Role Description The Salesforce Report Writer/Analyst partners with University of Rhode Island Foundation (URIF) staff to understand reporting and business intelligence needs and develop solutions that transform data into actionable insights. Reporting to the Gift Management & Reporting Director, this position is responsible for designing, developing, and maintaining reports, dashboards, and data visualizations that support fundraising success, operational effectiveness, and strategic decision-making across the Foundation. The Report Writer leverages Salesforce, Apsona, Power BI, and other reporting tools to deliver accurate, timely, and meaningful information that advances the Foundation's mission. Key Responsibilities - Collaborate with Foundation stakeholders to gather, document, and analyze reporting and dashboard requirements. - Design, develop, and maintain reports, dashboards, and data visualizations using Salesforce (Kindsight/Affinaquest), Apsona, Power BI, and related tools. - Translate complex business requirements and data into clear, actionable reporting solutions. - Ensure the accuracy, consistency, and integrity of data presented in reports and dashboards. - Develop reporting solutions that effectively address Foundation management questions and business needs. - Provide user support, training, and guidance related to report access, interpretation, and self-service reporting capabilities. - Identify opportunities to improve reporting processes, automate data delivery, and enhance business intelligence capabilities. - Assist in establishing reporting standards, documentation, and best practices. - Partner with Advancement Operations staff to support ongoing data governance and reporting initiatives. Qualifications - Bachelor's degree or equivalent combination of education and relevant professional experience required. - Minimum of three years of experience in reporting, analytics, business intelligence, or related fields. - Experience developing reports and dashboards within Salesforce. - Experience with business intelligence and data visualization platforms such as Power BI, Tableau, or Salesforce Analytics. - Proficiency with Apsona for Salesforce preferred. - Experience with DAX, SOQL, JavaScript, SQL, or similar reporting and data analysis tools preferred. - Salesforce Trailhead learning and/or Salesforce certifications preferred. Requirements - Strong analytical, problem-solving, and critical-thinking skills. - Excellent organizational, interpersonal, and communication skills. - Ability to manage multiple priorities and projects in a collaborative, fast-paced environment. - Demonstrated attention to detail and commitment to data quality. - Ability to translate technical concepts and data into business-friendly insights. - Experience in higher education, advancement, nonprofit, or fundraising environments preferred. Benefits - Competitive benefits, including medical, dental, and vision coverage. - Generous paid time off. - Exceptional retirement savings programs. Salary Range $75,000–$85,000 annually, commensurate with experience. Company Description The University of Rhode Island Foundation is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, veteran status, disability, sexual orientation, gender identity or expression, genetic information, or any other protected status under applicable law.

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives • Ask probing questions to uncover root problems, not just requested features • Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements • Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done • Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints • Own assigned Salesforce initiatives from intake through launch • Plan timelines, milestones, dependencies, and delivery checkpoints • Own ambiguous, cross-functional Salesforce initiatives and mentor less-experienced analysts through example and feedback.

Role Description The Salesforce Data Analyst plays a key role in supporting the integrity, accuracy, and usability of business data across Salesforce and the internal systems that feed into it. The role partners with business users, IT, and cross-functional stakeholders to ensure data flowing through Salesforce is reliable, well-structured, and ready to support reporting and decision-making. While Salesforce serves as a central reference platform, a significant portion of the work involves backend internal systems that interface with Salesforce. The analyst is expected to support both recurring operational cycles and ad hoc requests, with a strong focus on data quality, normalization, and trend analysis. - Analyze data across Salesforce and connected internal systems to support business reporting, trend identification, and operational decisions. - Maintain data integrity by reviewing, reconciling, and standardizing records across multiple sources, ensuring consistency between Salesforce and upstream systems. - Support recurring operational cycles — daily, weekly, monthly, and quarterly — including data validation, reporting refreshes, and reconciliation activities. - Execute system updates and corrections through backend utilities and supporting tools, addressing both scheduled and request-based work. - Investigate data discrepancies across ERP, internal systems, and Salesforce; coordinate with relevant stakeholders to drive resolution. - Develop and maintain reports and dashboards in Salesforce and Excel to support business visibility, including pivots, trend views, and validation checks. - Conduct data quality reviews and contribute to enhancements that improve reporting accuracy and usability. - Support testing activities for system changes, including validation of configuration updates, issue tracking, and deployment readiness checks. - Manage account- and hierarchy-related updates, including customer, end-user, and organizational mapping, to ensure alignment across systems. - Set up and maintain sales code lookups and produce clean, validated output files for downstream use. - Develop and maintain process documentation, reference guides, and user materials to support consistent execution and onboarding. - Provide first-level support to business users for data-related questions and escalate complex system issues as appropriate. Qualifications - 0–2 years of experience in data analysis, CRM operations, or a similar function. - Working knowledge of Salesforce, including reports, dashboards, and tools such as Data Loader. - Strong Excel skills, including pivot tables, lookups, and data validation techniques. - Familiarity with working across integrated systems (e.g., ERP, CRM, internal platforms). - Solid analytical, problem-solving, and organizational skills with strong attention to detail. - Effective written and verbal communication; ability to translate data findings into clear business context. Company Description

• Reporting directly to our Salesforce Product Manager, this individual will be responsible for day-to-day configuration, support, maintenance, and enhancements to our Salesforce environment. • This individual will be responsible for effectively communicating with clients, developers, and internal stakeholders to fulfill the company's Salesforce-focused needs. • Support senior leadership on strategic initiatives and operational improvements. • Collaborate with business stakeholders to identify requirements and develop scalable Salesforce solutions. • Manage Salesforce projects from inception to completion, including information gathering, planning, and execution. • Create and maintain Salesforce documentation, such as process flows, data models, user training materials, and technical specifications. • Assist with administrative functions, including user management tasks such as new user setup/deactivation, profile management, permissions, public groups, and password resets. • Perform Salesforce configuration changes, such as validation rules, fields, page layouts, record types, custom settings, dashboards, and reports. • Evaluate new software solutions to enhance our technical stack. • Serve as an internal resource for Salesforce user support and provide training as needed. • Support the product owner in defining value, priority, and scope for upcoming sprints.