Salesforce Administrator

Salesforce Administrator

 

Position:                 Salesforce Administrator

Reports To:              Director of Grants Management

Location:                  In-person, Philadelphia (with some weekly remote flexibility)

Status:                     Regular, Full-Time, Exempt

Travel:                     Minimal (0-5%)

Direct Reports:        None

Preparation Date:    March 2022

Salary Range:         $75,000-$80,000

 

The William Penn Foundation is a leading American philanthropy located in Philadelphia. With over $3 billion in assets and a $150 million annual grant budget, the Foundation is a vital part of the civic life in one of the country’s most important and historically significant regions.  The Foundation has charted a vision consistent with its enduring focus on education, the environment and the cultural vitality of Greater Philadelphia.

The Foundation’s core strategies include:

  • Increasing the number of low-income children receiving a high-quality education
  • Ensuring clean water by protecting the Delaware River watershed
  • Fostering a vibrant city through support to arts and culture organizations, arts education programs, and creating great public spaces

The Foundation believes that successful execution of these strategies is critical to the success of the region and seeks candidates who will operate with a sense of urgency, leadership and entrepreneurship in advancing this work.

This is a newly created position for a key member of a four-person Grants Management team. This is a full-time, Philadelphia office-based position with some weekly remote work flexibility. The annual salary approximates $75,000 - $80,000 and the position is eligible for a generous benefits package including full health benefits and matching retirement contributions.

Position Summary

The William Penn Foundation (WPF) seeks an enterprising worker who is a detailed, rigorous problem-solver and systems thinker to join the Grants Management Team. Reporting to the Director of Grants Management, this position will work in collaboration with the Data Solutions Manager, Sr. Grants Management Associate, as well as multiple program teams, Evaluation team, and Communications team to manage and enhance WPF’s grants database and CRM using Salesforce. This role requires technical and analytical skills that build on to the current Salesforce technology platform, maintaining systems that will make it easier and more efficient for staff to utilize, manage, and access data for greater efficiency, and support grantmaking activities and evaluation and learning needs in service of the Foundation’s mission.  The position will also offer opportunities to further the development of professional Salesforce skills through Trailhead and other certification programs. 

Responsibilities

  • Assist in identifying requirements, then building, testing, and deploying solutions related to WPF’s implementation of Salesforce and related applications, including custom objects/fields, page layouts/views, flows/process builder, merge documents, and other configurations as needed.
  • Identify new opportunities to leverage Salesforce to support additional business processes by (1) working closely with Users and (2) staying informed on new Salesforce releases, features, and functionality.
  • Manage advanced aspects of Salesforce - e.g., Experience Cloud, Flow, AppExchange packages, multiple sandbox environments, custom code (in consultation with external developers)
  • Develop quality control methods and practices that monitor the accuracy and quality of grantmaking data. Ensure data is clean, accurate, and complete according to Foundation standards.
  • Develop and update system documentation (using ScreenSteps) and related materials, including user guides, internal practice and procedures, and technical documentation. Create other forms of documentation that supports user adoption.
  • Manage ongoing support requests and administrative needs of users such as: building customized reports and dashboards, setting up automation, troubleshooting issues, etc.
  • Provides technical support and training for staff and external users as needed. Work with internal teams to understand and resolve specific data collection and/or analysis needs.
  • In collaboration with the Director of Evaluation and Learning:
    • Manage data on grant center metrics, key performance indicators, and other grant-related activities.
    • Develop reports, dashboards, and data visualizations for presentation and analysis to WPF staff and board.

Requirements

  • 3-5 years of hands-on experience with Salesforce required; Salesforce Administrator Certification is strongly preferred.  Commensurate experience managing a Grants Management platform on any platform (i.e., Salesforce, Fluxx, Smart Simple) is a plus.
  • Critical Thinking/Detail Oriented – an independent thinker with superior analytical and technical skills who understands what data is needed, can identify when a problem exists, explain what the problem is, understand how to resolve it, and diligently work toward that resolution until it is fixed. 
  • Project Management – the ability to utilize time and resources effectively and efficiently. Produces high quality work under minimal supervision.
  • Technical Capacity – the resources, skills, experience, knowledge, and aptitude to build systems, utilize data and analytical tools to improve processes or solve issues. Robust knowledge of databases and proficiency in data integrity.
  • Learning and Curiosity – ambition for professional development and commitment to learning new aspects of technology in service of the Foundation’s goals; ability to identify a knowledge gap and pursue training to build capacity; excitement for learning and sharing new discoveries with the team.
  • Interpersonal Communications - the ability to effectively engage and communicate with non-technical staff on the execution of solutions to various needs.
  • Flexible/Adaptable/Service Oriented – Able to support the needs of different types of users/personalities across multiple functions and independently manage shifting priorities. Can quickly move from report building to automation to troubleshooting mode to end user support to systems planning. Able to communicate openly about shifting priorities, timelines and workload.

Education, Training, Skills and Experience

  • Prior experience in a nonprofit or philanthropy environment preferred
  • Strong detail orientation, analytical and quantitative skills
  • Good interpersonal skills, sense of urgency, and ownership
  • Excellent organization, prioritization, follow-up, analytical, and time management skills
  • Ability to handle multiple priorities, deadlines, and challenging situations
  • Dependable, with strong work ethic and personal integrity


Physical Demands/Work Environment
Currently, the Foundation offers a hybrid work environment, allowing up to 16 hours (equivalent of up to 2 days) of weekly remote work flexibility.  Some discretion may be offered for occasional schedule changes and to afford more flexibility, as needed and on a temporary, week-by-week basis.  The Foundation’s Core Hours are 10:00 am – 4:00 pm, Monday through Friday. Staff should be accessible and communicate in a timely manner during these core hours.

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk, and use hands and arms to operate general office equipment (computers (laptop or desktop), telephone, copier, and printer). The employee may occasionally lift and/or move up to ten (10) pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.  The noise level in the work environment is usually low to moderate.

Please note that, pursuant to the Foundation’s COVID-19 mitigation protocols, individuals must currently be fully vaccinated, including any applicable boosters, upon commencing employment, subject to legally required exemptions (i.e., a medical condition, disability or sincerely-held religious belief).

The William Penn Foundation values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged in the Foundation’s mission, and to promoting racial equity in our work.

The William Penn Foundation is an Equal Opportunity Employer and encourages applications from individuals underrepresented in the philanthropic sector, including people of color, and persons with non-traditional work and educational experience. The William Penn Foundation is an equal opportunity employer and considers applications without regard to race, color, religion, creed, age, gender, marital status or sexual orientation. All who believe they meet the stated qualifications are invited to apply. Applications may be submitted to wpfjobs@williampennfoundation.org