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

Responsibilities:

• 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.

• 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.

• 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.

• Participating in all phases of the business process lifecycle, with a focus on documenting detailed business requirements.
• Leading or managing major programs and projects to ensure successful completion.
• Engaging with stakeholders to understand business challenges and desired outcomes, conducting discovery sessions to troubleshoot and resolve complex issues.
• Applying advanced technical principles and creativity to define and address business needs for complex initiatives.
• Documenting detailed business requirements and translating them into actionable user stories and acceptance criteria.
• Evaluating and recommending solutions, policies, and technologies to meet specific needs and achieve optimal outcomes.
• Preparing impact analyses and feasibility studies for highly complex technology and business projects.
• Ensuring adherence to company standards and conducting inspections as necessary.
• Coordinating or participating in the creation of test scripts and facilitating User Acceptance Testing (UAT) processes.
• Supporting pre-production validation and managing change communication and training to ensure all stakeholders are informed and prepared for new implementations.
• Providing regular project updates to executive sponsors, managing scope, timelines, and conflict resolution as needed.

• Bachelor's degree in Accounting, Business, Technology, or equivalent experience.
• At least 10 years of relevant experience, including hands-on work in developing business relationships and driving transformation initiatives.
• A minimum of 5 years of experience supporting or configuring ERP, CRM, or automation systems.
• Strong analytical approach to business process design with an emphasis on cross-functional efficiency.
• Excellent verbal, written, and presentation communication skills.
• Proven ability to prioritize and execute tasks effectively in a fast-paced environment.

• Experience working in Agile environments using tools like Jira or Confluence.
• At least 5 years of Business Analyst experience.
• 5+ years of experience with Salesforce, particularly in documenting and refining business processes.

• Oversee and maintain a mix of physical and virtual system environments, ensuring optimal performance and reliability.
• Implement regular updates, backups, and system monitoring to uphold infrastructure integrity.
• Provide support for advanced engineering software tools and applications.
• Ensure adherence to organizational policies and compliance standards within the local infrastructure.
• Act as the primary point of support for the local team, addressing technology needs and introducing suitable solutions.
• Diagnose and resolve infrastructure-related challenges, minimizing downtime and disruptions.
• Document current systems and processes, creating clear guidelines for operational improvements and future transitions.
• Lead and contribute to the seamless migration of services to upgraded infrastructure platforms.
• Design and implement scalable infrastructure solutions in collaboration with cross-functional teams and leadership.
• Enhance automation efforts by optimizing configuration, templates, and deployments across operating environments.
• Expand monitoring and alerting systems to ensure proactive issue identification and resolution.
• Partner with IT teams to guarantee a seamless setup for tools, workflows, and team collaboration.
• Identify and implement cost-effective technologies to enhance operations while minimizing expenses.
• Conduct evaluations of emerging technologies and prioritize implementations based on organizational needs.
• Clearly communicate project timelines, dependencies, and progress to stakeholders, ensuring alignment with business goals.
  
  Skills & Abilities:
  ● Extensive Linux systems administration and deployment experience in a high demand engineering environment. Comprehensive experience is required, encompassing all aspects of systems management, hardware, virtualization, identity management/authentication, storage and networking. 5+ Years of experience, preferably with Red Hat and Ubuntu.
  ● Experience with virtualization technologies such as VMWare/vCenter
  ● Experience with Storage Area Networks (SAN).
  ● Technical certifications such as Red Hat, MCP, MCSE or equivalent work experience.
  ● 2+ Years of experience with current Windows Server versions, Active Directory administration, DNS, DHCP, Distributed File Services, Print Services, Group Policy Management, and FSMO roles.
  ● Experience with microservices such as Kubernetes and container technologies
  ● Experience in core infrastructure technologies, including load balancing, auto-scaling, replication, networking, authentication protocols and encryption
  ● Experience with building services on AWS/GCP platforms and On-Premise Virtual/Physical infrastructure

• Design, develop, and implement Java applications using Spring Boot.
• Collaborate with cross-functional teams to define, design, and deliver new features.
• Write well-structured, efficient, and testable code.
• Troubleshoot, debug, and upgrade existing systems.
• Perform unit testing, code reviews, and integration tests to ensure software quality.
• Stay updated on industry trends and best practices in Java development.
• Document code and technical specifications.
• Participate actively in agile development processes.

• 7-10 years of proven experience in Java development, with expertise in Spring Boot.
• Strong understanding of Spring concepts (e.g., Dependency Injection, MVC, AOP).
• Experience developing RESTful web services.
• Proficiency in relational databases (e.g., MySQL, PostgreSQL) and ORM frameworks (e.g., Hibernate).
• Familiarity with build tools like Maven or Gradle.
• Excellent problem-solving and communication skills.
• Ability to work effectively both independently and as part of a team.
• Bonus: Experience with cloud platforms, especially GCP.
• Nice to have: Knowledge or experience with Camunda.

Mason Frank is working with a client in the manufacturing sector who are seeking a Salesforce Administrator to join their team.

• Platform Management: Maintain, configure, and enhance the Salesforce platform, including CPQ and Field Service Lightning modules.
• Customization & Automation: Develop and implement customizations such as page layouts, fields, workflows, process builders, and approval processes.
• CPQ Expertise: Administer Salesforce CPQ, including product configuration, pricing rules, and quoting processes to streamline sales operations.
• Field Service Lightning: Oversee the setup and optimization of Field Service Lightning to support field operations, scheduling, and resource management.
• User Support & Training: Provide ongoing support and training to Salesforce users, addressing system-related inquiries and issues.
• Data Management: Ensure data integrity by managing data imports, exports, and deduplication. Create and maintain comprehensive reports and dashboards.
• Collaborative Projects: Partner with cross-functional teams, including sales, service, and operations, to gather requirements and design effective Salesforce solutions.
• Release Management: Coordinate sandbox testing, change sets, and deployments while adhering to best practices in change management.
• System Integration: Work with developers and third-party vendors to integrate Salesforce with other business applications.
• Stay Current: Keep up-to-date with Salesforce releases and emerging technologies to ensure the organization leverages the latest features.

• Salesforce Administrator certification (ADM201).
• Proven experience with Salesforce CPQ and Field Service Lightning.
• Strong understanding of Salesforce architecture, data model, and best practices.
• Proficient in report and dashboard creation, data management, and security settings.
• Experience with workflows, process automation, and system integration.
• Excellent problem-solving skills and attention to detail.
• Effective communication and stakeholder management abilities

• Conduct independent research, design, and development of applications for both server and client-side production systems using industry-standard languages and tools.
• Write complex code for deployment across various platforms, including servers, mobile devices, and hosted environments.
• Innovate and explore new solutions through research for potential implementation in production settings.
• Collaborate with and lead engineering teams to research and present findings that leverage existing software capabilities and emerging technologies.
• Analyze and transform user stories into detailed requirements, planning and coding to align with stakeholder goals.
• Stay updated on current software development languages, methodologies, and tools to support ongoing projects.
• Share knowledge and mentor junior developers to enhance team skills.
• Conduct regular code reviews to ensure high-quality standards, identifying and addressing issues or security vulnerabilities.
• Oversee the production release cycles for the development team's code.
• Design, develop, test, and maintain code in line with standard software development lifecycle practices.
• Provide guidance and mentorship to junior developers as needed.
• Lead initiatives to review and improve existing solutions through effective coding practices.
• Collaborate with team members to complete coding tasks and projects.
• Create proposals for architectural solutions addressing gaps and new services for consideration by management.
• Attend weekly meetings with the IT team to discuss project progress and resolve any outstanding issues.
• Keep abreast of emerging technologies and trends that may impact the organization and its members.
• Complete additional tasks and projects as assigned.

• Bachelor's degree in Computer Science, Information Systems, or a related field required.
• 5+ years of experience with Salesforce development.
• At least 2 Salesforce certifications
• Familiarity with project management concepts and methodologies.
• Proven ability to mentor junior to mid-level developers.
• Experience in designing and writing production-level code in multiple C-like programming languages.
• Cannot offer sponsorship
• This role is hybrid

• Develop and enhance workflow applications using Salesforce, including modernizing legacy systems and processes.
• Integrate Salesforce with external systems and data platforms, utilizing APIs and middleware tools.
• Design and implement technical solutions with a focus on best practices and scalability.
• Utilize Salesforce Lightning Web Components (LWC) framework and Experience Cloud.
• Collaborate with stakeholders to establish development standards and lifecycle governance.
• Migrate legacy data and processes to Salesforce.
• Support authentication integrations for internal and external users.
• Work with Agile methodologies to deliver high-quality solutions efficiently.

• Bachelor's degree in Computer Science, Information Systems, or a related technical discipline.
• 10+ years of development experience, with at least 5 years in Salesforce development using Apex and Visualforce.
• Deep knowledge of Salesforce architecture, API, and integration with other platforms.
• Experience in Platform, Service, and Experience Cloud implementation.
• Proficiency with Salesforce Lightning Web Components (LWC).
• Familiarity with middleware platforms such as MuleSoft and data pipeline tools.
• Salesforce Platform Developer certification is required.
• Ability to obtain and maintain necessary clearances.

• Expertise in Agile development methodologies.
• Strong communication and problem-solving skills.
• Experience designing and implementing secure solutions for federal or large-scale projects.

• Contribute to impactful projects that directly influence national-level programs.
• Work in a flexible, remote environment with occasional on-site engagements.
• Collaborate with a team passionate about innovation and technology.
• Access professional growth opportunities and cutting-edge tools.

Key Responsibilities:

• Develop, configure, and maintain Salesforce CPQ solutions tailored to business needs.
• Collaborate with cross-functional teams to design and implement scalable solutions for large-scale projects.
• Optimize processes within Salesforce Sales Cloud, ensuring seamless CPQ integration and functionality.
• Communicate effectively with stakeholders, providing technical expertise and project updates.
• Troubleshoot, debug, and resolve complex technical issues.

Requirements:

• 5+ years of hands-on Salesforce CPQ experience with a strong track record of successful implementations.
• Proven experience working on large-scale projects in dynamic environments.
• Solid expertise in Sales Cloud and its integration with CPQ processes.
• Exceptional communication skills to interact with technical and non-technical stakeholders effectively.
• Salesforce certifications (e.g., Salesforce CPQ Specialist) are a plus.

Why Join Us?

• 100% remote opportunity - work from anywhere in the USA!
• Collaborate with a team of industry experts on cutting-edge projects.
• Competitive compensation and opportunities for professional growth.

Responsibilities:

• 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.

• 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.

• 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.

• Lead technical development of CRM (Salesforce, MS Dynamics)
• Lead data modeling efforts to define data requirements, business rules, and design both logical and physical solutions, including downstream processes.
• Join project meetings and collaborate with internal teams, clients, architects, analyst, managers and quality control, providing project status and updates.
• Define and communicate technical approaches for SDLC, data migration, integrations, and reporting, in collaboration with the project management team.
• Examine, assess, and document business, functional and technical requirements.
• Lead the documentation and development process, ensuring adherence to specifications and standards.
• Assist in the development of internal products and accelerators for upcoming client projects.
• Mentor and coach junior team members.

• Experienced in Asset & Wealth Management.
• 2+ years of experience in CRM development (Apex, LWCs, and PCF Controls for Salesforce and Dynamics).
• Experienced with front end web-development languages and frameworks (HTML, CSS, Javascript, Typescript, React, Angular etc.)
• Experience with application integration including API (particularly REST) and familiarity with common IPass solutions ( Workato, Mulesoft, Boomi, etc.).
• Experience with object-oriented programming (OOP) languages like Python, Ruby, Java, or similar language.
• Experienced in data modeling and SQL.
• Experience with the following would be an advantage:
• Data handling with AI/ML: Python, R.
• ETL: Talend, Boomi, Databricks, Azure Data Factory.
• Low Code platforms: MS PowerApps, Mendix, Outsystems.
• CRM: Salesforce, MS Dynamics.
• Workflow: Unqork, Appian, Boomi Flow.
• Marketing Automation: Salesforce Marketing Cloud, Marketo, Eloqua.
• CMS/CDP: Adobe Experience Manager, Optimizely, Kurtosys.