Salesforce Analyst - Mental Health

Salesforce Analyst Mental Health

Salary: £45,000 per annum + £4.2k car allowance

Full time

Home based with national travel

Remit

Compass Corporate Services are proud to be partnering exclusively with a leading nationwide provider of mental health and adult social care services. Our client is committed to delivering exceptional care across its diverse portfolio, which includes secure facilities, and treatment for addiction and mental health challenges. We are seeking an experienced Salesforce Analyst to optimise the organisation s use of Salesforce, enabling informed decision-making and driving overall business performance.

The Role

A detail oriented professional, with a background in the independent health and social sector, is required for the role. As Salesforce Analyst, you will be fully immersed in the sector, with a solid understanding of up-to-date data privacy regulations and best practice for data management. The Salesforce Analyst will oversee the effective utilisation of Salesforce to support key business objectives. Reporting to the Director of Strategy and Service Development, key responsibilities include:

• Developing and maintaining Salesforce dashboards to analyse business performance.
• Creating ad hoc reports tailored to the organisation s evolving needs.
• Identifying business improvement opportunities, risks, issues, and trends through data analysis.
• Supporting the marketing team with campaign performance analysis using integrated call tracking software.
• Designing Salesforce email response templates and participating in Marketing Cloud enhancement initiatives.
• Conducting minor development tasks within Salesforce to support business development.
• Ensuring the accuracy and quality of stakeholder data within the CRM.
• Providing training and ongoing support to Salesforce users.

This role plays a pivotal part in leveraging Salesforce to its full potential, facilitating data-driven insights and improving operational effectiveness. It is envisaged that this is a full-time permanent role.

Location

This is a home-based position with travel required to the London Head Office and other services nationwide. Candidates from across the UK are encouraged to apply.

Essential Criteria

• Proven experience in managing Salesforce systems and modules such as Marketing Cloud, Service Cloud, and Sales Cloud.
• Salesforce certification/qualification is essential.
• Strong track record of creating dashboards, reports, and minor development tasks in Salesforce.
• In-depth understanding of data privacy regulations and effective data management practices.
• Experience in independent health and social care (mental health or adult social care would be beneficial).
• Strong analytical skills, with the ability to interpret data and provide actionable insights.
• Excellent communication and stakeholder engagement skills.
• Capacity to offer Salesforce users training and assistance.
• Familiarity with corporate environments and CRM best practices.
• Full UK Driving License.

The Candidate

• Exceptional attention to detail and ability to solve problems efficiently.
• Proficiency in communication to work with a variety of stakeholders and cross-functional teams.
• Capacity to oversee various assignments and priorities in a changing setting.
• Excellent planning and time-management abilities.
• Thorough understanding of CRM best practices and principles.
• A grasp of business intelligence and data analysis norms.
• Experience analysing marketing campaigns and integrating call monitoring software with Salesforce.
• Promotes the living of company-wide values and behaviours.
• Comfortable with remote working style and travel across the UK when required.

Interview Process

• Initial screening call with Consultant Isobel to discuss the role and your experience.
• A formal two-stage interview process involving in-depth discussions and potential presentations.

Contact Details

If you would like to be considered for this exciting opportunity, please contact Isobel Johnson at Compass Corporate Services.

Recommendations

Compass Associates Ltd is acting as a Recruitment Consultancy for this permanent vacancy; we offer a £200 John Lewis voucher for a successful recommendation following the completion of probation/rebate.

Compass Associates, established in 2009, is an award-winning, UK specialist Health and Social Care Recruitment Consultancy providing tailored, high quality recruitment solutions for all permanent assignments.