Systems & Data Officer

The Hebrew Free Loan Society; New York, Northern (NY, KY); Hybrid; USD 77,000 - 87,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) retirement plan

Paid time off

Job summary

The Hebrew Free Loan Society is seeking a detail-oriented Systems & Data Officer to join a two-person team. You will manage Salesforce admin, data quality, reports, and staff-facing forms, while improving workflows and data migration. This remote role requires occasional NYC visits and supports Google Workspace, Box, Zoom, Slack, and Asana.

Start date September/October 2026; compensation $77,000–$87,000 per year, plus health, vision, dental and retirement benefits. HFLS values equity and service.

Qualifications

• Two to four years of professional experience with Salesforce or a comparable CRM
• Experience with data management, analysis, and reporting with high accuracy
• Proficiency with Excel or Google Sheets and large datasets
• Strong communication skills to support non-technical users
• Ability to work independently and in a collaborative environment
• Comfort with learning new tools and staying current with platform updates

Responsibilities

• Support day-to-day Salesforce administration including user access, permissions, fields, accounts, mapping, page layouts, reports, and dashboards
• Respond to Help Desk requests and troubleshoot system issues across the organization
• Test Salesforce updates, packages, automations, and integrations before launch, document issues and resolutions
• Build, test, and maintain client-facing forms in Form Titan and map to Salesforce

Skills

Salesforce

Data analysis

Reports & dashboards

User support

Tools

Form Titan

Google Workspace

Box

Zoom

Slack

Asana

Claude

Job description

The Hebrew Free Loan Society (HFLS) advances economic stability and opportunity for lower- income New Yorkers within and beyond the Jewish community by making safe, affordable interest-free loans.

HFLS is the largest nonprofit interest-free lender in the United States. We have been making loans based on financial need to borrowers of all backgrounds since 1892. Our repayment rate is 99%, the result of a unique lending model that relies on personal guarantors to prevent default. As our loans are repaid, the capital is lent out again and again, helping more people and multiplying impact over time.

This year HFLS will lend approximately $40 million to nearly 2,000 households, and we strive to help more people every year.

THE OPPORTUNITY

To scale lending, fundraising, and impact, HFLS depends on reliable systems, accurate data, efficient workflows, and regular reporting. The Systems & Data team supports the technology and information infrastructure that enables staff to serve applicants and borrowers, strengthen donor and funder relationships, make informed decisions, and understand HFLS’s impact.

The Systems & Data Officer will join a two-person Systems & Data team in providing hands‑on support for the systems, data, reporting, and workflows that drive HFLS’s work, serving as a front‑line resource for technical issues, staff report requests, and system enhancements.

RESPONSIBILITIES

• Support day‑to‑day Salesforce administration, including user access, permissions, fields, accounts, mapping, page layouts, reports, and dashboards.
• Respond to Systems & Data Help Desk and other troubleshooting requests from staff across the organization.
• Test Salesforce updates, packages, automations, and integrations before launch, documenting issues and confirming resolution.
• Build, test, and maintain client‑facing forms in Form Titan and mapping to Salesforce.

Data Quality & Reporting

• Maintain data integrity and accuracy through duplicate management/ merges and data imports, exports, and mass updates.
• Create, edit, export, troubleshoot, and organize Salesforce reports and dashboards.
• Review and analyze data to identify trends, inconsistencies, and opportunities relevant to HFLS programs, priorities, and departments; prepare summaries of findings.
• Assist with data migration, archiving, and cleanup tied to platform transitions and evolving needs.

Additional Responsibilities

• Support staff use of Google Workspace, Box, Zoom, Slack, Asana, Claude, and associated integrations.
• Develop and provide staff with systems instructional materials and training as needed.
• Stay current on assigned platforms updates and upgrades; continuously improve technical, analytical, and systems administration skills relevant to this work.

THE CANDIDATE

The ideal candidate is a detail‑oriented, service‑minded, and analytical quick learner who enjoys problem‑solving and converting operational and programmatic questions into clear, actionable data and reports. They are self‑directed and a team player, able to function well independently and in a dynamic, collaborative environment.

Must Haves:

• Commitment to the HFLS mission
• Two to four years of professional experience working with Salesforce or a comparable CRM, database, or case‑management system
• Experience with data management, analysis, and reporting, with strong attention to accuracy and detail
• Proficiency with Excel or Google Sheets, including comfort with large datasets
• The communication skills and patience required to guide and support non‑technical system users
• Strong organization and time management skills; able to manage recurring, time‑bound, and urgent tasks, requests, and projects

Helpful, but not required:

• Salesforce certifications and/or experience working with Salesforce NPSP
• Experience providing systems and data support specifically to lending, financial services, and/or fundraising institutions
• Familiarity with form‑building or document‑generation tools (e.g. Form Titan)
• Experience supporting staff use of tools such as Google Workspace, Box, Zoom, Slack, Asana, Claude or other LLMs

POSITION DETAILS

Reports to: Systems & Data Director
Type: Full‑time/Exempt
Start Date: September/October 2026 (flexible)
Location: This position (and the Systems & Data department) is remote, requiring in‑person visits to New York City for all‑staff gatherings two‑to‑three times per year.
Compensation: $77,000-87,000 per year depending on experience. Benefits include health, vision, and dental insurance and retirement plan with employer contribution. Generous paid time off including Jewish and civic holidays. Financial support available for professional development courses and certifications relevant to the role.

HFLS is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability status, protected veteran status, or any other protected characteristic.

The Hebrew Free Loan Society advances economic stability and opportunity for lower-income New Yorkers within and beyond the Jewish community by making safe, affordable interest‑free loans.

275 Madison Avenue
Suite 1905
New York, NY 10016