Salesforce Project Manager

Arabella Advisors · Chicago, IL

Data + Analytics
Partners & Advocates
Posted 4 weeks ago

Project Management
Featured Job

Salesforce Project Manager, Managed Organizations (Chicago, IL, Durham, NC, San Francisco, CA, or Washington, D.C.)
Arabella Advisors seeks an entrepreneurial, socially engaged professional to help our clients launch and manage innovative social sector projects. If you want the opportunity to work with a fast-growing and entrepreneurial team reshaping the charitable sector, then this job is for you. The Salesforce Project Manager will support and innovate our Salesforce instance and work with internal teams to optimize their work. You will be working closely with program staff and other key stakeholders who manage a diverse portfolio of projects focused on affecting national and global change. They will rely on your operations, relationship management, and systems expertise to enable their efficiency and effectiveness. 
Candidates are highly encouraged to research fiscal sponsorship prior to a first interview.
Essential Responsibilities:
Support internal Managed Organizations (MO) staff use of Salesforce by:
  • Serving as project manager, business analyst, and administrator for MO-related Salesforce system improvements
Project Management (25%)
  • Drive creation and maintenance of project plan, including the scope, staffing, and timeline
  • Coordinate project participants to execute their work
  • Provide visibility on status and changes needed to participants and stakeholders
Business Analysis (45%)
  • Build a deep understanding of how staff use our Salesforce tools, while identifying opportunities for improvement to help staff provide strong customer service
  • Design and lead staff trainings, including creating related resources and running bi-weekly office hours
  • Lead and motivate staff and clients to develop and implement meaningful use of our technology, and provide related trouble-shooting support
  • Build and maintain strong working relationships with technology stakeholders across the organization; ensure understanding of impact across all platforms and teams of system improvements
  • Drive discovery process and gather business requirements from stakeholders
  • Define Salesforce technical requirements from business requirements
  • Create design and development plans for Salesforce improvement projects
Administration (30%)
  • Provide general and internal support to our helpdesk operations focusing on Salesforce
  • Examine time-based workflows and scheduled Apex queues to make sure there are no unexpected entries
  • Identify patterns in requests and, where appropriate, propose and implement solutions
  • Maintain Salesforce systems documentation and data quality, including:
    • Document internal team’s workflow outside and inside Salesforce
    • Review team’s data needs
    • Document internal support trends for IT team analysis
    • Identify opportunities for improvements
  • Conduct testing and write test cases for stakeholder testing
  • Report bugs within Salesforce and work with internal team to troubleshoot and resolve
To be successful in this role you’ll need:
  • Bachelor’s Degree or equivalent experience preferred
  • Minimum of three years’ experience in technology, business analysis, and/or project management roles preferred
  • Strong understanding of Salesforce and process improvement
  • Excellent written and oral communication skills
  • Strong entrepreneurial spirit and resourcefulness in problem solving, including the ability to understand and fully incorporate the perspectives of others
  • Outstanding organization and prioritization skills - ability to manage multiple demands, projects, and deadlines in a fast-paced environment
  • Demonstrated ability to forge and maintain strong ongoing relationships and to engage multiple stakeholders
  • Experience or interest in philanthropy, nonprofits, foundation operations and management
Other Preferred Skills and Experience:
  • Degree in technology, mathematics, business, finance, or other related field
  • Salesforce Certification
Our Core Competencies:
  • The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
  • The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
  • The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
  • The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
  • The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
  • The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
  • The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
About Arabella Advisors 
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.  
About Arabella’s Managed Organizations Team 
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement.  
Our Commitment to Diversity, Equity, and Inclusion (DEI) 
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. 
Total Rewards (compensation and benefits)  
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our base salaries are based on a blend of similar sized organizations from different sectors, including nonprofits, foundations, and professional service firms. They are also based on local market rates and differentiated by geography.  
All full-time staff are eligible for our generous benefits package on their first day of employment:  
  • Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium 
  • Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave 
  • 401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1 
  • Reimbursements for your personal cell phone plan and fitness  
  • Pre-tax withholding for transportation and parking 
  • Bonus incentive opportunities  
  • Access to professional development opportunities 
Working with Us 
While this position must be based in Chicago, IL, Durham, NC, San Francisco, CA, or Washington, D.C., please note that due to COVID-19, all Arabella Advisors' offices are closed, and we continue to temporarily work in a remote environment.  
When we reopen -- currently anticipated in mid-July 2022 -- we will be returning to work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. It is our expectation that once we reopen, Arabellans will generally work at least 1-2 days a week in the office, or more if they prefer, and the remaining days at home/remotely.  We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. 
To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date.  This position may require candidates to be fully vaccinated against COVID-19.  Accommodations may be sought and approved in accordance with the law. 
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. 
How to Apply 
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.  
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying.  We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. 
 While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.   
We will review applications as they are received and look forward to hearing from you. 

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