Senior Salesforce Administrator and Business Analyst

About Coefficient Giving Coefficient Giving (formerly Open Philanthropy) is a philanthropic funder and advisor. We work with a range of donors who share our commitment to cost-effective, high-impact giving. Our current funds include Science and Global Health R&D, Navigating Transformative AI, Biosecurity & Pandemic Preparedness, Abundance & Growth, Farm Animal Welfare, and more. We’re proud of our track record: We jump-started the field of AI safety and security and have played a vital role in addressing other existential threats, such as mirror bacteria. Our grants to evidence-backed global health programs have saved over 100,000 lives, and our farm animal welfare grants have improved the lives of over 3 billion animals. We supported late-stage clinical trials for the R21 malaria vaccine, now being scaled to protect millions of kids globally. We were the earliest major funder of the YIMBY movement to build more housing. Our grantees have led the charge on major wins like City of Yes in New York, and SB 79 in California, which will enable hundreds of thousands of new housing units. Since 2014, we’ve directed over $7 billion in grants as part of our mission to help others as much as we can with the resources available to us. It's also a pivotal moment for Coefficient Giving: we gave around $1 billion last year, and are on track to more than double our giving this year. We're significantly scaling our grantmaking and rapidly growing our team to support it, in part because we expect to see large increases in philanthropic funding flowing into the fields where we work in the coming years. Accelerating now lets us fill cost-effective gaps today, and helps lay the groundwork for new donors to step in as well. Growth at this pace means the work is fast, ambiguous, and often messy: we need to make big decisions, pivot quickly, and make trade-offs. We think this is a uniquely high-leverage moment, and we're looking for people who find that energizing. About the Salesforce team Our Salesforce team builds and maintains the systems that power CG's grantmaking and partnerships operations. Salesforce is our system of record, but it sits within a broader ecosystem of tools — such as Airtable, data pipelines, form tools like FormAssembly and Fillout, and integrations like Ironclad — that together support how grants move from decision through payment. Our org supports over 230 active users, including CG staff and external users. While our record volume is relatively low, our work tends to be high-touch and high-complexity, with heavy customization and a deliberately code-first build. The Salesforce team acts as internal consultants to many teams at CG. We care about understanding the problem as much as we do building the solution, and we're always looking for ways to remove friction, improve data quality, and make our systems more useful to the people who rely on them. About the role This role involves two primary responsibilities: 1) developing a deep understanding of what CG's stakeholders need, and 2) building it in Salesforce. On the “Administrator” side, you’d own a meaningful share of our incoming ticket triage rotation and make hands‑on declarative updates in Salesforce, working closely with our team. On the “Business Analyst” side, you’d own intake, discovery, and requirements work so that projects have build-ready requirements and get shipped faster. Requests increasingly span Salesforce, other tools like Airtable and Slack, Claude‑powered workflows, and manual processes, and you’d help gather requirements for workflows that involve many tools, with a strong understanding of how changes in one may affect connecting workflows. While we currently expect our ideal candidate to spend 60% of their time on administration and 40% on business analysis, it is possible that the exact balance could shift depending on team needs and the candidate’s particular strengths. You would join a growing Salesforce team — spanning Eastern, Central, and Brasília time — that meets daily and works closely together. This is an individual contributor role with no direct reports. Our system keeps getting more complex as CG grows, which means more to administer, more processes to document, and more opportunities to make how we work better! What the role involves Salesforce administration and delivery Configure and build on platform, delivering enhancements and new features declaratively — e.g. custom objects and fields, validation rules, screen flows, page layouts, permission sets, and complex cross‑object formula fields and roll‑up summaries. Own a meaningful share of our incoming ticket triage rotation alongside project work, responding to and resolving inbound tickets (cases) with high autonomy and ownership. Deploy changes from sandbox to production, working within our DevOps practices and suggesting improvements as you identify them. Support users through User Acceptance Testing, and help stand up additional testing and signoff processes where needed. Maintain accurate and helpful documentation of system functionality, including user‑facing and team‑facing documentation. Proactively propose enhancements and bug fixes to existing systems and processes. Business analysis Own case and project intake, lead discovery sessions, write requirements and level‑of‑effort estimates, and drive backlog refinement so that there's always sprint‑ready work in the queue. Work with stakeholders of varying technical familiarity and translate their requests into requirements any member of the team could pick up and deliver, understanding the business problem in depth. Gather requirements for work that spans multiple systems, understanding the workflows that connect Salesforce with other tools and how changes in one can affect others. Surface what sits behind a request: technical impact, data integrity considerations, level of effort, and the scalability, maintainability, and user‑experience tradeoffs involved. Facilitate productive conversations when a request diverges from what’s best overall, including knowing when something may not belong in Salesforce at all. Lead the next stage of how we gather and refine requirements, building on the intake process we already have so that requirements are clear up front and late‑breaking changes rarely delay delivery of a case or project. Document business processes, flagging opportunities for improvement as you go. You might work on Improving flows or forms that make our grantmaking operations more efficient, such as creating or enhancing a form so that answers land as structured data instead of arriving by email. Gathering and refining requirements for the new fields and automation behind our expanding partnerships work, running discovery with stakeholders who may not have any experience with Salesforce, and translating what they need into something the team can build. Running discovery for a cross‑system integration and forming opinions on what data should live in Salesforce versus elsewhere and which direction a data sync should run. Standardizing and automating project intake, requirements gathering, refinement, and approval, so that there's always sprint‑ready work in the backlog and late‑breaking changes don't derail delivery. Scoping a stakeholder’s Salesforce request and fulfilling it using the best possible set of tools, whether that’s building in Salesforce or exploring other options like a Claude‑powered workflow, Airtable view, or process change. Who might be a good fit We are looking for an experienced Salesforce professional who pairs the technical skills of a seasoned administrator with a real appetite for understanding, documenting, and improving processes through business analysis. A successful candidate will possess most of these qualities: Natural fluency with business processes and how to improve them: You enjoy leading discussions about requirements, translating between people with very different levels of technical familiarity, and documenting clear requirements. Stakeholder‑minded: You work collaboratively with users and stakeholders of varying levels of technical fluency across teams like Operations and Programs. You describe past work in terms of the friction you removed for users, not only the cases you closed. Familiar across connected systems: You're at ease gathering requirements for work that spans Salesforce and associated tools. You can help a stakeholder think through whether a request is best met in Salesforce, via Claude, in Airtable, or through a process change and speak to the rough tradeoffs, even if you're not the one building it. Collaborative: We are a small team that shares work and leans on each other's strengths, so you are as comfortable deferring to a colleague as making the call yourself. Significant hands‑on experience with Salesforce: You have 5+ years of hands‑to‑keyboard configuration and declarative build — for example, custom objects and fields, validation rules, email alerts, screen flows, page layouts and Lightning pages, permission sets, sharing settings, custom metadata types, custom settings, and complex cross‑object formula fields and roll‑up summaries — and are experienced deploying changes from sandbox to production. Salesforce certified: Salesforce Certified Administrator, plus at least one of Advanced Administrator or Business Analyst. High ownership in a fast‑paced environment: You thrive when there is a lot in motion. You drive ambitious, under‑scoped work to completion and make trade‑off recommendations rather than waiting for perfectly scoped requirements. Priorities shift, and you can rebalance. While this is an in‑house role, our team manages many priorities at once and is continuously building something new. Experienced in a code‑first org: While you would not be expected to write Apex, a lot of our automation lives in code rather than in Flow. We’d expect you can read enough of it to understand why a record behaves the way it does and to scope requests knowing the answer may be code rather than declarative configuration. Experience with, or strong openness to, AI‑enabled workflows: You are excited to contribute to our recently implemented Salesforce MCP and iterate quickly on it and surrounding workflows. Desirable, but not required: Additional certifications: Having both Advanced Administrator and Business Analyst certifications rather than just one. Breadth of exposure: You've seen how different teams, stakeholders, or organizations solve similar problems, whether that comes from consulting across multiple orgs or from working extensively in‑house at a complex organization with many internal stakeholders and varied processes. Ideally, you’ve had experience in the mission‑driven, philanthropic, and/or nonprofit space. Basic Apex or LWC development experience: Knowing basic Apex or LWC development, or holding a Platform Developer I certification. The more of our code‑first build you can engage with or contribute to directly, the better. Integration experience: Third‑party integration experience, especially with systems in our stack (Airtable, Zapier, FormAssembly, Fillout, Ironclad, and our BigQuery‑based data infrastructure). We expect all our staff to: Put our mission first, and act with urgency to help us realize our ambitious goals. Work to model our operating values of ownership, openness, calibration, and inclusiveness. The ideal candidate for this position will possess many of the skills and experiences described above. However, there is no such thing as a “perfect” candidate. Above all, we are looking for people motivated to contribute to our mission of helping others as much as we can with the resources available to us. Whatever your background, please apply if this role would make you excited to come to work every day. Role details & benefits Position type : This is a full‑time position. Compensation : The baseline compensation for this role is $155,825, which would be distributed as a base salary of $135,500 and an unconditional 401(k) grant of $20,325 for U.S. hires. These compensation figures assume a remote location; there would be upward geographic adjustments for candidates willing to work from our San Francisco or Washington, D.C. offices at least two days per week. There would also be an adjustment upwards for candidates based in New York who are willing to work from our coworking hub at least one day per week. All compensation will be distributed in the form of take‑home salary for internationally based hires. We aim to pay competitively enough to make salary unlikely to be a major consideration for candidates who would otherwise be interested in taking this role. If concern about compensation is keeping you from applying, we encourage you to reach out to View email address on click.appcast.io. Time zones and location : You can work remotely. While we are unable to sponsor visas for this role, we are open to hires outside the U.S. The Salesforce team spans Eastern, Central and Brasília time and meets daily. This role requires at least 3‑4 hours of daily overlap with U.S. Eastern time. Start date : We expect to make offers by December, and hope new hires can start as soon as possible after receiving an offer. If this timeline doesn’t work for you, please err on the side of applying anyway and let us know in your application in case we can make alternate arrangements. Benefits : Our benefits package includes: Excellent health insurance (we cover 100% of premiums within the U.S. for you and any eligible dependents) and an employer‑funded Health Reimbursement Arrangement for certain other personal‑health expenses. Dental, vision, and life insurance for you and your family. Four weeks of PTO recommended per year. Four months of fully paid family leave. A generous and flexible expense policy — we encourage staff to expense the ergonomic equipment, software, and other services that they need to stay healthy and productive. This policy also includes a productivity benefit, which provides a set amount for staff to expense items that enhance their productivity. A continual learning policy that encourages staff to spend time on professional development with related expenses covered. Support for remote work — we’ll cover a remote workspace outside your home if you need one, or connect you with a Coefficient Giving coworking hub in your city. We currently have offices in San Francisco and Washington D.C., and multiple staff working from several other cities in the U.S. and elsewhere. We can’t always provide every benefit we offer U.S. staff to international hires, but we’re working on it (and will usually provide cash equivalents of any benefits we can’t offer in your country). Note: We can't always provide every benefit we offer U.S. staff to international hires, but we're working on it (and will usually provide cash equivalents of any benefits we can’t offer in your country). U.S.-based staff are typically employed by Coefficient Giving LLC, which is not a 501(c)(3) tax‑exempt organization. As such, this role is unlikely to be eligible for public service loan forgiveness programs. We may use AI to assist in the initial screening of applications, including to detect whether candidates have used AI models in drafting their application. Decisions are always made by a human on our team. If you have any questions about our use of AI tools, you can email View email address on click.appcast.io. We aim to employ people with many different experiences, perspectives, and backgrounds who share our passion for accomplishing as much good as we can. We are committed to creating an environment where all employees have the opportunity to succeed, and we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, or any other legally protected status. If you need assistance or an accommodation due to a disability, or have any other questions about applying, please contact View email address on click.appcast.io. #J-18808-Ljbffr Coefficient Giving