Salesforce 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.

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.