Salesforce Administrator

Hamilton Families

Hamilton Families

Sales & Business Development
San Francisco, CA, USA
Posted on Tuesday, April 30, 2024
Salesforce Administrator

Position Type: Full-Time/Exempt

Compensation: $95,940/annually

Schedule: Monday - Friday, 9 am - 5 pm

Location: San Francisco, CA

Priority Application Deadline: Sunday, May 5, 2024, at 11:59 pm

Hamilton Families

Our mission is to end family homelessness in the San Francisco Bay Area. Established in 1985, Hamilton Families (HF) is San Francisco's leading service provider to homeless families, with carefully designed programs to prevent homelessness, provide shelter and stability, return families to permanent housing, and support the well-being of children experiencing homelessness. We currently operate these programs across four sites in San Francisco and in recent years have partnered with organizations such as the Giants, Google, Salesforce, Twitter, Airbnb, government officials and the wider Bay Area community. For more information, visit

Program and Position Overview

The Department of Data and Evaluation's vision is to foster an organizational culture where data-informed insights and innovation are at the core of our decision-making to better serve families and enhance the sustainability of programs. This includes strengthening internal capacity to collect and track meaningful data and developing systems and tools to evaluate program effectiveness and impact to understand and improve our work in real-time.

The Salesforce Administrator is a key role for the Data and Evaluation department. Reporting to the Director of Data and Evaluation, the Salesforce Administrator will act as the primary administrator of Hamilton Families’ Salesforce data management system to coordinate the collection, storage, and retrieval of participant and program-level data. This role provides critical support for the department’s program evaluation and reporting by ensuring that the database is user-friendly and able to produce timely and accurate information. The Salesforce Administrator will work closely with the Director to help foster an organizational culture of data fluency and appreciation for data management systems and the use of data to inform program improvement and learning.

Primary Duties and Responsibilities

  • Serve as primary system administrator for the agency’s environment with 130+ users.
  • Advocate for consistent adoption and strategic use of Salesforce across the organization.
  • Partner with program leadership to provide coaching around best practices and tips on Salesforce usage.
  • Develop and create customized reports and dashboards for teams and staff as needed.
  • Curate agency data for use in compliance/reporting, education, and marketing purposes.
  • Work with leadership to foster program development and report on objectives and outcomes using Salesforce.
  • Configure and maintain the database, ensuring the integrity of data and security of the system.
  • Manage user security and data access in Salesforce with proper permissions, profiles, licenses, and roles.
  • Perform routine and basic administration of Salesforce, including but not limited to managing custom configurations and metadata (fields, page layouts, record types, picklists, etc.), modifying process automations, managing Salesforce usage and limits, backups, data import and exports, approval processes, workflows.
  • Assist users to ensure excellent data quality, including identification and merging of duplicate records, correcting/overriding automated record updates, and development of data quality reports and dashboards.

  • Provide training and technical assistance/user support:
    1. Assist with Salesforce onboard training of new staff.
    2. Develop in-service training and deliver training regularly to ensure staff are proficient users of the database.
    3. Maintain user-friendly training materials and documentation of processes and procedures to support the database users.
    4. Develop and conduct ongoing training sessions for staff on new functionalities and database changes.
    5. Provide support and troubleshooting to all HF users of Salesforce.
  • Work with program staff and leaders to create and/or revise forms, surveys and other collection tools that support their work with participants, quality assurance, and program evaluation efforts.
  • Oversee integration of cloud-based systems with Salesforce (e.g., DocuSign, Conga, Classy, FormAssembly, etc.)
  • Automate existing tools where possible to ensure fast and accurate collection.
  • Accurately analyze and report data to lead the evaluation of services and inform program development and strategic planning.
  • Observe and make recommendations for improvements in agency data systems.
  • Collect user requirements for enhancements to the system by facilitating appropriate internal discussions.
  • Assist with data migration from other systems as needed.
  • Research, learn, and incorporate new Salesforce database functionalities where appropriate.
  • Supervise Salesforce Administrative Assistants, data-related interns, volunteers, and consultants as needed.
  • Other duties as assigned.

Qualifications, Skills and Abilities

  • Bachelor’s Degree from an accredited college or university.
  • 2+ years of Salesforce experience, Admin (ADM201) certification strongly preferred.
  • Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate to advanced complexity.
  • Proven ability to design and implement new processes and facilitate user adoption.
  • Strong data management abilities.
  • Experience working with and/or analyzing nonprofit data preferred.
  • Experience using data to evaluate outcomes preferred.
  • Knowledge of statistical analysis software (i.e. SPSS, Stata, MATLAB) a plus
  • Proficiency with Excel, including formulas, filtering, and data formatting.
  • Meticulous attention to detail and ability to be flexible.
  • Understanding of database design and coding experience desirable
  • Appetite for solving problems through technology.
  • Passion for the mission of HF to end family homelessness in the San Francisco Bay Area
  • Ability to develop and maintain effective working relationships with others and display diplomatic and strong communication skills with colleagues and client stakeholders.
  • Adept with multiple software systems and willing to learn new products.
  • Must be able to manage multiple projects with demanding deadlines, strong organizational abilities, and the demonstrated ability to maintain a quality workplace in a fast-paced and changing environment.
  • Strong commitment to collaboration; ability to work independently as well as a member of a team.
  • Must be able to model and demonstrate exceptional professional boundaries.
  • Excellent written and verbal communication skills; proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel, etc.). Good meeting facilitation skills.
  • Essential job functions include using a telephone, working at a standard computer terminal; ability to follow reasonable ergonomic accommodations; sit and stand for long intervals; reach, bend, lift, and carry up to 40 pounds depending on position; and walk up and down stairs several times a day.
  • Criminal background check, fingerprint imaging, TB (Tuberculosis) clearance, and documentation required post offer.

Compensation and Benefits

Great benefits: Hamilton Families (HF) offers excellent medical, dental, and vision coverage, plus tax-advantaged Flexible Spending Arrangements for Health Care and Dependent Care. Employees also have the chance to earn up to $180 per calendar year for participating in various wellness activities and can participate in partnership discounts with various YMCA and 24-Hour Fitness locations. Additionally, HF offers tax-deductible commuter benefits that can be applied to public transit, parking, and ride sharing services like Lyft Line and Uber pool.

Growth and leadership opportunities: The work at HF is designed for individuals to follow their passions and commitment to community. HF takes professional development seriously and offers coaching and training opportunities at every level. HF also offers a $1,000 educational stipend to employees each year (after 12 months of employment) and offer dozens of internal and external trainings for staff at every level annually.

Time off: HF employees enjoy generous benefits including 11 paid holidays, 3 weeks of vacation and 2 weeks of sick time per year.

Long-term benefits: HF offers an employer-matched 403(b) retirement plan, education reimbursement, and other great long-term benefits!

Hamilton Families is proud to be an Equal Employment Opportunity employer. Equity, diversity, and inclusion are central to our organization. We actively seek and prioritize diversity in our teams. We welcome applications from people with a variety of backgrounds and ages, including people of color, candidates with lived experiences, candidates in the LGBTQ+ community, and candidates who identify personally at any part of the gender spectrum. Additionally, we are committed to working with and providing reasonable accommodations to individuals with disabilities.

We look forward to your application!