Salesforce and Data Evaluation Director

  • America Needs You
  • The position is hybrid and can be based in New York City, NY, Northern, NJ, or Chicago, IL.
  • Nov 13, 2023
Full time Administrative

Job Description

Are you ready to directly impact the lives of first-generation college students and champion economic mobility for all?

About Us 

Did you know that only 21% of low income, first-generation students in the U.S. graduate from college within six years? Those who do graduate have a median household income 27% lower than their peers. While there are a multitude of college access programs for high school seniors and job assistance programs for low-wage earners, there are few programs that ensure first-generation students stay in school and build the skills necessary to prepare for long-term careers. This is where America Needs You (ANY) comes in.

ANY fights for economic mobility for ambitious, first-generation college students by providing transformative mentorship and intensive career development. Founded in 2009 and headquartered in New York City, ANY expanded to New Jersey in 2012, Illinois in 2015, and California in 2016, growing from serving 50 students to nearly 600 students annually. In 2021, ANY launched FirstGenU, a new virtual program designed to help 10,000 first-generation college students navigate their careers. Visit www.americaneedsyou.org to learn more.

Position Description 

Reporting to the Chief Operating Officer, the Salesforce and Data Evaluation Director is a critical member of the national operations team and plays a key role in ensuring the effectiveness of our growing organization. The Salesforce and Data Evaluation Director is responsible for leading ANY and its staff in using data to inform the development and implementation of ANY programs and services. The Director will own the collection, analysis, compliance, audit, dissemination and utilization of all ANY data and systems.

The Director will own the administration of ANY’s CRM database – Salesforce. The role will create, update, and manage Salesforce solutions that ensure the successful operation of all programs, will improve all user experiences, and ensure that all ANY staff can reliably and accurately collect and report programmatic data. The Director will serve as a technical project manager and database administrator, and will be responsible for day-to-day support, training, maintenance, and improvement of Salesforce at ANY.

This position will also oversee all evaluation activities of the organization and coordinate with all local program sites regarding implementing and maintaining uniform data collection, reporting, utilization and evaluation protocols. The Director will cultivate relationships and position themselves as a proactive manager and thought leader on data, evaluation, and systems excellence at ANY.   

Responsibilities include: 

Data Management and Evaluation:  

  • Lead data-driven program insights, monitoring, and quality control 
  • Oversee the data evaluation plan for FirstGenU, ensuring that we are collecting, storing, and analyzing data accurately to demonstrate the impact of our program 
  • Create, roll-out, and maintain a data collection plan across all existing systems specific to previously determined program outcomes, including training and capacity building of all staff 
  • Establish, implement, and maintain comprehensive data collection standards, policies, procedures, and training to support efficient, accurate, and timely data tracking and to ensure data quality and integrity 
  • Create timelines and processes for data quality review, reporting accuracy, and quality assurance; ensure program teams have the most up to date knowledge about all systems 
  • Create expectations and best practices around data utilization and data-driven management all staff 
  • Execute strategies to ensure that collected data is used to improve implementation, modify programs, hold ANY accountable, and share outcomes with external parties as needed  
  • Prepare and deliver periodic updates and customized reports on the progress of the ANY programs to the organization’s board of directors, funders, partners, leadership and program teams as needed  
  • Partner with senior leadership and program staff to establish evaluation priorities for all program areas and the organization overall

Salesforce Administration  

  • Work closely with the COO and the national operations team to review operational processes, identify opportunities for automation, and prioritize and resolve technical issues 
  • Develop CRM solutions to existing and new data collection and reporting challenges  
  • Implement and refine various Salesforce solutions, custom objects and fields, forms, application forms, validation rules, page layouts, reports, dashboards, user account maintenance, profiles, permission sets, sharing rules, and email templates and triggers 
  • Manage external platforms, apps, and projects that interact with ANY’s Salesforce CRM  
  • Transition Salesforce processes to the new solution – Flows, and ensure all automation architecture and functions are updated    
  • Oversee all Salesforce needs for FirstGenU including preparing and completing bulk uploads/edits as well as creating and managing a program dashboard.  
  • Design mockups, test, and implement iterative User Interface (UI) improvements 
  • Research customized and cost-effective solutions using the full Salesforce toolset and collaborate with internal teams as well as external developer to implement 
  • Provide staff training and support; create training materials and training guides for staff  
  • Employ strategies that achieve high data quality by reducing duplicate, incomplete, and orphaned records 
  • Improve the security of the platform with effective access control solutions (roles, permissions, profiles, sharing rules)

Systems/Platforms and Vendor Management:  

  • Develop and deliver regular trainings and testing to ensure ANY’s knowledge is on par with intermediate to advanced level utilization of all systems 
  • Manage all vendor relationships, consultants for systems, and conduct sourcing, system upgrades and proposal development as needed for all existing and new systems 
  • Provide day-to-day administration, user profile creation, license renewals, customization/architecture (adding new fields/formulas), template reports and troubleshooting, and updates for Salesforce, Classy, and all other data collection, evaluation, and survey tools  
  • Recommend new solutions and execute organizational change as needed to utilize new platforms 
  • Research and assess new software to increase organizational efficiency (i.e., collaborate with teams on finding better peer fundraising platform, file sharing system, etc.), manage software licenses/purchases/training (Adobe, iContact, etc.).  
  • Identify, assess and analyze new organizational needs and find solutions to meet those needs.

Other:  

  • Manage meetings, follow up, projects, and the management of ANY’s Data Committee  
  • Attend Saturday workshops Quarterly  
  • Maintain regular interaction with our Fellows, Mentor Coaches and staff to evaluate how technology can help with service delivery  
  • Other tasks as assigned

Skills and Qualifications: 

  • Bachelor’s Degree required – all majors and professionals backgrounds are welcome to apply 
  • At least 2+ years as a Salesforce administrator  
  • Data evaluation experience interacting with multiple systems in a related role  
  • Advanced Excel proficiency required  
  • Strong task and project management skills, including the ability to integrate big picture goals with specific tasks needed to move complex projects forward effectively 
  • Ability to build relationships and create alignment with individuals from a wide range of perspectives and backgrounds 
  • Ability to be creative and engage in proactive system-level problem solving 
  • The ideal candidate has a record of supporting end-users and improving processes and adoption using the platform 
  • Microsoft Office proficiency and comfort learning new online systems

To Apply 

Please submit a cover letter and resume to jobs@americaneedsyou.org (subject line: Salesforce and Data Evaluation Director – Last_Name, First_Name).  Please note that your application will not be considered without a cover letter. No phone calls please.

America Needs You offers a competitive salary and benefits package. ANY employees receive ample vacation time and the opportunity to work with a talented team on projects that have a real impact in their community. 

Salary is in the low-$80K range and commensurate with experience. The position is hybrid and can be based in New York City, NY, Northern, NJ, or Chicago, IL. 

URL

https://americaneedsyou.org/careers/

Salary

Salary is in the low-$80K range and commensurate with experience.