Salesforce Specialist

This is a permanent part-time (22.8 hours per week) role.

Overview of the position

The Salesforce Specialist provides specialised Salesforce administration, governance, optimisation and continuous improvement support for Launch Housing. Positioned within the Partnerships & Engagement team, the role works with stakeholders to ensure the platform effectively supports fundraising, philanthropy, partnerships, marketing and supporter engagement, while maintaining high-quality data, efficient processes and reliable reporting. Working under limited direction and within established strategies, policies, architecture and delegations, the Salesforce Specialist provides specialist advice to managers and stakeholders and translates business requirements into practical system solutions. The role exercises initiative and professional judgement in platform configuration, data governance, security, integrations, automation, reporting and release management, with guidance available for complex or unusual matters.

A key priority in the first year will be supporting Launch Housing’s implementation of Salesforce and transition from Microsoft Dynamics 365. This includes coordinating requirements, contributing to data migration governance and solution assurance, supporting testing and business-process improvements, and developing user adoption and change resources. Working with internal stakeholders, implementation partners and vendors, the role will assess options and risks, provide specialist recommendations, monitor assigned deliverables and support the successful establishment of Salesforce as Launch Housing’s core supporter relationship management platform.

The Salesforce Specialist contributes functional expertise by maintaining platform governance, standards, controls and operating procedures; coordinating the work of vendors and implementation partners; and supporting the capability of users and super-users. The role contributes to the Salesforce roadmap and identifies practical opportunities to improve organisational processes, supporter experiences and relationship-management practices through technology, automation and data insights. Through this work, the position helps ensure the platform remains secure, reliable, compliant and aligned with approved organisational priorities.

What you'll be doing

• Support the implementation and rollout of Salesforce across Launch Housing, working closely with implementation partners and key stakeholders to ensure a smooth transition from Microsoft Dynamics 365.
• Lead the development and delivery of training materials, user guides and support resources to build user confidence and encourage effective adoption of Salesforce.
• Manage the ongoing administration, configuration and maintenance of Salesforce, ensuring the platform remains reliable, secure and aligned with organisational needs.
• Oversee user accounts, permissions, system configurations and support requests, ensuring timely resolution and a positive user experience.
• Work closely with the IT team to ensure Salesforce remains secure, compliant and integrated with organisational systems, in line with data governance and information security requirements.
• Develop and maintain reports and dashboards that provide meaningful insights into fundraising performance, donor engagement, partnership pipelines and campaign outcomes.
• Maintain high standards of data quality, accuracy and integrity, supporting stakeholders to use Salesforce effectively to strengthen supporter relationships and inform decision-making.
• Identify and implement opportunities for automation, system enhancements and process improvements to streamline fundraising, philanthropy, partnership and marketing activities.
• Coordinate system updates, releases and enhancements, maintaining accurate documentation, procedures and knowledge resources to support ongoing system improvement.

What we're looking for (key selection criteria)

• Salesforce Specialist Certification, with additional Salesforce certifications being highly desired.
• Demonstrated experience administering Salesforce in a medium to large organisation.
• Experience supporting system implementation, enhancement or digital transformation projects.
• Strong understanding of data quality, governance and information security principles.
• Experience providing user support, training and stakeholder engagement.
• Strong analytical and problem-solving skills.
• Experience supporting CRM migrations, particularly from Microsoft Dynamics 365 to Salesforce.
• Experience with Salesforce Nonprofit Cloud.
• Experience with integrations, data migration and vendor management.
• Demonstrated ability to manage competing priorities and work collaboratively across teams.
• Understanding of, or a demonstrated commitment to upholding, Child Safe Standards in the workplace.
• Strong communication and interpersonal skills, with the ability to engage effectively with people from diverse backgrounds.
• Demonstrated commitment to the values of Launch Housing and our mission to end homelessness.