CRM Business Systems Analyst II

The Navigators; Colorado Springs (CO); On-site; USD 64,000 - 100,000; Full time

Benefits offered by this job

Health plan

Paid holidays

NavBenefits details

Job summary

The Navigators CRM team is seeking a Business Systems Analyst II to support Salesforce and related systems critical to ministry operations. You will provide production CRM support across departments, troubleshoot integrations, and lead BA efforts on CRM projects.

You will design and optimize reports and dashboards, coordinate upgrades with vendors, and drive data migrations and clean-ups, all while aligning with our mission and Code of Conduct.

Qualifications

• Five to eight years’ experience in Salesforce or SaaS implementation, administration, and support.
• Experience in Business Analysis and writing requirements documents for business applications.
• Domain experience with nonprofit organization and financial systems preferred.
• Experience with cloud-based systems is preferred.
• Salesforce Certified Platform Administrator preferred.

Responsibilities

• Provide production support for the enterprise CRM system to cross-functional teams.
• Troubleshoot integrations with third party applications (e.g., finance transactions, data files, bank files).
• Assist with new setups/system configurations.
• Support future third party applications that may affect the CRM system.
• Serve as a lead Business Analyst in major projects related to the CRM.
• Proficient in building reports, dashboards, and flows.
• Collaborate with the team to assess cross functional impacts of business decisions across the Salesforce platform and connected systems.
• Proactively monitor the system and take appropriate steps to prevent failures and restore service.
• Coordinate system upgrades and maintenance with external vendors providing technical support for the CRM.
• Facilitate data migrations, append, and clean-ups.
• Assist in the Salesforce software updates.
• Develop and maintain procedures related to the above responsibilities for the CRM.

Skills

Salesforce

SaaS

Reports

AI in business

Cross-team

Excel

QA practices

Education

Bachelor's Degree (Business or CS)

Tools

Salesforce

Workday

Job description

Primary Purpose

The CRM Business Systems Analyst II shall serve The Navigators and fulfill the responsibilities listed below in the spirit of The Navigators calling, values and purpose: To advance the Gospel of Jesus and His kingdom into the nations through spiritual generations of laborers living and discipling among the lost.

Primary Purpose

The CRM Business Systems Analyst II shall serve The Navigators and fulfill the responsibilities listed below in the spirit of The Navigators calling, values and purpose: To advance the Gospel of Jesus and His kingdom into the nations through spiritual generations of laborers living and discipling among the lost.

This CRM Business Systems Analyst II provides business and systems expertise specifically for the Customer Relationship Management (CRM) system of The Navigators, Salesforce.

Essential Functions

Enterprise CRM Administration (95%)

• Provide production support for the enterprise CRM system to Development, Finance, Marketing, and other system users.
• Primary analyst Troubleshoot issues with integrations to third party applications (e.g., finance transaction, data files and bank files).
• Assist with new setups/system configurations.
• Support any future third party applications that may affect the CRM system.
• Serve as a lead Business Analyst (BA) in major projects related to the CRM.
• Proficient in the building of reports, dashboards, and flows.
• Collaborate with the team to assess the cross functional impacts of business decisions across the Salesforce platform and connected systems.
• Proactively monitor the system and take appropriate steps to prevent failures and restore service.
• Coordinate system upgrades and maintenance with external vendors providing technical support for the CRM.
• Facilitate data migrations, appends, and clean-ups.
• Assist in the Salesforce software updates.
• Develop and maintain procedures related to the above responsibilities for the CRM.

Additional Responsibilities (5%)

• Participate in Navigators’ on-site learning and development events, Cultural Development and Diversity trainings, or other non-Navigator developmental events as appropriate.
• Participate in annual processes, such as the organizational Plan and Progress Review (PPR), Engagement Survey, Reaffirmation of the Navigators Code of Conduct, Calling-Core Values-Vision, Statement of Faith, Driver’s Authorization, and other releases as required.
• Submit time worked on a weekly basis through the Workday Time Tracking system.
• Submit expense report as needed due the 15th of each month.
• Read spiritually and culturally developmental books and literature.
• Other job-related duties as assigned.

CORE COMPETENCIES

• Ability to work independently
• Ability to troubleshoot complex issues
• Ability to collaborate within a team and cross functionally with other teams
• undefined

Minimum And Preferred Qualifications

Spiritual:

Belief in and adherence to the Statement of Faith and Mission of The Navigators.

Experience:

Five to eight years’ experience in Salesforce or SaaS implementation, administration, and support, Salesforce Certified Platform Administrator preferred. Experience in Business Analysis and writing requirements documents for business applications. Experience with AI enabled business processes preferred. Domain experience with nonprofit organization and financial systems preferred. Experience with cloud-based systems is preferred.

Technical Knowledge & Skills:

Working knowledge of SDLC and QA practices. Advanced skills in Microsoft Office Applications, especially Microsoft Excel. Ability to administrate a program that involves mastering and organizing detailed data.

Communication & Leadership:

Excellent interpersonal and communication skills including verbal & written, to create understanding and build strong working relationships required.

Education:

Bachelor’s Degree in a business-related field or in Computer Science.

Compensation Range:

$63,775.92 - $99, 752.07 per year

Benefits:

• High-Deductible Health Plan: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, EAP, 401a and 403b retirement options.
• Up to 15 paid holidays per year, accumulating PTO (vacation, sick, personal).
• For detailed information, visit navbenefits.org.

The Navigators is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. The Navigators does not discriminate based on race, color, national origin, sex, age, disability, veteran status, or any other status protected by law or regulation.