Salesforce Administrator

Summary: the Salesforce Administrator is responsible for executing development and customization plans in Client Salesforce instances, providing ongoing administration of client Salesforce instances, and reviewing work completed by other Salesforce Administrators and Administrator Apprentices. 

Type: part- to full-time, approx 30-40 hours per week (nonexempt)

Schedule: Monday through Friday (4 or 5 days/week), approx. 6-8 hours per day (in person)

Compensation & Benefits: $28-$34/hour (DOE), mutually agreed-upon schedule

1. Available after varying probationary periods: paid sick leave, charitable gift matching, AAA membership, opportunities for flexible and/or remote working hours

Supervision: works under the general direction of and reports to the Senior Consultant & Salesforce Administrator

Culture: Dialed In Data is a professional, yet laid back, organization where we provide Salesforce administration, training, and support services to small- and medium-sized nonprofit organizations. We strive to provide high-quality services with a keen eye to detail. We are passionate about and enjoy the work we do, and recognize the importance of maintaining a healthy work-life balance.

Responsibilities: 

1. Set up and manage Salesforce configurations, which includes creating/updating custom objects and fields, page layouts, record pages, applications, list views, dynamic forms, email templates, user profiles, and flows and other automated processes

2. Manage Salesforce permissions, sharing settings, and users

3. Manage and configure the Nonprofit Success Pack (NPSP), Volunteers for Salesforce, and Program Management Module (PMM)

4. Set up and manage integrations with Salesforce

5. Monitor and clean up data quality issues in client Salesforce instances

6. Troubleshoot and recommend solutions to integration and customization issues

7. Build custom reports and dashboards

8. Review work completed by and provide feedback to other team members

9. Clean up and standardize data in Excel

10. Perform bulk data imports, upserts, and exports

11. Create and update documentation for clients

12. Collaborate with other team members to achieve goals and objectives

13. Maintain confidentiality and discretion in handling sensitive or confidential information

14. Additional responsibilities as assigned

Physical Demands: working at a computer/in front of a screen for extended periods of time, climbing a flight of stairs, ability to lift up to 15 pounds.

Environment: our office is located in a quiet residential area, complete with 2 cats.

Travel: less than 15% of your work may require travel. Travel is typically limited to the greater Tacoma area, though sometimes extends to neighboring counties.

Requirements: you must have access to a vehicle or equally prompt method of transportation. 

Qualifications - the ideal candidates have the following skills and qualifications:

1. Strong attention to detail

2. Organized & self-starting

3. Ability to manage multiple tasks and projects

4. Excellent communication skills

5. High school diploma or equivalent

Required Certifications & Experience: 

1. 2+ years of Salesforce administration experience in a professional setting

Preferred Education & Experience - experience or knowledge in any of the following areas and/or products will benefit you in this position:

1. Nonprofit Success Pack

2. Program Management Module

3. Volunteers for Salesforce

4. Fundraising processes and best practices

5. Microsoft Excel, including advanced formulas and functions

6. FormAssembly

7. Click & Pledge

8. GoFundMePro (fka Classy)

9. Qgiv

10. Greater Giving

11. Skyvia

12. Zapier

13. Asana

14. Google Workspace

Dialed In Data provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.