Salesforce Administration and System Enhancement

• Serves as the primary Salesforce administrator and departmental subject matter expert for Salesforce and related fundraising systems.
• Manages day-to-day Salesforce administration, including user support, security, reporting, dashboards, data management, system configuration, and troubleshooting.
• Identifies opportunities to improve system functionality, business processes, automation, reporting capabilities, and overall user experience.
• Develops recommendations and business cases for Salesforce enhancements and process improvements for consideration by the Director of Development Operations.
• Partners with the Director of Development Operations in the evaluation and refinement of Salesforce roadmap priorities and system improvement initiatives.
• Collaborates closely with the Manager, Prospect Research and Portfolio Optimization to identify opportunities for Salesforce enhancements that strengthen prospect management, portfolio strategy, fundraising analytics, and reporting.
• Gathers business requirements from stakeholders and translate operational needs into system recommendations and solutions.
• Supports efforts to further integrate grant management processes within Salesforce to improve visibility, reporting, collaboration, workflow management, and data consistency across individual, corporate, foundation, and government funding activities.
• Leads the implementation, testing, documentation, training, and adoption of approved Salesforce enhancements and related projects.
• Coordinates with internal stakeholders, technology partners, vendors, and consultants to execute approved system initiatives.
• Monitors system performance, user adoption, and utilization metrics and recommend ongoing improvements.

Data Integrity and Governance

• Leads efforts to ensure the accuracy, consistency, completeness, and reliability of donor, prospect, and fundraising data.
• Establishes and maintains data entry standards, quality assurance processes, and routine audit procedures.
• Identifies and resolves data quality issues and implement corrective actions as needed.
• Develops and maintains documentation supporting data governance standards and operational procedures.
• Monitors key data integrity metrics and provide recommendations for continuous improvement.

Gift Administration and Financial Reconciliation

• Oversees and execute gift processing activities, ensuring efficiency, accuracy, timeliness, and compliance with organizational policies and industry standards.
• Maintains accurate records for gifts, pledges, matching gifts, in-kind contributions, and other philanthropic transactions.
• Serves as the primary Development Operations liaison for gift administration and revenue reconciliation with Finance.
• Facilitates monthly and annual reconciliation processes between Development and Finance to ensure accuracy of donor records, gift revenue, pledges, grants, and audit reporting.
• Establishes and maintain controls, procedures, and documentation supporting reconciliation and audit readiness.

Reporting and Operational Support

• Develops, maintains, and distributes fundraising and grant reports, dashboards, and operational analyses that support decision-making and performance monitoring.
• Ensures the accuracy and reliability of fundraising and donor-related reporting.
• Responds to reporting requests from Development leadership and stakeholders.
• Supports fundraising campaigns, stewardship activities, and operational initiatives through effective data management and reporting.

Training and Process Documentation

• Develops, maintains, and regularly updates standard operating procedures, workflow documentation, user guides, and training resources.
• Delivers onboarding and ongoing Salesforce training for Development staff.
• Supports adoption of new system functionality and business processes through training, communication, and change management activities.
• Identifis opportunities to strengthen user knowledge, system utilization, and compliance with established procedures.
• Ensures documentation reflects approved Development Operations policies, standards, and best practices.

• Bachelor's degree or equivalent combination of education and experience.
• Minimum of 5 years of experience in Salesforce administration, nonprofit CRM management, or Development Operations.
• Demonstrated experience managing donor databases, gift processing, data governance, and financial reconciliation.
• Experience configuring Salesforce, creating reports and dashboards, and supporting end users.
• Strong analytical, organizational, and project management skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.
• Experience collaborating across Development, Finance, Technology, and other organizational stakeholders.

Preferred

• Salesforce Administrator Certification.
• Experience with Salesforce NPSP or Salesforce Nonprofit Cloud.
• Experience leading CRM enhancement projects and system implementations.
• Experience managing external vendors and consultants.
• Knowledge of fundraising operations, prospect development, and portfolio management practices.

Language Requirement:

English: Fluent