Salesforce Manager

This Salesforce Manager will own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams. This role provides technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations, ensuring platforms effectively support fundraising, programs, communications, finance, and operations. 

The position serves as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture. 

Application Instructions:
Please ensure you have read the entire job description before applying. In addition to your resume, please include a brief response to the following prompt:

Which part of this role most closely aligns with your prior experience, and which part would represent the steepest learning curve? Candidates who do not submit a response may not be considered.

Key Responsibilities 

Salesforce & CRM Strategy 

• Own the Salesforce ecosystem, including strategic roadmap planning aligned with organizational goals, serving the Development and Strategic Engagement team as a primary client. 

• Support portfolio level goals in line with internal client team norms and operational plans for relationship and pipeline management.  

• Serve as senior technical lead for Salesforce and associated platforms (Marketing Cloud, FormAssembly, Tableau, Revenue Grid, Dun & Bradstreet, GoFundMe Pro, etc.). 

• Partner with leadership and stakeholders to identify, prioritize, and deliver system enhancements. 

• Lead end-to-end project management for all Salesforce enhancements, including requirements gathering, prioritization, solution design, stakeholder alignment, testing, deployment, and post-launch adoption. 

• Lead governance and steering committee processes to guide platform evolution. 

• Drive Salesforce adoption, data quality improvements, data enhancement, and business process optimization. 

• Develop documentation, business processes, best practices, and user training programs. 

Platform Administration & Optimization 

• Oversee platform maintenance, releases, storage management, and license optimization. 

• Ensure system reliability, data integrity, and security. 

• Provide advanced user support and troubleshoot complex technical issues. 

• Manage vendor relationships and contracts related to Salesforce and connected tools. 

• Oversee vendors doing project work in the ecosystem. 

Reporting & Analytics 

• Design and maintain internal CRM dashboards and reports to support fundraising, communications, programs, and operations. 

• Data hygiene of CRM: de-dupes of leads/contacts, data enhancement of key account/contact fields 

• Building out API and SFTP integrations with Salesforce products 

• Architect custom fields for seamless analytics and reporting