About Us

Climate Lead empowers philanthropic leaders everywhere to take immediate and far-reaching climate action. By serving as an impartial guide, Climate Lead equips new climate philanthropists with the information and insights they need to drive transformative solutions. We cut through the complexity by curating roadmaps, in partnership with a diverse network of experts, to help philanthropists make a bold impact on climate from day one.

Summary

The Salesforce Administrator is responsible for daily management of Climate Lead’s Salesforce applications and priority data. Climate Lead uses Salesforce to track progress towards goals, manage relationships with our constituents, organize events, and track a library of climate solutions and resources. This role provides excellent user support, data quality monitoring, training, and documentation for these applications and manages initiatives to drive user adoption across teams. This role will also support the Manager, Business Systems with data analysis projects, requirement gathering, and minor configuration. This is an exciting opportunity for an early career Salesforce professional or power user with non-profit experience to impact a unique and growing Salesforce environment. 

Managerial Responsibilities

This role does not have any managerial or lead responsibilities. 

Essential Duties and Responsibilities

• User Support (25%)
• Maintain Salesforce Helpdesk ticketing system. 
• Set up new users. 
• Respond to user questions about system functionality, permission management, login issues, etc. 
• Troubleshoot bugs and user issues, manage bulk data loading, merge and delete records, create reports and dashboards, and support other user requests as needed. 
• Monitor and drive initiatives to increase user adoption. 
• Training & Documentation (25%)
• Deliver live trainings for new hires on Salesforce navigation and Climate Lead’s use of Salesforce.
• Partner with Manager, Business Systems to identify and facilitate ongoing learning and training opportunities for existing staff.
• Create and maintain a library of reference documentation, including tutorials, user guides, training slides, and/or recordings 
• Prepare updates to training and documentation as new system functionality is released 
• Data Management & Reporting (20%)
• Maintain a library of standard reports available for Climate Lead staff to reference.
• Establish and maintain routine data quality checks, including duplicate record management and monitoring other data quality indicators. 
• Annually, prepare data for Climate Lead’s annual Funders’ Report and prepare data-related report appendices. 
• Quarterly, prepare and audit Key Performance Indicators and Key Result reporting. 
• System Architecture and Development (20%) 
• Gather requirements for minor, ongoing system improvements. 
• Provide minor configuration support for ongoing improvements, new system enhancements, and/or applications, including, but not limited to: updating picklists, creating custom report types, updating lightning record pages, and adding new fields or validation rules. 
• Provide testing support for new system enhancements.
• Other (10%) 
• Provide input on Salesforce project prioritization and planning. 

Success Criteria

• Communicates effectively - Effective in various communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Attentively listens to others. Provides timely and helpful information to others across the organization. 
• Manages complexity - Makes sense of complex and sometimes contradictory information to effectively solve problems. Asks the right questions and acquires data from multiple and diverse sources when solving problems. Evaluates the pros and cons, risks, and benefits of different solution options. 
• User focus - Builds and maintains strong relationships with Salesforce users. Delivers user-centric support and solutions. Gains insight into needs and identifies opportunities that benefit users. 
• Self-development - Actively seeks new ways to grow and be challenged. Shows personal commitment and takes action to continuously improve. Accepts assignments that broaden capabilities. Makes the most of available development resources. 
• Tech savvy - Anticipates and adopts innovations in Salesforce and other technology applications. Scans environment for new technical skills, knowledge, or capabilities to benefit the organization or personal