Job Description:
Our organization is delighted to announce a career opportunity as Salesforce Analyst in the IT Department. We offer a competitive benefits and compensation package which includes medical, dental and life insurances. If you are looking to advance your career through educational opportunities, the organization offers tuition assistance for employees, dependents and spouses. Our 403b retirement savings plan includes a generous match.
The Salesforce ITS Analyst reports to the Director of ERP & CRM Operations & Implementations and works closely with end users to ensure the CRM applications of Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, GiveCampus Online Giving, and Salesforce Marketing Cloud Account Engagement are configured according to business user needs. The individual responds to user requests regarding application issues and enhancement requests, and, under the direction of the Director of ERP & CRM Operations & Implementations, translates prioritized, complex institutional business needs into precise, actionable requirements and sustainable solutions. Develops strategies and roadmaps for Salesforce rollouts across various University departments and participates in data conversion, mapping, and validation related to these efforts.
Job Summary:
Business Systems Analysis in the Expanded Adoption and Optimization of Salesforce - 80%:
The Salesforce Analyst serves as a critical bridge between the functional departments and the ITS team. This role is responsible for supporting user adoption and ongoing optimization of the University’s enterprise Salesforce Sales Cloud platform, designing technical solutions to support and enhance a suite of CRM applications, including but not limited to Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, Salesforce Marketing Cloud Account Engagement, and GiveCampus Online Giving. The Salesforce ITS Analyst works under the direction of the Director of ERP & CRM Operations & Implementations; in conjunction with the CRM team in ITS; in partnership with Institutional Advancement colleagues; and in collaboration with campus partners across the institution.
Specific responsibilities include:
- Collaborate extensively and meet one-on-one with departmental end-users and subject matter experts to gather, analyze, and define functional and non-functional requirements for enhancements, data reconciliation, and system integration needs. Determine technical feasibility and create roadmaps for CRM-related system enhancements.
- Participate in data conversion and mapping to transfer data from non-Salesforce applications to Salesforce. Perform data validation on existing and incoming data to Salesforce.
- Participate in enhancement projects and product upgrade processes (requirements, roadmaps, documentation, systems configuration, testing strategy, and rollout).
- Deliver day-to-day functional support for our suite of Salesforce applications, providing scalable and reusable solutions where possible.
- Review, respond to, and resolve user-generated help tickets in the TeamDyanmix service management system, following established SLA parameters.
Training and Knowledge Transfer - 20%:
- Engage in knowledge transfer to expand user knowledge of Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, Salesforce Marketing Cloud Account Engagement, and GiveCampus Online Giving.
- Partner with the ITS Change Management Office to develop training materials for the user community on system functionality, modifications, and enhancements. Create, enhance, and expand our library of system documentation and training materials.
Other:
- Participate in ITS-related activities as needed.
Job Requirements:
Education:
- BA/BS required.
- A minimum of 3 years of Salesforce experience and Salesforce Certified Administrator certification is required; higher education experience is preferred.
Skillset:
- Experience with Salesforce configuration and management of Salesforce Contacts/Constituents, Accounts, Leads, and Opportunities is required.
- Experience with data conversion, mapping, and validation from various applications to Salesforce is required.
- Familiarity with Salesforce declarative solutions and point-and-click tools is a plus.
- Familiarity with event management and email marketing tools is a plus.
- Excellent analytical and problem-solving skills and demonstrated ability to set priorities and meet deadlines.
- Ability to work well under pressure and understand the urgency of University deadlines.
- Experience in maintaining a high degree of discretion with data.
- The ability to learn and apply new technologies to solve business challenges is required.
