Grant Operations Systems Analyst

Inatai Foundation • Asotin, WA

3d • Hybrid

About The Position

Inatai Foundation is seeking a Grant Operations Systems Analyst to manage and enhance their Salesforce system, serving as the primary point of contact for both internal users and external grantseekers/grantees. This role involves administering Salesforce objects, workflows, reports, and integrations, ensuring the system meets stakeholder needs. The analyst will also be responsible for training users, improving system usability, and collaborating with teams to support grantmaking, communications, and operations. The position emphasizes a commitment to equity, racial justice, and community engagement across Washington State, with a focus on geographic equity and supporting diverse communities. This is a full-time, exempt position with a hybrid work arrangement, allowing up to two remote days per week, with periodic evening/weekend hours and travel expected.

Requirements

• At least three years of experience supporting Salesforce.
• 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