Jan 20, 2023

Senior Salesforce Business Analyst, Operations

$118,000 - $120,000 yearly
  • Hadassah
  • New York, NY, USA
Full-Time Data/Analysis Healthcare/Medical Other

Job Description

The Senior Salesforce Business Analyst ensures that the Operations Division’s systems/processes conform to best practices and maximize the use of all Salesforce related functions/applications to promote efficiency and standardization in the Division’s operations as well as throughout the country.

Duties and Responsibilities include but are not limited to 

  • Liaise with the organization’s divisions/departments to assess the operational impact, including risk assessment, of any planned new programing and integration with the Salesforce platform.
  • Review operational systems/processes supporting Philanthropy’s fundraising efforts and recommend enhancements to capitalize on Salesforce functionality and automation opportunities. These include Major Gifts, Annual Gifts, Tax Receipting, Grassroots, Yahrzeits, Tributes (IHO/IMO), and Certificates, for example.
  • Manage the repository of requested Salesforce related business improvements. Provide quarterly updates to the Governance Committee to help prioritize efforts.
  • Manage the repository of requested complex reports and coordinate their implementation schedule to balance priority and complexity. Assist Salesforce report team as an additional resource on request.
  • Monitor and manage Salesforce Adoption Dashboard(s) data to understand how/how much the Hadassah community is utilizing the tool. Prepare recommendations based on that info for the Application Integration Leadership to ensure that Salesforce is consistently supporting our strategic objectives.
  • Review all Salesforce (and Salesforce related tools) product enhancement notices; highlight information that needs to be communicated to users and/or features to consider for adoption, and work with the Salesforce systems administrators re: the communication and integration.
  • Liaise with Salesforce systems administrators to ensure product upgrades are scheduled, implemented, and communicated in a timely manner.
  • Build, maintain, and distribute a quarterly newsletter of Salesforce “Tips and Techniques” for staff and volunteers.
  • Develop “Office Hours” Zoom program (one hour twice a week) for staff and volunteers to get real-time help regarding using and capitalizing on Salesforce features.
  • Enhance the initial Salesforce training program to further support and encourage Salesforce usage across the organization for both staff and volunteers domestically and in Israel.

Hiring Organization



Required Knowledge, Education, and Experience

  • Experience with Salesforce
  • Bachelor’s degree and three to five years’ experience in systems analysis, business analysis, operations, and/or not-for-profit fundraising
  • Experience building and delivering training programs, especially Salesforce
  • Ability to manage several projects simultaneously in a fast-paced environment
  • Excellent interpersonal, verbal/presentation, and written communication skills
  • Strong problem solving/analytical skills; excellent attention to detail
  • Computer proficiency and expertise in Office 365 and related technology skills, including familiarity with using digital platforms such as Zoom, WebEx, Microsoft Teams

Industry/Service Area




Application Instructions

Apply Now