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Development Business Analyst - Salesforce Constituent Relationship Management (CRM)

Applications are closed

  • Job
    Full-time
    Mid-level (3-4 years)
  • Washington

Requirements

  • Education: You have completed a bachelor’s degree in computers, information technology, management, marketing, operations or related area
  • Experience: You have a minimum of 3 years full-time work experience in data analysis and process flows to include data analyst or operations analyst experience
  • Experience using Salesforce or other customer relationship management tools (Monday.com, Blackbaud, Hubspot) to develop business solutions
  • Above-average mastery of Excel
  • Experience documenting business processes, system interactions, and data flows
  • Experience working independently and proactively as it requires alternating between periods of intense collaboration and spells of solo/heads-down work
  • Experience managing multiple projects and priorities
  • Excellent troubleshooting, data analysis, and problem-solving skills
  • Familiarity with fundraising processes helpful, but not required Salesforce Admin certificate is preferred, but not required
  • Languages: Verbal and written English proficiency

Responsibilities

  • CRM Administration (70%):
  • Collaborate daily with the CRM Manager to support users, implement new system features, and build fixes while adhering to stated best practices
  • Assist with the gathering of detailed functional requirements stating project scope and desired outcomes
  • Support the design, development, and deployment of large-scale enterprise solutions globally
  • Improve data quality through a combination of manual and bulk data cleanups working independently or together with data owners
  • Monitor data quality and system usage indicators, raising concerns and trends to the attention of the CRM Solutions Architect and the Senior Manager, Development Operations
  • Implement dashboards and reports and monitor integrations and connections within the CRM platform or other relevant reporting/analytics tools within Salesforce to support fundraising goals and improved collaboration across sectors
  • Manage and provide ongoing support related to CRM integration/apps such as GeoPointe, Classy, wealth screening tools, etc
  • CRM Adoption and Engagement (30%):
  • Provide new user onboarding and ongoing user training
  • Interact daily with Development Salesforce users to drive increased adoption of and interest in Salesforce
  • Document business processes, system interactions, and data flows and develop and update guidelines and training materials as needed

FAQs

Do we support remote work?

Yes, we operate in a hybrid format which requires 8 days per month in our Washington DC office.

Is work authorization required for this position?

Yes, existing work authorization is required at the time of application, as WRI is unable to sponsor any visa work sponsorship for this position.

Where do candidates need to reside to be eligible for this position?

Candidates must be residents of Washington DC, Maryland, or Virginia at the start of employment.

What is the salary range for this position?

The US salary range for this position is between $69,000 and $73,000, with salary being commensurate with experience and other compensable factors.

When is the application deadline for this position?

The application deadline is August 15, 2024.

Is a cover letter required when applying?

Yes, we are unable to consider your application without a cover letter.

What qualifications are needed for this role?

A bachelor’s degree in computers, information technology, management, marketing, operations, or a related area is required, along with a minimum of 3 years of full-time work experience in data analysis and process flows.

Are there any preferred qualifications for this role?

Experience using Salesforce or other customer relationship management tools is preferred, as well as familiarity with fundraising processes and a Salesforce Admin certificate.

What types of benefits does WRI offer to employees?

WRI offers medical, dental, and vision coverage, a retirement plan with employer contributions, generous leave days, and access to a global network for professional development.

Does WRI support diversity and inclusion in the workplace?

Yes, WRI is committed to advancing gender and social equity and encourages diverse candidates, including women, the LGBTQ+ community, persons with disabilities, Afro-descendants, and Indigenous people, to apply.

https://www.linkedin.com/company/world-resources-institute/

Energy
Industry
1001-5000
Employees
1982
Founded Year

Mission & Purpose

WRI's mission is to move human society to live in ways that protect Earth’s environment and its capacity to provide for the needs and aspirations of current and future generations. We organize our work around six critical goals that the world must achieve this decade in order to secure a sustainable future: Climate: Protect communities and natural ecosystems from damage caused by greenhouse gas emissions, and generate opportunities for people by catalyzing a global transition to a low-carbon economy. Energy: Drive the scale-up of clean, affordable power systems throughout the world to deliver sustainable socio-economic development. Food: Ensure the world’s food systems reduce their impact on the environment, drive economic opportunity, and sustainably feed 9.6 billion people by 2050. Forests: Alleviate poverty, enhance food security, conserve biodiversity, and mitigate climate change by reducing forest loss and restoring productivity to degraded, deforested lands. Water: Achieve a water-secure future by mapping, measuring, and mitigating global water risks. Cities and Transport: Improve quality of life in cities by developing and scaling environmentally, socially, and economically sustainable urban and transport solutions. We design solutions for and analyze these six critical goals through the lenses of our three Centers of Excellence which focus on Governance, Business and Finance.

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