Client Salesforce Admin
OpenTent · New York, NY (Hybrid)
Hi, future teammate!
We are a dedicated group of data nerds inspired by the extraordinary things that can happen when people come together as a community.
We partner with organizations that see community building as a core part of their work. Together, we build customized (and beautiful) data tools and strategies to make their work easier and more impactful. Our primary tool is Salesforce, and we work with clients to not only migrate their data and improve data management, but to make sure that what they measure is actually driving growth and impact. We’re now in our ninth year with 14 full-time team members.
The embedded Salesforce Admin for our client will work closely with another embedded Salesforce Admin to help the client's users get the most out of Salesforce. You will provide support for Salesforce and related tools, as well as identify opportunities for process improvements and increasing efficiency for the organization as a whole. You will manage integrated applications and third-party suppliers, including Campaign Monitor, Intacct, Workato, Form Assembly, Blackthorn, and Stripe.
You will support all annually occurring processes and work to ensure they run smoothly for staff users and client constituents. You’ll also support proactive system maintenance, including security reviews, release updates, and sandbox management.
You will also work closely with the OpenTent project team, which is focused on high-level, complex system improvements and upgrades. You will be a stakeholder in decisions undertaken by this team for how to streamline and improve the client’s Salesforce instance.
This is a role which requires a customer-service mindset in addition to technical experience. Communication with staff users and ensuring that all feel seen, heard, and understood is a critical part of this role. This also encompasses determining the correct priority for feature requests, bug reports, and support tickets.
Additionally, success in this role will require an element of project management. You will need to proactively communicate with many different stakeholders about project progress, timelines, trainings, and emerging needs.
Location: The client requires some onsite working time - at least one week per month - at their office in Manhattan.
- 2+ years experience with administering Salesforce. This means you have spent significant time in the Setup menu of Salesforce, ideally on a daily basis.
- Looking for candidates with Salesforce Administrator and Nonprofit Cloud certifications, but if you basically have those skills but just haven’t taken the tests, we’d still love to see your application.
- 1+ years experience with nonprofits, either on a professional or volunteer level.
- 1+ years experience with FormAssembly or another Salesforce-integrated forms tool.
- Experience with Campaign Monitor, Blackthorn, Apsona, Skuid, Workato, and Intacct are all a plus.
- 3 years of tech-related or nonprofit-related work experience.
- A critical thinker able to digest, synthesize, and present complex information.
- An excellent communicator. You can present thoughts and ideas well verbally and ask clarifying questions to make sure you understand. You are an active listener.
- A problem solver. You are energized when you see something that could be better and motivated to do something about it.
- A team player with collaborative instincts, tech skills and aptitude, and a passion for nonprofits.
- A great teacher who enjoys helping users learn and grow their technical skill.
Our Salesforce Admin will focus on individual 1:1 user support and will also work with teammates to tackle more complex problems. In collaboration with others, you will:
- Configure Salesforce and related applications on a basic admin level. This includes Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, importing data, supporting form and new feature builds, and reports. It also includes configurations involving Campaign Monitor, Form Assembly, Blackthorn, Intacct, Stripe, and Workato.
- Manage all aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules. You will also manage the Sandbox environments.
- Train other staff members individually and by department on best-practice use of Salesforce based on organizational needs.
- Document key policies, procedures, best practices and use cases specific to the organization.
- Support staff by responding to training needs and technical questions and logging and escalating support requests in OpenTent’s internal project management software.
- Listen to organizational trends and cultural vibes in the client office in order to share with OpenTent, which will strengthen the quality of our consulting work with our client.
GOALS FOR SUCCESS
- Client staff users and constituents have seamless experiences with Salesforce (the system works)
- Client staff users love working with you and feel supported by you.
- Regular system maintenance is happening proactively.
- Our OpenTent Engineers have the information necessary to work on more complex aspects of the system
- Requests for help (new features, bugs, and support tickets) are addressed transparently in a timely manner
- Client staff users are able to work more efficiently and unlock their best work through improved process
- Stakeholders receive required training on a regular basis.
Compensation for this role is $80-85,000/year, with some flexibility depending on experience. The Salesforce Admin will be eligible for all of the great benefits offered to full-time OpenTent employees, including excellent no-premium healthcare, unlimited PTO, 401k matching after one year of service, team retreats, paid parental leave, continued professional development, and much more.
EQUAL EMPLOYMENT OPPORTUNITY
OpenTent values a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, veteran status, and record of arrest or conviction. People of color; lesbian, gay, bisexual, trans and gender non-conforming people; women; and differently abled people are encouraged to apply. OpenTent is an equal opportunity employer.