Manager, Salesforce & Business Systems

About Us
Independent Sector (IS) is the nations membership organization for nonprofits and philanthropy. Our vision is for a charitable sector that is healthy trusted and equitable and helps all people in the United States thrive in a vibrant civil society and just democracy. We unite nonprofits and philanthropy to strengthen the charitable sector identifying structural challenges and mobilizing around policy and practice solutions. Independent Sector aims for a sector where charitable organizations are financially robust; powered by a thriving workforce that reflects the communities they serve; trusted well-governed and effective; and informed and active advocates.

Driven by the deep recognition of our impact our organization is growing to meet the need for our services. At IS we are seeking passionate individuals with a deep understanding of the social sector and a commitment to strengthening nonprofit institutions that in turn strengthen our nation. We deeply value diversity equity and inclusion and we welcome those who bring their whole selves to our this role you will have a unique opportunity to shape the future of our team and our sector. If you are ready to make a meaningful impact drive transformative change and lead with purpose and passion we invite you to join us in advancing this critical mission.

Summary
The Manager Salesforce & Business Systems serves as the primary administrator and technical owner of the organizations Salesforce environment and supports the integration of Salesforce with other enterprise SaaS platforms. The position is responsible for the day-to-day administration configuration support data integrity and continuous improvement of Salesforce and works closely with staff and external partners to translate business needs into effective technology solutions.

As part of this role the Manager Salesforce & Business Systems also provides technical support for integrations and data flows between Salesforce and other organizational platforms. This role requires a hands-on Salesforce administrator who can troubleshoot problems improve business processes manage integrations and help ensure that the organizations technology platforms operate as a cohesive ecosystem. The Manager also develops dashboards and reporting that enable staff and leadership to better understand and use organizational data.

This position is well suited for a curious analytical technologist with a developer mindset who understands both the technical capabilities of Salesforce and how technology can be applied to improve business processes. The ideal candidate brings strong Salesforce administration experience and the technical aptitude and interest to expand their expertise across connected platforms over time. Rather than focusing solely on maintaining Salesforce this individual will partner with stakeholders to improve processes integrations data flows and the overall use of technology across the organization.

Essential Job Functions

Salesforce Administration

Serve as the primary administrator and technical resource for the organizations Salesforce environment.
Manage Salesforce users roles profiles permission sets sharing rules security settings and other access controls.
Develop user documentation procedures and training materials and provide training when needed.
Provide technical support and guidance to Salesforce users and other platform users as appropriate.
Configure and maintain Salesforce objects fields record types page layouts flows reports dashboards and other platform functionality.
Evaluate business requirements and recommend solutions that balance user needs maintainability data quality security and platform best practices.
Design test document and deploy enhancements to Salesforce functionality and business processes.
Monitor Salesforce performance storage automation integrations and data quality and address issues as needed.
Troubleshoot Salesforce issues identify root causes and coordinate with external consultants or vendors when escalation is required.
Stay current with Salesforce releases and capabilities and evaluate opportunities to improve the organizations use of the platform.

Integrations & SaaS Platform Support
Serve as the primary technical resource to monitor support and maintain integrations between Salesforce and other organizational SaaS platforms.
Collaborate with vendors and consultants to design configure test and implement new integrations and enhancements to existing integrations.
Support technical configuration and back-end administration of other SaaS platforms where appropriate.
Maintain documentation of integrations data mappings dependencies system interfaces and technical support procedures.

Data Management Reporting & Governance
Maintain the integrity accuracy consistency and security of organizational data within Salesforce and integrated systems.
Develop and maintain processes for identifying and resolving duplicate incomplete inconsistent or inaccurate data.
Develop reports and dashboards that support operational and organizational decision-making.
Partner with staff to establish and maintain data standards definitions naming conventions and data management practices
Analyze data and system behavior to identify trends anomalies process issues and opportunities for improvement.

Business Process & Technical Support
Work with staff to understand business needs and translate them into practical technology solutions.
Identify opportunities to improve processes workflows integrations and the effective use of Salesforce and connected platforms.
Manage smaller system enhancements and technical projects from requirements through configuration testing deployment and documentation.
Coordinate work performed by Salesforce consultants SaaS vendors and other external technology partners.
Communicate clearly with stakeholders regarding system issues planned changes project status risks and resolution timelines.
Perform other related duties as assigned.

Supervisory Responsibilities
None

Experience and Education:
Bachelors degree in Information Systems in Computer Science Business Administration Data Analytics or a related field and 35 years of relevant experience; or an equivalent combination of education and professional experience.
At least 3-5 years experience administering Salesforce in a production environment including configuration security automation reporting data management and user support.
Experience supporting integrations between Salesforce and other SaaS applications preferred.
Experience within a nonprofit membership association or similarly structured organization is a plus.
Salesforce Administrator and other certifications strongly preferred.

Qualifications
Strong working knowledge of Salesforce administration and configuration with experience supporting and troubleshooting integrations data synchronization automation and application configuration issues.
Strong analytical and troubleshooting skills with an ability to identify and resolve root causes.
Ability to critically evaluate information gathered from multiple sources reconcile conflicts deconstruct high-level information into details and distinguish user requests from the underlying true needs.
Ability to translate business requirements into practical technical solutions and communicate technical concepts to nontechnical staff.
Working knowledge of relational data concepts and the ability to understand data relationships across multiple systems.
Ability to evaluate competing requirements and prioritize work based on organizational impact urgency risk and available resources.
Strong documentation skills and attention to detail.
Ability to work independently while knowing when issues require escalation or external technical expertise.
Demonstrated curiosity and commitment to continuously developing technical and business knowledge.
Experience creating reports dashboards and processes to continuously monitor data quality and integrity
Willingness to adhere to Independent Sectors organizational values of Leadership Equity Collaboration and Well-Being in all aspects of work.

Work Environment
The work environment is a typical office environment. The noise level is usually quiet. Less than 10% of
travel is required. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.

Physical Demands
Remaining in a stationary position often sitting for prolonged periods.
Communicating with others to exchange information.
Repeating motions such as typing or answering a phone that may include the wrists hands and/or fingers.
Assessing the accuracy neatness and thoroughness of work.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Experience:

Manager