Salesforce Reporting Specialist

Job Posting Organization:
The American Heart Association (AHA) was founded in 1924 and has since made significant strides in reducing cardiovascular disease deaths by half. The organization is dedicated to addressing the most pressing health challenges and is committed to ensuring a healthier future for all. With a mission that transcends borders, the AHA operates in multiple countries and employs a diverse workforce that is passionate about making a difference in public health. The AHA is known for its strong corporate culture, which emphasizes work-life harmonization and values the contributions of its employees.

Job Overview:
The Salesforce Reporting Specialist position is a critical role within the American Heart Association's Center of Development Operations. This position is designed for individuals who are adept at using Salesforce to create user-friendly dashboards and reports that facilitate data-driven decision-making. The specialist will work in a hybrid environment, spending 2 to 3 days a week in a local market office, which allows for flexibility in work location. The role requires collaboration with various internal teams to translate business needs into actionable visualizations, ensuring that key performance data is accurate and easily accessible. Over time, the specialist will also contribute to cross-departmental reporting efforts, providing senior leadership with insights that reflect the organization's broader fundraising performance. This position is ideal for someone who is detail-oriented, has strong communication skills, and is passionate about using data to drive organizational success.

Duties and Responsibilities:
The Salesforce Reporting Specialist will be responsible for a variety of tasks, including but not limited to: designing, building, and maintaining Salesforce dashboards and reports using the native report builder and filtering tools; ensuring data accuracy and integrity in dashboards by validating field-level information and understanding object relationships; collaborating with internal stakeholders to understand business needs and deliver custom reporting solutions that align with organizational priorities; contributing to the ongoing development of a unified reporting framework that provides cross-departmental insights and performance metrics to senior leadership; documenting report definitions and preparing for future data integrations across teams; and supporting the training of staff on how to utilize dashboards and reports effectively. The role may also involve troubleshooting issues related to data reporting and providing recommendations for improvements.

Required Qualifications:
Candidates for the Salesforce Reporting Specialist position must possess a High School Diploma or equivalent. Additionally, they should have five years of relevant work experience, with a bachelor's degree in a related field potentially substituting for up to three years of experience. The ideal candidate will have at least two years of experience building dashboards and reports in Salesforce or an equivalent CRM, a strong understanding of CRM data models and object relationships, and the ability to translate business needs into visual data. Effective written and verbal communication skills, attention to detail, and the ability to work independently are also essential qualifications for this role.

Educational Background:
While a High School Diploma is the minimum educational requirement, candidates with a Bachelor's Degree in Data Analytics, Business Administration, Marketing, or a related field are preferred. This educational background will provide candidates with the necessary skills and knowledge to excel in the role and contribute to the organization's goals effectively.

Experience:
The position requires a minimum of five years of relevant work experience, with specific emphasis on two years of experience in building dashboards and reports within Salesforce or a similar CRM. Candidates with experience in a nonprofit or fundraising environment will have an advantage, as they will be familiar with the unique challenges and opportunities present in such settings. Experience with Salesforce Lightning dashboards and familiarity with data visualization tools like Tableau or Power BI are also beneficial.

Languages:
While the job description does not specify mandatory languages, proficiency in English is essential for effective communication within the organization. Additional language skills may be considered an asset, particularly in diverse communities where the AHA operates.

Additional Notes:
This is a full-time position with a hybrid work schedule, requiring 2 to 3 days a week in the local market office. The expected pay range for this role is between $55,000 and $60,000, with compensation commensurate with experience. The American Heart Association offers a comprehensive benefits package that includes medical, dental, vision, disability, and life insurance, as well as a robust retirement program with employer matching. Employees also benefit from paid time off, professional development opportunities, and tuition assistance programs. The AHA is committed to fostering an inclusive workplace and encourages applications from individuals of all backgrounds.