Position Summary
Temple Sinai is seeking a detail-oriented and proactive Database & Finance Coordinator to support and optimize our Salesforce CRM platform, which was implemented approximately one year ago as the congregation’s all-in-one management system. Salesforce manages virtually every aspect of synagogue life, including membership management, financial tracking and accounts receivable, online forms, donations, communications, school enrollment, event registration, website integration, and member engagement.
The Database & Finance Coordinator will play a critical role in ensuring the integrity, accuracy, and effectiveness of our data systems while helping staff maximize Salesforce functionality across departments. This individual will serve as the primary internal resource for Salesforce-related support, identify opportunities to streamline workflows and improve processes, and collaborate with staff and external consultants to enhance the user experience for congregants and employees alike.
This position requires a strong combination of technical aptitude, organizational skill, customer service orientation, and problem-solving ability.
Key Responsibilities
Salesforce & Database Management
- Oversee the day-to-day administration and maintenance of Salesforce and related systems
- Ensure data integrity and accuracy across all constituent records, including members, donors, students, event participants, and prospective members
- Monitor and maintain database health by identifying and resolving duplicate records, incomplete data, inconsistencies, and integration issues
- Develop, generate, and distribute reports and dashboards for staff and leadership as needed
- Create and maintain online forms using FormAssembly and manage integrations/connectors to Salesforce
- Identify opportunities to streamline workflows, automate processes, and improve efficiency across departments
- Recommend and implement database best practices and system enhancements
- Serve as the primary internal resource for staff and congregants with Salesforce-related questions and troubleshooting needs
- Provide support to staff on database procedures and best practices
- Liaise with Temple Sinai’s third-party Salesforce/database administrator to coordinate updates, troubleshoot issues, and implement enhancements
- Document processes and maintain internal procedures related to database management and reporting
Financial Coordination
- Coordinate with the membership department to ensure member records, billing profiles, and payment information are updated promptly when individuals or families join, resign, or change membership status
- Work closely with preschool and religious school staff to manage tuition billing, payment plans, adjustments, scholarship allocations and student enrollments
- Assist with check/EFT deposits, issue refunds, and help generate monthly billing statements
- Respond to member and family inquiries regarding account balances, billing statements, payment schedules, tuition charges, and financial policies in a professional and timely manner
- Maintain confidentiality and accuracy when handling financial records, payment information, and sensitive member data
Qualifications & Skills
Required Qualifications
- 3–5 years of database management or CRM administration experience
- Strong organizational and administrative skills with exceptional attention to detail
- Experience managing confidential information with discretion and accuracy
- Demonstrated ability to identify inefficiencies and implement improved processes
- Strong problem-solving skills and ability to work independently
- Excellent communication and interpersonal skills with a customer-service mindset
- Ability to manage multiple priorities and deadlines in a fast-paced environment
Preferred Qualifications
- Salesforce experience strongly preferred; Salesforce Administrator certification a plus
- Experience with financial tracking, accounts receivable, or donation management systems
- Familiarity with FormAssembly or similar online form platforms
- Experience working in nonprofit, synagogue, school, or membership-based organizations preferred
- Comfort learning new technologies and supporting users with varying technical abilities
Additional Characteristics
The ideal candidate is:
- Highly detail-oriented and process-driven
- Collaborative and service-oriented
- Comfortable balancing technical responsibilities with interpersonal support
- Curious and eager to explore new ways technology can enhance synagogue engagement and operations
- Able to maintain confidentiality and professionalism in all interactions
