Posted 2w ago

Grant Operations Systems Analyst

@ Inatai Foundation
United States or Asotin or Seattle or Pasco or Asotin County or Clallam County or Cowlitz County or Grays Harbor County or Klickitat County or Lewis County or Okanogan County or Skagit County or Walla Walla County
$110k-$130k/yrRemoteFull Time
Responsibilities:administering Salesforce, managing integrations, analyzing data
Requirements Summary:Salesforce administration and systems support for grantmaking operations; 3+ years supporting Salesforce and 5+ years in nonprofit/grantmaking; managing integrations (Conga, DocuSign, Sage Intacct), building custom objects/Flows, data analysis, reporting, and training.
Technical Tools Mentioned:Salesforce, Salesforce Experience Cloud, Flows, Conga, DocuSign, Sage Intacct, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Adobe Acrobat DC, Monday.com
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Job Description

ABOUT US 

Inatai Foundation is a growing 501(c)(4) philanthropic organization committed to working with communities to shift the balance of power to ensure racial justice and equity across Washington and beyond. We are hiring a Grant Operations Systems Analyst to join our expanding team. 

Cultivating a staff team that embodies the diverse experiences of Washington communities is essential to these aspirations. We strongly and sincerely encourage applications from people of color; individuals who are immigrants, bilingual, and multicultural; d/Deaf people and people with disabilities; members of LGBTQIA+ and gender non-conforming communities; and people with other diverse backgrounds and lived experiences. 

Visit our About Us page to learn more about our work, approaches, and values. You may also browse our Join Inatai page to understand our hiring process, work culture, and benefits.  

POSITION SUMMARY

The Grant Operations Systems Analyst will serve as the foundation’s primary point of contact and resource for all Salesforce administration, support, and enhancements for 80 internal users and 1000 external users who are primarily grantseekers and grantee partners. This includes building and maintaining system objects, connectors, fields, dashboards, list views, workflows, reports, as well as conducting regular system testing and deployment of releases. The Systems Analyst will partner with other teams at Inatai to ensure that the database and grantee portal continues to meet the needs of internal and external stakeholders, including working to identify and document updated business processes and additional system requirements and features. They will be responsible for leading and conducting Salesforce training and ongoing learning for Inatai staff and grantees. 

This role will also focus on expanding and maintaining the use of Salesforce and any of its system integrations across departments to support key business functions, including the foundation’s grantmaking processes, communications, operations management, events management, and CRM data and information. The Systems Analyst will collaborate across multiple teams at Inatai, contributing to our culture of service to both our teammates and grantees. Additionally, they will work to continually refine the foundation’s Salesforce system and grantmaking process to further embody the foundation’s values. 

This is a full-time, exempt position. Inatai is proud to be a statewide organization and we know there are talented leaders everywhere in our state. As we grow and learn, we know that we are better partners to communities and more strategic grantmakers when we have team members rooted in place and bringing their lived and learned experiences to our work. We are prioritizing the following counties in Washington State to ensure we are fully living up to our commitments to geographic equity: 

  • Asotin County 
  • Clallam County 
  • Cowlitz County 
  • Grays Harbor County 
  • Klickitat County 
  • Lewis County 
  • Okanogan County 
  • Skagit County 
  • Walla Walla County 

If you have strong community roots and a passion for making a local impact, we’d love to connect! Leadership lives in every corner of Washington, and we’re excited to meet talented professionals who want to strengthen their communities. 

We currently have offices in Seattle and Pasco. Team members connected to an office are expected to work in the office. Team members may be permitted – with supervisor approval – to work remotely up to two days per week. Periodic early morning, evening, and weekend hours will be required, and statewide and regional travel should be expected. 

PRIMARY RESPONSIBILITIES

Salesforce Administration 

  • 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 

System and Process Improvements 

  • 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. 

Data Analysis and Reporting 

  • 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. 

 Management, Systems Training, and Other Responsibilities 

  • 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