Salesforce Consultant at Crowe bridging business needs and technical solutions for clients. Engaging with customers, designing, and implementing solutions while providing consultative advice on best practices.
About the role
- Advancement Operations & Salesforce Specialist optimizing Salesforce donor database for JVS Philanthropy team. Driving revenue growth while ensuring donor retention and effective outreach support.
Responsibilities
- The Advancement Operations & Salesforce Specialist is the technical and operational engine of the JVS Philanthropy team.
- This role is responsible for the integrity and optimization of the Salesforce donor database to drive revenue growth, track moves-management, and ensure donor retention.
- This position serves as the primary bridge between fundraising activity and data integrity, ensuring the Individual Giving team has the tools and reminders needed for effective donor outreach.
- While providing operational support for Board activities and the Chief Advancement Officer (CAO), the Specialist’s primary mandate is to compile, clean, and transform raw Salesforce information into presentable reporting tools necessary to meet ambitious annual goals.
Requirements
- Minimum of 1 year of hands-on experience in Salesforce or similar CRM work and preferably in Salesforce Nonprofit Success Pack (NPSP).
- Proven ability to manage high-volume data entry with a "zero-error" mindset.
- Ability to draft professional, donor correspondence and acknowledgment letters.
- Proficiency with Microsoft Excel (specifically for organizing and cleaning data lists).
- A self-starter who can manage the "rhythm" of a weekly gift-processing cycle without reminders.
- Ownership of the donor data process from the moment a check is received to the moment the thank-you letter is generated.
- Ability to work seamlessly across the Advancement, Executive, IT, and Finance teams.
- BA/BS degree or 3+ years of relevant professional experience in nonprofit operations or administration.
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