Salesforce & Fundraising Operations Associate

Room to Read; United States; Remote; USD 63,000 - 77,000; Full time

Benefits offered by this job

Employer-paid premiums for medical, 2

Dependent coverage for medical/dental/

Job summary

Room to Read is seeking a Salesforce & Fundraising Operations Associate to optimize fundraising systems, reporting, and data operations. You will administer Salesforce NPSP, build dashboards, ensure data quality, provide user support, and drive process improvements across multiple teams and countries.

The role emphasizes stakeholder collaboration, training, and delivering actionable insights to support donor engagement and charitable performance. Remote-ready with state restrictions.

Qualifications

• Minimum 3 years of hands-on Salesforce administration experience.
• Experience in reporting, dashboards, workflows, and data management.
• Ability to translate business needs into CRM solutions.
• Excellent communication and stakeholder management.
• Experience with data governance across interconnected systems.
• Advanced Excel skills (pivot tables, lookups).
• Salesforce NPSP experience preferred.

Responsibilities

• Salesforce Administration, Reporting & Data Management (60%).
• Maintain fundraising data integrity across Salesforce NPSP and related systems.
• Develop dashboards, reports, and analytics to support fundraising strategy.
• Create complex Salesforce reports (matrix, joined, cross-object).
• Monitor data quality, donations processing, and soft credits.
• Prepare data, reports, and analyses for leadership.
• Design processes to improve access to donor information.
• Identify opportunities to streamline workflows across fundraising systems.
• Stakeholder Support, Training & System Adoption (25%).
• Provide support to Development, Communications, Finance, IT.
• Gather requirements and translate needs into CRM solutions.
• Manage user access and day-to-day Salesforce administration.
• Develop and deliver user training and documentation.
• Project Management & Process Improvement (15%).
• Lead CRM enhancements and process optimization from planning to implementation.
• Coordinate projects, timelines, and stakeholder communications.

Skills

Salesforce admin

Reporting dashboards

Data management

Requirements gathering

Stakeholder management

Excel skills

Communication skills

Training & support

Tools

Salesforce NPSP

SQL

Job description

_ World Change Starts with Educated Children® _

IMPORTANT: All applicants must be legally eligible to work in the country where the position is located. Room to Read is not able to provide sponsorship.

Salesforce & Fundraising Operations Associate

Remote but open to applicants in these states only:CA, CO, CT, DC, FL, GA, IL, MD, MA, NH, NJ, NC, OR, PA, TN, VA

Position Overview

The Salesforce & Fundraising Operations Associate is responsible for supporting and optimizing Room to Read’s fundraising systems, reporting infrastructure, and data operations. Serving as the primary administrator for Salesforce NPSP and related fundraising platforms, this role ensures that Development & Communications teams have reliable data, effective systems, and actionable insights to support donor engagement and fundraising performance.

Working closely with Development & Communications, Finance, and IT teams, the Associate develops reports and dashboards, manages data quality, provides user support and training, and drives process improvements. This role requires strong technical skills, sound judgment, and the ability to balance competing priorities while serving stakeholders across multiple teams, countries, and systems.

The successful candidate is a proactive problem solver who takes time to understand business needs, communicates clearly with both technical and non-technical audiences, and recommends solutions that support organizational goals while maintaining data integrity and operational efficiency.

Responsibilities

Salesforce Administration, Reporting & Data Management (60%)

• Maintain the integrity, accuracy, and usability of fundraising data across Salesforce NPSP and related systems.
• Create, maintain, and enhance Salesforce dashboards, reports, and analytics to support fundraising strategy and decision-making.
• Develop complex Salesforce reports, including matrix reports, joined reports, cross-object reporting, formula fields, bucket fields, and custom views.
• Monitor and improve data quality, including donation processing, imports, constituent records, revenue tracking, and soft credits.
• Conduct data analysis and provide insights on fundraising performance, donor trends, and key metrics.
• Prepare data, reports, and analyses for leadership presentations, planning discussions, and strategic decision-making.
• Design and implement processes that improve fundraising teams’ access to accurate constituent and donor information.
• Identify opportunities to streamline workflows and improve operational efficiency across fundraising systems.

Stakeholder Support, Training & System Adoption (25%)

• Serve as a trusted partner to Development & Communications, Finance, and IT stakeholders, providing responsive support and guidance.
• Gather requirements, clarify objectives, and translate business needs into effective system, reporting, and process solutions.
• Manage user access, permissions, and day-to-day Salesforce administration and troubleshooting.
• Develop and deliver user training, onboarding resources, and documentation that promote effective system use and adoption.

Project Management & Process Improvement (15%)

• Lead CRM enhancements, system improvements, and process optimization initiatives from planning through implementation.
• Coordinate project activities, testing, timelines, and stakeholder communications while managing multiple priorities across teams.
• Evaluate proposed changes and implement improvements that strengthen efficiency, data quality, reporting effectiveness, and user experience across global operations.

Qualifications

Required

• Minimum 3 years of hands-on Salesforce administration experience, including reporting, dashboards, workflows, and data management.
• Strong experience gathering requirements, understanding stakeholder needs, and translating business objectives into effective CRM, reporting, and process solutions.
• Demonstrated ability to manage multiple priorities and competing stakeholder requests while exercising sound judgment, setting expectations, and communicating effectively.
• Experience maintaining data quality, data integrity, and governance across interconnected systems, with an understanding of how changes in one system or process may impact others.
• Excellent communication, listening, and relationship-building skills, with the ability to work effectively with both technical and non-technical stakeholders.
• Strong analytical, problem-solving, and critical-thinking skills, with the ability to identify practical, scalable solutions.
• Strong organizational and project management skills, including the ability to manage projects, deadlines, and changing priorities.
• Experience supporting end users through training, troubleshooting, and adoption of business systems and processes.
• Advanced Excel skills, including pivot tables, formulas, lookups, and data analysis.
• Experience with Salesforce Nonprofit Success Pack (NPSP) strongly preferred.

Preferred

• Salesforce Administrator certification.
• Experience supporting fundraising, donor management, advancement, membership, or nonprofit operations.
• Experience working with integrated CRM, finance, reporting, or data platforms.
• Experience working in a global organization across multiple countries, currencies, and reporting environments.
• Familiarity with SQL, data querying, Salesforce integrations, or Apex.

Success in the Role

Within the first 6 months, the successful candidate will:

• Strengthen data integrity and establish clear data governance standards across fundraising systems.
• Improve the quality, usability, and adoption of fundraising dashboards and reports.
• Build trusted partnerships with Development, Communications, Finance, and IT stakeholders.
• Deliver effective user training and support that increases confidence and system adoption.
• Identify and implement process improvements that enhance operational efficiency and reporting accuracy.

We Offer:

The salary range for this role is $63,000 to $77,000. Compensation may vary depending on several factors including, but not limited to, experience, skill set, and relevant education or certifications.

Benefits include:

• 100% employer-paid premiums for your medical, dental, and vision coverage
• 50% medical and 100% dental and vision premium coverage for eligible dependents
• 22 days of PTO(+1 additional day accrued each year up to 27 days)
• 12.5 paid holidays
• Enrollment in a 401(k) plan with up to a 6% match
• $600/yr allowance for home office
• Certified Great Place to Work

Room to Read is proud to be an equal opportunity employer committed to identifying and developing the skills and leadership of people from diverse backgrounds.

Room to Read is a child-safe organization; all personnel are expected to adhere to Room to Read’s Child Protection Policy and Child Protection Code of Conduct.

Child Protection Principles

• Room to Read is committed to the education and welfare of children and protecting them from abuse and exploitation.
• Room to Read has zero tolerance for child abuse and exploitation.
• All children have the right to be free from abuse and exploitation, including neglect, maltreatment, and physical, mental or sexual violence, injury or abuse.
• All children should be treated with respect and dignity.
• The well-being of the child is Room to Read’s first priority when dealing with all identified or suspected cases of child abuse.
• Room to Read shall integrate child protection into all its organizational strategies, structures and work practices.

Protection from Sexual Exploitation and Abuse (PSEA) Principles

• Room to Read Representatives must create and maintain an environment that prevents sexual exploitation and sexual abuse.
• Room to Read has zero tolerance for adult sexual exploitation and abuse.
• Sexual exploitation and abuse are serious violations of fundamental human rights and will not be accepted or tolerated.
• All adults should be treated with respect and dignity.
• Room to Read implements a survivor-centered approach, putting the survivor’s rights and dignity at the forefront.
• Survivors referred to available professional assistance (e.g. mental health counselling), upon consent.

Room to Read is an equal opportunity employer committed to identifying and developing the skills and leadership of people from diverse backgrounds.

Read is a child-safe organization; all personnel must adhere to Room to Read’s Child Protection Policy, Child Protection Code of Conduct and Prevention of Sexual Exploitation and Abuse (PSEA) Policy.

_ About Room to Read: _

Founded in 2000 on the belief that World Change Starts with Educated Children®, Room to Read envisions a world free from illiteracy and gender inequality, where all children have room to read, learn and grow – creating lasting change.

We support young people of all genders to overcome gender biases and build the knowledge and skills to create a gender-equal world. Room to Read collaborates with local communities, partner organizations, publishers, and governments to test and implement innovative models that can be integrated into the education system to deliver positive outcomes for children at scale. To date, Room to Read has benefited more than 50 million children in 28 countries.

Learn more at www.roomtoread.org.