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Form of workJob Description
Position Objective:
The Salesforce and Data Coordinator plays a crucial role in managing and maintaining data across various platforms, with a primary focus on Salesforce to support the efficient operations of the organization. This role involves ensuring data accuracy and accessibility, building and monitoring reports, dashboards, and list views to monitor data integrity, and collaborating to leverage data for strategic decision-making. This position oversees the gift entry and monitoring integration-related processes, including analyzing gift and commitment information and documentation, following the most up-to-date IRS guidelines to create, maintain, and update gift entry records, and managing the entry of all constituent data changes. Under the direction of the Chief Financial Officer and in consultation with the Director of Technology, this position will understand complex relationships between various integrated platforms and monitor data flow into and out of Salesforce, supporting cross-departmental data functions on various platforms to ensure smooth donor and constituent experiences. They will provide user training to foster a foundation-wide understanding of data infrastructure. A person with a keen eye for detail, a systems-oriented mind, and an ability to work independently while maintaining high levels of communication will thrive in this role.
Essential Functions:
Data Management:
- Maintain and update data records within Salesforce and other relevant platforms.
- Monitor data quality, identifying and rectifying inconsistencies or errors.
- Perform routine data cleansing to ensure accuracy and completeness.
- Import, export, and transform data as needed.
- Assist with the gift entry process using Salesforce Batch Gift Entry to manually process checks and monitor integrated data sources. Ensure accurate allocation and detailed data capture for all gifts.
- Demonstrate an understanding of the differences among cash gifts, stock donations, pledges, pledge payments and what information needs to be tracked within the system for these.
Salesforce Administration:
- Customize and configure Salesforce to meet the organization's requirements.
- Build and monitor reports, dashboards, and list views to monitor data integrity and support cross-departmental staff data needs. Use advanced features, including mass record editing and batch uploading tools for efficient data processing.
- Assist with user access management, profiles, and permissions.
- Implement and maintain automation processes (e.g., workflows, triggers) to streamline data operations.
Data Integration:
- Understand complex relationships between various integrated platforms (Form Assembly, Classy, Campaign Monitor, and others) and monitor data flow into and out of Salesforce.
- Collaborate with IT and other departments to ensure seamless data flows.
- Document data management procedures, guidelines, and best practices.
User Support and Training:
- Assist in fostering a foundation-wide understanding of data infrastructure.
- Provide training and support to users on data entry, reporting, and Salesforce usage.
- Provide cross-departmental data and systems support, including program registration, peer-to-peer and special event platform data administration, grant administration, etc.
Other:
- Generate regular and ad-hoc reports to support business decisions.
- Analyze data to identify trends, opportunities, and areas for improvement.
- Work on events mailing and email lists in collaboration with the Development Department.
- Assist in donor cultivation, stewardship, and acknowledgment processes
- Assist in creating and implementing fundraising campaigns, both online and offline
- Perform administrative duties, including updating records, calling donors, and helping where needed.
Competencies:
- Excellent interpersonal, communication, and writing skills, with the ability to build rapport and maintain positive relationships with donors, sponsors, volunteers, and staff.
- Strong project management skills with the ability to oversee multiple initiatives simultaneously.
- Strong analytical skills, with the ability to interpret data and use insights to inform decision-making.
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
- Proficiency working in Salesforce NPSP, data management tools, Classy, Classy Live, Campaign Monitor, Form Assembly, Asana, and related platforms a big plus
- Strong understanding of data quality, integrity, and security best practices.
- Must be able to work independently and handle confidential matters with appropriate discretion.
- Ability to maintain strict confidentiality of donor information.
- an adaptive team player, has a sense of humor, and is comfortable working for a small organization with a roll-up-your-sleeves environment, preferably in a nonprofit.
- Motivated self-starter and enjoy a collaborative environment.
- Are flexible and take on ad hoc tasks with a can-do attitude.
- Passion for the organization's mission and dedication to positively impacting the community.
- Be willing to think through and understand the “big picture” data ecosystem while managing small data details.
Education & Experience:
Bachelor’s Degree or equivalent.
Prior experience working in the nonprofit field
Salesforce certification or Trailhead Ranking a plus but not required.
Work Environment:
Port Washington, NY location and/or remote
Works closely with supervisor, other department leaders, and staff.
Very collaborative, team environment – daily meetings
Travel is required to support Fundraising and programmatic events as needed.
Other Duties:
The Marfan Foundation expects all employees to conform to the expectations outlined in the Employee Manual. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
