Data, Monitoring and Contracts Coordinator

Shoreditch Trust is recruiting a Data, Monitoring & Contracts Coordinator to work closely with the Organisational Development Manager (ODM) to support monitoring and evaluation across the organisation. The Trust uses a variety of systems and procedures to produce effective monitoring and evaluation and robust reporting of its charitable work. The Data, Monitoring & Contracts Coordinator is a new post that will assist growth in monitoring, evaluation and the administration of Health and Wellbeing contracts and grants.

We are seeking someone who can work both autonomously and collaboratively to deadlines, is excited to learn about new initiatives and is committed to continuous personal development.

Essential skills for the role include; confident with use of Microsoft Office Word and Excel, ability to produce reports and written material, good critical thinking and an enquiring disposition.

Job Description 

Areas of Work 

1 Monitoring and evaluation 

2 Staff training and data entry support 

3 Administration of contracts and grants 

4 Core support 

1 Monitoring and evaluation 

• Work with Shoreditch Trust’s M&E systems including Salesforce NPSP (Non-profit Success Pack) 
• Undertake regular interrogation of data and identify errors and gaps 
• Support contract and grant reporting with error checking and sense checking of data, and liaising with staff to ensure timely and accurate entering of data 
• Review system reports and work with ODM to improve 
• Support ODM in development of Shoreditch Trust’s Salesforce.org 
• Support M&E requests from Shoreditch Trust’s Senior Leadership Team (SLT), Programme Managers and Practice Leads as appropriate 
• Undertake training in Salesforce Admin tasks. In-house training will be given in the use of Salesforce user interface and basic Admin tasks as required. There is a full suite of Salesforce training that can be accessed via Salesforce Trailhead for personal training and development 
• Make changes to Shoreditch Trusts Salesforce.org as agreed with ODM 
• Work with ODM to identify new ideas and opportunities for evaluation of data and analyse trends 
• Work with ODM to provide figures for contract, grant and board reports 
• Support the Trust’s M&E work as reasonably required 

2 Staff training and data entry support 

• Support ODM in development and delivery of Staff Training 
• Assist staff with general day to day support in use of Salesforce 
• Support ODM in identification and management of staff data performance issues 
• Work with ODM to prioritise staff requests for changes to system 

3 Administration of contracts and grants 

• Contribute to calendar of reporting and invoicing due dates and updates of report progress and submissions 
• Work with ODM to maintain accurate records of contracts and grant agreements 
• Support ODM to provide information for audit and regulatory requirements  
• With ODM prepare budget forecasts of contract and grant income 
• Support ODM with regular reviews of income against invoice for contracts and grants and reporting to SLT 

4 Core support 

• Provide appropriate cover for Organisational Development Manager when unavailable 
• Provide updates to SLT as appropriate 

Person Specifications 

Educational achievements, Qualifications, Training and Knowledge 

Essential 

• Educated to Degree Level or equivalent qualification or experience 
• GCSE Maths and English GCSE or equivalent qualification, Grade C or above 
• DBS enhance security checked (this will be undertaken and a satisfactory outcome is a condition of employment) 

Desirable 

• Salesforce Admin certification or working towards 

Experience 

Essential 

• Confident with use of Microsoft Office Word, Excel spreadsheets and Microsoft Sharepoint 
• Confident in using data gathering and/or monitoring and evaluation systems (such as Salesforce CRM) 
• Ability to produce reports and written material 

Desirable 

• Working in a charity, not-for-profit or social enterprise environment 
• Experience with statistical software and/or CRM systems e.g. SPSS, Qualtrics 
• Developing systems to gather data for monitoring and evaluation 
• Understanding of Theory of Change and other charitable evaluation tools 
• Salesforce CRM at Admin level 
• Using Salesforce NPSP (non-profit success pack) 
• Analysis and evaluation of smaller data sets 

Job related aptitudes and skills 

Essential skills 

• Good critical thinking and an enquiring disposition 
• Excellent reasoning and problem-solving skills 
• Personal responsibility for delivery of tasks and duties 
• Adherence to data protection policy and protocols 
• Ability to organise, plan and prioritise on own initiative including when under pressure and meeting deadlines 

Desirable skills 

• Ability to use graphs and visual representations of data effectively 

Personal qualities 

Essential 

• Commitment to continuous personal development 
• Ability to work alone 
• Ability to work collaboratively to meet deadlines 
• Willingness to learn about new initiatives 

Corporate responsibilities 

Conduct high levels of professionalism at all times with particular reference to punctuality, dress, presentation and administration