CRM Business Systems Analyst II

The Navigators • Colorado Springs, CO

4d

About The Position

The CRM Business Systems Analyst II provides business and systems expertise for The Navigators’ Salesforce customer relationship management system. The role supports the enterprise CRM for Development, Finance, Marketing, and other users, and serves as a lead business analyst on major CRM projects. It involves administration, troubleshooting, system configuration, reporting, monitoring, data management, vendor coordination, upgrades, and maintaining related procedures. The position also includes participation in organizational development and annual processes, weekly time reporting, monthly expense reporting as needed, and other job-related duties.

Requirements

• Belief in and adherence to The Navigators’ Statement of Faith and mission.
• Five to eight years of experience in Salesforce or SaaS implementation, administration, and support.
• Experience in business analysis and writing requirements documents for business applications.
• Working knowledge of SDLC and QA practices.
• Advanced skills in Microsoft Office applications, especially Microsoft Excel.
• Ability to administer a program involving mastery and organization of detailed data.
• Excellent verbal and written interpersonal and communication skills to create understanding and build strong working relationships.
• Bachelor’s degree in a business-related field or in Computer Science.
• Ability to work independently.
• Ability to troubleshoot complex issues.
• Ability to collaborate within a team and cross-functionally with other teams.

Nice To Haves

• Salesforce Certified Platform Administrator certification.
• Experience with AI-enabled business processes.
• Domain experience with nonprofit organizations and financial systems.
• Experience with cloud-based systems.

Responsibilities

• Provide production support for the enterprise CRM system to Development, Finance, Marketing, and other users.
• Troubleshoot issues with integrations to third-party applications, including finance transactions, data files, and bank files.
• Assist with new system setups and configurations, and support future third-party applications that may affect the CRM.
• Serve as a lead business analyst on major CRM-related projects.
• Build reports, dashboards, and flows.
• Collaborate with the team to assess cross-functional impacts of business decisions across Salesforce and connected systems.
• Proactively monitor the system, prevent failures, and restore service when needed.
• Coordinate system upgrades and maintenance with external vendors providing CRM technical support.
• Facilitate data migrations, appends, and clean-ups.
• Assist with Salesforce software updates.
• Develop and maintain procedures related to CRM responsibilities.
• Participate in on-site learning and development events, Cultural Development and Diversity trainings, and other appropriate developmental events.
• Participate in annual organizational processes, including the Plan and Progress Review, Engagement Survey, reaffirmation of organizational commitments and policies, Driver’s Authorization, and other required releases.
• Submit weekly time worked through Workday Time Tracking.
• Submit expense reports as needed by the 15th of each month.
• Read spiritually and culturally developmental books and literature.
• Perform other job-related duties as assigned.

Benefits

• High-Deductible Health Plan: medical, dental, and vision coverage.
• Health Savings Account (HSA).
• Flexible Spending Account (FSA).
• Life insurance.
• Disability coverage.
• Employee Assistance Program (EAP).
• 401a and 403b retirement options.
• Up to 15 paid holidays per year.
• Accumulating paid time off for vacation, sick, and personal time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level