Dynamiccatholic12mo ago

Salesforce Reporting and Data Steward

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OtherSalesforce Reporting And Data Steward

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Quick Summary

Key Responsibilities

-Master our Salesforce environment, meticulously managing customer data to fuel targeted outreach. -Orchestrate the setup of direct mail and call campaigns within Salesforce,

Requirements Summary

-Own the quality and accuracy of our CRM data, performing ongoing cleansing, validation, and maintenance. -Utilize tools like Briteverify and cross-reference data source

Technical Tools

OtherSalesforce Reporting And Data Steward

Overview

Dynamic Catholic is seeking a highly motivated and detail-oriented Salesforce Reporting and Data Steward to join our team. In this critical role, you will be responsible for managing and ensuring the integrity of our Salesforce data, with a focus on supporting direct mail processes, creating insightful reports and dashboards, and providing essential data support to various departments. The ideal candidate will be analytical, detail-oriented, and possess strong problem-solving skills, with a collaborative approach to achieving team goals.

Who we are

At Dynamic Catholic our Mission is simple: to re-energize the Catholic Church in America. Catholics are leaving the Church at an alarming rate, and disengagement among those who remain is staggeringly high. This is where you come in. We are looking for driven, talented, and dynamic individuals who will work tirelessly to use their talents to inspire people to rediscover the genius of Catholicism.

Responsibilities

Empower Marketing Campaigns:

-Master our Salesforce environment, meticulously managing customer data to fuel targeted outreach.

-Orchestrate the setup of direct mail and call campaigns within Salesforce, managing tasks and opportunities to ensure seamless execution.

-Become the lynchpin for direct mail operations, coordinating with internal teams and external brokers, managing suppression lists, and ensuring list accuracy using NCOA software.

-Handle campaign-related data requests and ensure compliance with opt-out preferences.

Deliver Actionable Insights:

-Collaborate across teams to understand data needs, translating business requirements into powerful Salesforce reports and dashboards.

-Develop and refine reporting solutions that provide clear visibility into performance and trends, enabling data-driven decisions.

-Partner with our Systems team to identify and bridge gaps in data capture and reporting capabilities.

Champion Data Quality & Integrity:

-Own the quality and accuracy of our CRM data, performing ongoing cleansing, validation, and maintenance.

-Utilize tools like Briteverify and cross-reference data sources (web scrapers, lead capture forms) to maintain high standards for contact information accuracy.

-Proactively identify and resolve data inconsistencies, ensuring our CRM remains a reliable source of truth.

Proven experience in Salesforce data management and reporting.

Familiarity with Salesforce data loader and other ETL tools.

Proficiency in creating and maintaining custom reports and dashboards in Salesforce.

Strong analytical and problem-solving skills.

Proven track record cleaning and de-duplicating data using Microsoft Excel.

Excellent attention to detail and accuracy.

Experience with data cleansing and data validation techniques.

Ability to work independently and collaboratively.

Excellent communication and interpersonal skills.

Strong understanding of data integrity principles.

Experience in gathering requirements and translating them into reports.