Director of CRM and Business Solutions

Mason Frank is working with a client in the nonprofit sector who are seeking a CRM Director to join their team. The organization is committed to empowering communities through a wide range of programs focused on promoting stability, wellness, and opportunity.

Job Type: Full Time

Hybrid (2 DAYS On Site - Manhattan)

Salary - $100,000 - $130,000

Responsibilities:

Salesforce and Systems Administration:

• Design and enhance Salesforce environments to optimize client management across all programs and departments.
• Lead both small- and large-scale Salesforce implementations for various organizational functions.
• Collaborate with programs and administrative teams to develop innovative strategies for improved processes and personalized engagement.
• Partner with program teams and/or external consultants to create technology solutions tailored to program needs.
• Mentor and oversee Salesforce Administrators to implement and manage projects effectively.
• Act as the organization's subject matter expert on Salesforce and third-party applications.
• Provide expertise on data structures and modeling.
• Perform core administrator tasks, including user management, roles, profiles, declarative automation, and storage management.
• Troubleshoot and resolve system or data issues affecting multiple departments.
• Develop and maintain documentation on processes and policies to ensure data accuracy and integrity.

Program Partnership and Strategy:

• Foster a culture that embraces data and technology as tools for continuous improvement.
• Establish metrics and systems to collect and evaluate program performance data within and across programs.
• Collaborate with program staff to implement process improvements that enhance data quality.
• Align data tracking and measurement systems with the organization's strategic initiatives.
• Build strong relationships and provide ongoing support to Salesforce users.
• Assist program managers in strengthening compliance practices for programs and contracts.

Reporting and Support:

• Integrate data from multiple platforms to streamline reporting.
• Generate ad hoc reports for program and administrative purposes.
• Create and manage reporting and dashboard solutions to provide decision-making insights at all organizational levels.
• Facilitate end-user training and ensure broad understanding of technical solutions.
• Perform additional tasks as assigned by the supervisor.

Qualifications:

• Bachelor's Degree in a relevant field.
• At least 8 years of Salesforce Administration experience, preferably in the nonprofit sector.
• Salesforce certification(s) required.
• Expertise in Salesforce Lightning Experience, Experience Sites, and Flow.
• Basic understanding of Apex triggers, classes, and Visualforce pages.
• Familiarity with HTML/CSS, JavaScript, and Lightning Web Components for advanced customization.
• Experience with REST/SOAP APIs for third-party integrations.
• Familiarity with middleware tools like Datablend.
• Advanced SQL administration skills preferred.
• Knowledge of SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS) preferred.
• Proven ability to create and maintain technical end-user documentation.
• Strong customer service and communication abilities.
• Capability to collaborate with diverse staff levels while maintaining confidentiality.
• Proficiency in Microsoft Office Suite, especially Word and Excel.
• Experience handling and analyzing large datasets.
• Project management experience preferred.
• Exceptional analytical, organizational, and problem-solving skills.
• Attention to detail and adherence to organizational policies and procedures.

Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.