Job Description
Job Description
FINCA is a global organization committed to creating pathways out of poverty through sustainable, scalable solutions rooted in the needs of the people it serves. Operating in some of the world’s most challenging markets, FINCA provides financial and non-financial tools that help individuals and communities build resilience, generate income, and invest in their children’s education. FINCA’s work is driven by the belief that all people should have the opportunity to leverage their wisdom, talent, and effort to determine their own destiny, and aims to reach at least 40 million people by 2028 with proven solutions that spark lasting impact.
FINCA International seeks a proactive Salesforce Administrator to optimize our Salesforce Nonprofit Cloud (NPC) platform. This role drives efficiency, empowers staff, and ensures that our technology aligns with our strategic goals. The ideal candidate will be an analytical thinker and hands-on problem solver who can support users, enhance system functionality, and guide best practices across the organization.
Essential Duties
- User Management and Training
- Create and manage user accounts, profiles, roles, and permissions.
- Provide onboarding and ongoing training to staff on Salesforce functionality.
- Serve as the primary point of contact for user support and troubleshooting.
- System Configuration, Maintenance and Enhancements
- Maintain and customize objects, fields, page layouts, and record types.
- Perform system audits and data integrity checks.
- Manage integrations with third-party platforms (e.g., marketing tools).
- Evaluate and implement new apps and features to enhance system capabilities.
- Manage security settings and ensure compliance with data protection policies.
- Reports and Dashboards
- Collaborate with staff to design reports and dashboards that support fundraising, donor engagement, and operational insights.
- Collaborate with staff to define reporting needs and deliver actionable data.
- Workflow and Automation
- Develop and optimize workflows, process builders, and flows to streamline operations.
- Implement automation to improve efficiency and reduce manual tasks.
- Strategic Guidance
- Work with supervisor to advise staff and leadership on Salesforce best practices and system capabilities.
- Stay current with Salesforce releases and recommend relevant updates.
- Support FINCA’s strategic initiatives by aligning Salesforce functionality with organizational goals.
Supervisory Responsibility
Competencies
- Quality: Excellent attention to detail; applies feedback to improve performance; monitors own work to ensure quality; very good project management skills.
- Change Management: Develops workable implementation plans; prepares and supports those affected by change; monitors transition and evaluates results.
- Problem Solving: Diagnoses and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations.
- Initiative: Takes ownership of tasks and seeks opportunities to improve systems and processes; pursues continuing learning; acts independently while knowing when to consult or collaborate.
- Strategic Thinking: Develops strategies to achieve organizational goals; understands strengths and weaknesses of current processes; adapts strategy to changing conditions.
Qualifications
- Salesforce Experience
- 2+ years of experience as a Salesforce Administrator or in a similar role.
- Salesforce Platform Administrator Certification.
- Experience with tools such as Data Loader, Workbench (including writing and running basic SOQL queries), and Salesforce reports and dashboards.
- Proficiency with Salesforce Lightning Experience and its administrative features.
- Other Technical Skills
- Experience with data management tools and data import/export processes.
- Understanding the Salesforce data model and relationships (objects, fields, IDs, lookups).
- Familiarity with SOQL queries and data validation using tools like Workbench.
- Knowledge of formulas, automation logic, and reporting best practices.
- Familiarity with Salesforce integrations and data connections (e.g., REST/SOAP APIs or similar tools).
- Basic troubleshooting skills for hardware/software
- Knowledge of Windows OS
- Experience using ticketing systems
- Personal Attributes
- Strong interpersonal and communication skills, with the ability to effectively support and train users.
- Ability to work independently and collaboratively within a team environment.
- A passion for continuous learning and staying updated on industry trends.
Key Deliverables
- Data Integrity: Regular data audits show clean, deduplicated, and well-organized data.
- System Reliability: Minimal downtime or user disruptions due to configuration or release issues.
- User Satisfaction: Staff report confidence using Salesforce and provide positive feedback on responsiveness and helpfulness in resolving tickets.
- Reporting Accuracy: Reports and dashboards consistently reflect correct and actionable data.
- Platform Currency: System updated with relevant releases, security patches, and new feature implementations.
- Documentation Quality: All system changes, configurations, and data processes are well-documented and accessible for reference.
Travel Requirements
None.
Physical Demands
Ability to travel in economy class when traveling by air or rail.
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