Salesforce & Data Coordinator

About the Role:

This is an exciting opportunity for a technically curious, data-minded professional to join a global team supporting Investment Banking across the UK and US. With a primary focus on data quality, governance, reporting and automation, you’ll help ensure teams have access to trusted, actionable information while contributing to initiatives that simplify processes and support the expanding use of automation and AI. You’ll gain hands-on exposure to tools including Salesforce, Power BI, Power Automate and Snowflake while partnering with Operations and Technology colleagues across the organization. This developmental role offers the opportunity to build your technical expertise, take ownership of key processes and contribute to projects with global impact.

 

This position offers flexibility to work Tuesday, Wednesday and Thursday in the London office and Monday and Friday remote.

 

The Impact You’ll Make:

• Support the development and ongoing maintenance of the Salesforce data dictionary, helping ensure definitions are documented, consistent and suitable for AI tools, integrations and downstream reporting

• Support the design, implementation and ongoing operation of GIB Data Compliance processes, reporting and audit cycles

• Help maintain Salesforce data integrity across EIB and GIB records by monitoring field usage and completeness and assisting with data clean-up and backfill activities

• Maintain Data Quality Dashboard items, track exceptions and follow up with bankers and support teams as directed

• Support the accuracy and timeliness of Hourglass data and other key data sets used for management reporting

• Assist with creating and modifying Salesforce reports and dashboards

• Support Salesforce user training and adoption by contributing to training materials and best-practice guidance

• Identify potential data integrity and consistency issues and contribute ideas to improve processes

• Support assigned Salesforce, data and technology workstreams through requirements gathering, completion of defined tasks and progress updates

• Assist with rebuilding and simplifying GIB and EIB reporting in Snowflake

• Build and maintain reporting and data visualizations using Power BI and Power Query, presenting information in a clear, decision-oriented format

• Help identify and deliver automation opportunities using Power Automate, Power Apps and potentially other tools such as FormAssembly

• Complete research and basic analysis in support of ad hoc data requests

• Support migration of deal files and precedent pitch materials, helping ensure content is accurately captured and accessible

• Contribute to the Salesforce team newsletter and other internal communications

• Support global GIB projects and system rollouts, including testing, implementation and user adoption

• Assist with administration of the weekly EIB staffing process, including maintaining and distributing the staffing tracker

• Support administration of protected time and the monthly PTO tracker for the EIB team

• Provide operational support to the EIB COO office and support teams on projects as required

 

What You’ll Bring to Baird:

• Interest in developing skills across Salesforce, data management, reporting, automation and business operations

• Strong attention to detail with a focus on data accuracy, completeness and consistency

• Ability to follow established data governance and compliance processes and identify potential data quality issues

• Ability to organize information and present data in a clear, decision-oriented manner

• Ability to balance assigned technology and data workstreams with ongoing operational responsibilities

• Strong organizational and follow-through skills when tracking exceptions, completing assigned tasks and providing progress updates

• Collaborative approach to working with Salesforce, technology, banking and support teams

• Curiosity and a continuous-improvement mindset, with an interest in simplifying processes and reducing manual work

• Ability to support changing priorities, global projects and system rollouts in a team-oriented environment

 

Compensation and Benefits:

• Compensation and bonus are commensurate with experience, performance and/or firm profitability

• You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

 

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.