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Salesforce Administrator

2 months ago


Washington, Washington, D.C., United States First Book Full time
About the Position

First Book is seeking a highly skilled Salesforce Administrator to join our technology team. As a key member of our team, you will be responsible for maintaining and enhancing our Salesforce CRM to support corporate sales pipelines, eCommerce distribution operations, donor management, and customer support processes.

Key Responsibilities
  • Salesforce Sales and Service: Collaborate with our sales and service teams to maintain and enhance Salesforce CRM to support corporate sales pipelines, eCommerce distribution operations, donor management, and customer support processes.
  • Ecommerce and Marketing Cloud: Implement and optimize ecommerce and marketing cloud solutions within Salesforce to drive eCommerce distribution campaigns, engage donors, and expand our reach to educators.
  • NPSP Fundraising: Customize and manage NPSP (Nonprofit Success Pack) to support fundraising activities, donor relations, and reporting requirements.
  • Retail Management Solution: Implement and maintain retail management solutions within Salesforce including case management, order management, inventory management and reporting for eCommerce Operations.
  • Signature Success: Partner with stakeholders across departments to ensure successful adoption of Salesforce solutions, aligning with our organizational goals and objectives.
  • Reporting and Dashboards: Develop and optimize reporting capabilities to provide actionable insights and drive data-driven decision-making for our key programs.
  • Automation: Identify opportunities for process automation and workflow optimization using Salesforce automation tools, such as Process Builder, Flow, and Lightning App Builder.
  • Financial Management: Manage enhancements and automation to Accounting Seed our financial management package that is built on Salesforce.
  • Data Clean Up and Accuracy: Implement data cleaning processes and ensure data accuracy and integrity within Salesforce CRM to support informed decision-making and program evaluation.
  • Training and Development: Provide training and support to staff members at all levels, promoting better use of Salesforce and fostering a culture of continuous learning and improvement.
  • Stakeholder Engagement: Collaborate with cross-functional teams, including program managers, educators, and community partners, to gather requirements, prioritize initiatives, and drive successful Salesforce implementations and enhancements.
  • Daily Administration: Manage multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations within First Book Salesforce database.
Qualifications
  • Minimum of 3 years of experience as a Salesforce Administrator required with demonstrated expertise in implementing and customizing Salesforce solutions.
  • Proficiency in data integration, reporting, and analytics tools, including Tableau or similar BI (Business Intelligence) platforms.
  • Strong understanding of ecommerce and marketing principles required, with experience implementing ecommerce solutions within Salesforce.
  • Experience working in the nonprofit sector and familiarity with NPSP (Nonprofit Success Pack) is desirable.
  • Excellent communication skills and ability to collaborate effectively with stakeholders at all levels, including staff and community partners.
  • Proven track record of driving process improvements, automation, and user adoption initiatives within Salesforce CRM.
  • Experience with retail management solutions and financial management within the Salesforce environment.
  • Close attention to detail, and ability to work independently, as well as part of a team, on multiple projects simultaneously.
Preferred Qualifications
  • Experience with Accounting Seed and Scribe.
  • Experience with Classy, Pardot and other SF ecosystem tools.
  • Experience with Salesforce AI Tools.
  • Experience with programming languages such as PHP, SQL, JavaScript, HTML, APEX.
Education
  • Bachelor's degree in Information Technology, Computer Science, Business Administration, or related field.
  • Salesforce Administrator certification (ADM 201) required; additional certifications such as Sales Cloud Consultant, Service Cloud Consultant, or Marketing Cloud Consultant preferred.