Job Summary

Title: Senior Manager - Salesforce SME

This role will be based in the WRI Country Office in any of the offices in India. This is a hybrid position. You will need to be in office at least 8 days per month and living within reasonable commuting distance of the office. Existing work authorization is required at the time of application submission as WRI is unable to sponsor any visa work sponsorship for this position.

Position Overview

Reporting to the CRM Associate Director, the Salesforce SME will serve as a senior business and technical analysis resource for the Salesforce ecosystem.

The Salesforce SME serves as the strategic owner and subject matter expert for WRIs Salesforce ecosystem, driving platform governance, business process optimization, data integrity, user adoption, and technology-enabled impact across global programs. This role partners with stakeholders across Development, Programs, Finance, Operations, Communications, and IT to ensure Salesforce effectively supports fundraising, donor management, grants management, program delivery, reporting, and organizational decision making.

Responsibilities

This role combines business analysis, process improvement, Salesforce administration, reporting, data management, user support, and platform governance to ensure Salesforce effectively supports organizational objectives.

Salesforce Solution Design Process Development (60%)

- Translate business requirements into scalable Salesforce solution approaches in partnership with the CRM team and technical resources.

- Evaluate solution options based on business requirements, Salesforce capabilities, usability, scalability, maintainability, and organizational best practices, prioritizing existing functionality before introducing new configuration or custom development.

- Analyze impacts and dependencies across Salesforce objects, fields, automation, security, reporting, integrations, and existing functionality.

- Design, develop, test, and deploy custom Salesforce solutions using Apex, Visualforce, Lightning Web Components (LWC), and Flows.

- Oversee Salesforce integrations with enterprise platforms including ERP, Finance, HR, Marketing, Collaboration, and Data Management systems.

- Partner with integration teams and vendors to ensure reliable, secure, and scalable data exchange.

- Manage integration, governance, monitoring, issue resolution, and system dependencies.





- Partner with CRM leadership to align NPSP capabilities and solutions with organizational strategy.

Salesforce Strategy, Governance Platform Ownership (20%)

- Serve as the organizations primary Salesforce Subject Matter Expert and trusted advisor for CRM and related business systems.

- Establish and maintain platform governance, standards, security controls, data quality frameworks, and release management processes.

- Partner with business leaders to identify opportunities for process optimization, automation, and improved data-driven decision making.

- Ensure platform scalability, sustainability, compliance, and alignment with enterprise architecture principles.

- Identify opportunities to leverage AI to improve program delivery, constituent engagement, fundraising effectiveness, and operational efficiency.

- Support innovation initiatives that improve organizational effectiveness and user experience.

- Support and optimize nonprofit business processes including:

- Donor and constituent management

- Grant management and grant lifecycle tracking

- Program and project monitoring

- Impact measurement and reporting

- Leverage Salesforce Nonprofit Success Pack (NPSP), Nonprofit Cloud, and related solutions, where applicable.

Data Management, Reporting Analytics (20%)

- Establish data governance standards, data quality processes, and data practices. Drive improvements in reporting, dashboarding, KPI tracking, and executive analytics. Enable consistent reporting across fundraising, programmatic, operational, and financial activities.

Support data migration, cleansing, deduplication, and ongoing system optimization initiatives. Ensure alignment between fundraising, program delivery, and reporting processes across the organization. Support data structures and workflows required for philanthropic reporting and donor stewardship.

Requirements

- Education: Bachelor's degree in Information Systems, Business Administration, Technology, or related field.

- Experience: 8-12+ years of experience in Salesforce administration, business analysis, CRM strategy,



or enterprise applications leadership. Proven experience serving as a Salesforce SME, product owner, platform owner, or CRM leader. Robust knowledge of Apex, LWC, SOQL, Salesforce APIs, and integration patterns.

Experience supporting nonprofit, NGO, foundation, international development, membership, or mission-driven organizations preferred. Strong understanding of Salesforce Nonprofit Success Pack (NPSP), Nonprofit Cloud, fundraising, donor management, grants management, and constituent engagement processes.

Experience with Salesforce Sales Cloud, Service Cloud, Experience Cloud, Reports Dashboards, Flows, and platform automation. Strong understanding of CRM governance, data management, security models, reporting, and user adoption strategies.

Experience managing enterprise integrations, vendors, implementation partners, and cross-functional initiatives. Excellent stakeholder management, communication, facilitation, and strategic planning skills.

Experience working in global, matrixed, and geographically distributed organizations. Familiarity with fundraising or nonprofit Development operations is helpful but not required.

- Languages: You have verbal and written proficiency in English. Additional language proficiency relevant to WRI s global work is an asset.

- Requirements: existing work authorization is required where this position is based. WRI is unable to authorize visa work authorization.

- Preferred Certifications

- Salesforce Advanced Administrator

- Salesforce Certified Agentforce Nonprofit Consultant

- Salesforce Platform App Builder

- Salesforce Certified Platform Integration Architect

- Salesforce Certified Platform Developer

- Salesforce Agentforce Specialist

Location

Location: Mumbai / Delhi / Bangalore

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

Role: IT Project Lead,

Industry Type: NGO / Social Services / Industry Associations,

Department: Project & Program Management,

Employment Type: Full Time, Permanent

Role Category: Technology / IT

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills

ERPAutomationData structuresBusiness analysisSalesforceEnterprise applicationsAnalyticsData migrationProcurementRelease management

📌 Senior Manager - Salesforce SME (Mumbai)
🏢 World Resources Institute (WRI)
📍 Mumbai