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 committed to inclusivity, ensuring that all individuals, regardless of their background, can contribute to its mission.

Job Overview:
The Salesforce Reporting Specialist position is a critical role within the Center of Development Operations at the American Heart Association. This position is designed for individuals who are passionate about data and its role in driving decision-making processes. 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 primary responsibility of this role is to design, build, and maintain user-facing dashboards and reports within Salesforce, ensuring that the data presented is accurate and actionable. The specialist will collaborate closely with internal teams to understand their business needs and translate these into effective visualizations. Additionally, this role will contribute to the development of a unified reporting framework that provides insights into fundraising performance across the organization, thereby supporting senior leadership in strategic decision-making.

Duties and Responsibilities:
The Salesforce Reporting Specialist will have a variety of responsibilities, 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 gather business requirements 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 organization in achieving its fundraising goals through effective data management and reporting.

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. Candidates must also 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, 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 data management and reporting within the Salesforce platform.

Experience:
The ideal candidate for the Salesforce Reporting Specialist position should have a minimum of five years of relevant work experience. This experience should include at least two years specifically focused on building dashboards and reports in Salesforce or a similar CRM system. Candidates with experience in a nonprofit or fundraising environment will be viewed favorably, as they will have a better understanding of the unique challenges and opportunities within this sector.

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 a plus, particularly in diverse communities where the AHA operates.

Additional Notes:
This position is full-time and offers a competitive salary range of $55,000 to $60,000, commensurate with experience. The American Heart Association provides 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 work-life harmonization, offering a minimum of 16 days of paid time off per year, which increases with seniority, along with 12 paid holidays annually. The organization encourages applications from qualified individuals, including those with arrest or conviction records, in accordance with local and state laws.