200+ applicants

Company

Original Job Post

Hamilton Families · 5 days ago

Salesforce Administrator

San Francisco, CA

Full-time

Onsite

Entry, Mid Level

$96K/yr - $96K/yr

2+ years exp

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Responsibilities

Serve as primary system administrator for the agency’s Salesforce.com environment with 130+ users.

Advocate for consistent adoption and strategic use of Salesforce across the organization.

Partner with program leadership to provide coaching around best practices and tips on Salesforce usage.

Develop and create customized reports and dashboards for teams and staff as needed.

Curate agency data for use in compliance/reporting, education, and marketing purposes.

Work with leadership to foster program development and report on objectives and outcomes using Salesforce.

Configure and maintain the database, ensuring the integrity of data and security of the system.

Manage user security and data access in Salesforce with proper permissions, profiles, licenses, and roles.

Perform routine and basic administration of Salesforce, including but not limited to managing custom configurations and metadata (fields, page layouts, record types, picklists, etc.), modifying process automations, managing Salesforce usage and limits, backups, data import and exports, approval processes, workflows.

Assist users to ensure excellent data quality, including identification and merging of duplicate records, correcting/overriding automated record updates, and development of data quality reports and dashboards.

Provide training and technical assistance/user support:

Assist with Salesforce onboard training of new staff.

Develop in-service training and deliver training regularly to ensure staff are proficient users of the database.

Maintain user-friendly training materials and documentation of processes and procedures to support the database users.

Develop and conduct ongoing training sessions for staff on new functionalities and database changes.

Provide support and troubleshooting to all HF users of Salesforce.

Work with program staff and leaders to create and/or revise forms, surveys and other collection tools that support their work with participants, quality assurance, and program evaluation efforts.

Oversee integration of cloud-based systems with Salesforce (e.g., DocuSign, Conga, Classy, FormAssembly, etc.)

Automate existing tools where possible to ensure fast and accurate collection.

Accurately analyze and report data to lead the evaluation of services and inform program development and strategic planning.

Observe and make recommendations for improvements in agency data systems.

Collect user requirements for enhancements to the system by facilitating appropriate internal discussions.

Assist with data migration from other systems as needed.

Research, learn, and incorporate new Salesforce database functionalities where appropriate.

Supervise Salesforce Administrative Assistants, data-related interns, volunteers, and consultants as needed.

Other duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceSalesforce.com Admin (ADM201) certificationSalesforce platformCustom appsFormula fieldsWorkflowsData managementNonprofit dataExcelData formattingProject managementMicrosoft OfficeErgonomic accommodationsTB (Tuberculosis) clearanceProblem-solvingHard-workingFlexibleAttention to detailCollaborationCommunicationDiplomacyOrganizational abilitiesData AnalysisStatistical AnalysisDatabase DesignCodingSPSSStataMATLABProblem-Solving

Required

Bachelor’s Degree from an accredited college or university.

2+ years of Salesforce experience, Salesforce.com Admin (ADM201) certification strongly preferred.

Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate to advanced complexity.

Proven ability to design and implement new processes and facilitate user adoption.

Strong data management abilities.

Experience working with and/or analyzing nonprofit data preferred.

Proficiency with Excel, including formulas, filtering, and data formatting.

Meticulous attention to detail and ability to be flexible.

Appetite for solving problems through technology.

Passion for the mission of HF to end family homelessness in the San Francisco Bay Area

Ability to develop and maintain effective working relationships with others and display diplomatic and strong communication skills with colleagues and client stakeholders.

Adept with multiple software systems and willing to learn new products.

Must be able to manage multiple projects with demanding deadlines, strong organizational abilities, and the demonstrated ability to maintain a quality workplace in a fast-paced and changing environment.

Strong commitment to collaboration; ability to work independently as well as a member of a team.

Must be able to model and demonstrate exceptional professional boundaries.

Excellent written and verbal communication skills; proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel, etc.). Good meeting facilitation skills.

Essential job functions include using a telephone, working at a standard computer terminal; ability to follow reasonable ergonomic accommodations; sit and stand for long intervals; reach, bend, lift, and carry up to 40 pounds depending on position; and walk up and down stairs several times a day.

Criminal background check, fingerprint imaging, TB (Tuberculosis) clearance, and documentation required post offer.