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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.

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.

JOB RESPONSIBILITIES

Work closely with teams to understand business needs, develop CRM solutions, and enhance sales reporting processes.
Manage and optimize Salesforce CRM to track client interactions and service activities.
Use Tableau Cloud for report organization and development, focusing on fundraising and client coverage analysis.
Create and analyze reports to monitor key metrics and business outcomes.
Ensure data accuracy, integrity, and security while adhering to compliance standards.
Lead multiple Salesforce CRM projects, prioritizing tasks to meet deadlines.
Require strong communication skills, problem-solving abilities, and CRM expertise.
Collaborate effectively with sales professionals and team members across regions.
QUALIFICATIONS

Bachelor's degree in Business Administration, Marketing, Information Systems, or related field.
3-6 years of experience in CRM or similar roles, emphasizing client relationship management.
Knowledge of Salesforce CRM, data analysis, Tableau reporting, and SQL.
Strong work ethic, teamwork skills, and positive attitude.
Excellent written and verbal communication abilities.
Detail-oriented with a focus on precision.
Resourceful problem-solver who excels in fast-paced environments.
Ability to handle sensitive information with discretion and integrity.
Proficient in Microsoft Word, Excel, and PowerPoint.

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.

Mason Frank International is a global leader for Salesforce.com recruitment, specializing solely in connecting Salesforce professionals with opportunities - We are seeking a skilled Salesforce professional to join one of our consulting clients in New York, NY who focuses on Financial Services customers.



Job Description



Role & Responsibilities

• 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.

Skills & Qualifications

• 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.

Our client is hiring an experienced Data & Integration Architect with a proven track record in the financial services sector. This role is ideal for a professional with deep expertise in Salesforce administration, data architecture, and seamless integration processes. The Architect will lead the design and execution of advanced data-driven solutions to enhance the Salesforce ecosystem, ensuring integration with third-party applications and robust data reporting capabilities.

Key Responsibilities:

• Design and implement scalable Salesforce solutions tailored to the needs of the financial sector.
• Lead integration projects connecting Salesforce with third-party tools, including Outlook, Zendesk, and Tableau.
• Develop and manage data pipelines and workflows using Azure Data Factory (ADF) and other ETL tools.
• Collaborate with business and IT teams to translate data requirements into actionable technical solutions.
• Architect and maintain data structures to enable comprehensive reporting and visualization through Tableau.
• Ensure adherence to data governance policies and compliance with industry standards.
• Provide technical leadership and mentor junior team members.

Required Qualifications:

• Bachelor's degree in Computer Science, Information Systems, or a related field.
• 10+ years of experience in Salesforce administration and integration.
• Salesforce certifications, including Salesforce Administrator and Platform App Builder.
• Hands-on experience integrating Salesforce with tools like Outlook, Zendesk, and Tableau.
• Proficiency in SQL and Azure Data Factory for data workflows.
• Expertise in Tableau for creating impactful reports and data visualizations.
• Comprehensive understanding of the financial services sector.

Preferred Skills:

• Strong analytical and problem-solving abilities.
• Excellent communication and collaboration skills.
• Capability to manage multiple projects in a dynamic, fast-paced environment.

This role offers an opportunity to work on impactful projects in a hybrid work setup, contributing to a growing and innovative team.

Job Title: Salesforce Donor Database Director

Location: Hybrid in New York City

Job Type: Full-Time

Overview:
We are seeking an experienced Salesforce professional to oversee donor database operations, ensure data accuracy, and drive strategic improvements in data processes. This role offers an opportunity to lead a team and collaborate across multiple departments to enhance data-driven decision-making and optimize Salesforce capabilities.

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Responsibilities:

• Maintain accurate and current donor data, tracking key information, activities, and reporting.
• Lead and strategize database improvements, focusing on Salesforce (Nonprofit Cloud experience is a plus).
• Oversee configuration and implementation of third-party Salesforce integrations, such as donor platforms, email marketing tools, payment processors, and marketing automation solutions.
• Support stakeholders in leveraging data for strategic initiatives.
• Develop and enhance moves management processes and donor engagement plans.
• Utilize data visualization tools (e.g., Tableau, QlikView) to create or update revenue and expense dashboards (preferred but not required).
• Streamline large data imports and exports using tools like Data Loader, Demand Tools, Apsona, or middleware solutions.
• Document processes, create training materials, and ensure up-to-date system guides are available.
• Establish business rules, policies, and best practices to ensure consistent data entry, hygiene, and governance.
• Train users on database usage, integrations, automations, reporting, and business rules.
• Communicate project updates, provide support, and foster collaboration across teams.
• Diagnose and resolve database issues, including performance and data consistency concerns.
• Monitor database performance, optimize speed and efficiency, and coordinate with vendors as needed.
• Implement backup and recovery strategies and manage environment transitions.
• Ensure compliance with security protocols, including access controls and data encryption.
• Lead post-implementation training, monitor adoption, and prioritize system enhancements.
• Manage and mentor the database team, ensuring smooth execution of daily operations, imports/exports, reconciliations, and reporting.

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Qualifications:

• Bachelor's degree in Computer Science or a related field.
• Salesforce certification required, with NPSP experience preferred.
• 3-5 years' experience as a Salesforce Administrator, with expertise in database management.
• 3-5 years' experience in team leadership and mentorship.
• Experience in managing data operations; nonprofit experience is a plus.
• Proficiency with Salesforce data tools and Excel.
• Strong project management skills with experience using tools like Jira or Asana.
• Exceptional attention to detail and organizational abilities.
• Familiarity with moves management and donor engagement processes.