Salesforce Assistant

Job Description

Job Description

Salesforce Assistant

We are seeking a detail-oriented and proactive Salesforce Assistant to support the Salesforce Administrator within our organization. This role will assist with Salesforce data management, reporting, and administrative support to ensure accurate tracking of programs, outcomes, and organizational impact.

The ideal candidate is organized, tech-savvy, comfortable working with data, and eager to learn Salesforce in a mission-driven environment.

Key Responsibilities

Salesforce Data Management

• Enter, update, and maintain accurate client and program records in Salesforce

• Ensure data integrity across profiles, including demographic, service, and outcome information

• Perform routine data clean-up and de-duplication tasks

Reporting & Data Quality

• Assist in generating weekly and monthly Salesforce reports

• Review dashboards for anomalies, missing data, or inconsistencies

• Flag trends or data issues for review by a supervisor

Operational Support

• Support weekly site audits and program tracking tasks

• Help monitor completion of certifications, services, and milestones

• Assist in maintaining standardized data entry procedures across teams

System Support & Improvements

• Assist with basic Salesforce configuration updates (as trained)

• Help document workflows, processes, and reporting structures

• Identify opportunities to improve data tracking efficiency

Communication & Coordination

• Work closely with the Salesforce Administrator to prioritize tasks

• Provide updates on data issues, progress, and completed assignments

• Support cross-team coordination when data clarification is needed

Required Qualifications

• High school diploma or equivalent (Bachelor’s degree preferred but not required)
• Salesforce Administrator Certification
• Fluent English proficiency
• Strong attention to detail and organizational skills
• Comfortable working with spreadsheets and databases
• Basic technical aptitude and willingness to learn Salesforce
• Ability to manage multiple tasks independently
• Strong written communication skills

Preferred Qualifications

• Experience in data entry, administrative support, or program coordination

• Familiarity with reporting, dashboards, or basic analytics

• Experience in nonprofit, workforce development, or public service environments

Schedule & Compensation

• Full-time: 35 hours per week

• In person

Salary

• $ 65,000 annually