CRM System Administrator

United Way Of Metropolitan Chicago•Chicago, IL

27d

About The Position

Under the direction of the Chief Information & Technology Officer, the CRM System Administrator will manage and optimize the organization’s Salesforce CRM platform—primarily Salesforce Nonprofit Cloud (NPC) and Marketing Cloud—and support integrations with fundraising and operational applications such as GoFundMe Pro/Classy, Wealth Engine, and Nintex. The role includes system administration, configuration, automation, data integrity, and user support. The CRM System Administrator will also serve as the system administrator and provide support for the Andar/360 CRM system, including customizations and data exchanges. This role plays a critical part in enabling data-driven fundraising, program delivery, and relationship management in support of United Way of Metro Chicago’s mission.

Requirements

3 - 5 years of hands-on experience as a Salesforce Administrator.
Expertise with Salesforce Nonprofit Cloud (NPC) or Nonprofit Success Pack (NPSP) and Marketing Cloud.
Experience in creating, developing, and managing automated interfaces and data exchanges between Salesforce and other systems (non-native apps and systems).
Experience creating reports, dashboards, and automations using Flow.
Experience with Salesforce development (e.g. Apex, Flow Builder, SOQL).
Experience with data import/export tools (e.g. Data Loader, Import Wizard).
Experience with GoFundMe Pro/Classy and other fundraising apps.
Working knowledge of HTML, CSS, SQL, Python, Java, and Power Automate.
Experience with data visualization tools (e.g. Power BI, Tableau) and API integrations.
Salesforce Administrator Certification (required or within 6 months).
Strong problem solving, communication, and critical thinking skills.
Proficiency in Excel and advanced data manipulation.
Ability to work independently and collaboratively with cross-functional teams.

Nice To Haves

Experience with Wealth Engine and Nintex is desirable.
Experience working in or with nonprofit organizations, including an understanding of nonprofit donor management workflows and fundraising cycles, is highly desirable.
Familiarity with using Salesforce for fundraising and donor management is preferred.
Salesforce Nonprofit Cloud Consultant (preferred).
Marketing Cloud Email Specialist (preferred)
Exposure to Lightning Web Components (LWC).
Experience with source control or versioning tools (Git).
Familiarity with agile methodologies or ticketing systems like Jira.

Responsibilities

Maintain daily operation and integrity of the Salesforce CRM system, including Salesforce NPC, Marketing Cloud, and related applications (e.g. GoFundMe Pro/Classy, Wealth Engine, and Nintex), as well as Andar/360.
Manage user accounts, profiles, roles, permission sets, and page layouts.
Perform regular system audits, backups, and ensure compliance with data security standards
Provide user support and training across fundraising, programs, and operations teams.
Create and manage custom objects, fields, record types, validation rules, and workflows.
Build reports and dashboards for stakeholder needs.
Optimize UI/UX for desktop and mobile environments.
Review release notes related to all patches, updates, and enhancements.
Oversee all patches and updates, including sandbox testing and testing of any customizations and data interfaces.
Oversee data imports, deduplication, and maintenance of data hygiene and integrity.
Use tools like Data Loader and third-party apps for data management operations.
Ensure accurate data mapping between Salesforce and Andar/360.
Enforce quality assurance, continuous improvement, and data integrity best practices within and between Salesforce and Andar/360.
Design and maintain flows using Flow Builder to automate processes.
Support lightweight development (e.g. Apex triggers/classes, Visualforce edits, Lightning Web Components).
Collaborate with external developers for complex enhancements.
Manage Journey Builder, Email Studio, Audience Segmentation, and Data Extensions.
Configure and maintain Marketing Cloud Connect for Salesforce integration.
Provide support for importing and managing data from website forms (e.g., newsletter sign-ups and other constituent data) into Salesforce to support segmentation and triggering Marketing Cloud journeys, including welcome and onboarding communications.
Manage integrations with applications such as GoFundMe Pro/Classy, Wealth Engine, Nintex, and other platforms.
Maintain data integrations with Andar 360/CRM system, including managing existing data mapping and imports and creating new ones as needed.
Manage and maintain existing custom development and automations in Andar/360 as well as potential future development.
Support and maintain integrations and data flows between the organization’s website forms and Salesforce/Marketing Cloud, ensuring timely, accurate data delivery for communications and engagement workflows.
Establish and maintain API connections/interfaces between systems.
Evaluate and implement AppExchange solutions.
Use Zendesk, Microsoft Planner, and other tools as appropriate to role responsibilities for managing support and project activities.
Assist with technology initiatives and development of technical and process documentation.
Serve as in-house subject matter expert where custom development is needed to enhance Andar 360 CRM system
Performs all other assigned, related duties as required.