Salesforce Administrator

Success Academy Charter Schools is seeking a Salesforce Administrator/Business Analyst for its Enrollment Team. The role supports and improves the Salesforce Lottery application used for scholar acquisition and enrollment through configuration, reporting, data quality, user support, and analysis.

Responsibilities

• Gain in-depth knowledge of the Enrollment data model in Salesforce with a focus on enhancing data flow, dependencies, and implications on downstream systems
• Manage the user experience and setup of user interfaces, including fields, custom objects, record types, and page layouts
• Create reports and dashboards in response to business needs
• Implement processes to advance data quality & hygiene, including validation rules, assignment rules, duplicate entry checks, flows, snapshot reporting, etc
• Import leads, contacts, and other data via Data Import Wizard and Data Loader
• Provide training and support to staff, create training materials
• Identify data defects and create story-based cases for greater Technology team
• Review and test systems to ensure they support the ever changing business needs of the organization and produce quality data outputs
• Provide data analysis to support data requirements and reporting
• Collaborate with Customer Experience and ED&A teams to analyze data to determine if initiatives achieved anticipated outcomes, provide data analysis to assist and guide decision making and surface insights from data to drive continuous improvement
• Responsible for adding and managing new users, including monitoring user roles, profiles, and permissions

Preferred

• Experience with agile methodologies and project management tools is a plus
• Previous CRM administration (Salesforce/MS Dynamics) experience preferred
• Previous experience working in a SCRUM or agile environment is preferred
• Salesforce Administrator
• Salesforce Business Analyst Certification
• Salesforce Platform App Builder
• Agile Methodologies
• Project Management Tools
• Microsoft Dynamics
• Scrum

Benefits

• Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan)
• Free One Medical membership
• Confidential mental health support via EAP/Talkspace
• 403(b) retirement plan with a 3% employer match
• Up to $2,400/year in employer HSA contributions
• Employer-paid life/disability insurance
• Public Service Loan Forgiveness (PSLF) eligibility
• Generous paid time off
• Paid holidays
• Paid parental leave
• A $50/month cellphone stipend ($600/year)
• Pre-tax commuter benefits
• Backup family care
• Performance-based earning incentives
• Hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday

Company

• New York City K-12 public charter school network
• New York, New York, USA
• https://www.successacademies.org/
• Founded in 2006
• 1001-5000 employees

Qualifications

• Deep understanding of Salesforce features, functionality, and limitations, including Sales Cloud, Service Cloud, Marketing Cloud, etc
• Ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems and processes
• Extensive experience with Salesforce data management, including creating and updating fields, page layouts, custom objects, reports and dashboards to support business processes and needs
• Proficient in analyzing business processes and requirements, and translating them into technical solutions
• Creative and analytical thinker with strong problem-solving skills
• Excellent verbal and written communication skills to interact with technical and non-technical stakeholders
• Exceptional verbal and written communication skills
• Ability to communicate effectively at all levels of the organization
• Excellent problem solving, documentation and communication skills
• Sense of humor required
• Knowledge of data migration, data quality, and data governance in the context of Salesforce
• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
• Ability to troubleshoot issues, propose solutions, and optimize Salesforce for better performance
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
• Excellent project management skills and a positive attitude
• Must have 2 years of previous business analyst experience developing detailed business & functional requirements, conducting User Acceptance Testing and end user training
• Previous experience developing requirements for CRM projects or implementation
• Previously responsible for point and click administration of mission-critical systems (ex, ERP, CRM, CMS, etc.)
• Previous education experience, specifically in the areas of focus
• Experience with agile methodologies and project management tools is a plus
• Previous CRM administration (Salesforce/MS Dynamics) experience preferred
• Previous experience working in a SCRUM or agile environment is preferred
• Salesforce Administrator
• Salesforce Business Analyst Certification
• Salesforce Platform App Builder
• Must have 2 years of previous business analyst experience developing detailed business & functional requirements, conducting User Acceptance Testing and end user training.

Required skills

• Agile Methodologies, Business Analysis, CRM Requirements Development, Data Governance, Data Migration, Data Quality, End-User Training, Marketing Cloud, Microsoft Dynamics CRM, Sales Cloud, Salesforce Administration, Salesforce Administrator Certification, Salesforce Business Analyst Certification, Salesforce Data Management, Salesforce Platform App Builder Certification, Service Cloud, User Acceptance Testing

Preferred skills

• Salesforce Platform App Builder

Experience

• 2+ years