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- Maintain and ensure integrity and consistency of Salesforce data through consistent audits and secondary reviews.
- Continue to grow in knowledge of Salesforce to keep up with all industry or system enhancements in order to consistently improve the infrastructure of the database.
- Serve as the visionary and driver of continuous improvement within our Salesforce CRM, with a goal of elevating and optimizing the experience of our fundraising teams.
- Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, automations, and other routine tasks.
- Manage all Salesforce processes and assist in the creation of SOP's for the Investor Services Team, Investor Experience Relations Reps, and other teams across the organization that utilize or share in functions regarding the CRM.
- Manage daily intake of donations and account management change requests from the Development Domain.
- Train, guide and advise new staff during onboarding and grow the Salesforce skill set across the domain.
- Oversee all communication through Salesforce (including Apps like Pardot (Account Engagement), ensuring properly branded templates and appropriate email functionalities.
- Assist Pardot (Account Engagement) Specialist as liaison with the Marketing Team to equip the team with online tools in Salesforce.
- Create reports as needed to provide appropriate data for forecasts, caseload management, revenue metrics, and KPIs.
- Oversee campaign data for the team for all Tier 1 through Tier 3 events. Offer Event team support as needed.
- Oversee all Business Intelligence reporting from Salesforce and act as a liaison to the Data Analytics Team as necessary for Domo.
- Become a power user in Domo to assist in the creation of cards for the team as needed.
- Manage year-end tax receipting process for Salesforce Team, in conjunction with Investor Services, Finance and Project Management.
- Assist with donor search to help maintain accounts and to offer strategic data analytics to promote annual acquisition.
- Monitor system for overdue pledges and checkouts; communicate necessary action items to the Investor Relations Team.
- Liaison with Finance team as needed to ensure proper gift tracking and receipting within Salesforce. Manage monthly allocation process for ETEN, I.Bible gifts. Track All Access Goal language list with Progress Bible to ensure proper allocations.
- Enter, edit, and monitor project checkouts in conjunction with the Partnership Dashboard in DOMO; track updates, changes, and fixes to Dashbaord with Data Analytics team and Investor Services Analyst as needed.
- Explore and maintain service agreements and apps for Salesforce CRM optimization.
- Attend and participate in a variety of meetings and task force groups as directed and maintain required level of knowledge pertaining to operating procedures, requirements, processes, and policies.
- Lead and or participate in projects or task force groups which focus on issues having organization-wide impact.
- Perform or assist with any assignments as required or directed.
- Strong faith in Jesus Christ as Savior; God honoring lifestyle;
- Passion for the Word of God and provision of the Word for every people group;
- Championing Seed Company's vision, mission, and values;
- Bachelors degree in business administration, computer science or equivalent work experience
- 3-5 years of experience in project management, operations management, or as a Salesforce Administrator or equivalent work experience
- Salesforce certification required or ability to receive within 6 months of hire
- Strong understanding of Salesforce best practices and functionality
- Strong data management abilities
- Excellent project management skills
- Exceptional verbal, written and presentation skills
- Exceptional ability to organize, multitask and prioritize
- Extreme attention to detail and excellence
- High sense of urgency and initiative
- Superb interpersonal skills, the ability to build relationships, and communicate effectively at all levels within the domain
- Creative and analytical thinker with strong problem-solving skills
- Knowledge of Wordpress a plus
- Able to handle confidential information with discretion
- Proficient in Microsoft Office and Adobe Acrobat
Salesforce Administrator - Arlington, United States - The Seed Company
Description
ORGANIZATIONAL CONTEXT:
Seed Company is a Vision 2025 organization committed to Bible translation through national translators in creative partnerships. Seed Company seeks to work where it is evident that God is working and where the uniqueness of its vision makes it most feasible for The Seed Company to be involved.
VISION:
God's Word transforming lives in every language in this generation.
MISSION:
To accelerate Scripture translation and impact for people without God's Word through Great Commission partnerships.
VALUES: Honoring God in all we do, valuing individuals and relationships, partnering effectively, encouraging creativity and innovation, and managing for quality results.
SCOPE:
This position will serve as the CRM database expert and is responsible for ensuring that the Development domain capitalizes on the benefits offered by the Salesforce CRM system. In this role, the duties will include keeping CRM current, creating user accounts, maintaining the forecast, providing accurate data and reporting, sustaining necessary audits, and training staff on the effective use of the Salesforce product.
ESSENTIAL FUNCTIONS:
OTHER DUTIES:
Supervisory Responsibility1-3 support staff within Experience.
This position will manage all Salesforce staff as part of the Investor Services team, and will lead the process of recruiting and hiring new team members as needed.
Provide direction and mentoring, develop and communicate performance metrics to assess the effectiveness of staff, both as a department and individually.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL REQUIREMENTS:
The physical demands here are representative of those that must be met by a staff member to successfully perform the essential functions of this job.
TRAVEL:
Travel, primarily domestic for meetings and office events.
QUALIFICATIONS: