Technology and Insight Coordinator (Temporary)

Job Title: Technology and Insight Coordinator (Temporary)

Salary: £24,570 - £28,000 p.a. pro rata (+ £3,000 London weighting, if applicable)

Closing Date: 15th August 2025, interviews during w/c 18th August 2025 (dates may be adjusted)

Reporting to: Head of Technology and Insights

Contract: Full time, fixed term period from w/c 18th August 2025, for eight weeks (37.5 hours per week). May be extended.

Job Location: Remote (with some travel to London as required)

Applications require an up-to-date CV and 1-2-page expression of interest document to support your application. The expression of interest document should include examples of how your skills and experience map to requirements noted in 'Person specification' below.

About the organisation

We believe that every young person should have the opportunity to fulfil their potential and make the most of their education. We're passionate about reducing the educational barriers our students face, helping them to pursue a career in their chosen field and follow their dreams.

Our mission is to support students from under-resourced backgrounds to access top universities, through a unique combination of tuition and in-school mentoring. We work with them to make good applications, get the grades and transition to university.

The programme combats educational inequality and improves social mobility by raising students' grades and supporting them to understand the pathway to a top university. Young people on our programme are 50% more likely to place at a top university compared to statistically similar students.

About the role

The main responsibilities for this role are to maintain and improve Salesforce for the delivery and monitoring of The Access Project's activities, including delivery of the programme, volunteer recruitment, and partnerships management. The system is optimised to serve the specific needs of the organisation and is intensively used by frontline staff and management on a daily basis. The Access Project has an ongoing service agreement with ImpactBox, a Salesforce development company, for more significant development work. The platform is also integrated with Moodle, to allow management and monitoring of online learning for our students.

The postholder will have full oversight of the system and will support The Access Project to make ongoing changes to functionality to achieve its goals. This would involve both independently updating the system (making reports, adding/changing fields, creating custom objects, creating and maintaining flows, user management etc.) and/or forwarding requirements to ImpactBox or your line manager if the development requirements are more significant. The postholder will manage and assign user requests to the correct resource, being the first point of contact for all requests, and working cooperatively with staff members to ensure that needs are met.

Role responsibilities

Support the efficacy of our monitoring and reporting systems (main focus):

• Maintain data resources in Excel (including Power Query)
• Support the team in preparing large data sets, typically in Excel Power Query, and with bulk data uploads to Salesforce
• Support the Head of Technology and Insight with basic Salesforce user issues and queries. Troubleshoot and solve bugs and problems, escalating more serious issues to our external support (Impact Box) where required
• Manage user accounts, permissions, and roles
• Support the data insights team with the creation and maintenance of reports and dashboards
• Create and maintain flows, custom fields and objects, and Mass Action Schedulers to meet organisational needs
• Manage page layouts and lightning record pages to ensure clear organisation and presentation of data
• Proactively and effectively manage and solve user requests - from submission via Salesforce to completion - following up quickly and communicating changes or adjustments clearly to all relevant stakeholders
• Ensure changes are effectively and securely implemented, and carry out data hygiene/cleansing tasks
• Evaluate and implement new Salesforce releases and functionality
• Develop effective relationships with Salesforce users and key internal stakeholders, such as our Delivery and Partnerships teams, in order to identify development needs across the organisation
• Develop, test (in Salesforce, interfaces with LMS/Moodle and reporting processes), and deploy changes and updated in sandbox environments
• Document processes and workflows using Confluence so that there are clear records for future reference and training
• Train and educate users to increase Salesforce knowledge across the organisation
• Assist in troubleshooting issues with our Salesforce integrations including Form Assembly, TextMarketer, Zapier, and Tableau
• Cover LMS/Moodle user support during colleague absences:
  • Timely and professional management of user queries, supporting users to have positive experiences of engaging with the LMS. This will involve responding to user support messages and emails, and may involve phone calls or online sessions with users who require further support.
  • Providing technical support and guidance to staff, volunteers, and tutors.

Person specification

Essential experience:

• Experience analysing data in Excel and translating it into useful information for different audiences.
• Knowledge and experience of implementing, configuring, or administering solutions for
• Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions.
• Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards
• Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows
• Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query)
• Integration: Knowledge of Salesforce integrations such as FormAssembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent
• Stakeholder and project management: Ability to manage projects involving both internal and external stakeholders, maintaining clear lines of communication
• Salesforce Administrator or Certified App Builder Certification (desirable)

Personal Attributes:

• Exemplary time management skills, ability to manage time effectively and deliver to regular deadlines while working remotely.
• Excellent communication and customer service skills, especially when working with stakeholders who have a more limited understanding of Salesforce.
• Strong organisational skills and attention to detail, especially with regard to technical processes.
• Strong problem solving and troubleshooting skills.
• Excellent project management and stakeholder communications skills.
• Awareness of the responsibility to report any safeguarding or data protection concerns, taking safeguarding and data protection seriously as part of your everyday role.
• Passionate about educational equality and social mobility.
• Strong alignment with The Access Project's values of Empowerment, Courage, Impact, Inclusion, and Ownership.
• Ability to work collaboratively and cross-functionally within a diverse team.
• Commitment to continuous personal and professional development, and comfort learning new skills.

Safeguarding Statement

The Access Project is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. Our safeguarding system is underpinned by a range of policies and procedures which encourage and promote safe working practice across the organisation.

Why work at The Access Project

People who work at The Access Project are motivated by the desire to create a fairer society. We all play an active part in achieving the mission to help students from disadvantaged backgrounds access top universities. At The Access Project, we're a friendly, collaborative, supportive and inclusive team, with passionate people working together in Delivery, Sales and Partnerships, Strategy, Finance and Operations to achieve our mission.

The vision of our people strategy is to enable and inspire all employees to achieve, grow, succeed and thrive. We regularly have opportunities for people to share their ideas in various working groups, generating strong teamwork across the organisation.

We value every individual who works at The Access Project and we have a wide range of benefits that make this a rewarding place to work. In our last staff engagement survey, 90% said they're proud to tell people they work at The Access Project.

Our values

Empowerment

We support students and our people to develop the skills and knowledge to accomplish their goals.

Courage

We encourage our students and our people to be authentic, innovative and ambitious in order to reach their full potential and deliver our mission.

Impact

We evolve our programmes through an evidence-led approach, supporting our students to achieve their best outcomes.

Inclusion

We respect and value individuality and engage diverse voices to achieve our mission.

Ownership

We hold ourselves accountable in all our actions and efforts. We ask "What can I do to improve my results?"

Equal Opportunities Statement
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