The Opportunity

We are looking for a proactive and detail-oriented Salesforce Analyst to join the IPS Grow team. This role sits within the IPS Grow Data & Digital team and will play a key part in supporting the development, maintenance, and continuous improvement of our Salesforce-based CRM system. You will work closely with colleagues across IPS Grow and Social Finance’s Data and Digital Community of Practice to ensure our tools meet the needs of frontline teams and stakeholders.

Responsibilities

Salesforce design, development and support

• Support the configuration, testing and deployment of new Salesforce features and updates in line with the IPS Grow roadmap.
• Work with delivery teams to gather and document user requirements and translate them into technical specifications.
• Advise on design decisions, customisations, and enhancements to ensure Salesforce is fit for purpose and scalable.
• Monitor system performance and troubleshoot issues, escalating to technical leads or suppliers as needed.
• Maintain accurate documentation of system changes and user guidance materials.

Data analysis and reporting

• Support the creation and maintenance of dashboards and reports that provide actionable insights to internal and external stakeholders.
• Clean, validate and analyse data from Salesforce and other sources to support decision-making and performance monitoring.
• Collaborate with the wider data team to ensure consistency and quality in reporting outputs.

User support and continuous improvement

• Act as a first point of contact for Salesforce-related queries from IPS Grow colleagues.
• Identify common issues and contribute to the development of scalable support resources (e.g. FAQs, training materials).
• Contribute to user testing and feedback cycles to inform system improvements.

Collaboration and communication

• Work closely with the Head of Operational Support, Data and Digital Manager and Project Manager – CRM to deliver against the data and digital strategy.
• Build strong working relationships with delivery teams to understand their needs and ensure tools are fit for purpose.
• Contribute to a culture of learning, reflection and continuous improvement across the team.

About you

Essential Criteria

• Experience working with Salesforce or similar CRM systems, including configuration, customisation and user support.
• Ability to advise on design decisions and adapt/​develop Salesforce functionality (e.g. custom objects, workflows, automations) without needing to code.
• Strong analytical skills, with experience cleaning and interpreting data using Excel, Power BI or similar tools.
• Ability to communicate technical concepts clearly to non-technical audiences.
• A collaborative approach and willingness to learn from others.
• Strong organisational skills and attention to detail.

Desirable Criteria

• Experience supporting the design and development of Salesforce environments in-house.
• Experience working in a public sector or social impact context.
• Familiarity with Agile ways of working and product development cycles.
• Understanding of information governance and data protection principles.

The Team

IPS Grow is a national programme designed to support the expansion of Individual Placement and Support (IPS) services in mental health, primary care, and drug and alcohol teams across England. The programme is led by Social Finance and is funded by NHS England (NHSE), the Department for Work and Pensions (DWP), and the Office for Health Improvement and Disparities (OHID).

About Social Finance

We are an ambitious not for profit organisation that helps to design, fund and scale better solutions to complex social problems. Our vision is a fairer world where together we unleash the potential of people and communities. We do this by working in partnership with local and national governments, funders, communities and the social sector to tackle complex and enduring social problems in the UK and across the world.

Our skills include financial analysis, data and digital insight, outcomes-focused partnerships, strategy, research and design. We combine these specialisms in different ways to address specific social challenges. We create effective solutions that blend the expertise of communities and professionals to deliver better outcomes in issues such as homelessness, domestic abuse, children’s services, health, employment and skills.

Ready to make your own impact on these issues? Then come and join us.

Our multi-skilled team of over 120 people come from diverse backgrounds in the public, private and charity sectors, all sharing a passion for making change happen. We provide a high-quality training and development programme in-house with great opportunities for career progression. We’re a friendly and intellectually curious bunch, always up for a debate. Read more about what it’s like to work here.

Our values

Everyone at Social Finance believes that change for communities is possible. To help us achieve it, we have three core values that guide everything we do. We are curious, empathetic and pioneering.

Working at Social Finance

The fixed salary for this position is £39,000 per annum. Working for a mission driven organisation is more than just what we pay though, it’s about our culture, our approach and what else we offer. Read more about working at Social Finance here.

Equity, Diversity and Inclusion

We actively encourage applications from under-represented and minoritised groups, including those with lived experience of the social issues we are working to address. We are an equal opportunities employer.

We support a range of flexible working options and welcome UK based applications from outside of London/​the Southeast so far as they can meet the in-person meeting requirements for the role. We can also accommodate secondments and part-time working. Read more about our approach to equity, diversity and inclusion here.

We work on some projects where our clients may require different levels of DBS checking for our employees. Candidates deemed suitable for a role after interview will be asked to declare any unspent convictions to ensure that we are able to resource them to projects appropriately.

Applications

We use Applied, an application platform developed by the Behavioural Insights Team, to record your application. Applied uses behavioural and data science to improve hiring decisions and minimise unconscious bias in the recruitment process.

You will be asked to upload your CV, which will then be blind-reviewed, removing any identifying information. You will also be asked to respond to situational based questions which will allow you to express your ability. Your answer to each question will be viewed in isolation. Please therefore ensure there is enough detail in that single response, without any references to your other responses.

Closing date for applications: Monday 16 November at 9am

First round interviews: w/​c 23 November

Second round interviews: w/​c 30 November

If you have any queries regarding the role, please contact Miriam Sorgenfrei on miriam.sorgenfrei@socialfinance.org.uk