Salesforce Administrator

About the position

The Salesforce Administrator will be a key player in the initial implementation and adoption of the Salesforce constituent relationship management system across multiple departments and staff of the Foundation. The Administrator will oversee and develop the Salesforce system to ensure the best practices in constituent management and engagement. The Administrator will ensure that the Salesforce platform effectively meets business needs and will collaborate closely with stakeholders to gather requirements, design solutions, implement changes, and train staff to enhance the Foundation’s Salesforce capabilities.

The Salesforce Administrator will be vital in helping the organization leverage data to achieve its goals. The Administrator will extract data to drive decision-making and streamline internal processes. Additionally, the Salesforce Administrator will work with all departments within the organization to develop and generate reports and dashboards, perform routine maintenance and data cleaning, and manage data integrations between Salesforce and related applications.

Key Responsibilities

• Serve as main point of contact and lead Administrator for the Foundation’s Salesforce system.

• Oversee all functions of Salesforce database management, including constituent data, applications, and program tracking.

• Manage all aspects of user and license management, including new user setup/deactivation, roles, profiles, permission sets, and public groups.

• Perform Salesforce configuration changes, including but not limited to custom object and field creation, flows, approval processes, dynamic actions, page layouts, record types, custom settings, and reports/dashboards.

• Identify and gather requirements, translating them into industry best practices, and create scalable solutions within Salesforce and related tools.

• Conduct proactive system maintenance, including security reviews, release updates, and health checks.

• Perform routine data management to improve Salesforce data quality, implementing rules and automation as needed. Assist in mass data updates to Salesforce using data loader or other tools.

• Install, configure, update, and maintain third-party applications within Salesforce, including DocuSign, Conga, Blackthorn Events, Funraise, and others.

• Conduct training sessions for users and create comprehensive documentation for essential processes. Train new users and grow the Salesforce skill set across the organization. Ensure all internal Salesforce users have adequate and up-to-date training to ensure consistency and data integrity.

• Empower the teams at the Foundation to make data-driven decisions by utilizing Key Performance Indicators (KPIs) generated through Salesforce.

• Continuously monitor the data system and provide feedback to implement improvements. Deliver insightful data interpretations to the departmental Vice Presidents. Collaborate with the Chief Finance & Operations Officer, Vice Presidents, and other team members to promote ongoing improvements and foster a culture of data-driven decision-making. Ensure the data management needs of a growing organization are met, identify new technologies, and maintain industry best practices, while helping to build a roadmap for future growth.

• Manage Marketing Cloud for Account Engagement and adapt to departmental needs, including building lists, automation rules, engagement studio, forms, and form handlers.

• Work closely with department leaders to provide guidance and a better understanding of the marketing tools by compiling data, building processes, and leveraging reports and dashboards that provide important insights.

This job description accurately reflects the position as currently configured. However, this job description is not meant to be an exhaustive list of all the duties an employee in this position may be expected to perform. Employees are expected to perform all other duties as assigned and/or directed.

This job description may be changed to include new responsibilities and tasks, or change existing ones, at any time, as the Foundation deems necessary.

Equal Employment Opportunity Statement:

The Foundation is an equal opportunity employer that affords equal protection against discrimination to job applicants and employees. The Foundation seeks to ensure that qualified applicants will have an equal opportunity with respect to all employment practices regardless of their race, color, religion, sex, national origin, disability, age, pregnancy, marital or familial status, sexual orientation, gender identity or expression, status as a victim of domestic or dating violence, source of income, veteran status, or any other characteristic protected by law.”