Systems Administrator

Job Description

Job DescriptionPosition Summary

The Systems Administrator is responsible for Salesforce administration and CRM analysis. The Systems Administrator ensures that UWPBC fully leverages the Salesforce environment and other related software, to advance fundraising, donor stewardship, volunteer engagement, grants management, program management, and operational efficiency. This position also functions as a "Partner" to all organizational departments in support of the mission, vision, and core values of the organization.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Salesforce Administration & Configuration

• Serve as primary administrator for UWPBC's Salesforce environment (Nonprofit Cloud including Grants Management, Marketing Cloud, and Community Cloud), along with the related United Way-specific enhancements for workplace giving including Salesforce extensions from Beyond the Horizon (BTH) and the GoodWorld digital CRM and online fundraising and marketing application.
• Configure and manage fields, objects, record types, page layouts, flows, validation rules, automations, and security settings.
• Maintain user accounts, permissions, roles, profiles, sharing rules, and audits.
• Build and maintain reports, dashboards, and data quality monitoring tools.
• Oversee sandbox management, deployments, release readiness, and routine system maintenance.
• Oversee upgrades and new feature rollouts, including testing, documentation, and staff communication.
• Ensure system security best practices, including MFA, health checks, and adherence to IT policies.

Business Analysis & Process Improvement

• Partner with fundraising, programs, finance, volunteer engagement, and communications teams to understand requirements and translate them into CRM solutions.
• Analyze workflows, identify gaps, and develop recommendations for improvement.
• Design and document processes, functional requirements, data dictionaries, and system workflows.
• Proactively identify opportunities to optimize Nonprofit Cloud capabilities for fundraising, gift processing, donor journeys, case management, and program services.

Data Integrity & Reporting

• Maintain high-quality data through governance, validation, deduplication, and monitoring processes.
• Develop reporting standards and create actionable dashboards for leadership and department teams.
• Support complex queries, segmentation, and data analysis for fundraising, marketing, and impact reporting.

Training & Change Management

• Provide training, coaching, and resources for new and existing users.
• Promote system adoption through documentation, office hours, and clear communication.
• Support organizational change related to CRM improvements and new processes.

Other Responsibilities

• Manage technical integrations, support data reconciliation, and provide backup support for other UWPBC enterprise applications.
• Participate in occasional after-hours maintenance windows or system upgrades.
• Perform other duties as assigned to support UWPBC's technology and data strategy.
• Assist, as assigned by management, with the organization's disaster response efforts.
• Perform other duties as opportunities are presented and/or assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• 3+ years of experience as a Salesforce administrator, business analyst, CRM manager, or similar role.
• Experience with Salesforce Nonprofit Cloud (or NPSP) and nonprofit data models (donations, households, affiliations, GAUs, campaigns, engagement plans, etc.).
• Proficiency with Salesforce configuration tools, including Flow Builder, validation rules, Lightning App Builder, and permission management.
• Experience managing third-party integrations (payment processing, email marketing, event management, volunteer management, finance tools, etc.).
• Strong understanding of data governance, data modeling, and CRM best practices.
• Demonstrated ability to lead cross-functional projects and drive user adoption.
• Excellent communication skills, including the ability to explain technical concepts to non-technical audiences.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
• Excellent communication and people skills, with the ability to influence, resolve conflict and lead decision-making.
• Ability to prioritize work and handle multiple tasks simultaneously in a fast paced and dynamic environment.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

United Way of Palm Beach County is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.