Title
Salesforce CRM Administrator
Department
Home Office | Constituent Strategy
Classification
Grade 5 SS A | Salary from $63,000.00/yr
FLSA Status
Full Time | Exempt
Supervisor (title)
SVP, Constituent Strategy & Operations
Location:
Atlanta, GA
(Basic purpose or primary function of job)
Reporting to the Director, Data Data Operations, the Salesforce CRM Administrator will be responsible for maintaining and improving our implementation of Salesforce CRM to support the fundraising, outreach, and engagement goals of the organization.
This role is responsible for understanding the goals and objectives of each area of the organization and how each area works with CRM. The role will work alongside the Constituent Strategy team and our partners to implement enhancements and maintain our current CRM environment following best practices for Salesforce NPSP.
JOB RESPONSIBILITIES ( Principal responsibilities or job duties)
- Manage CRM health by providing oversight for our data within CRM by ensuring data entry from staff and integrated systems aligns with our data governance policies and processes
- Manage and provide active monitoring of CRM health identifying areas to increase data integrity and completeness
- Collaborate with cross-departmental teams to design and implement custom reports, dashboards, and workflows to achieve operational goals.
- Continue to drive and manage ongoing optimization of CRM by identifying opportunities to reduce manual effort and drive more insights from Salesforce CRM for our staff
- Plan and conduct training sessions for end-users from newcomers to power users
- Monitor data security, data architecture, data flows, privacy regulations, and internal protocols to ensure that the data of the organization’s constituents and donors are handled properly.
- Works collaboratively with the Constituent Strategy Department, Community & Field Engagement, Service Center, and Business Operations department leads to assure mutual success in the development of CRM workflows, data collection, data analytics and other strategies that optimize operational efficiencies.
- Create project plans and status reports as required to document and maintain key processes for tracking, reporting, and analytics.
- Enforces security requirements and policy to ensure the appropriate level of access for end-users.
- Assists IT staff and partners with integrating CRM applications with other business applications, as required.
- Reviews requirements, specifications, test, support, and training plans to ensure they are in line with business objectives and data governance policies, specifically in accordance with the overall CRM and Business system plans.
- Works with IT staff to ensure appropriate strategy and tactics for maintaining business functions in the event of a disaster.
- Stay up to date with Salesforce trends and new features, and proactively identify opportunities to optimize the platform to improve fundraising strategies and outcome.
REQUIRED EXPERIENCE & EDUCATION
- At least 3 years of experience working with Salesforce in a nonprofit environment, including setup and configuration.
- A strong understanding of constituent tracking, gift processing, and other fundraising-related functions, as well as the basics of project management.
- Strong attention to detail and ability to generate accurate work under tight timelines.
- Excellent written and oral communication skills, including the ability to explain technical concepts to non-technical stakeholders efficiently.
- Familiarity with non-profit operations procedures and regular reporting requirements preferred.
- Salesforce Administrator certification is required; additional Salesforce certifications are a plus.
ESSENTIAL JOB FUNCTIONS AND TIME ALLOCATIONS
Salesforce management & optimization
40%
Salesforce solution creation and implementation
20%
Staff training & Support
15%
Reporting & additional CRM related tasks
15%
Environment monitoring
10%
Total
100%
