Cloud Business Analyst
5 days ago
In this role, you will be responsible for serving as the administrator for 5 Foundations' Salesforce and Salesforce Marketing Cloud use, working closely with stakeholders to prioritize and design solutions that drive business results. You will leverage your expertise in Salesforce development and administration to configure and optimize Salesforce, ensuring seamless user experience and data management. Additionally, you will provide user support, identify and gather requirements from users and stakeholders, and perform proactive system maintenance, including security reviews and release updates.
The ideal candidate will possess excellent relationship-building skills, with the ability to liaise with stakeholders at all levels and maintain good working rapport. You will also need to demonstrate clear written and verbal communication skills, as well as experience in change management and governance. Experience implementing Salesforce configuration changes and certifications within Salesforce development and administration are highly desirable.
What You Will Do:
- Serve as Admin for 5 Foundations' Salesforce and Salesforce Marketing Cloud use
- Serve as partner with 5 Foundation teams to prioritize and design scalable, best practice solutions to meet business needs
- All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, sharing rules
- User support tickets
- Identify and gather requirements from users and stakeholders
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
- Monitor user adoption
- User training and creating training materials, completed with the Foundation Teams
- Sandbox environment management
- Identify unused or underutilized platform features
- Data management to improve Salesforce data quality, implementing rules and automation as needed
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
- Working with integrated applications and managed packages
- Visioning and communicating enhancements' impacts and risks across 5 separate closed account and contact records types but interrelated, shared base record architecture for other core Salesforce and NPSP/NPC functionality
- Leading Philanthropic Data Governance Committee meetings to ensure stakeholders are aware of and following consistent workflows, particularly related to implications for shared reporting requirements
- Train end users and key stakeholders, completed with the Foundation Teams
- Create technical documentation
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