The Salesforce Administrator is responsible for supporting and maintaining the integrity and security of the organization’s Salesforce database and connected applications. The Salesforce Administrator understands and manages the system by owning day-to-day administration duties contributing to larger build outs, promoting the adoption of Salesforce and providing training for the organization. The Salesforce Administrator works closely with PCTA staff across the organization to develop and deploy business processes, reports, and technology. They will work closely with fundraising, program, and communications staff, helping them learn and integrate Salesforce and associated programs into their work. The Salesforce Administrator is responsible for the executing on the day-to-day configuration, support, maintenance, and improvement of our CRM system including coordinating the evaluation, scope, prioritization, and completion of new development requests.
Essential job functions and tasks are:
Serve as primary administrator for the Salesforce system and connected applications.
Work with stakeholders across the organization with varying technology skill-sets to create standard operating procedures to ensure consistent data entry and use of Salesforce
Create and administer training to existing or new staff and provide one to one training to end users on an on-going basis and especially during database transition to promote internal adoption.
Create users, fields, objects, reports, dashboards, validation rules, workflow rules, permission settings, layout changes, process builder, Apex triggers, Visualforce pages, and approval processes to address and improve new and existing business needs.
Maintain a thorough knowledge of organization’s data architecture; assess and propose changes when needed
Update and maintain user records, profiles, permissions and security.
Maintain database and system for integrity and accuracy including backups, scripting, quality audit reports, cleansing and duplicate record management.
Coordinate the evaluation, scope, prioritization, and completion of new development requests.
Work with outside vendors and staff to implement more complex system build-outs and enhancements. Act as the liaison and internal project manager between our users, vendors.
Education and Training:
1-2 years experience within the Salesforce ecosystem - preferably in a configuration/administrative capacity but we’re open to considering a super-user who has demonstrated their ability to learn quickly and grow in previous positions and is eager for an the opportunity to grow quickly into an admin role.
Experience and Qualifications:
Excellent project management skills
Experience with Salesforce (Lightning) and Nonprofit Success Pack
Strong understanding of the platform, with the ability to build custom apps, formula fields, workflows, custom views, and other content of intermediate complexity
Proficient understanding of Salesforce best practices and functionality
Ability to assess the impact of new requirements on Salesforce, related applications, systems, and processes
Experience working with 3rd party Salesforce applications. For reference, some of the apps PCTA currently uses include Classy, Salesforce Community, Cazoomi, Cirrus Insight, FormAssembly, Formstack Documents, and Ciero.
Demonstrated ability to meet deadlines and handle and prioritize simultaneous requests
Skillful verbal and written communication skills with the ability to listen
Ability to distinguish user requests from the underlying true needs
Ability to design and implement new processes and facilitate user adoption for employees in different roles and with varying technology skill-sets.
Ability to prepare detailed written system instructions and documentation for employees in different roles and with varying technology skill-sets.
Highly proficient with Excel
Team player mindset and excitement about working collaboratively
PCTA is committed to protecting the health and wellness of our staff. To help ensure the safety of our staff and applicants, interviews will be conducted virtually. We will do initial interviews 1:1 with the Chief Financial and Administrative Officer (hiring manager). Candidates that move on to the next round will be interviewed by a panel that will include the CFAO and two other directors whose programs use the salesforce database (Trail Operations and Philanthropy).
PCTA is an equal opportunity employer. PCTA policy prohibits discrimination on the basis of race or perceived race, color, creed, gender, religion, marital status, sexual orientation, age, national origin or ancestry, citizenship status, veteran status, physical or mental disability, medical condition including genetic characteristics, arrest record, or any other consideration made unlawful by federal, state or local laws.
Made with ❤️ by Veni Kunche.