Salesforce AdministratorCRM Analyst

Job Description

Job Description

Job Description:

Our client is seeking a temporary Salesforce Administrator / CRM Analyst to provide essential support in managing and maintaining their CRM system, with a focus on Salesforce administration for a nonprofit organization. The ideal candidate will have experience in data entry, reporting, and dashboard management, particularly within the Nonprofit Success Pack (NPSP) in Salesforce. This role requires a quick ramp-up time and will involve managing gift entry processes, handling backlog projects, and supporting event-related activities through Mailchimp.

Key Responsibilities:

• Gift Entry and Data Management: Perform accurate data entry for gift and donation records, maintaining a backlog of ~10 entries per month.


• Dashboard and Reporting: Create and update dashboards, generate reports, and assist with dashboard administration to support fundraising and program initiatives.


• Nonprofit Success Pack (NPSP): Manage core Salesforce functions within NPSP, including Opportunities, Campaigns, and User Permissions.


• Data Import and Maintenance: Assist in completing data import projects, ensuring data accuracy and completeness.


• Mailchimp Integration: Support event and meeting communications through Mailchimp, assisting with data integration and communication tasks.


• Acknowledgement Letters: Process and send acknowledgment letters promptly to recognize and thank donors.


• System Maintenance: Perform regular maintenance tasks to keep Salesforce data and user permissions up-to-date.

Qualifications:

• Experience: Proven experience as a Salesforce Administrator with specific expertise in NPSP for nonprofits.


• Skills: Strong proficiency in gift entry, data import, report generation, and dashboard creation.


• Familiarity with Mailchimp: Experience using Mailchimp for event and meeting management is preferred.


• Quick Learner: Ability to quickly ramp up and adapt to the nonprofit’s CRM needs.


• Attention to Detail: High accuracy in data entry and management, with a commitment to data integrity.

Preferred:

• Nonprofit Experience: Prior experience working within nonprofit organizations is strongly preferred.

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Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Location: Highland Park, TX, US

Posted Date: 11/28/2024