Associate Director, Salesforce Strategy and Business Analyst

Arabella Advisors · Washington, DC

Data + Analytics
Partners & Advocates
Posted 2 weeks ago

Salesforce
Excel
Project Management
Featured Job

 
Arabella Advisors seeks an individual who can help drive our use of Salesforce toward best practices to improve automation and efficiency with a focus on Managed Organizations (MO), our largest line of business. The Associate Director, Salesforce Strategy and Business Analyst, will be responsible for leading the Salesforce strategy for the MO team, encompassing determining annual work plans, execution priority, and sourcing resources for the work, with a focus across the systems we use internally to serve our clients as well as client-facing technology. There is a high level of stakeholder engagement and management across MO, as well as with the Arabella centralized IT team. This role will manage the relationships between Arabella’s third-party Salesforce consultants and is expected to work with consulting partners and business units to solve business problems, managing all aspects of medium/large projects using best practices for technology enhancements.
 
MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact. Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. This is a great role for someone ready to lead Salesforce strategy and initiatives on a growing and dynamic team.
 
Candidates are highly encouraged to research fiscal sponsorship prior to a first interview.
 
Essential Responsibilities:
  • Set annual plan for Managed Organizations Salesforce innovations, updates, and improvements, taking into account client and internal staff input and in alignment with MO- and firm-level strategy
  • Lead the execution of the annual plan and related priorities, adjusting course as necessary
  • Lead a growing team focused on MO Salesforce initiatives and ongoing support
  • Leverage Salesforce knowledge across MO to plan and manage implementation of technical and operational automation and workflow solutions for MO departments 
  • Identify opportunities for MO improvements and serve as project manager or key subject matter expert and strategist on complex technical projects
  • As part of the Salesforce Center of Excellence, ensure Arabella, and specifically MO, has a sophisticated CRM software for future scale and growth
  • Develop trusted partnerships across MO and the centralized IT team, to ensure understanding of impact across all platforms and teams of system improvements
  • Manage firm’s dedicated Salesforce consultant, including capacity, contract, and invoices
 
To be successful in this role you’ll need:
 
  • Minimum of five years’ experience in technology, business analysis, and/or project management roles
  • Expert understanding of Salesforce and process improvement. Familiarity with and/or experience working within a fiscal sponsorship structure is a huge plus.
  • The ability to integrate diversity, equity, and inclusion (DEI) into work processes and demonstrate an understanding of how oppression, privilege, and power present in interactions and work
  • Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of internal stakeholders, and meet deadlines
  • A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
  • The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
  • The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
  • The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
  • The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs
 
Other Preferred Skills and Experience:
 
  • Degree in technology, mathematics, business, finance or other related field
  • Salesforce Administrator Certification
  
Our Core Competencies: 
  • The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards 
  • The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates 
  • The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers 
  • The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content. 
  • The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing 
  • The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others  
  • The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others 
  • The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority 
 
About Arabella Advisors 
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.  
 
About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement.  
 
Our Commitment to Diversity, Equity, and Inclusion (DEI) 
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. 
 
Total Rewards (compensation and benefits)  
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our base salaries are based on a blend of similar sized organizations from different sectors, including nonprofits, foundations, and professional service firms. They are also based on local market rates and differentiated by geography.  
All full-time staff are eligible for our generous benefits package on their first day of employment:  
  • Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium 
  • Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave 
  • 401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1 
  • Reimbursements for your personal cell phone plan and fitness  
  • Pre-tax withholding for transportation and parking 
  • Bonus incentive opportunities  
  • Access to professional development opportunities 
 
Working with Us 
While this position must be based in Washington, DC, San Francisco, CA, Chicago, IL, Durham, NC, or New York, NY, please note that due to COVID-19, all Arabella Advisors' offices are closed, and we continue to temporarily work in a remote environment.  
 
When we reopen -- currently anticipated in early 2022 -- we will be returning to work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. It is our expectation that once we reopen, Arabellans will generally work 2-4 days per week from the office and 2-4 days at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. 
 
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. 
 
How to Apply 
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.  
 
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.  
We encourage you to read (or listen to) our DEI statement prior to applying.  We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. 
 
While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.  
 
We will review applications as they are received and look forward to hearing from you.

Related Jobs

Senior Associate, Data Science - Palladium
Washington, DC - Posted 2 weeks ago
View more open tech jobs in Washington, DC
Be the first to see new Associate Director, Salesforce Strategy and Business Analyst jobs

Save this search to get an email when new jobs match this search.

Create Email Alert