Description

Required

o Salesforce Platform Proficiency

• Minimum 2 years' experience with Salesforce Lightning and/or Classic interface with intermediate or advanced functonality of Salesforce

• Understanding of Objects, Fields, Record Types, Page Layouts

• Familiarity with custom objects and relationships (lookup/master-detail)

o Data Entry and Management

• Accurate and efficient data input and data cleansing

• Knowledge of data import/export tools (e.g., Data Loader, Data Import Wizard)

• Understanding of data validation rules and duplicate management

o Report and Dashboard Building

• Ability to create custom reports using Report Builder

• Experience with dashboards, filters, and summary formulas

• Understanding of report types (standard vs. custom)

o Excel and Data Tools

• Intermediate to advanced Excel skills (VLOOKUP, pivot tables, data formatting)

• Familiarity with Google Sheets or other spreadsheet tools

o Analytical and Process-Oriented Skills

• Attention to Detail

• High accuracy in data entry and report generation

• Ability to spot inconsistencies or errors in data

• Problem Solving

• Ability to troubleshoot data issues or reporting discrepancies

• Understanding of how data flows through Salesforce

• Process Documentation

• Ability to document data entry procedures and reporting standards

Preferred

o Experience working with government, arts organizations, cultural institutions

o Familiarity with Salesforce Nonprofit Success Pack (NPSP) or Experience Cloud

o Basic understanding of APIs / integrations

Key Skills

Education

Bachelor's degree