SalesForce Analyst

  • New York, NY
  • Direct Hire
  • Job ID: MA78-2697000


This is full-time, salaried position. Salesforce Analyst will join our growing Operations Team and will play an integral role with the Operations and Finance teams.  This role will provide support the Director of Operations and Chief Financial Officer as well as a diverse range of staff with different needs.  The ideal candidate would be someone who is flexible, has strong project management and IT skills and is comfortable with multi-tasking. This position will report to the Director of Operations and will work closely with the Chief Financial Officer. 




  • Serve as primary system administrator for the environment including grantee and project portals (communities)
  • Manage day-to-day Salesforce and app integrations and troubleshooting
  • Ensure the integrity of data through cyclical health checks of the database
  • Orient and train new staff users to the Salesforce system, and grow the skill set across the organization
  • Create and develop training materials and resources for internal Salesforce users in collaboration with teams
  • Serve as Project Manager with Salesforce consultants to address system upgrades and expansion
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Complete regular internal system audits and prepare for upgrades, includes needs analyses and QA testing
  • Coordinate the evaluation, scope, and completion of new development requests
  • Work with organizational leadership to establish suitable processes to support administrative, development, and change management activities
  • Effectively act as the liaison between users, vendors, and development consultants
  • Work independently with members of the user community (super-users) to define and document development requirements



  • Previous experience as a administrator
  • Admin (ADM201 and ADM211) certified required
  • Experience with apps including Apsona, Form Assembly, and SignNow
  • Excellent project management skills and a positive attitude
  • Experience with Salesforce NPSP and Outbound Funds Module
  • Demonstrated ability to meet deadlines, handle and prioritize simultaClientus requests, and manage laterally and upwards
  • Creative and analytical thinker with strong problem-solving skills
  • Documented experience of successfully driving projects to completion
  • Previous experience in dynamic relationship management
  • Responsive and proactive working style
  • Strong verbal and written communication skills
  • Excellent judgement
  • Mission-driven and passionate about social justice and nonprofit work
  • Demonstrate an ability to communicate effectively at all levels of the organization
  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, breakdown high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Ability to assess the impact of new requirements on and applications, systems and processes
  • Proven ability to design and implement new processes and corresponding resources to facilitate user adoption
  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Strong understanding of best practices and functionality
  • Strong data management abilities
  • Comfortable working in multiple software and technology platforms
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