Salesforce Technical Lead (Ascend CRM)
About The Position
The Salesforce Technical Lead plays a critical technical role in the implementation, strategy, execution, and management of ascend at the organization. This individual enhances existing operations and processes across the organization, offering technical expertise to support ascend CRM from implementation through user adoption and ongoing system maintenance. This person will be a champion for optimal CRM deployment and usage and will help develop a mindset of shared ownership and responsibility for constituent management throughout the organization. This role will report to the Executive Director of Revenue Systems & Business Intelligence.
Requirements
- Bachelor’s degree or equivalent relevant experience.
- A minimum of 5 years of experience providing technical administration of revenue processing and/or CRM systems at a nonprofit organization.
- Experience with Salesforce.
- Knowledge of Salesforce administration, customization, and development.
- Salesforce Certified Platform Administrator.
- Salesforce Certified Platform Developer.
- Ability to develop custom objects, workflows, validation rules, Apex classes, and process automations.
- Experience with Dynamic Forms, Visualforce, and Lightning Web Components.
- Strong troubleshooting and problem-solving skills.
- Ability to manage system integrations and maintain data confidentiality, integrity, and security.
- Strong communication and collaboration skills with staff, vendors, and stakeholders.
- Ability to manage multiple projects, updates, and ongoing maintenance activities.
- Ability to document technical specifications and maintain accurate system documentation.
- Knowledge of CRM best practices and application lifecycle management.
- Ability to support and train internal power users.
Nice To Haves
- Salesforce Certified Platform Developer II preferred.
- Salesforce Certified Platform App Builder preferred.
- Experience with ascend is preferred.
- Experience with Gateway Galaxy preferred.
Responsibilities
- Serve as the organization’s designated “Technical Owner” of ascend.
- Provide technical leadership on best practices to use ascend’s functionality effectively based on organizational business needs.
- Maintain knowledge of Salesforce and ascend product updates and releases and assess their impact on the organization.
- Oversee vendor relationships, including service level agreements and support expectations.
- Manage the application lifecycle, including implementation of service packs, updates, testing, deployments, and ongoing system maintenance.
- Manage technical aspects of system optimization, scalability, custom metadata, and custom settings within ascend.
- Develop and maintain custom Salesforce solutions including objects, fields, workflows, validation rules, process automations, Apex classes, and triggers.
- Design and maintain user interfaces using Dynamic Forms, Visualforce, and Lightning Web Components.
- Troubleshoot technical issues and provide ongoing platform support and system administration.
- Collaborate with staff and vendors to support integrations between ascend and other organizational systems while maintaining data confidentiality, integrity, and security.
- Document technical specifications, maintain system documentation, and monitor system health, risks, and opportunities.
- Support internal power users and coordinate planning, testing, deployment, and support of new ascend functions and related tools.
Benefits
- Competitive, comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
