Systems & Data Officer

The Hebrew Free Loan Society (HFLS) advances economic stability and opportunity for lower- income New Yorkers within and beyond the Jewish community by making safe, affordable interest-free loans.

HFLS is the largest nonprofit interest-free lender in the United States. We have been making loans based on financial need to borrowers of all backgrounds since 1892. Our repayment rate is 99%, the result of a unique lending model that relies on personal guarantors to prevent default. As our loans are repaid, the capital is lent out again and again, helping more people and multiplying impact over time.

This year HFLS will lend approximately $40 million to nearly 2,000 households, and we strive to help more people every year.

To scale lending, fundraising, and impact, HFLS depends on reliable systems, accurate data, efficient workflows, and regular reporting. The Systems & Data team supports the technology and information infrastructure that enables staff to serve applicants and borrowers, strengthen donor and funder relationships, make informed decisions, and understand HFLS’s impact.

The Systems & Data Officer will join a two-person Systems & Data team in providing hands‑on support for the systems, data, reporting, and workflows that drive HFLS’s work, serving as a front‑line resource for technical issues, staff report requests, and system enhancements.

• Support day‑to‑day Salesforce administration, including user access, permissions, fields, accounts, mapping, page layouts, reports, and dashboards.
• Respond to Systems & Data Help Desk and other troubleshooting requests from staff across the organization.
• Test Salesforce updates, packages, automations, and integrations before launch, documenting issues and confirming resolution.
• Build, test, and maintain client‑facing forms in Form Titan and mapping to Salesforce.

Data Quality & Reporting

• Maintain data integrity and accuracy through duplicate management/ merges and data imports, exports, and mass updates.
• Create, edit, export, troubleshoot, and organize Salesforce reports and dashboards.
• Review and analyze data to identify trends, inconsistencies, and opportunities relevant to HFLS programs, priorities, and departments; prepare summaries of findings.
• Assist with data migration, archiving, and cleanup tied to platform transitions and evolving needs.

Additional Responsibilities

• Support staff use of Google Workspace, Box, Zoom, Slack, Asana, Claude, and associated integrations.
• Develop and provide staff with systems instructional materials and training as needed.
• Stay current on assigned platforms updates and upgrades; continuously improve technical, analytical, and systems administration skills relevant to this work.

The ideal candidate is a detail‑oriented, service‑minded, and analytical quick learner who enjoys problem‑solving and converting operational and programmatic questions into clear, actionable data and reports. They are self‑directed and a team player, able to function well independently and in a dynamic, collaborative environment.

Must Haves:

• Commitment to the HFLS mission
• Two to four years of professional experience working with Salesforce or a comparable CRM, database, or case‑management system
• Experience with data management, analysis, and reporting, with strong attention to accuracy and detail
• Proficiency with Excel or Google Sheets, including comfort with large datasets
• The communication skills and patience required to guide and support non‑technical system users
• Strong organization and time management skills; able to manage recurring, time‑bound, and urgent tasks, requests, and projects

Helpful, but not required:

• Salesforce certifications and/or experience working with Salesforce NPSP
• Experience providing…