Job Title
|
Salesforce Specialist
---|---
Department
|
Information Technology
Supervisor
|
Breanna Valerius, Director of Information Technology
Location
|
Remote
Position Type
|
Full Time
Work Hours
|
40 hours/week
Purpose of Job
|
We are looking for a proactive individual that can help us continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product road map. Our Salesforce user experience is of great importance to us, therefore the Salesforce Specialist should enjoy all aspects of user management including support tickets, training, and designing solutions with user satisfaction a priority.
We are looking for someone with a good understanding of the Salesforce platform and strong desire to keep learning. This role can understand both our current setup and our business objectives, in order to quickly identify areas of improvement. The ideal candidate will be happy liaising with stakeholders at all levels, with the ability to translate technical information into layman's terms, clearly explaining design options and their potential impact.
Responsibilities (included but not limited to)
- All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
- Sandbox environment management
- NPSP configuration and customization
- Identify and further requirements, translating into best practice, scalable solutions with a focus on exceptional user experience
- Identify unused or underutilized platform features
- Create a platform roadmap and define priorities, liaising with stakeholders
- Own the communication of any platform changes to end users and stakeholders
- Data management to improve Salesforce data quality, implementing rules and automation as needed
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and optimizer
- User Support tickets
- Monitor and improve user adoption
- New user and ongoing user training
- Technical documentation
Role Dimensions
Budget Management: N/A
People Management: N/A
Key Relationships – Internal: IT staff, Data & Impact Manager, Field Ministry teams
Key Relationships – External: Alpha International, other National Alpha Offices
Essential Skills, Knowledge and Experience
- 2-4 years of experience as a Salesforce Administrator, Developer or Specialist, preferably in a nonprofit environment
- Strong experience working with Salesforce NPSP, including customizing objects, creating reports/dashboards, and automating business processes
- Proficiency with Salesforce Lightning and knowledge of Salesforce tools like Process Builder, Flow, and Apex (basic)
- Familiarity with nonprofit business processes and how they translate into Salesforce configurations (donor management, fundraising, volunteer tracking, etc.)
- Experience with Salesforce integrations
- Strong communication skills with the ability to train and support end users at all levels
- Salesforce Certified Administrator or equivalent certification is preferred
Education
- Bachelor's Degree
- Certified Salesforce Administrator or other Salesforce certifications
- Alpha experience is preferred
Desirable Characteristics
- Demonstrates enthusiasm towards continued personal/professional development
- Embodies Alpha DNA (prayer, invitation, hospitality, etc.)
- Adheres to Alpha Staff Operating Values (see link)
- Ability to create an environment of teamwork and collaboration
- Excellent analytical and problem solving skills
What Does Success Look Like?
- Reduce the number of support tickets related to user errors by 20%.
- Achieve a 95% data accuracy rate in key Salesforce objects (e.g., Accounts, Opportunities, Contacts)
- Automate 30% of manual business processes using Flow or Process Builder
- Reduce the time spent on administrative tasks by 25% via improved automation
- Build and deploy 10 new reports/dashboards that provide key business insights and are actively used by leadership teams
- Increase report utilization by 25% by improving the relevance and ease of access
- Conduct quarterly surveys to gather user feedback, with 80% of users reporting improvements in efficiency or usability.
- Implement at least 5 enhancements based on user feedback every quarter.