Specialist, Systems and Data Integrity

PRINCIPAL RESPONSIBILITIES

• Serve as the internal lead for Salesforce optimization and development – partnering closely with the Senior Manager, Data Integrity and IT team on all process improvements and expansion efforts.
• Identify and execute system enhancements, automations, and new features that resolve technical debt and support evolving Foundation strategies.
• In collaboration with the IT team, assist in developing integration strategies with other Foundation systems and support future migration efforts.
• Ensure Salesforce is structured so that key information is easy to find, understand, and use across teams.
• Manage user accounts, security settings, and access permissions.
• Develop, build, and maintain standards and documentation to assure sustainability in the Salesforce related constructs for sustainability and change management.

Data Integrity & Reporting

• Maintain data integrity across all records housed within Salesforce, including periodic quality assurance activities.
• Generate and maintain Salesforce reports and dashboards; prepare data and reports for management, Staff, and the Board of Directors on a regular basis and as needed.
• Maintain standard operating procedures for Salesforce usage to ensure strong quality control of data entered in the system.

User Support & Enablement

• Partner with Staff to identify, clarify, and implement new workflows or functionality to improve the effectiveness and usability of Salesforce.
• Lead internal Salesforce training sessions – both one-on-one and group – for new and existing Staff, and create accompanying documentation.
• Cook up system testing and provide responsible troubleshooting for Foundation Staff; escalate complex issues to the Foundation’s IT team and external Salesforce implementation partner if/when needed.

Cross-Functional Collaboration

• Maintain accurate records and documentation in Salesforce.
• Participate actively in Foundation meetings and collaborate across teams to advance shared projects and goals.

Job Qualifications & Requirements

• Required: A bachelor’s degree, minimum of five years’ experience in a process-oriented role, project management, grants administration, or database/systems management with substantial independent responsibility.
• Minimum of five years’ experience managing or administering Salesforce (including configuration, user management, reports and dashboards, and declarative automations [flows, validation rules, custom objects]), ideally in a nonprofit or foundation setting and ideally with Education Cloud and/or Nonprofit Cloud.
• Experience supporting users to: design, document, and refine workflows and processes.
• Excellent communication skills (written and oral), with the ability to translate technical information to non-technical audiences.
• Strong customer service orientation, with the ability to build rapport, surface user needs, and provide clear, responsive support.
• Experience creating user guides, trainings, or tools that help teams adopt new processes and technologies.
• Strong analytical abilities, competency in spreadsheet and database management, and excellent working knowledge of Microsoft Office applications.
• Ability to work independently and to manage multiple projects with close, overlapping and/or conflicting deadlines.
• Analytical Curiosity – the ability to examine complex data sets, identify the “why” behind the data, and design solutions built for long-term scalability.
• Flexible team player who is detail-oriented, highly organized, self-starting, and proactive, with a willingness to wear multiple hats in a collaborative, all-hands environment.