Business Analyst
CurrentFoster a team environment of trust, innovation, and professionalism while leading strategic and tactical efforts with all departmental users to define their specific CRM needs in order to customize the platform to enable the organization to maintain a high level of functionality by capitalizing on Salesforce technology.Select Highlights: ★ Foster an environment of trust, innovation, and professionalism among the Information Systems Team. ★ Assess and provide solutions via (Salesforce) dashboards and report generation ensuring optimal performance of the Salesforce systems and products. ★ Extract, analyze, manipulate, and capture information for departmental stakeholders to facilitate problem resolution. ★ Upgrade and configure (Salesforce) system software and products for optimized integration to determine applicability.★ Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing. ★ Document processes, including error reports and changes to field history tables. ★ Keep up-to-date on donor database technological advances and assist in the planning and execution of software upgrades. ★ Incorporate policies and procedures based on needs of the organizations and the evolving nature of philanthropy. ★ Serve as help desk in support of donor software and provide technical guidance to ensure application success. ★ Use judgment and discretion in the use of confidential information and the sharing of information with internal constituents. ★ Work with internal customers from across departments to ensure that reporting needs are met, and processes are streamlined for efficiencies.★ Work with external customers to ensure their data is correct and their needs are met from an Information Systems perspective. This includes via phone or in person at events.★ Create lightning and Apsona reports based on internal customer reporting needs.★ Assists Director of Information Systems and related duties as required.