What are the responsibilities and job description for the Salesforce Administrator position at Patterson Family Foundation?
Job Description Summary
We are seeking a Salesforce Administrator who is ready to roll up their sleeves and support a platform that directly powers grantmaking and community impact.
This is an execution-focused role. You will work from a clear roadmap and architecture to deliver reliable, high-quality solutions across Salesforce, Experience Cloud, and connected systems. Your work will support both internal staff and external users (e.g., grantees), with a strong emphasis on usability, data integrity, and day-to-day operations.
You will report to the Director of Business Intelligence and collaborate with experienced Salesforce consultants who provide platform strategy, technical guidance, and a strong support structure for the right candidate.
This role is a good fit for someone who enjoys building and improving systems, takes ownership of their work, and wants to grow over time into deeper platform and operational responsibility.
Essential Functions
- Platform Support: Administer and enhance Salesforce, including user setup, permissions, Experience Cloud, Flows/automation, workflows, reports, dashboards, integrations (e.g., FormAssembly, DocuSign, Tableau), and overall system health.
- End User Support: Provide day-to-day technical support for staff and external users (e.g., grantees via portal), including hardware, software, system access, and coordination with vendors for more complex issues.
- Operational Excellence: Drive process improvements across teams, implement best practices, and ensure efficient, reliable day-to-day operations.
- Data Management: Maintain data integrity, manage records, and produce reports and dashboards to support organizational decision making.
- Grantmaking Support: Support the full grant lifecycle, including application intake, review processes, funding workflows, and reporting (e.g., Outbound Funds Module).
- Special Projects: Contribute to cross functional initiatives that leverage systems, data, and operational expertise to advance organizational priorities.
Competencies
- Strong Salesforce configuration skills (Flows, objects, fields, validation rules, permission sets; Experience Cloud a plus).
- Works effectively within defined requirements, asking thoughtful clarifying questions before building.
- Self-manages workload, tracks open items, and communicates proactively on blockers or ambiguity.
- Strong troubleshooting instincts, approaches problems methodically and escalates appropriately.
- High attention to detail, especially around data quality, testing, and release readiness.
- Clear communicator who can explain solutions and decisions to both technical and non-technical users.
Required Qualifications
- Four (4) years of Salesforce experience, with at least two (2) years in a Salesforce Administrator role.
- Demonstrated experience implementing configurations based on defined requirements or architectural guidance.
- Experience with Agile or iterative delivery practices.
- Bachelor's degree or equivalent work experience.
- Salesforce Administrator certification.
Preferred Qualifications (Not disqualifying)
- Experience with Nonprofit Success Pack (NPSP), Nonprofit Cloud, or grantmaking workflows.
- Familiarity with FormAssembly, DocuSign, Experience Cloud, Tableau, or similar tools.
- Experience with data tools (Excel, Data Loader, basic SOQL).
What Sets You Apart
- You proactively identify opportunities to improve processes, not just execute what’s assigned.
- You think in systems, connecting data, workflows, and user experience across tools.
- You take ownership of outcomes, not just tasks, and follow through to resolution.
- You balance speed with quality, knowing when to move fast and when to slow down and get it right.
- You are motivated to deepen and expand your Salesforce and systems expertise over time.