Financial Operations Specialist

3 weeks ago

New York, New York, United States Inclusiv Full time

Inclusiv is a leading network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in underserved communities across the United States. Our organization reaches over 20 million consumers through our network of more than 500 community-based lenders, serving historically redlined communities.

We are seeking a Financial Operations Specialist who will join our Operations team to ensure seamless functionality of our technology platforms, including Salesforce. This role involves managing and optimizing system environments, providing training and support to end-users, and ensuring data integrity and security.

As part of our growth strategy, we require an expert to expand our use of Salesforce and create new systems that facilitate business operations. The ideal candidate should be able to split their work 50/50 between Salesforce and other applications, including MS365, Zoom, Zendesk, and Monday.

The successful candidate will live in the greater New York City area and work on-site in our New York City office, following Inclusiv's hybrid work schedule (2 days in-office, 3 days remote).

Key Responsibilities:
  • Connect company strategy into Salesforce use cases and capabilities
  • Understand future user and organization needs and sync with salesforce development roadmap
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from underlying true needs
  • Create and manage Salesforce reports and dashboards that provide actionable insights to stakeholders and help users track key performance indicators related to the organization's strategic goals
  • Work with Inclusiv's Research & Data teams to facilitate the creation of compelling data visualizations that potentially bring together data from multiple systems
  • Resolve basic user issues promptly and effectively; serve as a primary point of contact between Inclusiv and our managed IT support provider (MSP)
  • Maintain and customize Salesforce and other systems applications; stay updated on releases and new features
  • Create and maintain human-centered user experience
  • Create and manage workflows, process builders, and custom objects
  • Provide ongoing support and training to users for the applications/systems/platforms Inclusiv uses
  • Manage end-user device inventory including device lifecycle management
  • Implement and maintain access and security settings, such as user profiles, permission sets, and sharing rules
  • Be primary point of contact for cybersecurity issues and communicate those to staff, as needed
  • Develop and maintain SOPs for systems, user documentation, and training materials
  • Ensure data integrity and data security within the platform
  • Perform regular data audits and cleanup activities
  • Manage data imports, exports, and updates
  • Create and maintain reports and dashboards to support business needs
  • Integrate Salesforce with other business applications
  • Manage and troubleshoot third-party app integrations
  • Identify and implement opportunities for automation in Salesforce and other systems
  • Recommend and implement best practices for system and process improvement
  • Plan and implement system upgrades to take advantage of new features and capabilities
  • Evaluate and recommend the adoption new systems that can help the organization streamline operations and achieve strategic goals
  • Work with and manage systems development vendors, as needed
Qualifications:
  • A commitment to Inclusiv's mission to empower low- and moderate-income people and communities to achieve financial independence
  • Bachelor's degree in computer science, information technology, business administration, or a related field
  • 3-5 years of experience as a System Administrator or similar role
  • 2+ years of experience as a Salesforce Administrator with a strong understanding of the Salesforce platform, including Sales Cloud, Service Cloud and Marketing Cloud
  • Experience with Salesforce APIs
  • Administrative experience with MS365 applications, Monday.com, Zoom, Zendesk, or similar applications
  • Proficient in data management and data integrity practices
  • Creative and analytical thinker with strong problem-solving skills and attention to details
  • Excellent communications skills, both written and verbal, with the ability to effectively relate technical concepts to non-technical audiences
  • Ability to successfully adapt, operate, achieve and exceed goals in a fast-paced environment where needs can change quickly
  • Authorized to work in the US
Benefits:

We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off, and more.

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