Overview
The Fundraising Associate (Salesforce Development & PCI Compliance) role is responsible for the transversal service of the CRM (Salesforce) and further developments for fundraising needs, ensuring continuous improvement and PCI compliance.
Key Responsibilities
- Lead and deliver new and on-going development and implementation of systems and functionalities for Salesforce and its connected systems.
- Coordinate with internal and external stakeholders to identify business needs, define processes, and propose technology solutions.
- Analyze and document business requirements, translating them into specifications for technical teams.
- Build and prioritize the functional backlog with development and technical support teams.
- Plan regional releases and coordinate development and feature deliveries.
- Validate deliveries at the functional level.
- Manage budget and projection for SES COST at Sales, Marketing Cloud, Experience Cloud platforms and add-ons.
- Understand and design scalable data structures.
- Configure licenses, permission sets, and public groups.
- Create and maintain custom objects, fields, validation rules, page layouts, and record types.
- Manage environments and promote good deployment practices.
- Maintain control over synchronized data between Marketing and Sales clouds.
- Build audience segmentation for Marketing Cloud campaigns.
- Coordinate and support the use of Journey Builder.
- Supervise contracted technical support, ensuring bugs are diagnosed, analyzed, prioritized, tracked, and resolved.
- Monitor the adequate functioning of fundraising platforms and their middleware connections.
- Report and coordinate technology solutions with developing partners.
- Track user report incidents and their resolution.
- Cultivate positive relationships with vendors, integrating partners, and users.
- Develop an agile working methodology.
- Understand the relational data model and its performance implications.
- Lead and support the implementation of middleware integrations.
- Lead and manage CMS technical team.
- Regularly monitor the PCI framework.
- Develop a monitoring and security procedure for PCI compliance.
- Lead the closure of PCI gaps with stakeholders.
- Lead penetration tests and ensure compliance with data security policies.
- Monitor CRM security controls.
- Ensure compliance with good security, privacy, and data governance practices.
- Manage quotation and billing processes for middleware platforms.
- Manage daily work and administration with developing partners.
- Handle various administrative tasks.
Required Experience
- A minimum of 7 years of relevant professional experience is required.
- At least 3 years of experience in managing, developing, and implementing Salesforce Sales Cloud, Marketing Cloud, Service Cloud and Community Cloud.
- Experience in other Fundraising CRMs and its developments and integrations may be exceptionally accepted.
- At least 3 years of working experience in Project Management, Business Analyst, Business Intelligence.
- Proven experience in API architecture.
- Experience leading and coordinating functional and technical teams.
- Project Management and people skills.
- Experience applying Agile methodologies is considered an asset.
- Experience in Fundraising Operations and knowledge of Transbank, PCI compliance and debit platforms is an asset.
Qualifications
- Completion of secondary education required; preferably supplemented by university studies in one or more of the disciplines relevant in the following areas: project management, business analytics, science/engineering, or information technology, or electrical engineering, or equivalent professional work experience in business intelligence and salesforce development.
- A bachelor’s degree from a recognized academic institution in a field relevant to the position may be considered to compensate for three (3) years of experience.
- A master’s degree from a recognized academic institution in a field relevant to the position may be considered to compensate for an additional two (2) years.
