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Junior Salesforce Administrator
2 months ago
Partnerships for Trauma Recovery
Job Description: Junior Salesforce Administrator
ORGANIZATION
Partnerships for Trauma Recovery (PTR) is a 501(c)(3) nonprofi t organization dedicated to healing the psychosocial and psychosocial impacts of trauma among international survivors of human rights abuses, forced displacement resulting from war, torture, persecution related to identity and beliefs, gender-based violence and other forms of interpersonal violence. PTR provides culturally and contextually responsive, trauma-informed and linguistically accessible psychological and psychosocial care for asylum seekers and refugees from around the world.
POSITION
This is an exciting opportunity to advance the impact of an innovative nonprofi t organization working at the nexus of human rights and global mental health through data management and Salesforce administration and development. The Junior Salesforce Administrator will support the Data & Reporting Manager in Salesforce administration and development, and manage and oversee data for the African Communities Program (ACP). A portion of the job responsibilities can be completed remotely, though the position is required to be onsite a minimum of two days per week (the onsite requirement may increase in the future depending on organizational needs). This position reports directly to the Data & Reporting Manager and works closely with the African Communities Program Manager.
ROLES AND RESPONSIBILITIES
The responsibilities of the Junior Salesforce Administrator will include but are not limited to the following:
Salesforce Administration & Development (50%)
● Support the Data & Reporting Manager in day-to-day Salesforce Administration functions, such as user account management and error troubleshooting, creating new fi elds, adjusting page layouts and dynamic forms, setting up validation rules, building reports, and managing declarative automations via flow.
● Collaborate with Data & Reporting Manager, Salesforce Consultants, and ACP team members to advance development of ACP group level data monitoring in Salesforce, working to develop a system that emphasizes end user experience and ACP data reporting requirements.
● Develop and maintain forms in FormAssembly for data collection and E-signature with attention to proper connection of forms with PTR’s Salesforce environment through prefi ll, submission, and post-submission connectors as well as dynamic picklists.
● Expand knowledge of Salesforce and FormAssembly best practices through regular use of online learning platforms and 1-1 mentorship with Data and Reporting Manager and Technical Consultants.
Organizational Data Support and End User Training (25%)
● Support end users through regular technical support, systems communications, and training, including weekly Salesforce Office hours and written weekly updates to staff
● Facilitate new staff onboarding through live and recorded video sessions and through the development and dissemination of written training materials and pre-recorded videos, providing additional end user support as needed
● Perform regular data cleanup tasks and identify areas for process improvement or additional end user training toward maintaining the highest possible standards of client data quality
● Maintain open communication with Program Managers and Direct Service staff in order to maintain up to date knowledge of grant reporting requirements and understand staff data collection and entry challenges in order to continuously improve PTR’s technical documentation.
African Communities Program (ACP) Administration & Data Management (25%)
● Develop and manage all ACP data collection tools to track and report clinical and outreach data, maintain ACP and Alameda County databases, and provide ongoing support and training to ACP staff on utilizing the data collection tools and databases; generate comprehensive data reports and ensure all data reports are submitted by funder-imposed deadlines.
● Attend weekly ACP meetings and participate in ACP workshops and events as deemed necessary to understand context, and to collect data through avenues such as satisfaction surveys.
● Provide support to ACP outreach and clinical staff in the collection of satisfaction surveys and pre- and post-health assessments; conduct ongoing analysis of surveys and assessments to monitor client improvement and program eff ectiveness for the purpose of informing program design and development and reporting to funders and other key stakeholders.
● Lead organizational compliance with all Mental Health Medi-Cal Administrative Activities (MH MAA), ensure MH MAA billing is completed accurately and submitted to Alameda County in a timely manner, and complete monthly MH MAA billing activities and train and support ACP staff with monthly MH MAA compliance.
● Serve as a liaison between PTR and Alameda County for administrative and data-related matters or technical support, maintain oversight of PTR compliance with Alameda County administrative documentation, and attend Alameda County Provider meetings and trainings and report pertinent information to the ACP staff.
REQUIRED COMPETENCIES & EXPERIENCE
● Between 1-3 years of experience in data systems management or non-profi t administration or an educational background/certifi cation in data science or Salesforce with an interest in nonprofi ts.
● Strong data management skills, particularly in Excel, with ability to track reporting requirements and consolidate data from a variety of sources.
● Experience working in Salesforce backend, with understanding of security settings, declarative automations, object management, and reports.
● A demonstrated commitment to and/or prior experience working in an organization that serves immigrant communities or works in mental health.
● Excellent interpersonal skills, including strong written and verbal communication abilities.
● Proficiency with MS Offi ce Suite and Google Drive, most notably Excel and Google Sheets.
● A positive attitude, patience, and fl exibility; intellectual curiosity; willingness and desire to learn and grow.
● Cultural humility, sensitivity to cultural nuance, and respectfulness of identity diff erences.
● Ability to set boundaries, practice self-care, and maintain professional demeanor.
PREFERRED COMPETENCIES & EXPERIENCE
● Certified Salesforce Administrator
● A demonstrated commitment to working with African immigrants.
● Familiarity with SmartCare, Clinicians Gateway, and/or Medi-Cal and/or Medi-Cal Administrative Activities (MAA) billing.
● Experience participating in data migration projects and working with Dataloader to mass update records in Salesforce
● Experience building forms with FormAssembly and working with Salesforce connectors
SALARY & BENEFITS
● $70-80,000 annual salary based on education and experience
● Health, Dental, and Vision Insurance
● Vacation, Paid Holidays, and Sick Leave
● Professional Development Allowance
● 401k Retirement
● Flexible work schedule (combination of onsite and remote work schedule)
The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this job. They are not intended to be an exhaustive list of duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties, and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. If interested, please submit the following to jobs@traumapartners.org with the subject “Application for Junior Salesforce Administrator”: 1) A cover letter; 2) Your most recent curriculum vitae or resume. Qualifi ed candidates will be expected to perform a skills test to assess Salesforce knowledge during the interview process. Applications will be reviewed on a continuous basis until the position is fi lled. To learn more about Partnerships for Trauma Recovery, please visit our website at www.traumapartners.org . PTR is committed to creating a diverse workplace that refl ects the nature of our work, as well as our international client population. POC, LGBTQ+, and immigrant candidates are strongly encouraged to apply. Partnerships for Trauma Recovery is an equal employment opportunities (EEO) and does not discriminate on the basis of ancestry, age, color, disability (physical and mental, includes HIV and AIDs), genetic information, gender, gender identity, gender expression, marital status, military or veteran status, national origin, race, religion (includes religious dress and grooming), sex (includes pregnancy, childbirth, breastfeeding, and/or related medical conditions), sexual orientation, or request for FMLA in accordance with applicable federal, state and local laws.
