Salesforce & Applications Administrator

PRIMARY RESPONSIBILITY:
The Salesforce & Applications Administrator serves as the primary administrator and application owner for the Foundation’s Salesforce platform and supports the administration of other enterprise applications. The position is responsible for secure and reliable system configuration, data integrity, user access, release management, integration monitoring, documentation, and continuous improvement.

Working with Advancement, Finance, Gift Processing, Fund Stewardship, Alumni Relations, and other operating teams, the Administrator translates business requirements into sustainable technology solutions. The position manages enhancements and support requests, coordinates vendors and technical partners, and helps ensure the Foundation’s applications effectively support fundraising, financial stewardship, reporting, and organizational decision-making.

SPECIFIC DUTIES
The following duties reflect management’s assignment of essential functions; they do not prescribe or restrict the tasks that may be assigned.

Salesforce Administration and Product Ownership

• Serve as the primary administrator and application owner for Salesforce, including users, roles, profiles, permission sets, sharing rules, licenses, and security controls.
• Configure and maintain objects, fields, record types, page layouts, validation rules, reports, dashboards, and Salesforce Flow automations.
• Administer production and sandbox environments and coordinate testing and deployment of configuration changes and vendor-developed solutions.
• Monitor platform performance, storage, licenses, data quality, release impacts, and system health; investigate and resolve issues or escalate them to the appropriate vendor.
• Evaluate Salesforce seasonal releases and installed-package updates, perform regression testing, and communicate relevant changes to users.
• Develop reports, dashboards, and data tools that support fundraising, constituent engagement, financial stewardship, operations, and management decision-making.

• Support the administration, configuration, and ongoing optimization of other assigned enterprise applications, including Net Suite and related financial, operational, and reporting systems.
• Monitor integrations, scheduled jobs, and data exchanges between Salesforce and other applications; investigate failures and coordinate timely resolution.
• Maintain integration inventories, field mappings, interface documentation, reconciliation procedures, and escalation contacts.
• Coordinate application upgrades, patches, implementations, data migrations, testing, and production deployments with internal stakeholders and external vendors.
• Track application licenses, vendor support needs, renewal requirements, system dependencies, and product roadmaps for assigned platforms.

• Administer role-based access using least-privilege and segregation-of-duties principles, including timely onboarding, job-change, and termination access updates.
• Conduct and document periodic user-access reviews in partnership with internal and external stakeholders.
• Support single sign-on, multifactor authentication, audit logging, security monitoring, data-retention requirements, and compliance with Foundation information-security and privacy policies.
• Maintain application backup, recovery, continuity, and outage procedures; participate in recovery testing and incident response for assigned systems.
• Provide documentation and evidence for internal controls, audits, risk assessments, and vendor-security reviews.

• Assist and act as backup to the Data Quality Analyst to partner with business data owners to establish and enforce data definitions, entry standards,…