Salesforce Administrator at Panorama Global Seattle, WA

Salesforce Administrator job at Panorama Global. Seattle, WA.

If you think you have what it takes but do not necessarily meet every single point listed below, please apply - you could be exactly who we are looking for!

Panorama is a platform for social change driven by audacious thinking, radical collaboration, and bold action. We help our partners navigate multiple pathways from vision to impact based on their needs. Our mission is to maximize social impact by partnering with visionary leaders to co-develop solutions to change systems. Panorama’s value proposition is helping partners to operate in smarter, more impactful, and more efficient ways.

Panorama Group’s values are built on four core principles:

• Vision:
  See the big picture and examine all angles
• Integrity:
  Maintain trust and strive for excellence
• Partnership:
  Collaborate and foster meaningful relationships
• Impact:
  Act boldly and create a ripple effect

The Panorama Group is a community of organizations that includes:

• Panorama Global , a social impact nonprofit that empowers changemakers through radical collaboration,
• Panorama Strategy , a social purpose consultancy that accelerates progress for partners through audacious thinking, and
• Panorama Action, which mobilizes voices and resources through bold action.

Position Summary

Our dynamic team at Panorama seeks a Salesforce Administrator to contribute to the smooth functioning and efficiency of our organization in a time of change and growth. We are looking for a detail-oriented, tech-savvy problem solver who values being part of a team.

The Salesforce Administrator will be part of the Business Strategy and Operations team and work collaboratively to identify, implement, and manage systems and processes in our CRM platform. Working with stakeholders across the organization, this new position will play a vital role in helping the organization function smoothly and efficiently in achieving Panorama’s mission.

This position reports to the Senior Business Systems & Operations Manager. The role is hybrid for Seattle-based candidates and fully remote within the U.S. for those outside Seattle.

Essential Duties & Responsibilities

• Serve as a primary system administrator for our Salesforce environment with 60 internal users and 50+ Experience Cloud users.
• Work alongside the Business Strategy and Operations team; leading the scoping and execution of Salesforce configuration.
• Handle all basic administrative functions including user account maintenance, reports and dashboards, flows, 3rd party applications and integrations, permissions, and other routine tasks.
• Generate standard reports and work through team collaboration to make reporting functions more accessible to users.
• Assist in training new users, and grow the Salesforce skillset across the organization, including creating and maintaining training materials.
• Serve as a thought partner on Salesforce for complex projects and build outs based on internal team and partner requirements
• Work independently with team members across the organization to proactively define and document development requirements to better meet the team’s needs.
• Maintain updated documentation of processes and procedures for our Salesforce applications and uses.
• Refresh sandbox environments as well as test and deploy updates from sandbox environment to production.
• Establish Salesforce best practices to ensure efficient processes, data integrity, and system optimization, while staying current with Salesforce updates to leverage new features and enhance organizational impact.
• Bring fresh ideas and insights to improve our Salesforce environment, ensuring it aligns with industry standards and supports our organizational objectives/goals.

• Maintain intentional naming conventions with reporting and field names.
• Support with data request assistance, including but not limited to running complex/multiple reports to answer critical questions.
• Monitor data quality and maintain data integrity and accuracy, including regular internal audits, record cleansing, duplicate record management, and monthly backups.
• Test the system changes of other Salesforce…