Note: The job is a remote job and is open to candidates in USA. Room to Read is a nonprofit organization focused on children's literacy and gender equality in education. They are seeking a Salesforce & Fundraising Operations Associate to support and optimize their fundraising systems, reporting infrastructure, and data operations, ensuring reliable data and effective systems for donor engagement. The role involves collaboration with various teams to enhance data quality, develop reports, and improve operational efficiency.
Responsibilities
- Maintain the integrity, accuracy, and usability of fundraising data across Salesforce NPSP and related systems
- Create, maintain, and enhance Salesforce dashboards, reports, and analytics to support fundraising strategy and decision-making
- Develop complex Salesforce reports, including matrix reports, joined reports, cross-object reporting, formula fields, bucket fields, and custom views
- Monitor and improve data quality, including donation processing, imports, constituent records, revenue tracking, and soft credits
- Conduct data analysis and provide insights on fundraising performance, donor trends, and key metrics
- Prepare data, reports, and analyses for leadership presentations, planning discussions, and strategic decision-making
- Design and implement processes that improve fundraising teams' access to accurate constituent and donor information
- Identify opportunities to streamline workflows and improve operational efficiency across fundraising systems
- Serve as a trusted partner to Development & Communications, Finance, and IT stakeholders, providing responsive support and guidance
- Gather requirements, clarify objectives, and translate business needs into effective system, reporting, and process solutions
- Manage user access, permissions, and day-to-day Salesforce administration and troubleshooting
- Develop and deliver user training, onboarding resources, and documentation that promote effective system use and adoption
- Lead CRM enhancements, system improvements, and process optimization initiatives from planning through implementation
- Coordinate project activities, testing, timelines, and stakeholder communications while managing multiple priorities across teams
- Evaluate proposed changes and implement improvements that strengthen efficiency, data quality, reporting effectiveness, and user experience across global operations
Skills
- Minimum 3 years of hands-on Salesforce administration experience, including reporting, dashboards, workflows, and data management
- Strong experience gathering requirements, understanding stakeholder needs, and translating business objectives into effective CRM, reporting, and process solutions
- Demonstrated ability to manage multiple priorities and competing stakeholder requests while exercising sound judgment, setting expectations, and communicating effectively
- Experience maintaining data quality, data integrity, and governance across interconnected systems, with an understanding of how changes in one system or process may impact others
- Excellent communication, listening, and relationship-building skills, with the ability to work effectively with both technical and non-technical stakeholders
- Strong analytical, problem-solving, and critical-thinking skills, with the ability to identify practical, scalable solutions
- Strong organizational and project management skills, including the ability to manage projects, deadlines, and changing priorities
- Experience supporting end users through training, troubleshooting, and adoption of business systems and processes
- Advanced Excel skills, including pivot tables, formulas, lookups, and data analysis
- Experience with Salesforce Nonprofit Success Pack (NPSP) strongly preferred
- Salesforce Administrator certification
- Experience supporting fundraising, donor management, advancement, membership, or nonprofit operations
- Experience working with integrated CRM, finance, reporting, or data platforms
- Experience working in a global organization across multiple countries, currencies, and reporting environments
- Familiarity with SQL, data querying, Salesforce integrations, or Apex
Benefits
- 100% employer-paid premiums for your medical, dental, and vision coverage
- 50% medical and 100% dental and vision premium coverage for eligible dependents
- 22 days of PTO (+1 additional day accrued each year up to 27 days)
- 12.5 paid holidays
- Enrollment in a 401(k) plan with up to a 6% match
- $600/yr allowance for home office
Company Overview
Focus on two areas where we believe we can have the greatest impact: literacy and gender equality in education. It was founded in 2000, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.roomtoread.org/.