Member Services & Salesforce Coordinator

Philanthropy New York; New York (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement contributions

Generous leave policy

Job summary

Philanthropy New York is a nonprofit membership association serving over 280 foundations and corporate giving programs in the New York area. The Member Services Coordinator ensures members are engaged and can access benefits while maintaining Salesforce and Drupal-based systems.

The role emphasizes data integrity, member support, and collaboration with leadership to support organizational goals and racial equity in services. Suitable for candidates with CRM experience and a service mindset.

Qualifications

• Two to four years’ experience with managing and working with constituent relationship management (CRM) software or association management software. Salesforce preferred.
• Demonstrated ability to troubleshoot and problem solve.
• Exceptionally strong computer skills and quick learner.
• Demonstrated ability to exercise discretion with confidential or sensitive information.
• Basic knowledge of grantmaking and grants management processes a plus.
• Demonstrated ability to analyze information and communicate information in a clear and organized manner.
• Basic administrative knowledge of Drupal and API mapping, a plus.

Responsibilities

• Maintain Salesforce database integrity, accuracy, and functionality.
• Test configuration, custom development and integration between Salesforce and PNY’s Drupal-based website.
• Design and generate reports and dashboards to guide organizational planning and evaluation.
• Document system procedures, customizations and enhancements.
• Serve as the first line of support to staff with Salesforce-related queries.
• Provide Salesforce training to staff and assist the Director with onboarding new staff.
• Work with Director to implement database processes supporting goals.
• Represent PNY in a national network of 30 organizations using Salesforce.

Skills

CRM experience

Customer service

Data analysis

Training

Tools

Salesforce

Drupal

API mapping

Job description

Philanthropy New York is a nonprofit membership association serving over 280 foundations and corporate giving programs in the New York area. The Member Services Coordinator ensures members are engaged and can access benefits while maintaining Salesforce and Drupal-based systems.

The role emphasizes data integrity, member support, and collaboration with leadership to support organizational goals and racial equity in services. Suitable for candidates with CRM experience and a service mindset.