At 350, Salesforce is a key tool for managing relationships and engagement with our donors, supporters and partners. As a Senior CRM Specialist, you will be one of our Salesforce experts, providing training, support, smart customizations and technical expertise to 350 staff across the globe. You’ll spend a good deal of time getting to know what 350 staff members need from Salesforce and finding ways to make the system more useful and user-friendly. In partnership with the CRM Product Manager, you’ll help drive Salesforce adoption across the organization, and constantly look for opportunities to improve the system.
Duties and Responsibilities:
- Understand the many uses and functions of Salesforce at 350.
- Create and maintain training materials and documentation.
- Deliver effective training and proactive, friendly support to Salesforce users.
- In partnership with the CRM Product Manager, design custom architecture, build automations, monitor data health, and make usability improvements in response to staff needs and organizational priorities.
- Execute, and where appropriate train others to execute, data integrity audits and cleanups, as well as data imports and exports.
- Communicate technical needs and solutions with non-technical users.
- Carry out quality assurance testing.
- Project manage / coordinate development requests being executed by external experts.
- Participate extensively in the work of data cleanup and migration.
- Seek out and gather the evolving needs of the organisation concerning the CRM and play a central role in helping the CRM Product Manager synthesize these needs into a product roadmap.
- Research best practices and become an expert where needed on third party integrated tools.
- Collaborate with other 350 product teams, including Web, Data and Organizing & Campaign Tools on cross-team projects and priorities.