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Phillips Brooks House Association is hiring a part-time Salesforce System Admin to support our custom non-profit CRM environment that includes constituent management and fundraising. The person will manage our apps (Form Assembly, GridBuddy, Conga, etc.), update workflows/triggers/emails/dashboards, improve processes, and more as time allows.
mostly remote work but local preferred, good for second job, non-profit experience, or someone working on their admin/developer skills up.
Ongoing commitment a must, not short-term or project-based.
See www.pbha.org for more about the agency.
Full Job Description:
The Phillips Brooks House Association (PBHA) is a student-run, community-based, nonprofit public service organization at Harvard University. PBHA is the umbrella organization for 86 student-directed programs, supported by full-time staff members. Together, these programs strive for change on multiple levels in the Boston and Cambridge communities. PBHAâ€™s dual-focused mission is to provide vital resources to local communities and grow public service leaders. Often called â€œthe best course at Harvard,â€ PBHA programs provide students with experiences and wisdom that cannot be learned within classroom walls. At the same time, by utilizing student initiative and working in close collaboration with constituents, our programs meet genuine community needs in innovative ways.
Salesforce.com at PBHA
After a thorough requirements gathering period and internal vetting process, PBHA began implementing Salesforce.com â€“ dubbing it â€œPBHAforceâ€ â€“ in January 2013. Throughout the next year, Salesforce.com was implemented to support Program, Volunteer and Participant Management; Attendance, Assessment, and Training tracking; program Goal-setting; and general contact and relationship management. Simultaneously, PBHA launched top-to-bottom usage of Google Applications for email, documents, calendar, and intranet, used to enhance and complement consistent use of the Salesforce.com platform. Over 80 student program directors are entrusted with Customer Service Portal usernames and secure access to manage their own programâ€™s information, while about 20 staff and officers have full user licenses. Up to this date, the Salesforce.com instance has been minimally enhanced and extended via customization and 3rd party applications to support PBHAâ€™s unique use cases. In spring of this year, PBHA launches Fundraising and Development tracking system within Salesforce.com to replace a Paradigm-based system, as well as beginning increased functionality and processes for public forms, community partner relationship management, and customizations for particular programs, especially PBHAâ€™s Harvard Square Homeless Shelter and Summer Urban Program. PBHA has built an integrated and flexible technology platform that aligns and supports the strategic vision for organizational growth.
The role of the PBHA Salesforce Technical Assistant (TA) is to perform regular and requested administrative tasks within PBHAâ€™s Salesforce.com instance. This positionâ€™s secondary function is to influence, maintain and implement projects that enhance the Salesforce.com usage by PBHA. The Salesforce.com TA will be supervised by the PBHA Salesforce System Administrator and works closely with Program Leadership and Resource Committees to administer business processes within Salesforce.com. This person will also be responsible for executing infrequent configuration and on-request support for PBHA personnel using the Salesforce.com (SFDC) platform. PBHA seeks a commitment of at least one year with desire for continuation beyond.
PBHA System TA will support the organization in the following functions:
â€¢ Maintain overall integrity of the system through proactive data quality management. Communicate with PBHA System Admin and Data Team and PBH Front Desk staff regularly to coordinate tasks.
â€¢ Perform as-needed customization tasks including but not limited to customizing user profiles, pages, objects, fields, record types, and page layouts.
â€¢ Create and maintain documentation on processes, policies, and application configuration and user support materials.
Serve as primary integrated form builder through The Form Assembly app for the organization:
â€¢ Perform timely updates, maintenance, and error processing on forms currently â€œliveâ€
â€¢ Manage requests to create new forms or edit forms , email responders, and aggregate and report collected data.
Serve as primary on Salesforce customization and increased efficiency/effectiveness:
â€¢ Manage regular reports and respond to timely report requests.
â€¢ Manage automated/scheduled reports, tasks, emails, and workflows.
Serve as consultant - when time allows - to PBHA System Administrator about innovation and solutions for PBHA processes within Salesforce.com:
â€¢ Support the identification and implementation of new practices within Salesforce.com toward improved program and donor data use.
â€¢ Analyze current business requirements, procedures and problems. Research and implement customized solutions that improve upon and support business processes.
â€¢ Keep updated on new Salesforce.com features and functionality and provide recommendations for best and highest use of the platform and its apps.
CANDIDATE KEY SELECTION CRITERIA
â€¢ Experience with Salesforce.com platform in an administrative role
â€¢ Strong understanding of Salesforce.com best practices and functionality
â€¢ Experience with non-profit sector administration
â€¢ Demonstrated experience in producing high quality results autonomously with little direction, guidance or prior precedent
â€¢ Passionate about leveraging technology to solve complex problems
â€¢ Customer service focus
â€¢ Demonstrated ability to meet deadlines
â€¢ Ability to manage multiple tasks and projects simultaneously and look ahead to anticipate workload amidst part-time focus for each
â€¢ Diligent and organized
â€¢ Communicate with staff, volunteers and others in a courteous and professional manner
â€¢ Use analytical skills, considerable judgment, and initiative to establish work procedures and complete tasks
â€¢ Able to work independently, to work under supervision, and to work in a team-based and goal-oriented environment
HOURS AND COMPENSATION:
This position has flexible location and time of work totaling approximately 12-20 hours per month depending on the time of year, candidate availability, and project deadlines. This includes bi-weekly video check-ins, with rare on-site commitments. Compensation is $30-$40/hour commensurate with experience and duration of commitment. A candidate must have access to a computer with ability to secure according to Harvard University standards at all other times. There are no benefits or equipment/travel reimbursement available. Access to benefits of a Harvard part-time employee come with an employee ID.
Please send your resume and brief cover letter explaining your experience and interest.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, age, disability, protected veteran status, or any other characteristic protected by law.