Salesforce Business Analyst Save

Overview

This role is primarily responsible for supporting end-users, driving adoption, enabling strong data governance, and facilitating process improvements for our team through Salesforce and our related technology ecosystem. The ideal candidate will have analytical, functional, and technical skills, along with knowledge of best practice for using Salesforce-based technologies. The Salesforce Business Analyst will serve as the primary Salesforce system administrator for the Leviticus Fund’s ~20 users as well as the coordinator for general IT needs for the staff. 

This position requires a strong understanding of the Salesforce platform and a proactive approach to learning and assessing the potential application of new Salesforce-based technologies. Applicants should be comfortable working with end users of differing skill levels and adept at studying and mapping business processes to enterprise solutions. 

Reports to: Jose Rivera, Finance Director and Brian Gurski, Chief Compliance & Impact Officer 

Status: Full-Time 

Key Duties and Responsibilities  

Primary duties: 

• Support the development and lead the implementation of a Salesforce-centric, organization-wide technology roadmap to guide system enhancements, project prioritization, and milestone tracking. 

• Learn, analyze, document, and communicate business processes across departments to support effective system design and integration. 

• Work with Leviticus leadership and team members to analyze business needs, distill requirements, and design Salesforce solutions that achieve objectives.  

• Provide timely support to Salesforce users and become the subject matter expert for Salesforce processes and procedures. 

• Manage all basic Salesforce administrative functions. 

• Serve as a liaison with a third-party managed services provider, ensuring Salesforce configuration and development align with the organization’s business processes, priorities, and goals. 

• Uphold practices and processes that ensure the accuracy of CRM, lending, investment, and donation/grant information within Salesforce, so it serves as the “Single Source of Truth” database. 

• Monitor and evaluate the effectiveness of Salesforce implementations, recommending adjustments as needed to improve functionality and user experience. 

• Support ad hoc projects and report requests as needed. 

• Possess the certification(s) or demonstrated skill level necessary to make direct changes and configurations in Salesforce and manage the quality, productivity, and effectiveness of a third-party managed services provider. 

• Support user adoption by developing and maintaining clear, user-friendly training materials; instructional documents, and scheduling and delivering training sessions to drive adoption and confidence in using Salesforce tools. 

• Stay abreast of developments and innovations within the Salesforce ecosystem and make recommendations to enhance and evolve Leviticus’s technology in alignment with its needs and goals. 

Additional duties: 

• Provide IT systems training and orientation and ensure that adequate computer/hardware setup is in place for new employees  

• Serve as the main point of contact with external IT/Telecommunications vendors. 

• Explore more extensive use of MS Teams among staff. 

Working at Leviticus: 

Our team consists of committed, creative, and flexible problem-solvers who enjoy working for an unregulated, mission-driven lender that fills crucial gaps in the community development finance ecosystem. We are strategic thinkers committed to improving the health and stability of low-income communities and to treating each other – and the communities we serve – with humility and respect.  

Applicants should share a passion for the Leviticus mission and possess the skills to meet the expectations of this role.

Specifically, we are seeking a Salesforce Business Analyst with: 

• At least three years of experience working with Salesforce. 

• Two+ years as a Salesforce Certified Business Analyst or Administrator or other demonstrations of being an advanced Salesforce user. 

• Two+ years of experience in managing projects related to Salesforce. 

• Work in the nonprofit, CDFI, or real estate lending or development field is a plus. 

• Excellent customer service and people skills with an ability to work with racially, ethnically, and socially diverse stakeholders. 

• Excellent problem-solving skills. 

• Ability to meet deadlines. 

• A self-starter that takes initiative and can work without supervision. 

• Effectively communicates with good interpersonal skills. 

• Proactive mentality on process improvements and issue resolutions 

• Demonstrated experience in end-user support, training program development, and data governance best practices 

• Experience with Salesforce Lightning; successful completion of Salesforce Certified Administration exam is preferred, but Leviticus will assist candidates without a Certified Administrator credential to achieve this within your first 90 days on the job. 

• Demonstrated capacity to independently track and fulfill responsibilities, and to manage and prioritize simultaneous requests.  

• Cooperative attitude, a good sense of humor, and an ability to work with a variety of personalities in a team setting. 

• Demonstrated ability to learn new skills and pursue professional development opportunities. 

• Proficiency in Microsoft Office 365. 

Compensation: 

Leviticus offers a competitive salary and generous benefits, including an employer match to a 403(B) plan, plus annual paid time off beginning at 25 days per year, increasing by a PTO day each year of employment up to a total of 30 PTO days per year. The starting salary for the Salesforce Business Analyst ranges from $110,000-$120,000 to commensurate with the alignment of an applicant’s experience with the job requirements. We negotiate actual salary with final candidates.  

How to Apply: 

Please submit a letter of interest, resume, and salary requirements to [email protected]. Submissions not including salary requirements will not be considered. 
 

Equal Opportunity Employer: 
The Leviticus Fund is an Equal Opportunity Employer and is committed to building a culturally diverse staff. We strongly encourage applications from female and minority candidates and candidates with disabilities.