Back Development Business Analyst - Salesforce Constituent Relationship Management (CRM)

This position is hybrid requiring a few days per week in Mexico City office; WRI Mexico. Existing work authorization is required at the time of application submission. WRI is unable to sponsor any visa work sponsorship for this position.

About the Program:

Now is the time to move from commitments to action on climate change—WRI is at the forefront of this urgent transition. WRI's Global Development Department builds relationships and coordinates fundraising to help the Institute deliver results and bring about a more equitable and sustainable world. WRI's Operations department strives to make all global offices fully capable and low risk, enhancing their operational capabilities, establishing sustainable growth through a bond of mutual respect, and sharing knowledge across the sisterhood of WRI offices. This is done by targeting standards of performance and measuring efficiency and effectiveness across the sisterhood of offices.

Job Highlight:

Reporting to the CRM Solutions Architect along with a dotted line reporting to the Senior Manager, Development Operations, you will be responsible for database administration and maintenance, including data integrity, reporting needs, and training of development staff. You will liaise between Development’s end users and the CRM team. Serving as both a subject-matter expert and technical lead, you will ensure that Salesforce is fit for purpose and that all members of Development’s global network are incorporating Salesforce into their daily workflows to derive maximal benefit from the tool. You will develop user stories, verify requirements, and help maintain existing functionality and the building of new functionality. Your daily work will allow the Development department to perform the data analysis required for strategic decision-making and to develop metrics and reports critical to assessing the success of our fundraising. You will be the first-level support for the Development Directorate’s Salesforce users and will oversee Development’s processes and data flows.

You will be supported by the CRM and Development Operations teams. Salesforce is a foundational tool for the Development team, and you will help drive the fundraising effectiveness and efficiency of the database.

What will you do:

CRM Administration (70%): -

• Collaborate daily with the CRM Manager to support users, implement new system features, and build fixes while adhering to stated best practices
• Assist with the gathering of detailed functional requirements stating project scope and desired outcomes
• Support the design, development, and deployment of large-scale enterprise solutions globally
• Improve data quality through a combination of manual and bulk data cleanups working independently or together with data owners
• Monitor data quality and system usage indicators, raising concerns and trends to the attention of the CRM Solutions Architect and the Senior Manager, Development Operations
• Implement dashboards and reports and monitor integrations and connections within the CRM platform or other relevant reporting/analytics tools within Salesforce to support fundraising goals and improved collaboration across sectors
• Manage and provide ongoing support related to CRM integration/apps such as GeoPointe, Classy, wealth screening tools, etc

  CRM Adoption and Engagement (30%) :-

  • Provide new user onboarding and ongoing user training
  • Interact daily with Development Salesforce users to drive increased adoption of and interest in Salesforce
  • Document business processes, system interactions, and data flows and develop and update guidelines and training materials as needed

    What will you need:

    • Education: You have completed a bachelor’s degree in computers, information technology, management, marketing, operations or related area
    • Experience: You have 5 years full-time work experience in data analysis and process flows to include data analyst or operations analyst experience
    • Experience using Salesforce or other customer relationship management tools (Monday.com, Blackbaud, Hubspot) to develop business solutions
    • Above-average mastery of Excel
    • Experience documenting business processes, system interactions, and data flows
    • Experience working independently and proactively as it require alternating between periods of intense collaboration and spells of solo/heads-down work
    • Experience managing multiple projects and priorities
    • Excellent troubleshooting, data analysis, and problem-solving skills
    • Familiarity with fundraising processes helpful, but not required
    • Salesforce Admin certificate is preferred, but not required
    • Languages: Verbal and written English proficiency
    • Requirements: Existing work authorization is required where this position. WRI is unable to authorize visa work authorization

      Potential Salary: Salary is commensurate with experience and other compensable factors.

      How to Apply: Please submit a resume with cover letter by the date of 10 May 2024. You must apply through the WRI Careers portal to be considered.

      What we offer:

      • A competitive salary
      • Access to the WRI global network with the opportunity to exchange with and learn from passionate colleagues working at the cutting edge of their fields across Asia, Africa, Europe, Latin America and the US
      • The chance to have an impact and to develop your career within a mission driven organization with access to varied learning and training opportunities