Job Summary 

The Salesforce Administrator & Business Analyst will support and enhance our organization’s Salesforce platform and related business applications. This hybrid role combines technical Salesforce administration with strategic business analysis, data reporting, and system integration to ensure our technology ecosystem effectively supports program delivery, data integrity, and organizational learning. The ideal candidate will be passionate about using tools like Salesforce AI, Power BI, Microsoft Fabric, and Yardi to drive impact across Food Pantry Disbursements, Education Services, Supportive Housing, Volunteer Management, and Donor Engagement.

Essential Duties and Responsibilities

Salesforce Platform Management

• Administer and maintain Salesforce, including user accounts, roles, profiles, permission sets, and data access controls.
• Customize Salesforce objects, fields, page layouts, record types, validation rules, and automation tools (e.g., Flows, Process Builder).
• Conduct regular data audits, de-duplication, and validation to ensure data integrity and compliance.

Requirements Gathering & Module Deployment

• Collaborate with department leads to gather and document business requirements for new Salesforce modules and enhancements.
• Translate operational workflows into scalable Salesforce solutions that align with departmental goals.
• Design, prototype, and deploy new modules and features to support evolving program needs (e.g., Housing, Education, Support Services).
• Lead structured testing, deployment, and post-launch support for new functionality.

Reporting & Dashboards

• Build and maintain reports and dashboards to provide actionable insights for program performance and strategic decision-making.
• Partner with stakeholders to define reporting needs and ensure data consistency across departments.

Cross-Departmental Collaboration

• Serve as the primary Salesforce liaison between IT and program teams.
• Provide training, documentation, and support to end users to promote adoption and data literacy.
• Identify opportunities for platform optimization and automation to reduce manual processes and improve efficiency.

System Integration Support

• Support integrations between Salesforce and third-party systems (e.g., Yardi, Microsoft tools) to ensure seamless data flow and operational alignment.
• Document integration requirements, data mappings, and transformation logic.

The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job. Management may, at its sole discretion, assign or reassign duties and responsibilities to this job at any time.  

Education and Experience Minimum Requirements

Minimum Experience

• 4+ years of experience as a Salesforce Administrator or Business Analyst.
• Salesforce Administrator Certification required.
• Experience with Salesforce Flows and advanced automation.
• Strong analytical, documentation, and technical writing skills.
• Ability to manage multiple priorities and work independently.
• Experience with data modeling, integration strategies, and business process mapping.

Preferred Skills

• Experience with Salesforce Nonprofit Cloud.
• Familiarity with Salesforce Einstein, Power BI, Microsoft Fabric, and Yardi.
• Familiarity with Apex, Lightning Components, or other programmatic tools.
• Knowledge of data migration tools (e.g., Data Loader, Import Wizard).
• Experience designing and managing Power BI reports and Microsoft Fabric workspaces.
• Understanding of nonprofit operations and program delivery models.
• Experience integrating Salesforce with housing/property management systems like Yardi

Core Skills

• To perform this job successfully, an individual must have skills in the following areas: SQL, Power BI, Microsoft Fabric, Word, and Excel.
• Customer service, problem-solving, project management, and communication skills are required.
• Analytical ability with demonstrated knowledge of industry-recognized reporting software and spreadsheet usage; synthesize large amounts of data and translate it into meaningful information; use analysis to drive change.
•  Must be detail-oriented, with the ability to handle multiple simultaneous assignments promptly and effectively.
•  Strong level of personal organization and time management skills.
• Demonstrated ability to work calmly in a fast-paced team environment.
• Motivated, self-driven, and able to work under pressure to meet deadlines.
• Be proactive to suggest better ways of doing things.

Project HOME provides equal employment opportunities to all employees and applicants for employment, without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, genetic information, or any other characteristic protected by federal, state, or local laws. Project HOME prohibits discrimination and harassment of any type.