Purpose Built Communities (“Purpose Built”) is an incubator, convener, and catalyst for social change at the neighborhood level. Purpose Built is a philanthropically-funded nonprofit organization that partners with local leaders–its Network Members–to design, direct, and accelerate neighborhood transformation initiatives across the United States so residents can experience greater racial equity, improved health outcomes, and increased upward mobility.
Purpose Built provides pro-bono guidance, coaching, and support to these local leaders, their staff, and stakeholders in implementing and growing a holistic model of revitalization in their neighborhoods. Together with Purpose Built’s Network Members and strategic partners, Purpose Built believes every neighborhood should have affordable, high-quality mixed-income housing, excellent schools that keep student success in life and in the classroom central, inclusive spaces that nurture and enrich residents’ physical and mental health and foster a sense of belonging, and a thriving commercial core that keeps the neighborhood economically vibrant. The throughline is uplifting the legacy and supporting the vision of the people who have long called that neighborhood home.
Purpose Built supports 27 Network Members with pro-bono services, including technical assistance, a robust Community of Practice, racial equity programming, policy support, fundraising, and more. As Purpose Built continues to evolve its Model and support structures, it focuses on amplifying its value proposition, telling a collective story of Network impact, and establishing its leadership of place-based work.
Purpose Built Communities’ Core Values:
- Possibility: Our purpose is proving the possible, not settling for the probable.
- Impact: We take action and build bridges to create lasting impact.
- Community: We cultivate connected, mutually contributing communities.
- Equity: We ground our work in the foundational beliefs that race and place matter.
To learn more about Purpose Built Communities, visit: www.purposebuiltcommunities.org.
ABOUT THE SALESFORCE AND TABLEAU ADMIN ROLE
Reporting to the VP of Data, Technology and Impact, the Salesforce and Tableau Admin will play a crucial role in managing and optimizing our Salesforce system, ensuring that our organization maximizes the benefits of Salesforce to support our mission and drive our operations forward. The Admin will also play a lead role in building Tableau dashboards that enhance Purpose Built’s data visualization and reporting capabilities and enable the organization to tell a more clear and compelling story of impact. This role supports two key teams at Purpose Built: Strategic Partnerships (our fundraising team) and Network Member Success (supports our 27 Network Members across the country).
RESPONSIBILITIES
Salesforce Configuration and Customization (50%)
- Customize and configure Salesforce to meet Purpose Built’s needs, including creating custom objects, fields, workflows, and validation rules.
- Implement and maintain automation processes using workflows and process builder to streamline organizational processes.
- Develop and maintain reports and dashboards to provide insights into key metrics and performance indicators.
- Manage integrations between Salesforce and other systems or applications used by the organization. (Purpose Built Communities currently utilizes Salesforce with Nonprofit Success Pack, Paypal Integration, Mailchimp Integration, and Outlook Integration. Our roadmap includes Chatter, Experience Cloud, Outbound Funds Module, and integration with Asana and iWave.)
- Evaluate, select, and implement third-party apps or solutions to enhance Salesforce functionality as needed and as approved by the Chief Finance and Administrative Officer.
- Oversee data integrity within Salesforce, including data imports, duplication, and ongoing data maintenance.
- Monitor data quality and implement strategies to improve data accuracy and completeness.
- Ensure compliance with data protection regulations and best practices.
- Maintain the Purpose Built Communities’ Salesforce roadmap.
- Stay current with Salesforce releases, features, and best practices.
- Proactively identify opportunities for process improvement and efficiency gains within Salesforce.
- Manage relationships with any Salesforce, third-party application vendors, and implementation partners.
- Collaborate with internal staff at Purpose Built Communities to gather requirements and implement enhancements or new features.
Tableau Configuration and Customization (25%)
- Clean and prepare data for use with Tableau.
- Build and customize Tableau dashboards.
- Tableau administration.
- Oversee data integrity within Tableau, including data imports, data cleaning, and ongoing data maintenance.
- Monitor data quality and implement strategies to improve data accuracy and completeness.
- Ensure compliance with data protection regulations and best practices.
- Stay current with Tableau releases, features, and best practices.
- Proactively identify opportunities for process improvement and efficiency gains within Tableau.
- Manage relationships with Tableau or third-party application vendors and implementation partners.
- Collaborate with internal Purpose Built Communities staff to gather requirements and implement enhancements or new features.
User Support and Training (25%)
- Serve as the primary point of contact for Salesforce and Tableau inquiries and issues from Purpose Built staff members who utilize Salesforce and/or Tableau.
- Ensure the adoption of new tools.
- Provide training and ongoing support to users to ensure they are proficient in utilizing Salesforce and Tableau to their fullest potential.
- Develop and maintain training materials for Salesforce and Tableau users.
PREFERRED QUALIFICATIONS
Preferred Experience
- A minimum of 3 years of experience as a Salesforce Administrator. Experience as a Salesforce Administrator at a nonprofit is preferred.
- Experience connecting Tableau to various data sources, including relational databases (e.g., SQL Server, MySQL), cloud platforms (e.g., AWS, Google Cloud), and flat files (e.g., CSV, Excel), to extract and transform data for analysis.
- Experience creating interactive dashboards, visualizations, and reports to present complex data insights in a clear and concise manner.
- Experience in a mixed Apple and Microsoft environment.
- Experience integrating APIs and/or external datasets.
- Experience with mapping.
Skills and Abilities
- Salesforce Administrator certification (ADM 201) is required; additional certifications such as Advanced Administrator or Platform App Builder are a plus.
- Proficiency in Salesforce configuration, customization, and administration, including experience with Salesforce Lightning.
- Strong understanding of the Salesforce data model, security model, and declarative capabilities.
- Strong understanding of data visualization best practices, including data aggregation, chart selection, color coding, and layout design, to effectively communicate key findings and trends.
- Knowledge of R/Python/SQL.
- Excellent communication and interpersonal skills, with the ability to effectively train and support users at all levels of the organization.
- Proven ability to manage multiple priorities and projects simultaneously while maintaining attention to detail.
Staff Attributes for All Roles at Purpose Built
- Deep investment in Purpose Built’s Core Values.
- Ardent commitment to continuing on a racial equity journey organizationally within Purpose Built and its Network, as well as personally.
- Exemplify a respected professional recognized for collaborating with others with a commitment to integrity, candor, and transparency.
- Lived or shared experiences with the people who call Purpose Built communities home is a plus.
COMPENSATION AND BENEFITS
$130,000 to $160,000
Purpose Built Communities offers a generous and comprehensive benefits package effective on the first day of employment for all full-time staff that includes:
- Options for fully-paid or subsidized health insurance plans.
- Subsidized dental and vision insurance plans.
- 401(k) retirement plan including an employer match contribution of up to 4% of salary.
- Cell phone reimbursement of $75 per month.
- 12 weeks of fully paid parental leave in connection with the birth or adoption of a child.
- Fully-paid Life and Accidental Death and Dismemberment Insurance plan of $50,000.
- 17 days of PTO per year for employees in their first three years of service. Annual PTO allotments increase with additional years of service up to 28 days of PTO at 15+ years of service.
- 17 paid organizational holidays and 2 paid floating holidays.
- Flexible work model.
