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 countries and employs a diverse workforce that embodies its core values of inclusivity and commitment to health. The AHA is known for its strong corporate culture, which emphasizes work-life harmonization and employee development.

Job Overview:
The Salesforce Reporting Specialist position is integral to the American Heart Association's Center of Development Operations. This role is designed for individuals who are passionate about data and its impact on decision-making processes. The specialist will work in a hybrid environment, spending 2 to 3 days a week in a local market office, and will be responsible for designing, building, and maintaining user-facing dashboards and reports within Salesforce. The position requires collaboration with internal teams to translate business needs into actionable visualizations, ensuring that key performance data is accurate and usable. Over time, the specialist will also support cross-departmental reporting, providing senior leadership with insights that reflect broader fundraising performance across the organization. This role is crucial for enhancing the organization's data-driven decision-making capabilities and will involve ongoing development of a unified reporting framework.

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

• 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 aligned with organizational priorities.
• Contributing to the ongoing development of a unified reporting framework capable of providing cross-departmental insights and performance metrics to senior leadership. This includes documenting report definitions and preparing for future data integrations across teams.
• Supporting the training of staff on how to utilize dashboards and reports effectively.
• Continuously seeking ways to improve reporting processes and tools to enhance efficiency and effectiveness.

Required Qualifications:
The position requires 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, 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 requirement, a bachelor's degree in data analytics, business administration, marketing, or a related field is preferred. This educational background will provide candidates with the necessary skills and knowledge to excel in the role of Salesforce Reporting Specialist, particularly in understanding data analytics and business processes.

Experience:
Candidates should possess 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 preferred, as it will provide valuable 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 beneficial, particularly in diverse communities served by the AHA.

Additional Notes:
This position is full-time and offers a hybrid work schedule, allowing for flexibility in location. 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, 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 per year, increasing with seniority, and 12 paid holidays. The organization is committed to professional development, offering tuition assistance and access to its corporate university, Heart U, which provides a wealth of resources for employee growth.