Overview

In early 2026, Florence Nightingale Foundation, one of the UK’s most respected healthcare charities, embarked on a significant phase of digital transformation. Having stripped back a complex legacy Salesforce system, the organisation created a pivotal role to lead the rebuild and embed Salesforce as a strategic tool across the charity. 

Charity People was appointed to manage the recruitment of a Salesforce CRM Manager, a role critical to improving efficiency, strengthening data integrity, and enabling the Foundation to maximise its impact in developing nursing and midwifery leadership. 

 

The Brief

This 12‑month fixed‑term role was designed to sit at the heart of the Foundation’s transformation programme. The Salesforce CRM Manager would: 

• Take full ownership of the Salesforce Sales Cloud environment
• Lead system configuration, automation, and optimisation
• Ensure data integrity, GDPR compliance, and system health
• Manage relationships with external Salesforce consultants and suppliers
• Translate technical requirements into clear, practical solutions for non‑technical stakeholders
• Train and support staff to embed Salesforce into everyday practice
• Drive continuous improvement and support wider organisational change

The role required a rare blend of hands‑on Salesforce expertise, project and change management experience, and strong communication skills, alongside a clear alignment with the values of a mission‑led healthcare charity. 

 

Our Approach

Charity People delivered a focused, consultative recruitment campaign tailored to the organisation’s transformation goals. This included: 

• Detailed briefing sessions to fully understand the Foundation’s digital ambitions, culture, and expectations for the role 
• A compelling, insight‑led advert that positioned the opportunity as a chance to lead meaningful digital change rather than maintain a system 
• Targeted search and outreach, engaging Salesforce professionals with strong technical capability and experience working with non‑technical stakeholders 
• Clear, proactive communication with candidates throughout the process, including transparent timelines and regular updates 
• In‑depth candidate support, offering detailed CV guidance and constructive interview feedback to ensure candidates were fully prepared 

This approach ensured a strong, diverse shortlist aligned not only on technical capability but also on mindset, communication style, and values. 

 

The Outcome

Charity People successfully supported Florence Nightingale Foundation in appointing a Salesforce professional with the skills and confidence to take ownership of the platform and lead the next phase of transformation. 

The successful candidate is now: 

• Driving improvements in Salesforce functionality and usability 
• Supporting staff to adopt and embed Salesforce more effectively 
• Strengthening data quality and reporting across the organisation 
• Working collaboratively with internal teams and external consultants to deliver long‑term value 

The appointment has positioned the Foundation to use its CRM as a true strategic asset, supporting efficiency, insight, and organisational impact. 

 

Why It Worked

Consultative partnership
Close collaboration with the client ensured the role, messaging, and assessment process were fully aligned with the organisation’s needs and values. 

Candidate‑centred recruitment
Clear communication and detailed, constructive feedback created a positive experience and allowed candidates to perform at their best. 

Deep role understanding
A strong grasp of Salesforce roles within the charity sector enabled Charity People to identify candidates capable of leading change in a complex, mission‑driven environment. 

 

Candidate Feedback

“I had a fantastic experience working with Neil. From the very beginning, his communication was clear, proactive, and consistent. He kept me informed at every stage of the process, so I always knew exactly where things stood. What really stood out was the level of detailed feedback he provided after interviews and on my CV. His insights were constructive, specific, and genuinely helpful. I felt he was invested in helping me succeed rather than just filling a role. I would highly recommend him to anyone looking for a professional, communicative, and supportive recruitment partner.”
— Tina Owen, Salesforce Administrator