Salesforce Data Associate

Canine Companions For Independence; Santa Rosa (CA); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Employer 403(b) match

Volunteer hours for community service

Wellness programs (EAP)

Diversity and Inclusion committee

Job summary

Canine Companions For Independence in Santa Rosa, CA seeks a Temporary Salesforce Data Associate to execute an organization-wide data hygiene project, updating records in Accounts, Opportunities, Payments, and Bequest data within Salesforce. You will work closely with the Data Services, Finance, and IT teams, following the Philanthropy Playbook, ensuring data integrity and accurate reporting.

A minimum of 2 years' experience with Salesforce data management and proficiency in Excel are required;

Qualifications

• At least 2 years of direct experience with gift entry, batching, coding, reporting, and data management in Salesforce.
• Experience coordinating with other departments to ensure proper coding and reconciliation of data.
• Strong attention to detail and ability to meet deadlines independently; reliable internet access for remote work.

Responsibilities

• Follow the items in the Philanthropy Playbook to complete updates in each area.
• Update Accounts and Opportunities, including contact, soft credits, pledges, duplicates records, and other items as outlined.
• Update Payments, including GL codes, fund codes, payment dates, regions, source batches, and stages.
• Update Bequest records, including organization types, coding, and other items.
• Make updates and changes directly in Salesforce, following multiple steps with great attention to detail.
• Export Salesforce reports which are then imported into Data Loader for global updates.
• Work closely with Data Services, Finance, and IT teams.

Skills

Salesforce

Data management

Microsoft Excel

Analytical skills

Attention to detail

Remote work

Confidential data handling

Interdepartmental collaboration

Tools

Salesforce

Data Loader

Job description

Job Details

Job Location: Northern CA - Santa Rosa, CA 95407
Position Type: Temporary
At Canine Companions, we’re dedicated to making a difference in the lives of people with disabilities. As an employee, you’ll help provide independence to individuals, while also giving a dog a meaningful job. Our commitment to our mission is reflected in our equally strong dedication to our employees.

Our Employee Benefits

• Retirement Savings: Employer-matched 403(b) retirement plan
• Community Engagement: Additional paid hours to volunteer within your community
• Employee Assistance & Wellness Programs: Support for both professional and personal well-being
• Inclusion and Diversity Committee dedicated to ongoing efforts to foster a diverse and inclusive workplace by setting actionable goals and evaluating progress

Employee Testimonial

“Getting to work closely with the dogs who will be changing someone else’s life is beyond rewarding and knowing I play a part in our mission to help make that happen is an indescribable feeling of happiness.” — Supervisor Canine Wellness

About the Position

This Salesforce Data Associate is a temporary position that will help execute an organization-wide data hygiene project. This includes actioning a series of items from existing, well-defined reports and reviewing and updating records accordingly.

This position will play a critical role in updating and maintaining the integrity of our current data, while positioning the organization for greater success in ongoing data hygiene and maintenance.

Key Responsibilities

• Systematically follow the action items in the “Philanthropy Playbook” to complete the necessary updates in each one
• Update Accounts and Opportunities, including contact, soft credits, pledges, duplicate records, and other items as outlined in a Playbook section
• Update Payments, including GL codes, fund codes, payment dates, regions, source batches, and stages
• Update Bequest records, including organization types, coding, and other items
• Action updates and changes directly in Salesforce, following multiple steps with great attention to detail
• Action updates and changes through exported Salesforce reports which are then imported into Data Loader for global updates
• Work closely with members of the Data Services team, Finance, and IT

Required Qualifications

• At least 2 years of direct experience with gift entry, batching, coding, reporting, and data management in Salesforce
• Experience working with other departments to ensure proper coding and reconciliation of data
• Experience maintaining data quality and data integrity with an understanding of how changes in one system or process may impact others
• Strong analytical and problem-solving skills
• Strong attention to detail and ability to meet deadlines independently
• Proficiency in Microsoft Excel and related data tools
• Sound judgment and discretion when handling confidential donor and organizational information
• Reliable internet access and ability to work remotely

Compensation

• California/New York: $18-$20 per hour
• Texas/Florida: $17.50-19.50 per hour
• Ohio: $17-$19 per hour

Inclusion and Diversity Commitment

We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions.

The base salary range above represents the low and high of the range for this position. Actual salaries will vary and may be above or below the range based on various factors, including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees.

Pursuant to local Fair Chance Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

Accommodation Request

If you need accommodations during the interview process, please let us know. We are committed to ensuring all applicants have equal access to the opportunity to succeed.