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The Systems Administrator is responsible for Salesforce administration and CRM analysis. The Systems Administrator ensures that UWPBC fully leverages the Salesforce environment and other related software, to advance fundraising, donor stewardship, volunteer engagement, grants management, program management, and operational efficiency. This position also functions as a “Partner” to all organizational departments in support of the mission, vision, and core values of the organization.
Job Responsibility:
Serve as primary administrator for UWPBC’s Salesforce environment (Nonprofit Cloud including Grants Management, Marketing Cloud, and Community Cloud), along with the related United Way-specific enhancements for workplace giving including Salesforce extensions from Beyond the Horizon (BTH) and the GoodWorld digital CRM and online fundraising and marketing application
Configure and manage fields, objects, record types, page layouts, flows, validation rules, automations, and security settings
Maintain user accounts, permissions, roles, profiles, sharing rules, and audits
Build and maintain reports, dashboards, and data quality monitoring tools
Oversee sandbox management, deployments, release readiness, and routine system maintenance
Oversee upgrades and new feature rollouts, including testing, documentation, and staff communication
Ensure system security best practices, including MFA, health checks, and adherence to IT policies
Partner with fundraising, programs, finance, volunteer engagement, and communications teams to understand requirements and translate them into CRM solutions
Analyze workflows, identify gaps, and develop recommendations for improvement
Design and document processes, functional requirements, data dictionaries, and system workflows
Proactively identify opportunities to optimize Nonprofit Cloud capabilities for fundraising, gift processing, donor journeys, case management, and program services
Maintain high-quality data through governance, validation, deduplication, and monitoring processes
Develop reporting standards and create actionable dashboards for leadership and department teams
Support complex queries, segmentation, and data analysis for fundraising, marketing, and impact reporting
Provide training, coaching, and resources for new and existing users
Promote system adoption through documentation, office hours, and clear communication
Support organizational change related to CRM improvements and new processes
Manage technical integrations, support data reconciliation, and provide backup support for other UWPBC enterprise applications
Participate in occasional after-hours maintenance windows or system upgrades
Perform other duties as assigned to support UWPBC’s technology and data strategy
Assist, as assigned by management, with the organization’s disaster response efforts
Perform other duties as opportunities are presented and/or assigned
Requirements:
3+ years of experience as a Salesforce administrator, business analyst, CRM manager, or similar role
Experience with Salesforce Nonprofit Cloud (or NPSP) and nonprofit data models (donations, households, affiliations, GAUs, campaigns, engagement plans, etc.)
Proficiency with Salesforce configuration tools, including Flow Builder, validation rules, Lightning App Builder, and permission management