Salesforce Manager

This Salesforce Manager will own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams. This role provides technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations, ensuring platforms effectively support fundraising, programs, communications, finance, and operations. 

The position serves as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture. 

Application Instructions:
Please ensure you have read the entire job description before applying. In addition to your resume, please include a brief response to the following prompt:

Which part of this role most closely aligns with your prior experience, and which part would represent the steepest learning curve? Candidates who do not submit a response may not be considered.

Key Responsibilities 

Salesforce & CRM Strategy 

• Own the Salesforce ecosystem, including strategic roadmap planning aligned with organizational goals, serving the Development and Strategic Engagement team as a primary client. 

• Support portfolio level goals in line with internal client team norms and operational plans for relationship and pipeline management.  

• Serve as senior technical lead for Salesforce and associated platforms (Marketing Cloud, FormAssembly, Tableau, Revenue Grid, Dun & Bradstreet, GoFundMe Pro, etc.). 

• Partner with leadership and stakeholders to identify, prioritize, and deliver system enhancements. 

• Lead end-to-end project management for all Salesforce enhancements, including requirements gathering, prioritization, solution design, stakeholder alignment, testing, deployment, and post-launch adoption. 

• Lead governance and steering committee processes to guide platform evolution. 

• Drive Salesforce adoption, data quality improvements, data enhancement, and business process optimization. 

• Develop documentation, business processes, best practices, and user training programs. 

Platform Administration & Optimization 

• Oversee platform maintenance, releases, storage management, and license optimization. 

• Ensure system reliability, data integrity, and security. 

• Provide advanced user support and troubleshoot complex technical issues. 

• Manage vendor relationships and contracts related to Salesforce and connected tools. 

• Oversee vendors doing project work in the ecosystem. 

Reporting & Analytics 

• Design and maintain internal CRM dashboards and reports to support fundraising, communications, programs, and operations. 

• Data hygiene of CRM: de-dupes of leads/contacts, data enhancement of key account/contact fields 

• Building out API and SFTP integrations with Salesforce products 

• Architect custom fields for seamless analytics and reporting end uses 

• Manage data feeds and integrations for business intelligence and data analysis projects, including Salesforce and Marketing Cloud APIs. 

Salesforce Integrations 

• Develop Salesforce integration strategy in collaboration with the Data Engineering team.

• Oversee development of integrations using Workday Studio, EIB, Salesforce APIs, Marketing Cloud Automation Studio, Azure resources, and custom code. 

• Serve as primary liaison to integration vendors. 

• Manage integration development resources (internal or external). 

• Troubleshoot integration issues, perform root cause analysis, and document resolutions. 

Leadership & Collaboration 

• Act as the technical bridge between IT, Programs, Development, Communications, Finance, and People teams relating to processes touching our Salesforce and Marketing cloud systems. 

• Work in close partnership with the Director of Development Operations on enhancements and troubleshooting in support of the Development and Strategic Engagement team 

• Lead process-improvement workshops and drive measurable operational efficiencies. 

• Guide and mentor power users to expand effective platform utilization. 

• Manage new system implementations and enhancements across the organization. 

• Collaborate with other members of the business systems team where necessary. 

Minimum Qualifications 

• Bachelor’s degree or equivalent experience 

• 5+ years of Salesforce administration experience 

• Demonstrated experience owning CRM strategy and driving user adoption 

• Strong expertise in Salesforce configuration, customization, and reporting 

• Experience designing and supporting enterprise system integrations 

• Workday implementation and integration experience (Studio, EIB, Core Connectors) 

• Experience with building API calls to Salesforce and Marketing Cloud 

• Proficiency with scripting/coding languages including Apex, and R 

• Experience with Azure Blob or similar cloud storage technology, Cyberduck or similar SFTP tool, SOQL, MySQL or similar database technologies.  

• Proven project leadership and cross-functional collaboration skills 

• Strong analytical, documentation, and communication abilities 

• Experience working with and managing vendors and contractors.  

Preferred Qualifications 

• Salesforce Administrator and Advanced Administrator certifications 

• Sales Cloud Consultant or Platform App Builder certification 

• Workday certifications 

• Experience in nonprofit or global organizations 

Visa Sponsorship

Please note: At this time, RMI is not able to sponsor employment visas or hire candidates who require visa sponsorship to work in the United States. All candidates must have current, independent authorization to work in the U.S. without present or future sponsorship from RMI. We will update our hiring pages if this status changes.

Location

We are a remote-ready company with team members around the globe. Our beautiful and welcoming offices are available for meetings or focused work, whether you are traveling through or living nearby. Our U.S. offices are in New York City; Washington DC; Oakland, California; Boulder, Colorado, and Basalt, Colorado. This role can be located from anywhere in the continental United States.

We provide you with the essential IT equipment plus a one-time home technology payment and a monthly work from home/commuter allowance to ensure you have a comfortable home office set up and necessary supplies.

We love seeing each other in person! We occasionally gather for shared time together like retreats and learning experiences. Be ready to travel for occasional in-person meetings (and of course, we cover travel costs). Some roles may require more travel, which will be discussed during the hiring process.

Compensation

At RMI, we prioritize fairness in our pay practices. Salaries are determined based on a mix of experience, market benchmarks, and internal equity across similar roles. The salary range of this position is $90,550-$111,600. New hires typically start toward the lower end of the range, depending on experience and alignment with the role’s scope. In addition to base salary, this position includes an annual bonus target of 10% and eligibility for merit-based increases, which are tied to both individual and organizational performance.

Benefits        

We offer an array of benefits including:

• Medical, dental, vision insurance

• 403b retirement match with immediate vesting

• Group life, AD&D, and short- and long-term disability

• Optional voluntary life, AD&D and accident plans

• Health savings or flexible spending accounts

• Fertility and hormonal health support

• Mental health and wellness support

• Comprehensive leaves of absence (including generous parental leave)

• Generous paid time off and sick leave

• Paid sabbatical leave

• Regional holidays with at least one extended break in each geography

• Work from home and home technology allowances

• Learning & development opportunities (LinkedIn Learning and an annual individual professional development budget)

• Potential for bonuses and merit increases

• Discount marketplace (gym memberships, pet insurance, etc.)

• Hybrid / remote work options

• Team retreats and geographic meetups

• Rewards and recognition programs

Diversity          

We know that the diversity of our teams makes us stronger as an organization, and RMI is dedicated to the principles of equal employment opportunity as outlined in U.S. federal law. We prohibit discrimination against applicants, interns, and employees on the basis of any legally recognized basis, including but not limited to: age (40 and over), race, color, sex, pregnancy (including lactation, childbirth, or related medical conditions), religion, national origin, ancestry, physical or mental disability, genetic information (including testing and characteristics), sexual orientation, gender expression/identity, uniformed service member status, veteran status, citizenship status, or any other applicable status protected by applicable law.