Salesforce Project Manager

Job Description

About the Organization

TAAF serves the Asian American and Pacific Islander community in their pursuit of belonging and prosperity that is free from discrimination, slander, and violence. Founded in 2021 in response to the rise in anti-Asian hate and to address the long-standing underinvestment in AAPI communities, TAAF funds best in class organizations working to mobilize against hate and violence, educate communities, and reclaim our narratives through our core pillars of Anti-Hate, Education, Narrative Change, and Resources & Representation. Through our grants, high-impact initiatives and events, we’re creating a permanent and irrevocable sense of belonging for millions of Asian Americans and Pacific Islanders in the United States. For additional information about TAAF, please visit www.taaf.org.

About the Role

The Salesforce Project Manager will lead the design and implementation of Salesforce as the primary tool to capture, manage, access and share data across TAAF to obtain a holistic view of stakeholder, partner, and donor profiles, activities, campaigns, opportunity pipelines, and digital behavior and engagement. As TAAF prepares for a comprehensive capital campaign, the Salesforce Project Manager will provide support for the individual and institutional giving teams with accurate and up-to-date information on donors and prospects. 

The ideal candidate will have demonstrated experience in designing and executing full-cycle Salesforce platform implementation through collaboration with various departments and stakeholders to understand their needs and requirements and incorporate them into the Salesforce platform. The candidate will also have success leveraging Salesforce for nonprofit organizations and fundraising teams. They will bring at least ten years of experience in complex project management, specifically in Salesforce, with a track record of successfully planning and allocating resources, preparing budgets, monitoring progress, developing reports, and keeping stakeholders informed throughout the project lifecycle to timely and on-forecast completion of critical organizational projects. The candidate will believe in working strategically with transparency and accountability, embrace a culture of learning, work respectfully with compassion, kindness, and gratitude, and seek to be inclusive and collaborative in decision making. Most importantly, the candidate is passionate about our mission and recognizes and understands the challenges and opportunities in serving our community.

 Responsibilities

• Lead (and build upon existing) planning, development, and implementation of Salesforce as a tool for fundraising and stakeholder management
• Define scope of work, set deadlines, assign responsibilities, and monitor and summarizes progress
• Engage key internal and external stakeholders with requirements gathering, development of technical components, process re-design and gap analysis
• Lead in the development of data entry protocols in order to produce actionable reports for internal use and generate reports for a variety of presentation purposes
• Build reports and and organize Salesforce dashboards that support organizational priorities
• Collaborate closely with individual departments and team members to understand the specific needs of the department and provide accurate information in a timely manner
• Recommend and implement solutions to harmonize, standardize and streamline processes to provide efficiencies through automation, integrations / APIs, and optimization
• Provide general system support, including configuration, regular maintenance, troubleshooting, data collection and validation, process testing, reporting and training
• Manage stakeholders, set and manage expectations through effective communications, presentations and/or briefings
• Liaise with vendors for ongoing support issues, upgrades, instance management, patching etc.
• Train staff across departments on how to understand and utilize Salesforce
• Create training materials and resource guides 
• Other duties as assigned 

Requirements

Education and Experience

• Undergraduate degree in a related field of study or the equivalent of education and relevant experience, PMP certification preferred 
• Previous experience as an administrator or developer in Salesforce a tool for fundraising and constituent management
• Demonstrated experience working in a fast-paced development department and delivering accurate reports to support the entire cycle of individual donor and prospect management
• Minimum of ten or more years of complex project management

Skills and Knowledge 

• Knowledge of Salesforce from a developer, end user, and/or vendor perspective 
• Strong project planning and management skills and a proven ability to lead teams to deliver high quality deliverables on time and within budget in a fast-paced and rapidly changing environment
• Ability to effectively plan, set priorities, allocate resources and manage multiple projects simultaneously while working in a fast-paced environment with changing priorities to meet deadlines
• Excellent communication skills with the ability to effectively interact with management, IT professionals, external vendor service providers, and end users
• Skilled in communicating complex analytical solutions to stakeholders
• Ability to build and maintain excellent relationships, fostering collaboration and teamwork
• Ability to influence and motivate others
• Ability to thrive in a fast-paced and rapidly changing environment 
• Excellent judgment and critical thinking skills 

Working Hours

• Requires occasional weekend, off-hours, or evening work. Some travel required.

Location

• New York City and San Francisco-based staff work in the office 2 days per week, and the other days remotely

Benefits

• TAAF provides competitive compensation and benefits including health insurance (including dental and vision) and a 401k retirement plan to all employees
• Anticipated salary for this role is $100,000