Salesforce Administrator

Rocky Mountain Institute

1d•Remote

About The Position

Own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams. This role provides technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations, ensuring platforms effectively support fundraising, programs, communications, finance, and operations. The position serves as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture.

Requirements

Bachelor’s degree or equivalent experience
5+ years of Salesforce administration experience
Demonstrated experience owning CRM strategy and driving user adoption
Strong expertise in Salesforce configuration, customization, and reporting
Experience designing and supporting enterprise system integrations
Workday implementation and integration experience (Studio, EIB, Core Connectors)
Experience with building API calls to Salesforce and Marketing Cloud
Proficiency with scripting/coding languages including Apex, and R
Experience with Azure Blob or similar cloud storage technology, Cyberduck or similar SFTP tool, SOQL, MySQL or similar database technologies.
Proven project leadership and cross-functional collaboration skills
Strong analytical, documentation, and communication abilities
Experience working with and managing vendors and contractors.

Nice To Haves

Salesforce Administrator and Advanced Administrator certifications
Sales Cloud Consultant or Platform App Builder certification
Workday certifications
Experience in nonprofit or global organizations

Responsibilities

Own the Salesforce ecosystem, including strategic roadmap planning aligned with organizational goals, serving the Development and Strategic Engagement team as a primary client.
Support portfolio level goals in line with internal client team norms and operational plans for relationship and pipeline management.
Serve as senior technical lead for Salesforce and associated platforms (Marketing Cloud, FormAssembly, Tableau, Revenue Grid, Dun & Bradstreet, GoFundMe Pro, etc.).
Partner with leadership and stakeholders to identify, prioritize, and deliver system enhancements.
Lead end-to-end project management for all Salesforce enhancements, including requirements gathering, prioritization, solution design, stakeholder alignment, testing, deployment, and post-launch adoption.
Lead governance and steering committee processes to guide platform evolution.
Drive Salesforce adoption, data quality improvements, data enhancement, and business process optimization.
Develop documentation, business processes, best practices, and user training programs.
Oversee platform maintenance, releases, storage management, and license optimization.
Ensure system reliability, data integrity, and security.
Provide advanced user support and troubleshoot complex technical issues.
Manage vendor relationships and contracts related to Salesforce and connected tools.
Oversee vendors doing project work in the ecosystem.
Design and maintain internal CRM dashboards and reports to support fundraising, communications, programs, and operations.
Data hygiene of CRM: de-dupes of leads/contacts, data enhancement of key account/contact fields.
Building out API and SFTP integrations with Salesforce products.
Architect custom fields for seamless analytics and reporting end uses.
Manage data feeds and integrations for business intelligence and data analysis projects, including Salesforce and Marketing Cloud APIs.
Own Salesforce integration strategy.
Oversee development of integrations using Workday Studio, EIB, Salesforce APIs, Marketing Cloud Automation Studio, Azure resources, and custom code.
Serve as primary liaison to integration vendors.
Manage integration development resources (internal or external).
Troubleshoot integration issues, perform root cause analysis, and document resolutions.
Act as the technical bridge between IT, Programs, Development, Communications, Finance, and People teams relating to processes touching our Salesforce and Marketing cloud systems.
Work in close partnership with the Director of Development Operations on enhancements and troubleshooting in support of the Development and Strategic Engagement team.
Lead process-improvement workshops and drive measurable operational efficiencies.
Guide and mentor power users to expand effective platform utilization.
Manage new system implementations and enhancements across the organization.
Collaborate with other members of the business systems team where necessary.

Benefits

Medical, dental, vision insurance
403b retirement match with immediate vesting
Group life, AD&D, and short- and long-term disability
Optional voluntary life, AD&D and accident plans
Health savings or flexible spending accounts
Fertility and hormonal health support
Mental health and wellness support
Comprehensive leaves of absence (including generous parental leave)
Generous paid time off and sick leave
Paid sabbatical leave
Regional holidays with at least one extended break in each geography
Work from home and home technology allowances
Learning & development opportunities (LinkedIn Learning and an annual individual professional development budget)
Potential for bonuses and merit increases
Discount marketplace (gym memberships, pet insurance, etc.)
Hybrid / remote work options
Team retreats and geographic meetups
Rewards and recognition programs