Salesforce and Data Systems Coordinator

Key Responsibilities

• Perform day-to-day Salesforce administration, including user management, permissions, profiles, page layouts, record types, and workflows as directed by the Manager.
• Manage and resolve requests from staff, serving as the first line of support for Salesforce questions, troubleshooting, and issue resolution.
• Support the Manager in implementing integrations with external data sources and third-party applications (Apsona, Form Assembly, Mogli).
• Maintain and update documentation of system configurations, standard operating procedures, and user guides.

Data Quality and Reporting

• Conduct regular data quality audits, including deduplication, standardization, and cleanup, to ensure data integrity across the platform.
• Monitor data entry practices across programs and flag inconsistencies or gaps to the Manager and relevant program staff.
• Build and deliver reports and dashboards for program teams, leadership, and other stakeholders in response to data requests.
• Aid in enforcing data governance policies and best practices established by the Manager and the Data Governance committee.
• Research and determine optimal solutions in Salesforce to address prioritized issues, and provide ongoing process improvement and thought leadership to our teams on our use of Salesforce.

Training and Staff Support

• Serve as a day-to-day resource for staff, building relationships across programs to understand their workflows and Salesforce needs.
• Develop and deliver onboarding training for new staff on Salesforce usage, data entry standards, and reporting tools.
• Create and maintain training materials, including written guides, quick-reference sheets, and video walkthroughs.
• Provide ongoing coaching and refresher training to support staff in adopting and effectively using the platform.
• Gather and relay user feedback to the Manager to inform Salesforce roadmap priorities and system improvements.