data and revenue operations.
This is a full time, temporary role (6 weeks). The hours are 9-5, and the role offers hybrid working (3 days in the office, 2 days remote).
Revenue Data Administrator key duties and responsibilities:
- Review, cleanse and maintain donor, organisation and revenue data within Salesforce.
- Reconcile records against source documentation and identify discrepancies.
- Consolidate duplicate records and improve overall CRM data quality.
- Upload, validate and maintain historical and current revenue information.
- Support the preparation of revenue forecasting and budgeting data within Salesforce.
- Review due diligence information and ensure records are accurate and up to date.
- Link Salesforce records to supporting contractual documentation held in SharePoint.
- Investigate data issues and escalate anomalies where appropriate.
- Assist with data uploads, reporting and ongoing CRM housekeeping activities.
Revenue Data Administrator skills and experience required:
- Previous experience in a CRM administration, revenue operations or database support role.
- Strong data cleansing, data validation and reconciliation experience.
- Excellent attention to detail and a methodical approach to work.
- Ability to identify inconsistencies and resolve data quality issues.
- Confident working with Excel and CRM systems (Salesforce).
- Strong organisational skills and the ability to manage multiple priorities.