Pensions Project Specialist

3 weeks ago

London, United Kingdom 350.org Full time

CRM Specialist who is a Salesforce super user, a problem solver, and has strong communication skills that can support our staff to track and manage relationships and interactions with our donors, supporters, and network groups.
org is building a global grassroots movement to solve the climate crisis. Our online campaigns, grassroots organizing, and mass public actions are led from the bottom up by thousands of volunteer organizers in over 188 countries. 350.org works hard to organize in a new way—everywhere at once, using online tools to facilitate strategic offline action. We want to be a laboratory for the best ways to strengthen the climate movement and catalyze transformation around the world. CRM Specialist
At 350, Salesforce is a key tool for managing relationships and engagement with our donors and media contacts and keeping track of our local groups, partners, and highly engaged supporters. CRM Specialist, you will be our Salesforce expert user, and organise and run our training for new and existing users. You will spend a lot of time working with 350 users to get them what they need in Salesforce, understand their challenges, and work with your manager to make the system more user-friendly and valuable. In partnership with your manager, you'll help drive Salesforce adoption across the organization, and ensure that 350 is getting the most value from our use of Salesforce as possible.
The position requires expertise in a large range of Salesforce’s NPSP front-end capabilities including tracking/entering donations, generating reports & dashboards, importing data, creating forms and surveys, and the ability to understand the integration of Salesforce with other tools.
Work closely with the Fundraising team to help them maintain excellent relationships with our donors. Develop reports, tools, and processes for tracking our revenue and fundraising performance overall.
Help our regional and global team to track our network of local groups, partners, and supporters.
Work with users to understand requested new features and bugs, scope, and deliver solutions along with quality assurance, user acceptance testing and training.
Identify gaps in our usage of Salesforce and support, proactively finding and proposing ways to improve based on industry best practices.
Develop and maintain relevant training materials and documentation. Help Salesforce users at 350 become super users.
Collaborate with other 350 product teams, including Engineering, Data, and Organising & Campaign Tools on cross-team projects and priorities.
Create systems to monitor data health to identify and address issues.
Execute, and where appropriate train others to execute, data integrity audits and cleanups, as well as data imports and exports using native Salesforce or external tools.
Seek out and gather the evolving needs of our users concerning the CRM and help develop short-term priorities and a longer-term CRM roadmap.
Work with consultants to scope requirements, track progress, and manage rollout of updates to Salesforce for 350 users.
3+ years experience as a Salesforce super-user.
~ Experience working with Salesforce’s Nonprofit Success Pack (NPSP).
~ Understanding of security models in Salesforce including Public Groups, Profiles, Roles, Sharing Settings, Permission Sets, Org-wide defaults.
~ Ability to use form-building tools such as Form Assembly or survey tools such as Qualtrics.
~ Good knowledge of data flow between Salesforce and other tools.
~ Effective at creating business process flow maps that reflect the current and future state of business processes in Salesforce.
~ Ability to use Salesforce tools such as Gift Entry, Data Loader, and Contact Merge
~ Motivated by helping others succeed.
~ Experience working with Salesforce for non-profit fundraising and with any email service providers
Knowledge of standard and custom objects, formula fields, validation rules, workflows, flows, and process builders.
Experience with 3rd party applications and integrations including Form Assembly, Campaign Monitor, Qualtrics, Apsona, Data Loader, DLRS, Slack, and Zapier.
Experience with our other digital campaigning and organising tools such as ActionKit, New/Mode, Control Shift, Action Network
An understanding of data privacy principles and GDPR best practices
Experience as a business analyst or salesforce administrator in the non-profit context preferred
Position Type: Full Time
Start Date: ASAP
Compensation: Location: This job can be performed remotely
Remote within the countries 350.Remote: in the following states in Canada: ON, NU, QC, NB, NS, PE, NF
Remote: in the following states in the US: CT, GA, MD, MA, ME, NJ, NY, NC, VA, or Washington DC
This position will be part of the 350PWU bargaining unit and subject to the terms and conditions of the collective bargaining agreement. 350.org is an equal opportunity employer committed to workforce diversity.(We do our best to make staff positions accessible to all potential team members, regardless of race, national origin, ethnicity, age, disability, assigned gender, gender expression or identity, sexual orientation or identity, religion or creed, veteran status, marital or parental status, and genetic information. We also strive to include team members in communities most impacted by climate change or impacted by other kinds of environmental, social, and economic injustice.
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Have you ever done training or support in Salesforce? Can you describe one best practice about how to do a remote one effectively?

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