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 major health challenges and is committed to ensuring a healthier future for all. With a mission to be a relentless force for a world of longer, healthier lives, the AHA operates in various locations across the United States and is known for its strong corporate culture that emphasizes work-life harmonization and employee well-being. The AHA employs a diverse workforce and is focused on inclusivity, ensuring that all individuals, regardless of their background, can contribute to its mission.

Job Overview:
The Salesforce Reporting Specialist plays a crucial role in the Center of Development Operations at the American Heart Association. This position is designed for individuals who are passionate about data and its impact on decision-making processes. The specialist will be responsible for designing, building, and maintaining user-facing dashboards and reports within Salesforce, which are essential for supporting data-driven decision-making across the organization. The role requires collaboration with various internal teams to translate business needs into actionable visualizations, ensuring that key performance data is both accurate and user-friendly. Additionally, the specialist will contribute to the development of a unified reporting framework that provides insights into fundraising performance, which is vital for senior leadership. This position offers a hybrid work schedule, allowing for flexibility in location while requiring in-office presence 2 to 3 days a week.

Duties and Responsibilities:
The Salesforce Reporting Specialist will have a comprehensive set of responsibilities, including:

• Designing, building, and maintaining Salesforce dashboards and reports using the native report builder and filtering tools to ensure that data is presented in a clear and actionable manner.
• Validating field-level information and understanding object relationships to ensure data accuracy and integrity in all dashboards.
• Collaborating with internal stakeholders to gather and understand business needs, delivering 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, which includes documenting report definitions and preparing for future data integrations across teams.
• Supporting cross-departmental reporting initiatives to provide insights that reflect broader fundraising performance across the organization.

Required Qualifications:
Candidates must possess a High School Diploma or equivalent, along with five years of relevant work experience. A bachelor's degree in a related field may substitute for up to three years of experience. Additionally, candidates should have at least two years of experience building dashboards and reports in Salesforce or an equivalent CRM, along with a strong understanding of CRM data models and object relationships. 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 requirement, a Bachelor's Degree in Data Analytics, Business Administration, Marketing, or a related field is preferred. This educational background will provide the necessary foundation for understanding data analytics and reporting within the context of Salesforce and organizational needs.

Experience:
The ideal candidate should have a minimum of five years of relevant work experience, with at least two years specifically focused on building dashboards and reports in Salesforce or a similar CRM. Experience in a nonprofit or fundraising environment is also highly desirable, as it will provide context for the role's responsibilities and objectives.

Languages:
While the job posting does not specify mandatory languages, proficiency in English is essential for effective communication within the organization. Additional language skills may be considered a plus, especially in diverse communities served by the AHA.

Additional Notes:
This position is full-time and offers 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 also provides a comprehensive benefits package, including medical, dental, vision, disability, and life insurance, as well as a robust retirement program with employer matching. Employees are entitled to a minimum of 16 days of Paid Time Off (PTO) per year, which increases with seniority, along with 12 paid holidays. The organization also supports professional development through tuition assistance and access to HeartU, its corporate university.