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Project Manager, Database Change Manage & Learning
Company | Environmental Defense Fund |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Non-profit Organizations |
Expires | 2023-07-24 |
Posted at | 10 months ago |
Overall Function
- Answer ad-hoc questions about Salesforce how-tos and related business processes and policies
- Training
- Provide “refresher training” opportunities for existing staff
- Host regular office hours to address questions about Salesforce processes and functions
- Independently and in collaboration with stakeholders, create user documentation for the knowledgebase including but not limited to:
- Ongoing Staff Support
- Lead efforts to improve the Salesforce training curriculum for new Development staff
- Collaborate with the colleagues and super users on potential needs for additional group or individual trainings.
- Salesforce how-to’s
- Hold office hours dedicated to new features, functions and processes.
- Knowledgebase & Documentation
- Change Management: Salesforce Releases & Communications
- Brainstorm and develop strategies to efficiently communicate change and mitigate change fatigue.
- Business process guidelines
- Collaborate with Development Data and IT colleagues to develop and share communications about new features, functions and processes.
- Serve as the lead Salesforce trainer for the Department
- Instructional videos
- When necessary, answer staff questions about Salesforce how-to’s, business process and policy.
- Partner with Development operations colleagues to build a Development Knowledgebase where staff can find digestible content on business processes and functions.
- Develop Team-specific training (i.e., Planned Giving, Events, Major and Institutional Gifts, etc.)
- Department policies
- Lead all efforts to create and maintain up-to-date Salesforce-related content.
- Provide 1:1 training as needed
- Cheat sheets/infographics
- Participate in advancing EDF DEI goals in which people from all backgrounds and experiences feel connected, included, and empowered to address the environmental and organizational challenges in alignment with EDF values
- Ability to work individually and collaboratively with partner stakeholders across EDF
- Detailed and big-picture strategic thinker and operator
- Strong ability to communicate complex subject matter and think creatively about communication and learning strategies
- At least 2 years of experience working with Salesforce
- A self-starter, detail oriented, well-organized, and able to plan and execute projects from conception to completion
- Experienced in writing training guides and end-user documentation. Experience drafting software release notes a plus
- Ability to maintain confidentiality
- Passionate about developing user-friendly and accessible documentation including how-to’s, business process guidelines, policies and FAQs/cheat sheets
- Demonstrates self-awareness, cultural competency and inclusivity, and ability to work with colleagues and stakeholders across diverse cultures and backgrounds
- Has a high level of integrity and professionalism, and the ability to remain calm under pressure
- Ability to support colleagues at all levels and “meet people where they are”
- At least 3-4 years of relevant work experience in training or customer support
- Bachelor’s degree preferred
- Demonstrates ability to use sound judgment and identify problems
- At least 2 years in a non-profit development setting strongly preferred
- Skilled in active listening
- At least 2 years of experience leading training sessions
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