Database and Online Communications Manager
Bookkeeper
Development Associate
Database and Online Communications Manager
Link to job description here: http://transformca.org/book/database-and-online-communications-manager
ABOUT THE POSITION: TransForm, a leading environmental and social justice nonprofit organization, seeks a database and online communications manager.This position serves as the technical point person for TransForm’s Salesforce database and online systems, helping us fully harness and enhance our use of technology in ways like: 1) building and engaging a broad base of activists, donors and partners; 2) better using data to inform our decisionmaking, strategies, fundraising, and operations; and 3) managing and tracking finances, program benchmarks, and more. This position also supports key aspects of TransForm’s communications such as our blog, action alerts, and social media channels.
You'll have a great blend of responsibilities in this position; get to build on strong systems and planning; and be part of a fun, collaborative, and supportive team. Plus, it’s an exciting time as our issues get hotter and there are new opportunities to win big changes!
This job might be right for you if: you're a thorough and detailed thinker with demonstrated curiosity, analytical skills, and a commitment to quality. You’ll do well if you're someone who's highly motivated, creative, strategic, systems-oriented, organized, and knows how to focus in a fast-paced environment. You’ll thrive if you enjoy a mix of projects, problem solving, learning new things (technology and otherwise), moving people to action for social change, and working both independently and closely with others.
And there are great benefits. We are very flexible and family-friendly. We have generous vacation and holidays. We have excellent health and dental benefits, and designate funds for professional development. TransForm contributes to the Commuter Check program and administers an employee contribution 403(b) retirement plan.
The salary range for this position is $52,000 - $66,000 based on experience. TransForm is an equal opportunity employer. People of color and women are strongly encouraged to apply. Our staff is focused on making positive change in the world, celebrates diversity, and is committed to being intentionally inclusive in all our relationships.
KEY RESPONSIBILITY AREAS:
DATABASE ADMINISTRATION- Work with each team – and individuals as needed – to regularly identify and address specific Salesforce needs in terms of profiles; custom views; fields/custom objects; buttons; workflow processes; campaign set up; dashboards; trainings; and reporting.
- Help take our 2014-2019 strategic plan (to be completed this fall) to the next level by establishing new systems for tracking organizational goals and objectives over the next five years, and training and supporting staff in using this system to measure our impact as an organization.
- Assist communications and development staff as needed in: analyzing donor and activist history; building and managing donation and event forms; tracking foundations; forecasting funding; and developing and implementing strategies to increase the number of contacts we have.
- Complete the roll-out of the Non-Profit Starter Pack for Salesforce (conversion from Convio Common Ground for Salesforce will be mostly complete by early August). Ensure all staff (and volunteers and interns, as needed) are trained and supported in using Salesforce in a way that meets their specific needs and at a level appropriate to how they use Salesforce. Create and maintain key policy and training documents.
- Identify (with staff input) and implement a wide variety of ways to simplify Salesforce and improve usability for all users.
- Maintain up-to-date, deep knowledge of Salesforce and related applications. Identify new features of and applications for Salesforce that may be helpful, and lead implementation efforts
- Regularly identify and address data quality and usability issues.
- Procure and manage licenses, license types, roles, sharing rules, and permissions for all staff and volunteers.
- Serve as overall website administrator, including managing and ensuring payment for server as well as staff access to creating content. Manage any system updates/upgrades (with support from a consultant as needed).
- Add images and functionality to the website as needed. For example, editing and adding images; integrating forms using Soapbox Engage; adding a featured story to the homepage slideshow; or embedding a YouTube video.
- Track all relevant metrics, set goals, and refine the approach for the website over time.
- Implement and refine our Facebook, Twitter and LinkedIn strategies (including goals and metrics), as part of our broader communications plan. Monitor new developments in social media and help determine if and how TransForm should pursue them.
- Set up social media channels when needed for specific campaigns, and work with the campaign staff to develop a strategy and plan (which the campaign staff will implement).
- Support the Communications Director in implementing the organizational editorial calendar, which social media and the website are part of. Help track and revise TransForm’s communications plan.
- Copy edit and post blog posts for campaign/program staff. Occasionally write blog posts that will spark conversation to use in social media.
DESIRED QUALIFICATIONS:
- Minimum of one year of experience in database management using Salesforce. Experience with Salesforce’s Non-Profit Starter Pack highly desirable.
- Experience with: creating custom reports; data migration and CRM Fusion tools; creating or editing both standard and custom fields and objects; building workflow rules; creating list views; data validation; and installing and managing applications from AppExchange. Salesforce Administration Essentials certification a big plus.
- Ability and experience in thoughtfully segmenting data and providing analytical reports. Experience using Google Analytics and tracking social media metrics.
- HTML, CSS, Drupal, Wordpress, and basic JQUERY highly desirable, as well as Dreamweaver. FBML a plus.
- Ability and experience in making well-researched, sound recommendations and options to solving problems. High comfort level with learning new skills and technologies in order to meet challenges.
- Strong writing, editing, and research skills.
- Graphic design skills, especially Photoshop; Illustrator and InDesign a plus.
- Comfort, knowledge of social media, including tools like HootSuite and TweetDeck appreciated.
- Excel experience, particularly writing complex formulas.
- Experience planning and managing several projects at once successfully.
- Patience, enjoyment, and a proven track record with teaching technology skills and explaining technology issues to others.
- A "can-do" attitude; enthusiastic; graceful under pressure; self-motivated and directed; and a sense of humor and fun.
- Strong interpersonal, listening, communicating and teamwork skills.
- A deep commitment to TransForm's mission and a strong desire to be a part of making positive environmental and social change in the world.
- A keen interest and understanding of transportation and land use issues.
Bookkeeper
Link to job description here: http://transformca.org/book/bookkeeper
ABOUT TRANSFORM: TransForm works to create world-class public transportation and walkable communities in the Bay Area and beyond. We build diverse coalitions, influence policy, and develop innovative programs to improve the lives of all people and protect the environment. We achieve this mission by working with groups and people representing a broad range of backgrounds and perspectives. Learn more at www.TransFormCA.org.TransForm is an entrepreneurial organization with a collaborative and inclusive culture. Our staff of 30 coordinates significant collaborations that bring together diverse partners committed to common causes. Our main office is in downtown Oakland, with two satellite offices in Sacramento and San Jose.
ABOUT THE POSITION: This position is responsible for TransForm’s transactional accounting to handle receipts and disbursements of funds, keep accurate and complete financial records, maintain internal controls, and support decision-making by providing critical financial data.
This is a great opportunity for someone with accounting skills and strong attention to detail to contribute to the smooth operations of a highly-respected, nationally-recognized non-profit. The position is based in our main office in Oakland. The Bookkeeper will report to the Controller.
KEY RESPONSIBILITIES:
Accounts Payable: Manage short-term liabilities and generate payments to vendors.
- Maintain accurate paper and electronic vendor records, including contracts and tax information.
- Review bills for accuracy, reasonableness, and approvals; code using chart of accounts; enter into accounting system to track liabilities; and generate payments when due.
- Reconcile and enter business credit card expenses using expense reports from cardholders.
- Generate IRS Form 1099-MISC for independent contractors annually.
- Maintain up-to-date information regarding employee wages and deductions.
- Review employee timesheets and expense reports from cloud-based time and attendance system for accuracy, reasonableness, and approvals.
- Prepare payroll by transferring data to payroll system, and record expense in general ledger.
- Reconcile quarterly payroll tax returns to general ledger.
- Prepare allocation of payroll and benefits expenses monthly.
- Record monthly recurring journal entries (e.g., accrued expenses, depreciation).
- Under the direction of the Controller, research accounting issues, reconcile balance sheet accounts, prepare financial schedules and calculations, and make general journal entries.
- Enter weekly deposits into accounting system based on coding instructions from Controller.
- Prepare invoices for fee-for-service and cost reimbursement contracts.
- Reconcile accounting system and fundraising database in coordination with development staff.
- Comply with legal, regulatory, and ethical standards, and follow organizational financial policies and procedures.
- Provide recommendations about improvements to policies and procedures to maintain internal controls and increasing efficiency of financial management systems.
Accounting knowledge, including generally accepted accounting principals, payroll regulations, business, and economics.
- Facility with numbers and mathematics.
- Skill with computers, including Microsoft Excel and Word, accounting software (FUND E-Z helpful), online payroll, and Google Apps (Mail, Calendar, and Drive).
- Skill at communicating in English, including oral and written comprehension and expression.
- Ability to use logic and reasoning to analyze and solve problems.
- Ability to work well as part of a team and cooperate with people from diverse backgrounds.
- Ability to maintain confidentiality of sensitive information.
- Conscientiousness, including dependability and honesty.
- Willingness to ask questions when information or instructions are unclear.
- A positive “can do” attitude with a sense of humor.
- At least 2 years of bookkeeping and payroll experience, preferably in a nonprofit organization.
HOW TO APPLY: Fill out the survey on link above a link above to receive application instructions.
Development Associate
Link to job description here: http://transformca.org/book/development-associate
ABOUT THE POSITION: TransForm, a leading environmental and social justice organization, seeks a development professional to create and execute fundraising appeals, donor cultivation and stewardship strategies and a range of events to build, engage and retain a broad base of supporters in supporting our mission. To learn more about TransForm, please visit www.TransFormCA.org.The Development Associate works closely with the Development Director, the Development Program Assistant and the Communications and Development team. The Development Associate will oversee TransForm’s multi-channel annual fundraising efforts and event calendar, while managing and supporting projects to recruit and engage supporters through email, social media, phone and snail mail communications.
This might be the right job for you if you're someone who's highly motivated, creative, strategic and organized. You’ll thrive if you: like to throw a great party; if you enjoy getting people so excited about a cause that they just want to donate; if you value building relationships; if you love a blend of big picture thinking and detailed day-to-day implementation; and if you like to have ownership over your work.
Compensation and Benefits. This position is a full-time exempt position in a family-friendly, fast-paced and highly flexible work environment. TransForm offers generous vacation, holiday, medical and dental benefits. TransForm also designates funds for professional development, administers an employee contribution 403(b) retirement plan and contributes to the Commuter Check program. The salary range for this position is $40,000 - $48,000, commensurate with experience.
TransForm is an equal opportunity employer. This is a full-time (37.5 hours/week) position. People of color and women are strongly encouraged to apply. Our staff is focused on making positive change in the world. We celebrate diversity and are committed to having an inclusive approach in all we do.
KEY RESPONSIBILITY AREAS:
This position reports to the Development Director and works to establish overall fundraising goals – and then helps develop and implement key aspects of an annual fundraising plan in order to meet these goals. These aspects include:
- Overseeing the annual fund, specifically developing strategies for maximizing fundraising appeals. This includes helping to set appeal theme, timing/timeline, writing content, segmenting data, follow-up, executing a multi-channel approach with an accompanying email and online campaign using best practices, web content and custom donation pages, helping create reply devices and ensuring acknowledgement letters go out immediately.
- Leading cultivation and stewardship efforts for donors and donor prospects. This includes executing retention strategies for current donors, supporting the Development Director and Board with major donor-focused communications and engagement, creating and supporting activities around a ladder of engagement, increasing the number of recurring donors, developing acquisition strategies to bring in new high-quality prospects and donors and creating ways to move the supporters we already have. This position works closely with communications staff in building more sophisticated ladder of engagements for prospects, current and lapsed supporters.
- Work with team to oversee all aspects of fundraising and donor cultivation events. Our robust event calendar helps acquire new donors, cultivate existing donors and highlight TransForm’s current work and includes (but is not limited to) a large spring acquisition event, large fall fundraising event and periodic smaller, special events that cultivate and steward donors in the annual fund and major donors (e.g. via Board member house parties). Work includes working closely with Development Program Assistant and team on all event aspects, determining speakers and topics, selecting venues to increase geographic reach, developing strategies to attract new people and more.
- Overseeing the donor database (Salesforce). This includes maintenance and analysis of all fundraising data in our contact database, with significant support from the Online Communications and Database Manager and the Development Program Assistant. Develop and implement ongoing campaign reports, analysis and recommendations. Ensure a high level of accuracy of donor data through quality control procedures.
- Helping support other departmental needs. In coordination with the Development Program Assistant (who is half time), oversee development volunteers and volunteer needs, help with monthly reconciliations of development and accounting data and help with other relevant data entry and other needs that come up.
- Energetic, creative, analytical problem solver with strong attention to detail.
- At least 3 years of relevant work experience and a proven track record in fundraising. Experience with donors, building up a fundraising program and online giving strongly desired.
- Proficient with a donor/Customer Relationship Management (CRM) database for tracking donations, interactions with current and potential supporters and analyzing data. Able to generate statistics, reports and other analytical work from database; Salesforce experience preferred.
- Proficient with MS Office Suite, proficiency with Adobe Creative Suite a plus.
- Proficient with online marketing software and tools, Vertical Response experience a plus; Understanding of social media a plus.
- Exceptional project management skills with ability to manage multiple projects simultaneously, complete projects on tight deadlines, and rapidly respond to new developments.
- Strong communications skills including writing ability, speaking style and an ability to truly engage with people.
- Experience planning and executing engaging events of all sizes that meet budget expectations.
- Strong knowledge of the concepts and best practices of individual donor fundraising, and a thirst for more.
- Some experience in managing volunteers, interns or staff and an interest in gaining more.
- Willingness and ability to be a mentor to staff and volunteers.
- A "can-do" attitude; enthusiastic; graceful under pressure; self-motivated and directed; and a sense of humor and fun.
- Personal and/or work experience with stakeholders and/or social justice organizations that integrate equity and inclusion in their internal and external communications.
- A deep commitment to TransForm's mission and a strong desire to be a part of making positive environmental and social change in the world.
HOW TO APPLY: Fill out the survey on link above to receive application instructions.
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