Specialist, Systems and Data Integrity

MAJOR FUNCTION

The Systems and Data Integrity Specialist serves as the Foundation's internal Salesforce lead, ensuring the platform supports evolving organizational needs and operates effectively for both internal Staff and external users (Scholars and Alumni). Reporting to the Director, Data Integrity and Scholarship Selection, this role combines technical system ownership with hands-on user support - optimizing our Salesforce Education Cloud environment, automating workflows, strengthening data quality, and building a unified view of Scholar/Alumni outcomes from application through Alumni engagement.

This is a hybrid technical and operational role for someone who can move fluidly between architecture decisions, user enablement, and day-to-day data integrity work.

PRINCIPAL RESPONSIBILITIES

System Ownership & Architecture

Serve as the internal lead for Salesforce optimization and development - partnering closely with the Senior Manager, Data Integrity and IT team on all process improvements and expansion efforts.

Identify and execute system enhancements, automations, and new features that resolve technical debt and support evolving Foundation strategies.

In collaboration with the IT team, assist in developing integration strategies with other Foundation systems and support future migration efforts.

Ensure Salesforce is structured so that key information is easy to find, understand, and use across teams.

Manage user accounts, security settings, and access permissions.

Develop, build, and maintain standards and documentation to assure sustainability in the Salesforce related constructs for sustainability and change management.

Data Integrity & Reporting

Maintain data integrity across all records housed within Salesforce, including periodic quality assurance activities.

Generate and maintain Salesforce reports and dashboards; prepare data and reports for management, Staff, and the Board of Directors on a regular basis and as needed.

Maintain standard operating procedures for Salesforce usage to ensure strong quality control of data entered in the system.

User Support & Enablement

Partner with Staff to identify, clarify, and implement new workflows or functionality to improve the effectiveness and usability of Salesforce.

Lead internal Salesforce training sessions - both one-on-one and group - for new and existing Staff, and create accompanying documentation.

Coordinate system testing and provide responsible troubleshooting for Foundation Staff; escalate complex issues to the Foundation's IT team and external Salesforce implementation partner if/when needed.

Cross-Functional Collaboration

Maintain accurate records and documentation in Salesforce.

Participate actively in Foundation meetings and collaborate across teams to advance shared projects and goals.

Special projects and other duties as assigned.

JOB QUALIFICATIONS & REQUIREMENTS

Required

• Minimum of a bachelor's degree.
• Minimum of five years' experience in a process-oriented role, project management, grants administration, or database/systems management with substantial independent responsibility.
• Minimum of five years' experience managing or administering Salesforce (including configuration, user management, reports and dashboards, and declarative automations [flows, validation rules, custom objects]), ideally in a nonprofit or foundation setting and ideally with Education Cloud and/or Nonprofit Cloud.
• Experience supporting users to: design, document, and refine workflows and processes.
• Excellent communication skills (written and oral), with the ability to translate technical information to non-technical audiences.
• Strong customer service orientation, with the ability to build rapport, surface user needs, and provide clear, responsive support.
• Experience creating user guides, trainings, or tools that help teams adopt new processes and technologies.
• Strong analytical abilities, competency in spreadsheet and database management, and excellent working knowledge of Microsoft Office applications.
• Ability to work independently and to manage multiple projects with close, overlapping and/or conflicting deadlines.
• Analytical Curiosity - the ability to examine complex data…