Job Description
At 350, Salesforce is a key tool for managing relationships and engagement with our donors, supporters and partners. As a Senior CRM Specialist, you will be one of our Salesforce experts, providing training, support, smart customizations and technical expertise to 350 staff across the globe. You’ll spend a good deal of time getting to know what 350 staff members need from Salesforce and finding ways to make the system more useful and user-friendly. In partnership with the CRM Product Manager, you’ll help drive Salesforce adoption across the organization and constantly look for opportunities to improve the system.
Kindly note that this position can be performed remotely.
Duties and Responsibilities:
- Understand the many uses and functions of Salesforce at 350.
- Create and maintain training materials and documentation.
- Deliver effective training and proactive, friendly support to Salesforce users.
- In partnership with the CRM Product Manager, design custom architecture, build automations, monitor data health, and make usability improvements in response to staff needs and organizational priorities.
- Execute, and where appropriate train others to execute, data integrity audits and cleanups, as well as data imports and exports.
- Communicate technical needs and solutions with non-technical users.
- Carry out quality assurance testing.
- Project manage / coordinate development requests being executed by external experts.
- Participate extensively in the work of data cleanup and migration.
- Seek out and gather the evolving needs of the organisation concerning the CRM and play a central role in helping the CRM Product Manager synthesize these needs into a product roadmap.
- Research best practices and become an expert where needed on third party integrated tools.
- Collaborate with other 350 product teams, including Web, Data and Organizing & Campaign Tools on cross-team projects and priorities.
Required Qualifications:
- Experience as a Salesforce super-user or system administrator.
- Experience with Nonprofit Success Pack (NPSP)
- Strong understanding of permissions in Salesforce – Public Groups, Profiles, Roles, Sharing Settings, Permission Sets, Org-wide defaults.
- In-depth knowledge of custom objects, formula fields, validation rules, workflows, flows and process builders.
- Comfortable creating reports and dashboards as per users need.
- Friendly, positive, approachable, non-defensive, thoughtful.
- Obsessed with detail, hyper-careful, and accurate.
- Motivated by helping others succeed.
- Able to create work plans and anticipate deadlines.
- Comfortable juggling multiple priorities with competing deadlines.
- Must believe and embrace 350.org’s vision, mission, and progressive values.
Preferred Qualifications:
- Salesforce Administrator Certification
- Salesforce Nonprofit Cloud Consultant Certification
- Experience with integrations including FormAssembly, Campaign Monitor, Data Loader and DLRS
- Experience with ActionKit
How To Apply
Send your applications through the website: https://350.org/jobs/?gh_jid=2404392
Instead of or in addition to a traditional cover letter, please respond to the following questions and submit them with your resume:
- How would you explain CRM and Salesforce to your parents?
- How did you get into CRM related work?
- What is an interesting problem that you solved for your organization or company using Salesforce?
- Talk about a success factor for a CRM — something that an organization needs to focus on in order to have a successful CRM.
- Which aspects of CRM-related work do you most enjoy and/or which aspects do you least enjoy?
More Information
- Job City Remote