CRM System Administrator

Reinvestment Partners (RP) is a nonprofit agency based in Durham, North Carolina, with a mission to foster healthy and just communities by empowering people, improving places, and influencing policy. We are a team of creative and strategic thinkers and doers that seek to address the problems of poverty and social injustice in the areas of food, housing, community development, health, and financial services.

The CRM System Administrator will serve as a critical team member maintaining and customizing RP’s Salesforce platform and managing program data. Strategic thinking and close attention to detail are essential in this role, which requires using technology and a large volume of data to deliver business processes, products and services for our nonprofit. Ultimately, this role will work with our existing SalesForce, IT, and program teams to ensure our organization effectively and efficiently utilizes various tools and capabilities offered by Salesforce and other technology.

Salesforce Administrator Responsibilities

• Oversee and assist in the day-to-day configuration, support, maintenance, and improvement of our CRM platform
• Manage and own relationships with cross-functional teams and vendors to develop product strategy and drive desired outcomes
• Support all administrative functions including user account maintenance, reports and dashboards, workflows, approval processes, and other routine tasks
• Complete regular internal system audits and prepares for upgrades
• Manage data feeds and other integrations
• Coordinate the evaluation, scope, and completion of new development requests
• Assist in training new users, and grow the Salesforce skill set across the organization
• Make recommendations and design solutions that improve user experience, expand platform utilization, and align with the overall organization strategy
• Create and maintain reporting that meets management requirements and efficiently conveys key performance indicators in multiple areas of the company
• Create and maintain documentation for users, processes, approval processes, and workflow
• Document system requirements, including validation rules, process builder, automation, record types, encryption, workflow, approval processes, and triggers
• Work with third-party vendors and Salesforce premier support to resolve issues
• Remain current on Salesforce best practices, technologies, and certifications
• Build quality assurance and data protection processes
• Perform other related duties as assigned

Requirements and Skills

• 1-3 years experience in the administration and maintenance of Salesforce systems and/or a Salesforce Administrator Certification
• Experience in performing Salesforce upgrades and ensuring successful integration
• Familiarity with the creation and configuration of Salesforce dashboards and reporting
• A track record of working successfully as a member of a team and taking initiative to own individual projects
• Advanced Excel skills and excellent written and verbal communication
• A bachelor’s degree in computer science is preferred

Benefits include health, dental, vision, and retirement.