Formerly known as Group Health Foundation. True equity. Real change. Community powered.
Grant Operations Systems Analyst
Location
Washington
Posted
2 days ago
Salary
$110K - $130K / year
Seniority
Senior
Job Description
Grant Operations Systems Analyst
Inatai Foundation
• Support end-users with ongoing business processes by identifying, diagnosing, and resolving problems with Salesforce configuration, workflows, processes, and/or integrations. • Perform ongoing maintenance and configuration tasks in Salesforce, including coordinating and undertaking testing of regular system updates and vendor releases. • Maintain and improve the usability of Inatai’s portal where grantseekers and grantees interact with the foundation. • Manage and troubleshoot bugs and system malfunctions reported by users, including submitting helpdesk tickets to Salesforce or other parties, and track items through to resolution. • Liaise with software vendors to implement enhancements and bug fixes, as required. • Implement and maintain Salesforce platform integrations, including Conga, DocuSign, and Sage Intacct. • Develop and maintain complete system documentation detailing configuration decisions. • Setup, maintain, and regularly review users, security settings, profiles, permission sets, and other system security settings/requirements, including provisioning staff and applicant/grantee user accounts. • Perform discovery around new business needs, including documenting requirements, business process workflows, and customization specifications for development. • Coordinate and facilitate project meetings to gather information from stakeholders about emerging user needs. • Continually optimize the system’s usability and design to ensure grant and CRM information is accessible and transparent across Inatai. • Monitor and maintain data quality, and socialize data quality standards with users through drafted materials and direct training. • Support grants data analysis, including producing reports and developing dashboards for the presentation of grant information, e.g., operational performance indicators such as processing times and volume analyses. • Prepare grant-related schedules/reports for finance, audit, and tax purposes. • Rapidly respond to inquiries from Inatai staff for data on grants and sponsorships. • Design and conduct onboarding/on-going system training for all users, including Inatai staff, grantseekers, and grantees. • Produce training materials and write technical instructions, as required. • Provide management support and mentoring to staff. • Regularly participate in Grantmaking Operations team meetings to ensure system functionality is meeting user needs. • Actively participate in vendor user communities, e.g., Salesforce, PEAK Grantmaking, and TAG, and identify and investigate system practices or new tools that provide added benefits to staff and/or applicants/grantees, including implementing new technology systems as needed. • Maintain overall technical knowledge of Salesforce products and best practices by attending Dreamforce, TAG, educational workshops, and reviewing release notes. • Be a champion for the system while being a good thought partner and collaborator to fellow team members. Lean into our culture of providing excellent customer service. • Improve accessibility practices for external and internal users, particularly when it comes to providing Spanish translations of external forms and applications. • Contribute one’s own ideas, perspectives, and lived experiences to the emerging culture of the foundation. • Assume other responsibilities and explore new opportunities that arise with the evolving needs and aspirations of the foundation.
Job Requirements
- Minimum required: At least three years of experience supporting Salesforce, with at least five years in a nonprofit and/or grantmaking organization.
- Experience working with users across multiple departments and configuring Salesforce to meet cross-departmental needs and varied business use cases.
- Experience managing Grants Management System (GMS) and Constituent Relationship Management (CRM) databases within Salesforce.
- Experience configuring and managing a Salesforce Experience Cloud portal and external user accounts (e.g., grantees).
- Strong understanding of the Salesforce platform with the ability to build custom objects, fields, custom views, and other content of intermediate complexity.
- Experience building and troubleshooting Salesforce automation, e.g., Flows.
- Advanced skills with Microsoft Office Suite.
- Significant experience cleaning, analyzing, visualizing, and presenting data and mapping process workflows. Strong sense of how to depict data to show trends and tell stories.
- Strong knowledge of project management approaches and adept at using software and tools to plan, prioritize, and track project phases and assignments. Monday.com experience is a plus.
- Experience training staff to use systems, including strong technical writing skills, and the ability to develop useful learning tools and training materials.
- A Salesforce certification as an Administrator, Advanced Administrator, or Business Analyst is strongly preferred.
- Ability to work effectively in a remote working environment, carrying out projects and tasks collaboratively and asynchronously.
- Passion for developing accessible systems for both teammates and grantees, including but not limited to people with disabilities and those whose first language is not English.
- Excitement for grantmaking operations with a strong focus on customer service and trust-based philanthropy practices that are values aligned.
- A strong desire to learn about the needs of communities across the state who are most impacted by structural inequities.
- Humility and curiosity, and an understanding of how these qualities are connected to success in this role and across the organization.
- A deep commitment to equity and racial justice and strong alignment with our organizational values and 50-Year Vision.
- Ability to authentically connect the foundation’s mission and aspirations with one’s own personal experiences.
- Demonstrated ability to cultivate relationships and work effectively and respectfully with politically, ideologically, culturally, and geographically diverse people and communities.
- Demonstrated capacity for self-reflection.
- Strong verbal, non-verbal, and written communication skills combined with the ability to listen deeply and authentically.
- Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and SharePoint) and Adobe (Acrobat DC) and ability to adapt to new technologies.
- Willingness to take part in occasional meetings and events outside of core business hours.
- Enthusiasm for traveling throughout Washington and engaging with communities that may be different from your own (travel is estimated at 20-25% for this position).
Benefits
- Fully paid medical, dental, and vision coverage for employees and dependent children (partial coverage for spouses/partners)
- 12% employer contribution to retirement
- Generous time off: 29 days of flexible paid time off, 7 paid holidays, and a paid year-end office closure from December 25 to January 1
- Paid family and medical leave (12 to 18 weeks)
- Transportation support
- Professional development support
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