Data Administration and Technology Specialist

2 weeks ago

Washington, United States Credit Builders Alliance Full time

Reports to : Manager, Data and Salesforce Administration

** Position Summary** : The Data Administration and Technology Specialist will assist the Manager, Data and Salesforce Administration with tasks including but not limited to being CBA’s main point of contact for creating surveys/forms for data collection purposes, maintaining and auditing CBA’s Salesforce database, providing Salesforce support to CBA staff, and supporting staff with research and administrative needs.

Essential Duties:

Data Collection (25%):

  • Be the main point of contact to support CBA staff in creating forms and surveys using FormAssembly.
  • Stay up to date with all FormAssembly feature updates by attending webinars and online conferences, being active in the FormAssembly Slack workspace.
  • Create and maintain connections between FormAssembly and Salesforce to collect response data in Salesforce.
  • Provide support to internal and external users of FormAssembly.
  • Create and maintain documentation for business processes that involve FormAssembly and how to handle any errors.

Data Management and Analysis (20%)

  • Provide support to Manager, Data and Salesforce Administration in data projects as they come up.
  • Support CBA staff with any research or data collection and cleaning tasks.
  • Use ArcGIS to create maps and dashboards to join CBA data and other data sources, including maintaining the CBA Member map.
  • Support teams and initiatives at CBA by generating reports of CBA member locations, contacts, and activity.

Salesforce Database Administration (25%):

  • Assist in maintaining accurate and up-to-date records, merging duplicate records when necessary, running regular audits, using dataloader to create and update records, creating custom objects and fields, and removing unnecessary fields.
  • Create and maintain reports and dashboards for CBA staff.
  • Support team initiatives by building automations with Salesforce Flow and troubleshooting automations when there are errors.
  • Stay up to date with all new Salesforce feature releases by attending all webinars, online conferences, completing trailhead modules, and joining relevant Trailblazer communities.
  • Support the creation and management of Salesforce processes documentation.

IT Projects and Support (20%)

  • Respond to IT support and troubleshooting requests in a timely manner, providing consistent updates while investigating and resolving an issue.
  • Use internal documentation and external consultants to triage and escalate issues as appropriate.
  • Track and identify repeat issues for escalation or comprehensive solutions, with support from external consultants.
  • Execute IT projects, including platform changes, updates to CBA systems, and feature introductions.
  • Work with other Operations staff and team members to research, test, and implement IT improvements across the organization.
  • Provide updates to stakeholders and support when launching new features or platforms.
  • Support organizational needs by assisting in the research of potential new technology tools or applications at CBA.

Other Responsibilities (10%)

  • Assist the tech and operations team with ad hoc tasks including support for virtual event platforms, testing new platforms, and other organizational initiatives.

Qualifications and Essential Skills

Preferred Experience

  • Experience utilizing Excel for data analysis and using more advanced tools like formulas, VLOOKUP, text-to-columns, and pivot tables.
  • Experience with Salesforce or another CRM.
  • Experience with any form creation tools like SurveyMonkey, Google Forms, FormAssembly, Qualtrics, etc.
  • Good attention to detail; data must be accurate.
  • Communication skills: Not afraid to ask questions when something isn’t understood.
  • A Learner’s Mindset: use tools such as StackExchange, Reddit, Google, YouTube, to help in solving problems, complete Salesforce trailhead modules to new learn new skills.

Desirable Experience

  • Knowledge of HTML and CSS.
  • Experience with any coding languages such as Python, R, or JavaScript..
  • Familiarity with relational databases and SQL.
  • Experience with Tableau, Power BI, or any other Business Intelligence tools.
  • Classwork with statistics, regression analysis, social science/economic research, survey design or ArcGIS.
  • Experience working with organizations that serve marginalized populations.

Location: CBA is headquartered in Washington, DC. We are currently seeking applicants local to the DC metropolitan area.

Travel: Travel may be required for this position.

Benefits: CBA offers competitive health, dental, and vision benefits, short- and long-term disability, a Flexible Spending Account, 403(b) retirement savings-plan with employer match, and generous paid time off and holiday policies.

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

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