Role Overview The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently. This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues. Key Responsibilities User Support & Case Management - Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting) - Provide timely resolution to reporting and dashboard issues - Serve as a point of contact for Platform user support Reporting & Analytics - Build and maintain reports and dashboards - Ensure reporting requests are scoped appropriately and align to business needs - Maintain reporting consistency and data accuracy Automation & Enhancements - Develop and maintain Flows, validation rules, and light system enhancements - Support incremental improvements driven by business requests - Assist with testing and deployment activities Data Quality & Governance - Monitor and improve data hygiene within FSC - Support validation improvements and standardization efforts Integration & Technical Support - Assist in troubleshooting integration-related issues - Coordinate with vendors or technical teams as needed - Support ongoing platform stability What Success Looks Like in This Role - Platform cases are resolved efficiently and consistently - Users experience minimal friction in accessing and using Salesforce - Reporting is accurate, reliable, and trusted - Platform enhancements are implemented cleanly and with minimal rework - Data quality steadily improves over time Qualifications - Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding - 1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus) - Experience with: - User setup & permission management - Reports & dashboards - Flows and validation rules - Basic troubleshooting and issue resolution - Strong organizational and case management skills - Ability to communicate clearly with non-technical stakeholders #LI-JS1 #LI-REMOTE EOE M/F/D/V Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.

CRM Operations Manager will be responsible for the vision, strategy, and day-to-day management of Company’s Salesforce Customer Relationship Management platform. They will function as the bridge between business stakeholders and technical teams - owning platform governance, functionality, data integrity, and user adoption. They will collaborate closely with Sales, Marketing, Operations, CRM data, and IT teams to enable data-driven decision making and seamless customer experience. They will manage the end-to-end CRM lifecycle: from segmentation and automation to reporting and optimization - to drive customer engagement, retention, and revenue growth. Key Responsibilities CRM Strategy, Governance, and Execution - Primary business owner for Salesforce CRM platform, ensuring it meets evolving business needs. - Own Salesforce platform strategy and long-term roadmap. - Develop, implement, and optimize Salesforce programs to drive customer engagement, retention, and loyalty. - Manage campaign planning, segmentation, automation, and testing. - Establish governance frameworks, user policies, and data standards. - Manage vendor relationships, license renewals, and system budgets. Data Management & Insights - Own Salesforce data quality, consistency, and compliance with data privacy laws. - Define data models, workflows, and automation rules. - Partner with analytics teams to define key metrics and reports on performance and help develop accurate dashboards and reporting. - Maintain alignment between Salesforce data and external systems (e.g. Power BI, ERP) Platform and Tools - Own the Salesforce platform ensuring smooth operations, integration, and optimization. - Recommend new Salesforce tools or features to enhance capabilities and efficiency. - Manage system upgrades, feature rollouts, and integrations with other business tools. Stakeholder and User Management - Act as the key liaison between technical teams and end users. - Drive user adoption through training, documentation, and best practices. Continuous Improvement & Innovation - Evaluate new features, apps, and integrations to improve CRM efficiency and capability. - Identify opportunities to automate workflows and streamline business processes. - Stay up to date on CRM best practices, emerging technologies, and platform releases. Requirements Education: Bachelor’s degree in business, Marketing, or related field. Technical Experience - 4-6 years of Salesforce experience, including platform ownership. - Hands-on expertise with Salesforce and marketing automation tools. - Familiarity with HTML, SQL, or data visualization tools (Power BI) is a plus. - Passionate about customer experience and lifecycle optimization. Other skills - Comfortable balancing strategy and execution in a fast-paced environment. - Strong sense of ownership and accountability. - Strong analytical skills with the ability to interpret and act on data insights. - Excellent communication and project management abilities. - Detail-oriented and data-driven problem solver.

• Support general Salesforce administration activities, configuration changes, and support new development initiatives • Develop systems to continuously validate that rules, flows, and sales processes are working properly • Create and maintain users, roles, profiles, security settings, custom objects, permissions, and sharing rules • Enhance Salesforce data quality through automation and rules, and the meticulous management of raw data • Proactive system maintenance, including security reviews, release updates, health checks, and optimizer • Manage the Salesforce sandbox environment and maintain clear change management (testing and documented approvals within JIRA) before deploying changes to production • Provide ongoing end-user and key stakeholder training and documentation, including ad-hoc Salesforce support across the organization • Support Salesforce-related needs of integrated applications, including but not limited to Sigma, Crossbeam, HubSpot, Gong, and ZoomInfo • Cleanse and modify data that’s inaccurate, duplicate, incomplete, or incorrect to ensure accuracy and consistency • Verify that data is updated, useful, accurate, and reliable to maintain a high, consistent standard of data quality • Develop and implement operational data management processes for recurring and ad hoc data-related tasks • Monitor the quality of data by tracking key performance indicators to prevent or proactively resolve data issues (i.e., know our data)

GiveWell is a research organization that identifies and funds cost-effective giving opportunities, focusing on global health and well-being. Our work is funded by tens of thousands of donors who rely on our research to inform their giving. We’ve grown from directing $1.5 million in 2010 to directing more than $400 million in 2025. The Role We’re hiring a Salesforce Administrator to support internal users, continuously improve user experience and data quality, and ensure data reliability and consistency across our Salesforce instance. The Salesforce Administrator will fully own the support, maintenance, and roadmap of core products leveraging Salesforce NPSP, and provide front-line support for our custom Salesforce app. Why we’re hiring this role right now: GiveWell's fundraising and grants management work depends heavily on Salesforce to operate effectively and scale our impact. Our Technology team currently has only one Salesforce Administrator, and the volume of day-to-day support requests has left little room for proactive improvements such as reducing technical debt, improving data quality, or building new features that would meaningfully benefit our growing organization. As GiveWell grows and our use of Salesforce expands, particularly in grants management, we expect demand to outpace what a single administrator can sustainably support. We're looking for someone who can share the support load, bring additional depth to the team, and help us continuously improve the systems that underpin our life-saving work. As our Salesforce Administrator, you’ll support: - Outreach CRM - Gift/Donation Processing System - Grants administration - Service Console/Case Management - Reports & Dashboards. Specific duties will include: Salesforce Support - Serve as the primary point of contact for all Salesforce support requests, resolving issues in a timely manner and/or routing requests for products maintained by other teammates - Proactively monitor Salesforce performance and initiate troubleshooting when necessary - Manage onboarding/offboarding and permission modifications - Support teams with reporting and dashboards - Design and deliver walkthroughs and training to educate staff - Escalate bugs and larger process issues to senior SF teammates - Create and share documentation to help teammates use SF effectively - Identify and suggest areas for improvement Database maintenance - Own data quality including setting up monitoring systems to identify problematic data streams/automations and eliminate errors - Perform data uploads using tools like DataLoader - Perform exploratory data analysis to expose data quality problems and resolve them - Drive duplicate management in partnership with our fundraising team - Handle and manage data with an eye to upholding our privacy, security, and data management standards About You The strongest candidates will have one to three years of professional experience as a dedicated Salesforce Administrator along with some prior professional experience in customer-facing roles. In addition to relevant experience with the responsibilities listed above, we’ll be looking for someone with: - A strong technical understanding of Salesforce, especially as deployed in NPSP - Familiarity with integrations and packages used with Salesforce, especially for non-profits (e.g., Form Assembly, G-Connector, Zapier, Cirrus, and donation payment platforms) - Extensive experience providing support to all kinds of users (e.g., from entry-level staff to senior leadership) - Prior experience working on a small, collaborative team with a high ownership culture, preferably in a non-profit organization - Knowledge of data integrity within Salesforce and familiarity with strategies to drive data quality - Skills in report building and dashboard development - Experience helping users improve how they use Salesforce through training and tutorials - Proven ability to put together effective and engaging enablement resources like videos, guides, and other forms of documentation - A clear prioritization framework and ability to meet deadlines, act with urgency, and manage trade-offs with great judgement - Experience working within project management software (we use Asana) We also think these qualities will help you do well in the role and at GiveWell: - Customer service excellence: You feel like you’ve done a good job when your teammates are served quickly, fully, and with thoughtfulness. - Sense of stewardship: You feel responsible for the outcomes of the work that you do. As a result, you act proactively and actively model the level of care and discretion required of someone in a tech admin role. - Listening skills: You are able to translate a user’s description of the issue into something you can take action on from a technical perspective. You have empathy for various staff needs and challenges. - Communication skills: You are really good at asking effective clarifying questions, you convey statuses and updates across the team when needed, you give users clear guidance and instructions, and you excel at conveying technical concepts to non-technical audiences. - Problem-solving skills: You have honed the art of troubleshooting user issues, and have a good sense of when to dive in and figure it out and when to escalate and reach out for help. - Organizational skills: You have great attention to detail, thrive on creating systems and scalable workflows, and keep meticulous records of your work. You properly utilize our collaboration and project management tools. - Prioritization skills: You maintain your composure and structure even when juggling multiple high-priority demands and have excellent judgment in figuring out what’s most important. Details - Team: You’ll report to the Head of Technology and will be part of our Salesforce team, which includes one other Salesforce professional and one support Admin. - Compensation: - Annual salary in NYC or the San Francisco Bay Area: $108,800, in all other US locations: $98,600 - International: Similar to the “all other U.S. locations” salary, based on historical exchange rates and delivered in locally-denominated currency. We can share a precise figure upon request after the first work trial stage. - Location: - You must be based in the United States and can choose to work remotely, hybrid or in person at one of our offices located in Brooklyn, NY or Oakland, CA. - Flexibility: We support and encourage flexible working, including flexible hours, working remotely, and working from the office when you choose. The majority of our staff, including senior management, work flexibly in one way or another. - Benefits: our benefits include: - Fully funded health, dental, vision, and life insurance (we cover 100% of premiums within the US for you and any dependents) - Four weeks of paid time off per year - 16 weeks of fully paid parental leave - Ergonomic home workstations or coworking space memberships - 403(b) retirement plan - Travel: GiveWell hosts “Visit Weeks” twice a year in our Oakland, California, office and up to two annual departmental retreats. Attending these in-person opportunities will be important to fulfilling the goals of this role. Otherwise no travel is expected for this role. - Start date: We’d like a candidate to start as soon as possible after receiving an offer, but we’ll offer flexibility for candidates whose personal or professional circumstances require them to moderately delay their start date. - Application deadline: We don't currently have an application deadline. If that changes, we'll update the posting. We're reviewing applications on a rolling basis, so we recommend applying as soon as possible. Key Questions & Information What does success look like in this role? - The primary responsibilities of this role are to deliver exceptional support to our internal users, enhance user enablement, and maintain high data quality within Salesforce. Success in this role will be evaluated based on these key areas. What is the structure of the team I’d be joining? - You will report directly to our Head of Tech. You’ll be joining a team with two other Salesforce professionals, one who provides support and the other who leads building solutions. You will collaborate to provide support alongside our existing support teammate. Naturally, your work will intersect with that of your colleagues, so coordination and communication will be key. Do I need certifications to apply? - For this role, we value experience over certifications. If you are a Salesforce Certified Administrator, you could be a good fit with the right applicable experience, but we don’t require this certification for the role. Would I be responsible for gift processing? - We know that at some organizations Salesforce Administrators are responsible for processing gifts of donations. At GiveWell, we have a dedicated gift processing team who you will work with and support, but this role won’t be directly responsible for those tasks. What are some of the reasons I might not like this role? - The majority of the needed work in Salesforce will focus on support, training, and data quality. If you are looking for a role where building Salesforce apps is the majority of what you do day-to-day, this role may not be the best fit. What is the hiring process like? The steps in the hiring process are described below. Please note that we could choose not to move forward at any stage after application review. We plan to devote significant staff effort to reviewing applications, and we’ll respond to everyone who applies. - Application - Initial 30-minute interview with member of Talent Acquisition Team - Work sample submission and review - Work sample follow up interview with Head of Tech - Technical interview with two senior members of our Tech Team - GiveWell Values interview - Final Interview with Head of Tech - Reference checks - Offer About GiveWell GiveWell is dedicated to finding and funding outstanding giving opportunities in global health and development, sharing the full details of our analysis with everyone for free. Our giving funds enable donors to contribute to the most impactful and cost-effective programs our researchers identify. Since 2007, we’ve directed over $2.6 billion to cost-effective programs and interventions. In the last two years, we’ve made more than $500 million in grants. GiveWell is one of the world’s largest private funders of global development efforts, and we estimate that the funding we’ve directed will save more than 340,000 lives. GiveWell is most well-known for recommending a small number of Top Charities, which currently support seasonal malaria chemoprevention, antimalarial nets, vaccine incentivization, and vitamin A supplementation. However, most of our research capacity is devoted to finding cost-effective opportunities outside of those programs. GiveWell grants have: - Helped governments to implement high-impact health programs, like in-line chlorination of drinking water in India and HIV/syphilis screening and treatment for pregnant people in Zambia and Cameroon. - Funded program delivery alongside strengthened monitoring and evaluation, as in our grants to support treatment of clubfoot and to evaluate the program. - Sought to scope and scale promising interventions that don’t have clear existing implementers. We are supporting the Clinton Health Access Initiative’s Incubator and Evidence Action’s Accelerator to identify potentially cost-effective interventions and create programs that we would be excited to support in the future. For example, we funded a program to provide diarrhea treatment to children in Nigeria that we co-designed with CHAI through the Incubator program. - Tested our assumptions through further research, including studies on the effect of water chlorination on mortality, the impact of a tree-planting program on farmers’ income, and the effects of combining the RTS,S malaria vaccine and perennial malaria chemoprevention. We never take for granted that GiveWell’s work is good for the world. We make our reasoning public and transparent so others can challenge it (sometimes we even pay people to point out our errors). We go to unusual lengths to check our assumptions and assess our impact, including funding research and external analysis to address our uncertainties and insisting that our grantees conduct rigorous monitoring and evaluation. We change our minds when the evidence demands it. Additional information We don’t want to miss candidates that could do great things at GiveWell. Practically, that means a GiveWell staff member reviews every application carefully, considering the whole picture of your background and potential. If you’re on the fence about applying because you meet some but not 100% of our preferred qualifications (some studies suggest this hesitation is especially common for women and people of color), we encourage you to apply anyway. GiveWell is an Equal Employment Opportunity employer by choice. At minimum, this means that we comply with all federal, state, and local EEO and employment laws. Beyond the requirements of those laws, we value our team’s diversity in all respects, and we desire to maintain a work environment free of harassment or discrimination—we want our team members to thrive at GiveWell. If you need assistance or an accommodation due to a disability, contact us at careers@givewell.org. We will consider employment for qualified applicants with arrest and conviction records. By submitting an application, you acknowledge that you have read and consent to GiveWell’s Privacy Statement for Applicants. By completing an application exercise, you acknowledge and assent to GiveWell’s Work Trial Policy.