Apr 02, 2020

Shared Services Associate

  • Room to Read
Full-Time Administration Nonprofit - Social Services

Job Description

Position Overview:

The Shared Services Associate reports to the Director of Shared Services and works directly with the Development Operations (Dev Ops) and IT teams to help achieve Room to Read’s fundraising goals. The Shared Services Associate position supports the team in managing data operations and procedures in development systems including NGOC, Classy, Marketing Cloud and others. The major focus of this position is managing activities and process improvements in Room to Read’s Salesforce systems and creating reports for Management and other departments. This position works closely with many members of the Room to Read team particularly as the organization executes the next strategic plan.


The Shared Services Associate is a CRM database superstar, excellent project manager, and has strong leadership skills. S/he has a strong working knowledge of database enterprise systems and their relationships to CRMs and integrated programs (e.g., sales or donation portals). This person can deftly manage multiple revenue streams; ensure seamless and accurate reporting; and troubleshoot complicated and critical database issues – all for a for a highly-successful organization. This individual possesses impeccable organizational, interpersonal, customer service and communication skills; and the ability to work independently as well as on a team. The role will also partner with leadership to make strategic decisions on improving data operations and report management etc. as we execute our new strategic plan.


Duties & Responsibilities:

Gifts, General Tasks and Reporting:

  • Maintain Room to Read’s database records in all development systems, identifying and implementing increased effeciencies within business processes when applicable.
  • Maintain CRM data quality and inventory checks in Salesforce.
  • Support Dashboard creation and maintenance, ensuring Dashboards are evolving to fill various business needs and priorities.
  • Support Third Party donation processes and data integrity, working closely with the DevOps Associate to ensure there is consistency in importing, soft credits, and settting up flags for issues to build capacity across the team. 
  • Strong understanding and/or the ability to at times create, workflows, process builders, flows in Salesforce. Some understanding of Apex triggers a plus.
  • Ability to create and manage reports in Salesforce. Specifically but not limited to reports, including matrix and joined reports, with filter logic, cross object filters, bucket fields, and formula fields, list views, email templates, etc.
  • Ability to create/manage the following in Excel: Pivot tables and Formulas, including: VLOOKUP, Pivot Table formulas, Date/time formatting.
  • Manage temporary staff and volunteers as directed.


Project Management & Process Improvements:

  • Work closely with the IT team, proactively identify areas of operational improvement, either specifically for the Development department or across departments, implement scalable and efficient solutions.
  • Lead Salesforce projects with strong organization and people management skills, managing cross functional teams to ensure project quality and timeliness.
  • Enhance revenue modeling predictions, conduct research to analyze data and provide guidance of metrics for tracking overall giving.
  • Develop, run and prepare reports (financial, historical analysis, data, benchmarks, etc.) for various presentations and meetings.
  • Support the fundraising teams to connect to constituent records for optimal solicitations and cultivation strategies.
  • In partnership with stakeholders, define the coding and functionality within the database by participating and/or leading discussions of database protocol and best practices; developing policies/procedures at times shaping new business processes where needing; and leading training sessions.
  • Other tasks as necessary.



  • Bachelor’s degree, or comparable professional experience
  • Excellent understanding of databases and data structures, specifically Salesforce
  • Familiarity working with large datasets in Excel or other tools
  • Proven success with project management execution
  • Proven ability to thrive in a detail-oriented, fast-paced environment while maintaining accuracy
  • Proven success with managing individuals and motivating volunteers/interns
  • Ability to juggle multiple priorities with competing deadlines and simultaneously taking initiative
  • Familiarity with SQL and/or programming concepts preferred, but not required
  • Strong troubleshooting and conflict resolution skills
  • Computer literate in MS Office (specifically Excel, Word, Outlook, and PowerPoint)
  • Prior success working closely and building relationships with diverse groups of people
  • Effectiveness in working or volunteering in a non-profit organization that is focused on maintaining high quality work and low overhead
  • Excellent verbal and written communication skills in English
  • Legally eligible to work in the United States; no sponsorship provided



Room to Read offers a competitive salary with excellent benefits. Benefits include health, dental, vision, long-term disability insurance, life insurance, commuter benefits and a 401K match. The non-monetary compensation includes a unique opportunity to be part of an innovative, meaningful, fun, and rapidly growing organization that is changing transforming the lives of millions of children in developing countries by focusing on literacy and gender equality in education. 



To be successful at Room to Read, you will also: 

  • Have passion for our mission and a strong desire to impact a dynamic nonprofit organization 
  • Be a proactive and innovative thinker who achieves results and creates positive change
  • Have a very high level of personal and professional integrity and trustworthiness  
  • Embrace diversity and a commitment to collaboration 
  • Thrive in a fast-paced and fun environment 


Room to Read is proud to be an equal opportunity employer committed to identifying and developing the skills and leadership of people from diverse backgrounds. EOE/M/F/Vet/Disabled



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