Salesforce Adm & Applications Manager

United Way of Palm Beach CountyWest Palm Beach, FL

About The Position

The Salesforce Administrator & Applications Manager administers, optimizes, and supports Salesforce and related applications to advance fundraising, donor engagement, program delivery, grants management, and operational efficiency. This role partners with cross-functional teams to deliver effective CRM solutions, maintain data integrity, and support system adoption in alignment with UWPBC's mission and goals.

Requirements

  • Bachelor's degree in Information Systems, Business Administration or related field experience.
  • 1-3 years Salesforce administration experience, nonprofit experience a plus, CRM manager, or similar role.
  • Experience with Salesforce Nonprofit Cloud or NPSP and nonprofit data models.
  • Proficiency with Salesforce configuration tools, including Flow Builder, validation rules, Lightning App Builder, and permission management.
  • Experience managing integrations and working with third-party vendors.
  • Strong understanding of data governance and reporting best practices.
  • Ability to communicate effectively with technical and non-technical users.
  • Excellent problem-solving, analytical, and organizational skills .
  • Demonstrated ability to lead cross-functional projects and drive user adoption.
  • Excellent communication and people skills, with the ability to influence, resolve conflict, and lead decision-making.
  • Ability to prioritize work and handle multiple tasks simultaneously in a fast paced and dynamic environment.

Responsibilities

  • Salesforce Administration & Configuration Serve as primary administrator for UWPBC's Salesforce Nonprofit Cloud environment and related United Way–specific tools (e.g., BTH, GoodWorld).
  • Create, configure, and maintain objects, fields, page layouts, flows, validation rules, automations, and security.
  • Manage user accounts, roles, profiles, permissions, and sharing.
  • Manage sandboxes, deployments, upgrades, routine maintenance, and release readiness.
  • Ensure system security, compliance, and adherence to IT policies.
  • Applications Management Manage and support integrations between Salesforce and third-party systems (fundraising, marketing, finance, events, volunteer platforms).
  • Partner with departments to translate business needs into system solutions.
  • Coordinate with vendors and consultants for implementations, enhancements, and issue resolution.
  • Support evaluation and adoption of new applications that align with organizational needs.
  • Develop and maintain standard operating procedures (SOPs) for all applications.
  • Data & Reporting Maintain data quality through governance, validation, deduplication, and monitoring.
  • Develop and maintain reports and dashboards to support leadership and operational decision-making.
  • Support segmentation, analysis, and reporting for fundraising, marketing, and impact measurement.
  • Training & Change Management Provide user support, training, and documentation for Salesforce and integrated applications.
  • Promote system adoption through clear communication, resources, and ongoing support.
  • Support organizational change related to system enhancements and process improvements
  • Manage technical integrations, support data reconciliation, and provide backup support for other UWPBC enterprise applications.
  • Participate in occasional after-hours maintenance windows or system upgrades.
  • Perform other duties as assigned to support UWPBC's technology and data strategy.
  • Assist, as assigned by management, with the organization's disaster response efforts.
  • Perform other duties as opportunities are presented and/or assigned.
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