Grant Operations Systems Analyst

Inatai Foundation • Port Angeles, WA

4h • $110,000 - $130,000 • Hybrid

About The Position

Inatai Foundation is a growing 501(c)(4) philanthropic organization committed to working with communities to shift the balance of power to ensure racial justice and equity across Washington and beyond. We are hiring a Grant Operations Systems Analyst to join our expanding team. Cultivating a staff team that embodies the diverse experiences of Washington communities is essential to these aspirations. We strongly and sincerely encourage applications from people of color; individuals who are immigrants, bilingual, and multicultural; d/Deaf people and people with disabilities; members of LGBTQIA+ and gender non-conforming communities; and people with other diverse backgrounds and lived experiences. Visit our About Us page to learn more about our work, approaches, and values. You may also browse our Join Inatai page to understand our hiring process, work culture, and benefits.

The Grant Operations Systems Analyst will serve as the foundation’s primary point of contact and resource for all Salesforce administration, support, and enhancements for 80 internal users and 1000 external users who are primarily grantseekers and grantee partners. This includes building and maintaining system objects, connectors, fields, dashboards, list views, workflows, reports, as well as conducting regular system testing and deployment of releases. The Systems Analyst will partner with other teams at Inatai to ensure that the database and grantee portal continues to meet the needs of internal and external stakeholders, including working to identify and document updated business processes and additional system requirements and features. They will be responsible for leading and conducting Salesforce training and ongoing learning for Inatai staff and grantees.

This role will also focus on expanding and maintaining the use of Salesforce and any of its system integrations across departments to support key business functions, including the foundation’s grantmaking processes, communications, operations management, events management, and CRM data and information. The Systems Analyst will collaborate across multiple teams at Inatai, contributing to our culture of service to both our teammates and grantees. Additionally, they will work to continually refine the foundation’s Salesforce system and grantmaking process to further embody the foundation’s values.

This is a full-time, exempt position. Inatai is proud to be a statewide organization and we know there are talented leaders everywhere in our state. As we grow and learn, we know that we are better partners to communities and more strategic grantmakers when we have team members rooted in place and bringing their lived and learned experiences to our work. We are prioritizing the following counties in Washington State to ensure we are fully living up to our commitments to geographic equity: Asotin County, Clallam County, Cowlitz County, Grays Harbor County, Klickitat County, Lewis County, Okanogan County, Skagit County, Walla Walla County. If you have strong community roots and a passion for making a local impact, we’d love to connect! Leadership lives in every corner of Washington, and we’re excited to meet talented professionals who want to strengthen their communities.

We currently have offices in Seattle and Pasco. Team members connected to an office are expected to work in the office. Team members may be permitted – with supervisor approval – to work remotely up to two days per week. Periodic early morning, evening, and weekend hours will be required, and statewide and regional travel should be expected.

Requirements

• At least three years of experience supporting Salesforce, with at least five years in a nonprofit and/or grantmaking organization.
• Experience working with users across multiple departments and configuring Salesforce to meet cross-departmental needs and varied business use cases.
• Experience managing Grants Management System (GMS) and Constituent Relationship Management (CRM) databases within Salesforce.
• Experience configuring and managing a Salesforce Experience Cloud portal and external user accounts (e.g., grantees).
• Strong understanding of the Salesforce platform with the ability to build custom objects, fields, custom views, and other content of intermediate complexity.
• Experience building and troubleshooting Salesforce automation, e.g. Flows.
• Advanced skills with Microsoft Office Suite.
• Significant experience cleaning, analyzing, visualizing, and presenting data and mapping process workflows. Strong sense of how to depict data to show trends and tell stories.
• Strong knowledge of project management approaches and adept at using software and tools to plan, prioritize, and track project phases and assignments.
• Experience training staff to use systems, including strong technical writing skills, and the ability to develop useful learning tools and training materials.
• Ability to work effectively in a remote working environment, carrying out projects and tasks collaboratively and asynchronously.
• Passion for developing accessible systems for both teammates and grantees, including but not limited to people with disabilities and those whose first language is not English.
• Excitement for grantmaking operations with a strong focus on customer service and trust-based philanthropy practices that are values aligned.
• A strong desire to learn about the needs of communities across the state who are most impacted by structural inequities.
• Humility and curiosity, and an understanding of how these qualities are connected to success in this role and across the organization.
• A deep commitment to equity and racial justice and strong alignment with our organizational values and 50-Year Vision.
• Ability to authentically connect the foundation’s mission and aspirations with one’s own personal experiences.
• Demonstrated ability to cultivate relationships and work effectively and respectfully with politically, ideologically, culturally, and geographically diverse people and communities.
• Demonstrated capacity for self-reflection.
• Strong verbal, non-verbal, and written communication skills combined with the ability to listen deeply and authentically.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and SharePoint) and Adobe (Acrobat DC) and ability to adapt to new technologies.
• Willingness to take part in occasional meetings and events outside of core business hours.
• Enthusiasm for traveling throughout Washington and engaging with communities that may be different from your own (travel is estimated at 20-25% for this position).

Nice To Haves

• Monday.com experience is a plus.
• A Salesforce certification as an Administrator, Advanced Administrator, or Business Analyst is strongly preferred.

Responsibilities

• Support end-users with ongoing business processes by identifying, diagnosing, and resolving problems with Salesforce configuration, workflows, processes, and/or integrations.
• Perform ongoing maintenance and configuration tasks in Salesforce, including coordinating and undertaking testing of regular system updates and vendor releases.
• Maintain and improve the usability of Inatai’s portal where grantseekers and grantees interact with the foundation.
• Manage and troubleshoot bugs and system malfunctions reported by users, including submitting helpdesk tickets to Salesforce or other parties, and track items through to resolution.
• Liaise with software vendors to implement enhancements and bug fixes, as required.
• Implement and maintain Salesforce platform integrations, including Conga, DocuSign, and Sage Intacct.
• Develop and maintain complete system documentation detailing configuration decisions.
• Setup, maintain, and regularly review users, security settings, profiles, permission sets, and other system security settings/requirements, including provisioning staff and applicant/grantee user accounts.
• Perform discovery around new business needs, including documenting requirements, business process workflows, and customization specifications for development.
• Coordinate and facilitate project meetings to gather information from stakeholders about emerging user needs.
• Continually optimize the system’s usability and design to ensure grant and CRM information is accessible and transparent across Inatai.
• Monitor and maintain data quality, and socialize data quality standards with users through drafted materials and direct training.
• Support grants data analysis, including producing reports and developing dashboards for the presentation of grant information, e.g., operational performance indicators such as processing times and volume analyses.
• Prepare grant-related schedules/reports for finance, audit, and tax purposes.
• Rapidly respond to inquiries from Inatai staff for data on grants and sponsorships.
• Design and conduct onboarding/on-going system training for all users, including Inatai staff, grantseekers, and grantees.
• Produce training materials and write technical instructions, as required.
• Provide management support and mentoring to staff.
• Regularly participate in Grantmaking Operations team meetings to ensure system functionality is meeting user needs.
• Actively participate in vendor user communities, e.g., Salesforce, PEAK Grantmaking, and TAG, and identify and investigate system practices or new tools that provide added benefits to staff and/or applicants/grantees, including implementing new technology systems as needed.
• Maintain overall technical knowledge of Salesforce products and best practices by attending Dreamforce, TAG, educational workshops, and reviewing release notes.
• Be a champion for the system while being a good thought partner and collaborator to fellow team members. Lean into our culture of providing excellent customer service.
• Improve accessibility practices for external and internal users, particularly when it comes to providing Spanish translations of external forms and applications.
• Contribute one’s own ideas, perspectives and lived experiences to the emerging culture of the foundation.
• Assume other responsibilities and explore new opportunities that arise with the evolving needs and aspirations of the foundation.

Benefits

• Fully paid medical, dental, and vision coverage for employees and dependent children (partial coverage for spouses/partners)
• 12% employer contribution to retirement
• Generous time off: 29 days of flexible paid time off, 7 paid holidays, and a paid year-end office closure from December 25 to January 1
• Paid family and medical leave (12 to 18 weeks)
• Transportation support
• Professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed