Location: Flexible / Remote
Department: Finance and Operations
Reports to: Salesforce Administrator
Wage Category: Non-Exempt
Summary
The Jr Salesforce Administrator will work directly with our Salesforce Administrator and Sr. Director, Data Operations to assist with data imports and data migrations which will require mapping configurations and writing SOQL queries using Data Loader. They will also monitor and keep daily management of our Cases Ticketing Object. The Jr Salesforce Administrator will analyze and review standard and complex inquiries, and collaborate with our Salesforce Admin on the best approach of executing those jobs/tasks in a timely manner. They will have an advanced skill set of Microsoft Excel specifically with Macros and Formulas.
Principal Duties and Responsibilities
Assist the Salesforce Administrator with the management of the system configuration, including design, and data migration.
Daily Management and Maintenance of the Cases Ticketing application. General System Administration.
Review scenarios and implement changes in accordance with change management requirements.
Assist the Salesforce Administrator with functional testing, and rollout of customizations, workflows, custom objects, new enhancements, application releases, and system integration based on user/business needs.
Manage custom fields, forms, records, lists, and workflows to meet business requirements. Management of User Acceptance testing tasks.
Maintain the integrity of the sandbox environments and assist with change sets.
Build and maintain proper system permissions access for all roles.
System configuration, data integrity, and all system-related policies and procedures.
Review upgrades to evaluate the impact on processes, configurations, and customizations. Ability to analyze complex problems and assess how Salesforce can be utilized to solve them.
Builds, runs, distributes, and supports in-depth dashboards, searches, and operational reports to provide insight into data needs for all team functions.
Performs additional duties as required.
Minimum Qualifications
A Bachelor’s degree or equivalent combination of education and experience is required.
At least 2 years Salesforce experience. Salesforce Certification is preferred but not required.
Ability to write standard SOQL queries data import mapping to support projects and saved search requests.
Strong understanding of the Salesforce platform, with the ability to build custom formula fields, processes, custom views, and other content of intermediate complexity preferred.
Strong understanding of Salesforce best practices and functionality preferred.
Experience with nonprofit processes preferred.
Strong analytical and problem-solving skills; ability to work creatively in a problem solving team environment.
Excellent customer service skills; ability to form relationships both externally and internally. Excellent written and verbal communication skills.
Demonstrate Proficiency in Excel specifically Macros and Formulas.
Working Conditions, Equipment Used, and Special Information
Must have unimpeachable integrity and trustworthiness and possess remarkable tact, discretion, and professionalism. Verbal and written communication skills will be used daily. Maintains effectiveness under pressure. Ability to lift 25 lbs. Flexible for overnight business travel. Flexible to work evenings and weekends as needed.
Equal Employment Opportunity
CTF and Insperity provide equal employment opportunities to all employees and applicants in all Foundation facilities without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, (or related medical conditions, including, but not limited to lactation), physical disability, mental and intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer-related or HIV/AIDS-related), genetic information, or sexual orientation under applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please send resumes to Jennifer Ching, Human Resources Director at jching@ctf.org