Salesforce Data Associate

CANINE COMPANIONS FOR INDEPENDENCE, INC.•Santa Rosa, CA

5d•$17 - $20•Remote

About The Position

This Salesforce Data Associate is a temporary position that will help execute an organization-wide data hygiene project. This includes actioning a series of items from existing, well-defined reports and reviewing and updating records accordingly. This position will play a critical role in updating and maintaining the integrity of our current data, while positioning the organization for greater success in ongoing data hygiene and maintenance.

Requirements

At least 2 years of direct experience with gift entry, batching, coding, reporting, and data management in Salesforce
Experience working with other departments to ensure proper coding and reconciliation of dat
Experience maintaining data quality and data integrity with an understanding of how changes in one system or process may impact others
Strong analytical and problem-solving skills
Strong attention to detail and ability to meet deadlines independently
Proficiency in Microsoft Excel and related data tools
Sound judgment and discretion when handling confidential donor and organizational information
Reliable internet access and ability to work remotely

Responsibilities

Systematically follow the action items in the “Philanthropy Playbook” to complete the necessary updates in each one
Update Accounts and Opportunities, including contact, soft credits, pledges, duplicate records, and other items as outlined in a Playbook section
Update Payments, including GL codes, fund codes, payment dates, regions, source batches, and stages
Update Bequest records, including organization types, coding, and other items
Action updates and changes directly in Salesforce, following multiple steps with great attention to detail
Action updates and changes through exported Salesforce reports which are then imported into Data Loader for global updates
Work closely with members of the Data Services team, Finance, and IT