Salesforce Lead at GiveDirectly

What you’ll do:

Collaborate with leadership to shape a clear vision for the Fundraising CRM system and develop new capabilities that save users time and increase the effectiveness of fundraising activities.

• Work with stakeholders to identify integrations, apps, and tools that enhance their fundraising capabilities
• Leverage Salesforce functionality to enhance and expand fundraising capabilities by automating manual processes with tools like Flows and Apex, and by developing features to track fundraising tasks, activities, and donor interactions.

Ensure exceptional data quality and system performance reflected by high stakeholder trust, consistent usage, and decreasing incidents as we scale. 

• Develop tools to monitor and improve data quality and system performance, and make system changes with confidence
• Establish and maintain a scalable security model based on least access principle
• Design data model to reliably record donation and fundraising activity data necessary for donor management, analysis, and financial reporting
• Upload, clean, and maintain large datasets while ensuring data accuracy and consistency

Own administration of the system to ensure it is secure, reliable, and user friendly. 

• Collaborate with the engineering team on the technical design and implementation of Salesforce, with a special emphasis on the integration between Salesforce and GiveDirectly’s website
• Partner with managers of other Salesforce instances in the organization to build scalable, reusable tools and frameworks that streamline development and create long-term value for the organization
• Ensure Salesforce is a reliable, consistent, accurate record of all donations and details, and conduct regular system audits to catch errors and issues
• Manage all system configurations
• Set up and onboard new users
• Troubleshoot and resolve issues related to Salesforce applications and integrations
• Contribute to a collaborative and knowledge-sharing culture by helping develop internal documentation and best practices.

What you’ll bring:

• Exceptional alignment with GiveDirectly Values and active demonstration of our core competencies: emotional intelligence, problem solving, project management, follow-through, and fostering inclusivity. We welcome and strongly encourage applications from candidates who have personal or professional experience in the low-income and/or historically marginalized communities that we serve.
• Language Requirement: English
• Language Preferences: English

You are a technical leader who: 

• Proactively identifies opportunities to leverage Salesforce to increase revenue
• Develops a vision and gets buy-in from leadership
• Prioritizes the most important work across many stakeholders and requests
• Demonstrates expertise in custom object and field design 
• Has experience querying relational databases using SQL, SOQL, or other query languages
• Follows development best practices to efficiently deliver high quality solutions
• Considers the long run implications of design decisions to ensure that systems scale and are resilient to changes over time 
• Has proficiency in Apex, Visualforce, Lightning Components, and Salesforce APIs
• Stays up-to-date with Salesforce advancements and industry trends to continuously improve our Salesforce environment
• Can leverage tools to extract, clean, manipulate, and analyze data to make operational decisions
• Has at least 3 years of experience working with Salesforce

You are an excellent project manager who: 

• Takes responsibility for defining project objectives, roles, and timelines
• Understands the goals, motivations, and context of your stakeholders
• Turns ambiguity into concrete technical requirements
• Is comfortable managing multiple projects at a time and prioritizing the most important work

You are an effective risk manager who: 

• Exercises good judgment in prioritizing, resolving, and escalating risks
• Develops system safeguards that scale and are resilient to changes
• Diligently ensures Salesforce is secure and working as intended