Salesforce & Tableau Data Systems Specialist

This full-time, exempt position reports to the Vice President of Technology, Information & Scholarships and may work remotely within Florida, with occasional travel for meetings, trainings, conferences, and organizational events. The Specialist will support HOPEforce, Take Stock in Children’s Salesforce-based CRM, and Tableau, the organization’s reporting and dashboard platform.

Why Join Take Stock in Children?

Take Stock in Children is a Florida-based nonprofit dedicated to helping students achieve postsecondary success through scholarships, mentoring, college readiness and postsecondary completion support, and hope. This role offers the opportunity to use technology and data to improve organizational effectiveness, strengthen reporting, and support programs that directly impact students and communities statewide.

The successful candidate will be a detail-oriented systems thinker who enjoys solving problems, supporting users, improving data quality, and translating information needs into clear dashboards and reports. This position is ideal for someone with Salesforce administration experience, Tableau reporting skills, and a commitment to mission-centered work.

What You’ll Do

Salesforce / HOPEforce Administration

• Support day-to-day administration of HOPEforce, including user support, case review, system troubleshooting, data validation, and issue escalation.
• Assist with Salesforce configuration updates, list views, reports, dashboards, permission reviews, fields, page layouts, validation rules, flows, and other administrative functions.
• Monitor system health, scheduled jobs, integrations, automation errors, and recurring data processes to ensure accurate and reliable platform performance.
• Support user onboarding and offboarding processes in coordination with IT, program, and operations staff to maintain appropriate access and data security.
• Document Salesforce processes, system changes, common support issues, and standard operating procedures for internal staff and network users.
• Partner with internal stakeholders and external Salesforce consultants or managed service providers to test, validate, and implement system enhancements.

Tableau Reporting and Data Visualization

• Maintain, update, and support Tableau dashboards and reports used by the State HQ, local partners, and program teams.
• Assist in building, editing, and validating dashboards that support Balanced Scorecard reporting, student and mentor monitoring, scholarship management, college success tracking, and organizational performance.
• Translate program and business needs into clear, accurate, and useful visual reports that support data-informed decision-making.
• Support annual and periodic reporting updates, including dashboard refreshes, metric changes, report organization, and quality assurance testing.
• Help staff understand Tableau reports, dashboard filters, exports, subscriptions, alerts, and other reporting features.
• Develop internal capacity for Tableau self-sufficiency by documenting recurring updates, training staff, and reducing reliance on outside vendors for routine reporting changes.

Data Integrity, College Success, and Scholarship Support

• Lead or support data quality reviews focused on student, mentor, scholarship, college, and program records.
• Identify, investigate, and resolve data inconsistencies, duplicate records, missing fields, reporting gaps, and process-related data issues.
• Support college data integrity efforts, including tracking college student progress, enrollment, completion, scholarship assignments, and related outcome measures.
• Collaborate with program, college success, scholarship, and IT staff to ensure data captured in HOPEforce supports accurate reporting, compliance, and decision-making.
• Assist with data uploads, reconciliation processes, field reviews, and quality assurance checks for critical datasets.
• Help develop reports and dashboards that tell a clear and reliable story about student progress, program performance, and scholarship outcomes.

Training, Documentation, and Cross-Functional Support

• Provide responsive support to State Office staff and local program users related to Salesforce, Tableau, reporting, and data processes.
• Create user-friendly documentation, training guides, checklists, and knowledge base materials for recurring system tasks.
• Assist with staff training sessions related to HOPEforce, Tableau, reports, dashboards, data quality, and technology best practices.
• Participate in project meetings, requirements gathering, user acceptance testing, and rollout planning for technology enhancements.
• Support continuous improvement by identifying opportunities to streamline processes, reduce manual work, improve data quality, and strengthen reporting.
• Perform other duties as assigned to support the Technology, Information & Scholarships team., * Data Stewardship: Maintains a high standard of accuracy, consistency, confidentiality, and accountability when working with sensitive data.
• Systems Thinking: Understands how changes in one part of a system affect users, reporting, workflows, and data quality across the organization.
• User Support: Provides patient, professional, and practical support to users with varying levels of technical experience.
• Continuous Improvement: Looks for ways to improve processes, reduce manual work, and strengthen organizational effectiveness.
• Communication: Explains technical concepts clearly and documents procedures in a way that staff can understand and follow.
• Mission Alignment: Uses technology and data to advance Take Stock in Children’s commitment to scholarships, mentors, and hope.

Work Environment and Expectations

• This position may work remotely within Florida, with occasional travel for meetings, trainings, conferences, or organizational events.
• The role requires frequent use of a computer, video conferencing, Microsoft 365, Salesforce, Tableau, and other cloud-based systems.
• The employee will work with confidential student, mentor, scholarship, staff, and organizational data and must follow all applicable data privacy and security policies.
• Some evening or occasional weekend availability may be required to support trainings, system updates, urgent issues, or statewide events.

Employment Eligibility

• All offers of employment are contingent upon successful completion of a background check and verification of employment eligibility as required by law.
• Proof of any required degree, certification, or credential may be requested.
• The employee must comply with organizational confidentiality, acceptable use, data security, and technology policies.
• Take Stock in Children is an equal opportunity employer and hires without consideration to race, religion, creed, color, national origin, age, sex, gender identity, sexual orientation, marital status, veteran status, disability, or any other category protected by applicable law.

Pay: $60,000.00 - $75,000.00 per year

• Bachelor’s degree in information systems, computer science, data analytics, business analytics, or a related field; equivalent experience may be considered.
• Demonstrated experience working with Salesforce as an administrator, power user, analyst, or technical support resource.
• Experience creating, maintaining, or supporting reports and dashboards in Tableau or a comparable business intelligence platform.
• Strong understanding of data quality, data validation, reporting logic, and relational data concepts.
• Ability to troubleshoot system issues, document processes, and communicate technical information clearly to non-technical users.
• Strong analytical, organizational, and problem-solving skills with attention to detail and accuracy.
• Ability to manage multiple priorities, meet deadlines, and work collaboratively in a remote or hybrid environment.
• Commitment to Take Stock in Children’s mission and a desire to use technology and data to support student success., * Salesforce Administrator certification or active progress toward certification.
• Experience with Salesforce Nonprofit Success Pack, Education Cloud, or similar nonprofit/student support CRM environments.
• Experience with Tableau Cloud, Tableau Desktop, Tableau Prep, or Salesforce-integrated Tableau reporting.
• Experience supporting scholarship, student success, mentoring, grants, compliance, or nonprofit program data.
• Familiarity with data privacy, student records, FERPA, COPPA, or related compliance considerations.
• Experience with data imports, exports, deduplication, data mapping, and quality assurance testing.
• Experience creating training materials, conducting user trainings, or supporting statewide or distributed users.
• Comfort working with Microsoft 365, Teams, Excel, SharePoint, and related productivity tools., * Bachelor’s (Required)

Experience:

• Salesforce: 2 years (Required)
• Tableau: 2 years (Required)

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance