Data and CRM Lead (Salesforce Administrator)

WHO WE ARE

The Partnership on AI is the leading forum addressing the most important and difficult decisions on the future of AI.

We are a non-profit that invites diverse voices into the process of technical governance, design, and deployment of AI technologies.

Our essential Partners work together across industry, academia, and civil society to understand the implications of AI advancements and ensure they benefit society equitably.

Through dialogue, insight, education, and guidance, PAI informs responsible AI solutions and identifies opportunities to address humanity’s pressing challenges.

Our vision is a future where Artificial Intelligence empowers humanity by contributing to a more just, equitable, and prosperous world. Our mission is to bring diverse voices together across global sectors, disciplines, and demographics so developments in AI advance positive outcomes for people and society.

If you are committed to a future of responsible AI and you are interested in joining the Partnership on AI in our quest, we genuinely appreciate your interest and we want to hear from you.

ROLE SUMMARY

PAI utilizes its CRM (Salesforce) to track our engagement with partner organizations, manage fundraising performance and relationships, and measure impact and outcomes. The Data and CRM Lead position functions within the Operations team and reports to the Operations Manager (reporting lines subject to change). The Lead serves as the principal technical expert, developer, and user facilitator for PAI’s Salesforce - CRM system. They are responsible for the configuration, support, maintenance, and improvements of the customized platform.

The Data and CRM Lead supports our capacity to operate as a data-driven organization by maintaining the integrity and performance of our CRM and providing support to end users through ongoing training and technical assistance.

The Lead will focus on maximizing PAI’s impact by strengthening the position of the CRM as our one source of truth, supporting the data management needs related to partner engagement, fundraising, and facilitating accurate and reliable data with frequent reporting.

The ideal candidate thrives in a team and collaborative environment, is end-user focused, and has an exceptional ability to solve complex problems.

WHAT YOU’LL DO

System Administration and Design

• Serve as a system administrator for our CRM environment
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
• Create and manage complex workflow rules, data validation, and triggers
• Create and maintain user documentation specific to PAI’s CRM instance, integrations, and custom deployments
• Manage all administrative functions including user maintenance, workflows, reports, and dashboards
• Build and design custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity

User Support

• Work with project teams to establish suitable processes to support administrative, development, and change management activities
• Strengthen the culture of data management throughout the organization through strong user engagement, accurate data capturing, analytics, and reporting
• Collaborate with users and stakeholders and look for ways and opportunities to improve user experience and increase usage
• Help develop and maintain CRM governance strategy and high data integrity practices
• Provide day to day user support and answer user questions, troubleshoot configuration defects and process gaps
• Advise on the creation of secure user access protocols that allow staff to update the CRM accurately and efficiently in order for the organization to make transparent, data-driven decisions in real time

System Improvements and Learning

• Manage relationship with PAI’s CRM vendor, including evaluating performance and selecting new vendors and contractors as needed
• Complete regular internal system audits and prepare for upgrades; ensure relevant data practices strengthen organizational compliance
• Coordinate the evaluation, scope, and completion of new design and development requests, improving existing applications, data migrations, and CRM integration

MINIMUM QUALIFICATIONS:

• Previous experience (3+ years preferred) in CRM management, CRM administration and business/data analysis, including at least 1 year as a Salesforce Administrator
• Deep knowledge of CRM systems, including demonstrable experience configuring and managing a live system in line with organization needs
• Must have a proven track record in driving CRM strategies, database growth, digital engagement and analytics
• Strong analytical, quantitative and data-driven decision-making skills
• Experience in creating and validating test plans for both manual and automated processes
• Strong familiarity with data privacy, data protection and data handling
• Ability to work both independently and within a team, project management experience a plus
• Strong verbal communication skills
• Uphold a strict level of confidentiality

QUALITIES THAT ARE IMPORTANT TO US:

• Builds Trust: Able to be transparent by being authentic, conveying trust and communicating openly while involving key stakeholders in decision-making
• Visionary: Able to take a long-term perspective, conveying a belief in an outcome, and displaying the confidence to reach goals
• Inspirational: Able to inspire and motivate others in a positive manner
• Courageous: Able to seek out opportunities for continuous improvement, and fearless in intervening in challenging situations
• Decisive: Able to make informed decisions in a timely fashion
• Personal Development: Able to seek opportunities for individual personal development

ADDITIONAL INFORMATION

• We know that research has shown that some potential applicants will submit an application only when they feel that they have met close to all of the qualifications for a role—we encourage you to take a leap of faith with us and submit your application as long as you are passionate about working to make real impact on responsible AI. We are very interested in hearing from a diverse pool of candidates.
• PAI offers a generous paid leave and benefits package, including: Twenty vacation days; three personal reflection days; sick leave and family leave above industry standards; high-quality PPO and HMO health insurance plans, many 100% covered by PAI; Dental and vision insurance 100% covered by PAI; up to a 7% 401K match, vested immediately; pre-tax commuter benefits (Clipper); automatic cell phone reimbursement ($75/month); up to $1,000 in professional development funds annually; regular team lunches & reading days; opportunities to attend AI related conferences and events and to collaborate with our 100+ partners across industry, academia and civil society. Please refer to our careers page for an updated list of benefits.
• PAI is headquartered in San Francisco, with a global membership base and scope. This role is eligible for remote work within the United States with no requirement to be located in San Francisco. We do not offer visa support for this position at this time.

PAI is proud to be an equal opportunity employer. We celebrate diversity and we are committed to creating an inclusive environment in all aspects of employment, including recruiting, hiring, promoting, training, education assistance, social and recreational programs, compensation, benefits, transfers, discipline, and all privileges and conditions of employment. Employment decisions at PAI are based on business needs, job requirements, and individual qualifications.

PAI will consider for employment qualified applicants with criminal histories, in a manner consistent with the San Francisco Fair Chance Ordinance or similar laws.

The Partnership on AI may become subject to certain governmental record keeping and reporting requirements for the administration of civil rights laws and regulations. We also track diversity in our workforce for the purpose of improving over time. In order to comply with these goals, the Partnership on AI invites employees to voluntarily self-identify their gender and race/ethnicity. Submission of this information is voluntary and refusal to provide it will not jeopardize or adversely affect employment or any consideration you may receive for employment or advancement. The information obtained will be kept confidential.

HOW TO APPLY

To apply please send a cover letter and resume by April 18, 2021.

Only complete applications will be reviewed.