Serve as the product owner and primary Salesforce administrator, managing platform, integration project, users, security, roles, profiles, and permissions.
Configure and maintain objects, page layouts, record types, validation rules, and automation (flows, workflows, approval processes).
Maintain data quality through audits, duplication, and governance policies.
Contribute to HubSpot, Sales Navigator, Asana, Cvent, and other Salesforce-connected platform integrations.
Identify and resolve system inefficiencies, ensuring scalable, repeatable processes.
Improve pipeline visibility, forecasting accuracy, and revenue reporting through Salesforce.
Partner with Finance and Operations teams to align data tracking with organizational goals.
Support staff adoption by providing training, documentation, and responsive support.
Requirements
Bachelor’s degree in Business, Information Systems, or related field (or equivalent experience).
3–5+ years of Salesforce administration experience, ideally in a nonprofit or revenue operations environment.