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Salesforce specialist

Full-Time
(2024-06-20)

This position reports to the Salesforce Manager and is responsible for supporting all of the B.A.A.’s Salesforce initiatives, such as event registrations, volunteer management, grant applications, sponsor and partner management, and other activities as needed. As a critical bridge between business needs and system capabilities, this role plays an integral part in ensuring B.A.A. staff have the training, processes, reports, dashboards, and tools necessary for their respective functions. This role will support the Salesforce Manager in managing projects, understanding and documenting critical milestones—through design, development, testing, and implementation—as well as with the administrative maintenance of the environment.

The successful candidate will be able to provide impeccable customer service to internal and external users of varying skill levels, while also possessing the ability and initiative to learn and improve upon a complex environment with the utmost attention to detail.

RESPONSIBILITIES

  • Support and communicate regularly with highly active end users and other stakeholders to ensure functionality meets staff and customer needs.
  • Champion and promote Salesforce within the organization, educating other team members on the capabilities and potential applications of Salesforce, with attention to ensuring varying levels of end users are adequately trained on their core functionality.
  • Continuously train new and existing users on how to use the application and any enhancements or changes.
  • Provide application users with technical support and track issues through resolution.
  • Manage Salesforce-related projects with oversight from Salesforce Manager, ensuring that projects, such as new or annual business processes, are implemented successfully and project status is communicated proactively throughout the project timeline.
  • Develop, update, and enhance ad-hoc reports and dashboards as requested by user groups or stakeholders, training end users in the process where possible.  Perform data analysis, as required.
  • Execute modifications to data collection, validation rules, list views, custom fields, picklist values, form layout changes, Flow, and other system configurations at the direction of the Salesforce Manager.
  • Manage user and security settings, and conduct regular security/configuration audits.
  • Regularly audit data to uncover integrity issues and/or opportunities for process improvement.
  • Seek out and leverage data trends and intelligence in collaboration with work group leaders.
  • Perform data imports and exports using APIs or import tools as required.
    Assist with maintaining updated system documentation and Salesforce policies/procedures.
  • Create and manage email and mail merge templates.
  • Keep abreast of new Salesforce features and functionality and provide recommendations for utilizing them.

WHO WE’RE LOOKING FOR

There are innumerable ways to learn, grow and excel professionally. We know people gain skills through a variety of professional, personal, educational, and volunteer experiences. We respect this when we review applications and take a broad look at the experience of each applicant. We want to get to know you and the unique strengths you will bring to the work. This said, we are most likely to be interested in your candidacy if you can demonstrate the majority of the qualifications and experiences listed below.

  • Minimum of 2-3 years’ experience in direct Salesforce Administration required.
  • Salesforce Administrator, Trailhead Learning, and Superbadge certification preferred.
  • Familiarity with Salesforce Lightning Experience as the primary Salesforce user interface.
  • Hands-on experience with a variety of Salesforce modules including Nonprofit Success Pack (NPSP), Experience Cloud, Flows, and Process Builder.
  • Familiarity with Apex and Visualforce components, and ability to run SOQL queries.
  • Demonstrated experience with the following AppExchange utilities: FormAssembly, Chargent, Apsona, Workbench and DataLoader, or other AppExchange utilities as needed.
  • Keen ability to create fields, page layouts, create new or update workflows and communication templates.
  • Strong understanding of Salesforce data model/architecture to be able to assist in designing/developing reports and dashboards.
  • Strong understanding of the Salesforce security model including sharing rules, roles, profiles, sharing settings, and validation rules etc.
  • Strong interpersonal skills with ability to establish effective working relationships with all levels of the organization.
  • Strong verbal and written communication skills with ability to communicate technical concepts to non-technical audiences; inclusive of teaching basic skills and organizing trainings.
  • Experience with data analytics and business intelligence concepts.
  • Ability to analyze complex problems and develop appropriate solutions under pressure, with great attention to detail and initiative to move the work forward.

WORK EXPECTATIONS AT B.A.A

We are a hands-on team and seek employees who are passionate about our work and service to our community and sport. The Salesforce Specialist role is a 40 hours/week, exempt position. The role will require working some weekends and evenings. There will be longer work hours surrounding event production and the Boston Marathon. Limited local travel required.

COMPENSATION & BENEFITS

The salary range is competitive and commensurate with lived and professional experience. The B.A.A. will promote your professional growth and development by providing access to:

  • Competitive health and dental insurance plans.
  • Life insurance, short term, and long-term disability plans funded 100% by the B.A.A.
  • 401(k) matching dollar-for-dollar up to 4% after one year of service, elective deferrals may begin upon hire.
  • An annual allotment of professional development funding (up to $2,000 per calendar year).
  • Paid vacation based on years of service.
  • 11 paid holidays, 9 scheduled and 2 floating.

To apply for this job email your details to opportunities@baa.org

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