Grant Operations Systems Analyst

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.

Requirements

• Minimum required: 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. Monday.com experience is a plus.
• Experience training staff to use systems, including strong technical writing skills, and the ability to develop useful learning tools and training materials.
• A Salesforce certification as an Administrator, Advanced Administrator, or Business Analyst is strongly preferred.
• 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).

Core Competencies

Demonstrates expertise in Salesforce configuration, management, and user support, with a strong focus on data analysis, project management, and training development. Committed to enhancing system usability and accessibility while fostering collaboration and customer service within grantmaking operations.