Salesforce Data Steward (Temp) – Remote Data Hygiene

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

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;