Salesforce & Fundraising Operations Associate

Room to Read; United States; On-site; USD 63,000 - 80,000; Full time

Benefits offered by this job

Employer-paid medical, dental, and eye

Dependent coverage 50%/100%

22 days PTO (+1 day per year)

401(k) with up to 6% match

$600/yr home office allowance

Job summary

Room to Read is seeking a Salesforce & Fundraising Operations Associate to serve as the primary administrator for Salesforce NPSP and related fundraising systems. You will ensure accurate data, robust reporting, and reliable dashboards to support fundraising and donor engagement.

You will collaborate with Development & Communications, Finance, and IT to understand business needs, diagnose solutions, and implement practical Salesforce enhancements.

Qualifications

• 4+ years hands-on Salesforce administration experience with configuration, reporting, dashboards, automation, data management, and troubleshooting.
• Ability to diagnose business needs, ask effective questions, evaluate options, and recommend CRM/reporting/processing solutions.
• Experience building complex Salesforce reports and dashboards across multiple objects and data sources.
• Strong data management skills and understanding of how changes impact processes/data.
• Ability to work independently, manage competing priorities, and communicate well with stakeholders.

Responsibilities

• Administer day-to-day Salesforce NPSP configuration, users, permissions, troubleshooting, and enhancements.
• Maintain accurate fundraising data across Salesforce and related systems, including donations and revenue tracking.
• Create dashboards and complex reports (joined/matix/ cross-object) and provide insights for planning and performance.
• Identify data or system issues and improve workflows, data quality, and efficiency.
• Provide user training and documentation to promote system adoption.

Skills

Salesforce administration

Advanced Excel

Excellent communication

Tools

Salesforce NPSP

SQL

Job description

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 serves as the primary administrator for Room to Read's Salesforce NPSP environment and related fundraising systems. The role ensures that Development & Communications teams have accurate data, effective systems, and reliable reporting to support fundraising and donor engagement.

Working closely with Development & Communications, Finance, and IT, the Associate asks the right questions to understand business needs and recommends practical Salesforce solutions rather than simply implementing requests. This role requires strong technical skills, sound judgment, and the ability to work independently while balancing competing priorities.

Responsibilities

• Manage day-to-day Salesforce NPSP administration, including configuration, user access, permissions, troubleshooting, maintenance, and system improvements.
• Maintain accurate and reliable fundraising data across Salesforce and related systems, including donations, constituent records, imports, revenue tracking, and soft credits.
• Build and maintain dashboards and complex Salesforce reports involving multiple objects, data sources, calculations, or business requirements, including matrix, joined, cross-object, formula-based, and custom reports.
• Analyze fundraising data and prepare reports and insights to support planning, leadership decision-making, and fundraising performance.
• Identify and resolve data or system issues and improve workflows, data quality, and operational efficiency.

Stakeholder Support, Training & System Adoption (25%)

• Partner with Development & Communications, Finance, IT, and other stakeholders to understand business needs and provide Salesforce guidance and support.
• Diagnose business needs by asking effective questions, clarifying objectives, and evaluating options before recommending a system, reporting, or process solution.
• Recommend practical, scalable solutions, including alternative approaches when a stakeholder's initial request may not be the best solution.
• Provide user support, training, onboarding, and documentation that promote effective system use and adoption.

Project Management & Process Improvement (15%)

• Lead Salesforce enhancements and process improvements from planning through testing and implementation.
• Prioritize competing requests based on business impact, urgency, risk, and organizational needs, and communicate priorities and expectations clearly.
• Use sound judgment to make decisions, solve problems, and move work forward independently, including in ambiguous situations.
• Consider the downstream impact of system changes on data, reporting, integrations, fundraising processes, and users before implementation.

Qualifications

Required

• Minimum 4 years of hands-on Salesforce administration experience, including configuration, reporting and dashboards, automation, data management, user support, and troubleshooting.
• Demonstrated ability to diagnose business needs, ask effective questions, evaluate options, and recommend appropriate CRM, reporting, and process solutions.
• Demonstrated experience building complex Salesforce reports and dashboards involving multiple objects, data sources, calculations, or business requirements.
• Strong data management skills, including data quality, integrity, governance, imports, and an understanding of how system changes may affect other processes or data.
• Demonstrated ability to work independently, solve problems, exercise sound judgment, and manage competing priorities.
• Excellent communication and relationship-building skills with both technical and non-technical stakeholders.
• Advanced Excel skills, including pivot tables, formulas, lookups, and data analysis.

Preferred

• Experience administering Salesforce Nonprofit Success Pack (NPSP).
• Experience supporting fundraising, donor management, advancement, membership, or nonprofit operations.
• Experience with integrated CRM, finance, fundraising, reporting, or data platforms.
• Experience working in a global organization and/or familiarity with SQL, Salesforce integrations, or Apex.

What Success Looks Like

• Take ownership of Salesforce issues and improvements and move solutions forward independently.
• Understand the underlying business need and recommend the right solution rather than simply implementing a request.
• Build reporting that answers meaningful business questions and clearly explain the logic and approach behind it.
• Prioritize competing needs using sound judgment and communicate decisions clearly.
• Think beyond the immediate change and consider how Salesforce decisions may affect data, reporting, integrations, processes, and users across the organization.

We Offer:

The salary range for this role is $63,000 to $80,000. 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)
• Enrollment in a 401(k) plan with up to a 6% match
• $600/yr allowance for home office

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.