Senior Salesforce Admin / Business Analyst, Functional Lead

Overview

The Wisconsin Foundation and Alumni Association (WFAA)*  is seeking a highly skilled and dynamic Senior Salesforce Admin/Business Analyst, Functional Lead to play a pivotal role in managing and optimizing WFAA’s CRM ecosystem. This position will focus on identifying, evaluating, and implementing innovative solutions within the Salesforce platform. As a leader, you will develop and enforce best practices for Salesforce administration and business analysis, increase operational efficiency, challenge the status quo, empower team members and users, and ensure data stewardship.

You will be responsible for training and mentoring members of the Salesforce CRM Administration team while contributing to the overall success of the CRM ecosystem. This involves collaborating with cross-functional teams to deliver effective solutions that improve business processes, enhance user experience, and drive efficiency.

We can hire this role 100% remote for the right experience level.  Remote candidates must reside in the following states to be considered: Arizona, Colorado, Illinois, Iowa, Kentucky, Minnesota, Nebraska, New Mexico, New York, Texas, and Wisconsin. 

 

Who is WFAA?The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

 

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

Essential Functions

Lead:

•  Play a lead role in the identification, evaluation, and implementation of new solutions for the WFAA Salesforce platform, including upgrades, 3rd party products, and customizations.
• Collaborate with architects, tech admins, and implementation partners on roadmap projects and solutioning.
• Oversee and coordinate external consultants or resources as needed.
• Train and develop Salesforce CRM Administration team, technical teams, and key stakeholders on core Salesforce functionality and data.
• Facilitate decision-making on UX design and solution implementation, aligning with the Digital Roadmap team, 4WARD Product Owner and cross-functional business stakeholders.
• Lead select business functions and affiliated tools (e.g., Initium, Apsona) in collaboration with the 4WARD Product Owner.
• Evaluate business challenges and recommend strategic solutions. Collaborate with internal teams to understand their needs, create solutions, and ensure system performance.
• Provide input on vendor product roadmaps and stay current with new Salesforce functionality and industry trends.
• Design, test, and document custom solutions, data migrations, and integrations.
• Ensure database security and maintain documentation on procedures, triggers, workflows, and end-user guides.

  

Salesforce CRM Administration :

•  Support WFAA Salesforce environment by performing regular Salesforce administrative functions such as defining user roles, managing existing users, updating page layouts, making configuration changes, creating, and modifying workflows and automations, developing custom objects, etc.
• Support creation of Salesforce reports and dashboards.
• Use data loading tools to add data or mass update records in Salesforce.
• Work with other technical teams to design and test integrations with third party systems and data sources.
• Assist in data integration and data cleansing efforts to ensure accurate and reliable data across the platform.
• Provide user support, troubleshooting, and issue resolution for Salesforce-related inquiries, collaborating closely with end-users to ensure smooth system operation.
• Maintain approved Salesforce security model and ensure it adheres to organizational policy and goals related to information security, privacy and risk management, and industry regulations such as PCI, HIPAA, FERPA, etc.