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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Salesforce and CRM Membership Services Administrator - **Company:** UKGBC Limited - **Location:** Greater London, UK (Remote available) - **Experience:** Experienced - **Salary:** £35,000.0 - £40,000.0 - **Contract:** Temporary contract - **Skills:** Microsoft Excel, Cloud Computing, Computer Literacy, Customer Data Management, Data Cleansing, Mailing List, Microsoft Office, QuickBooks (Software), Cloud Services, Salesforce.Com, Process Builder (Salesforce), Enterprise Software Applications, Salesforce Sales Cloud, Eventbrite, Marketing Cloud - **Published:** September 10, 2026 - **Apply:** https://www.collegerecruiter.com/job/2858136639-salesforce-and-crm-membership-services-administrator ## About the Role We are seeking a confident, competent and driven CRM / Salesforce Administrator who is keen to play a pivotal role in an increasingly vital and influential organisation. This fixed-term role offers an exciting opportunity to gain experience in both Salesforce administration and CRM evaluation, supporting a review of available platforms to assess how well Salesforce continues to meet the organisation's requirements. This role is ideal for an early to mid-career professional looking for an opportunity to develop their stakeholder management skills, and to work independently to maintain and develop UKGBC's CRM software, so that it continues to capture and report important insights regarding UKGBCs; activities. The ideal person will have hands-on experience using Salesforce and its core products, with a strong understanding of their function and relationships, along with good problem-solving, communication, and reporting skills. They will be trusted to work autonomously to provide a seamless service and support to their teammates across UKGBC, all the while developing their own broad insight and knowledge of our mission through working with a passionate and knowledgeable team of colleagues, and also with businesses across the entire built environment value chain., * Mission: A commitment to tackling the climate and ecological crises, aligned with the UKGBC mission. * Integrity: An inclusive approach that conveys and embeds honesty and transparency as standard. * Attitude: A positive, proactive, problem-solving approach with agility to perform duties that may be outside core accountabilities. * Teamwork :Ability to work withinamultidisciplinary anddiverseteam, supporting a positive working environment. * Communication : Strong verbal,writtencommunicationand presentation skills, with ability to share technical principles and concepts in a consistently clear manner. * Project management : Efficient organisational and time management skills. * Administration : Strong administrative and computer literacy skills (standard software packages, mainly Microsoft Office), Advanced Excel skills. * Stakeholder engagement: Professional approach tostakeholder engagement across diverse audiences and platforms * Experience and knowledge: + Ability to build Salesforce reports & dashboards + Knowledge of most declarative Salesforce functions + Working knowledge of building automations - Workflows, Process Builder, Flows, email alerts, field updates etc + Experience of using Salesforce Dataloader or equivalent + Experience with multiple Salesforce clouds and platforms - Account Engagement, Experience Cloud, Marketing Cloud, Sales Cloud, Service Cloud + Understandingofmulti-platform integrations eg. QuickBooks and Salesforce, Eventbrite and Salesforce + Approximate minimum of 2 years working as a Salesforce Administrator, although alternative ways of demonstrating equivalent experience will be considered ## Description * Providing fluid membership administration, including oversight of invoicing and new member applications * Using Opportunities, Products and some custom objects to manage and maintain membership renewal and recruitment processes * Working closely with the Finance team to reconcile accounts with Salesforce data on revenue * Maintain accurate dashboards and reports that provide meaningful, actionable insights to deliver professional services to members and partners * Building & scheduling reports & dashboards to deliver business insights -member and partner recruitment, stakeholder engagement. * Maintaining and updating Salesforce, add-ons &customisations to deliver a modern and user-friendly CRM platform * Monitoring Salesforce critical updates and AppExchange developments to ensure CRM is at the cutting edge of performance * Ensuring all UKGBC Salesforce users(incoming and existing)are equipped with theknowledgenecessary tobeindependentlyaccountablefor recordingtheirrelevant member interactions * Responsible for UKGBC data protection policy to ensure GDPR compliance and risk mitigation across the organisation * Using Accounts, Contacts, Leads to maintain up-to-date information on members, prospective members and other stakeholders * Testing new customisations in Sandbox and deploying to live * Using Campaigns to assist team in tracking engagement via events, working groups, committees, courses etc. * Data cleansing and backup UKGBC Member Portal/Experience Cloud * Manage access to the UKGBC Member Portal by ensuring correct allocation of user profiles * Oversee management of page content and configuration * Problem solving relating to user access issues Account Engagement * Ensure UKGBC team are equipped with the ability to: + Construct, test and sendemails usingLightningTemplate Builder + Understand how to sync Salesforce Campaigns to AE + Understand how AE communicates with Salesforce and why some Contacts and Leads may be 'unmailable' and how to rectify this + Create forms for the purpose of collecting data for mailing lists and other functions + Use reports to analyse efficacy of email campaigns + Automate marketing emails * Support membership recruitmentand retentionthrough analysis of Prospect data ## Related Videos - [Recruitment Reinvented: Bold strategies and the $10K signing incentive](https://www.wearedevelopers.com/videos/1068-recruitment-reinvented-bold-strategies-and-the-10k-signing-incentive) - [RPA in the Public Sector](https://www.wearedevelopers.com/videos/86-rpa-in-the-public-sector) - [From Global Capability Centers to AI-Powered Command Centers](https://www.wearedevelopers.com/videos/100096-from-global-capability-centers-to-ai-powered-command-centers) - [Anomaly Detection - Using unsupervised Machine Learning for detecting anomalies in customer base](https://www.wearedevelopers.com/videos/6-anomaly-detection-using-unsupervised-machine-learning-for-detecting-anomalies-in-customer-base) - [Beyond Gut Feelings: The Rise of Data-Driven HR](https://www.wearedevelopers.com/videos/1326-beyond-gut-feelings-the-rise-of-data-driven-hr) ## Related Articles - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Data Engineer Salary UK](https://www.wearedevelopers.com/magazine/253-data-engineer-salary-uk) - [Frontend Developer Salary in The UK](https://www.wearedevelopers.com/magazine/233-frontend-developer-salary-in-the-uk) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Software Engineer Salary in The UK](https://www.wearedevelopers.com/magazine/231-software-engineer-salary-in-the-uk) - [Best Companies to Work For in The UK: Top 25 Companies in 2023 ](https://www.wearedevelopers.com/magazine/186-best-companies-to-work-for-in-the-uk-top-25-companies-in-2023)