Business Analyst (Salesforce focus)
Description

The Business Analyst is responsible for collaborating with stakeholders across various departments to gather requirements, analyze business processes, and translate them into effective Salesforce solutions. The Business Analyst plays a crucial role in implementing, configuring, and customizing Salesforce and related systems to meet the Foundation’s needs, as well as providing ongoing support and training to users. Reporting to the VP/Chief Finance and Administration Officer and the Chief Advancement Officer, this hands-on position is accountable for maintaining the integrity of the Foundation’s information about various constituents linked to the Foundation’s fundraising and marketing efforts, which ultimately enables sustainable funding streams in support of our mission. 


Essential Functions:

  • Work closely with internal stakeholders to understand business requirements and objectives and translate them into Salesforce solutions.
  • Conduct periodic analysis of existing business processes and systems to identify opportunities for improvement and optimization.
  • Configure and customize Salesforce software features, including but not limited to custom fields, page layouts, validation rules, reports, dashboards, and process builder workflows.
  • Collaborate with vendors and/or consultants to implement and integrate custom solutions or third-party applications as needed.
  • Develop and maintain documentation, including process maps, user stories, and technical specifications.
  • Provide end-user support, troubleshooting of issues, and training sessions to ensure effective utilization of all Salesforce and related systems.
  • Stay informed about Salesforce updates, best practices, and industry trends to recommend enhancements and drive continuous improvement.
  • Participate in project planning, estimation, and prioritization activities, and effectively communicate progress and challenges to stakeholders. 
  • Responsible for the data integrity of the Salesforce database including development and application of standardized procedures via regular audits that ensure data accuracy.
  • Provide hands-on system functions including merging duplicate records, performing global changes, running audit queries, reviewing and committing gift batches, and performing data cleanup.
  • Supervise the activities of the Advancement Data Coordinator and provide ongoing feedback about performance and goals.
  • Perform other related duties, including special projects as required.

Salary and Benefits 


This position is a full-time exempt position with a target starting salary of $75,000/year, plus comprehensive benefits including a paid-time-off package. The Foundation pays up to 85% of monthly health-care premiums and enrolls all regular full-time employees into our life insurance, short-term and long-term disability, and long-term care policies at no cost to employees. 



About Frank Lloyd Wright Foundation:


Sharply focused on ensuring our local, regional, national, and international audiences feel welcome to explore, engage in, understand and financially support the historic spaces of Frank Lloyd Wright's Taliesin and Taliesin West, Frank Lloyd Wright Foundation inspires people to discover and embrace an architecture for better living through meaningful connection to nature, the arts and each other. In Wright's own words, our vision is "to make life more beautiful, the world a better one for living in, and to give reason, rhyme and meaning to life."

Requirements

Minimum Qualifications:

  •  At least 3+ years of administrator experience with Salesforce or another similar CRM platform
  •  Undergraduate degree in data science/analytics or business analytics, or an equivalent combination of education and experience in lieu of a degree.
  •  Knowledge of best practices in data entry and related financial management.
  •  Ability to manage confidential information, multiple priorities and competing deadlines while maintaining an unwavering attention to detail and deadlines. 
  •  Strong interpersonal skills including a customer-service orientation and ability to understand and empathize with others, manage conflict, build lasting relationships, motivate others, and support a collaborative and collegial environment.
  •  Experience with training database users including direct reports and other stakeholders throughout the organization.
  •  Ability to work with minimal supervision using independent discretion and judgement.
  •  Flexibility to support time-sensitive functions of financial development activities (such as special events).
  •  Excellent organizational, problem-solving, and decision-making skills.
  •  Excellent oral and written communication skills.
  •  Commitment to results and a “can-do” mindset while collaborating with leaders, peers, and cross-functional workgroups.
  •  Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.

Preferred Qualifications:

  • Familiarity with the Nonprofit Success Pack (NPSP) in Salesforce and/or implementation or customization of Salesforce solutions within nonprofit organizations is highly desirable.


Physical Demands and Work Environment: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions of this job. 

  • Physical Demands: While performing the essential functions of this job, the employee is regularly required to stand; occasionally walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; and consistently talk or hear; and rarely taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.  
  • Work environment: While performing the duties of this job, the employee is exposed to weather and desert environmental conditions prevalent at the time. The noise level in the work environment is usually moderate.

Frank Lloyd Wright Foundation is an equal opportunity employer.