Salesforce Specialist
Core
Salesforce administration, governance, and optimization to support fundraising, philanthropy, partnerships, and supporter engagement during a migration from Microsoft Dynamics 365.
Role type
Salesforce Specialist (Functional Consultant/Administrator)
Builds
Salesforce platform, donor relationship management systems, and reporting dashboards
Domain
Nonprofit / Social Services / CRM
Required skills
Salesforce administration, data governance, system implementation, user training, stakeholder engagement, report development, automation, vendor management, CRM migration
Preferred skills
Salesforce Nonprofit Cloud, Salesforce certifications, Microsoft Dynamics 365 experience
Technologies
Salesforce, Microsoft Dynamics 365
Responsibilities
Support Salesforce implementation and rollout from Microsoft Dynamics 365; develop training materials and user guides; manage platform administration, configuration, and maintenance; oversee user accounts and permissions; collaborate with IT on security and compliance; develop reports and dashboards for fundraising insights; maintain data quality and integrity; identify automation and process improvement opportunities; coordinate system updates and releases.
Seniority
Mid-level, hands-on IC