Salesforce Lead

Summary

Join GiveDirectly as their Salesforce Lead and become the sole owner of their Fundraising Salesforce platform. Collaborate with leadership and cross-functional teams to shape the CRM strategy, translate business requirements into Salesforce solutions, and implement system improvements. You will ensure the platform meets organizational goals by combining technical expertise with an understanding of organizational needs. This fully remote role requires at least 3 hours of overlap with an East Africa timezone and involves occasional travel. The position reports to the Director of Data and offers a competitive salary and benefits package.

Requirements

• Exceptional alignment with GiveDirectly Values and active demonstration of our core competencies: emotional intelligence, problem solving, project management, follow-through, and fostering inclusivity
• Language Requirement: English
• 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
• 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
• 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

Responsibilities

• 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
• Use Salesforce functionality to improve and expand the fundraising capabilities. E.g. (1) Use Flows, Apex, and other tools to automate manual processes and reduce time spent on repetitive tasks. (2) Develop the ability to track fundraising tasks, activities, and donor interactions in Salesforce
• 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

Preferred Qualifications

• 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 Preferences: English

Benefits

• A positive and supportive team with opportunities for advancement
• A demonstrated commitment to helping all staff develop and grow
• A competitive salary, including bonus
• A robust health benefits plan (exact details will vary by country)
• Unlimited PTO (that we encourage staff to take!)
• Desk allowance and flexible work location